Optimize Performance with Customer Data & AB Testing - Klaviyo
2026-03-10 19:03 Diff

The Optimize Performance checklist

Take what you’ve been doing to the next level. Get more granular, test new strategies, and use AI to become a proactive retention marketer.

Test and refine

  • Regularly A/B test campaigns

    Learn what motivates your audience by running frequent A/B tests on campaigns across all channels.

  • A/B test your sign-up forms

    Set up a manual A/B test, or run a forms optimization test which uses AI to find the ideal form settings.

  • Run Smart Send Time tests

    Find the optimal send time for your audience based on this time series test.

  • Add personalized product feeds

    Drag and drop the products a customer may also like feed into promotional messages to increase conversions.

Build flows for key use cases

  • Launch a back-in-stock flow

    Don’t lose out on a sale just because you’re out of stock. Capture interest and recover potentially lost sales once your inventory is restocked.

  • Launch a low inventory flow

    Use scarcity to your advantage. Target window shoppers to let them know that a product they recently looked at is low in stock.

  • Launch loyalty and/or referral flows

    Automate all customer communications for rewards programs, referral programs, and influencer programs through Klaviyo.

  • Launch flows for Klaviyo Reviews

    Install Klaviyo Reviews to unlock new flow templates that allow you to collect product reviews and UGC in a streamlined way.

Improve retention

  • Activate Marketing Analytics

    Gain access to a new set of analysis tools that will help you turn insights into action that drives results.

  • Set up RFM analysis

    Define your values for recency, frequency, and monetary value. Then, build new segments and flows to target at-risk customers.

  • Analyze customer buying habits

    Use the product analysis feature to inform your discounting, bundling, and promotional strategies.

  • Customize CLV calculations

    Set custom parameters for all predictive profile properties calculated in Klaviyo for a more accurate prediction that is aligned to your business cycle.