Audience Growth & Targeted Messaging - Klaviyo
2026-03-10 20:58 Diff

The Beyond Basics checklist

Put your focus on expansion. New channels, new subscribers, new opportunities.

Find more potential customers

  • Integrate with ad platforms

    Spend your ad dollars smarter by connecting Klaviyo to Meta, Google Ads, Pinterest Ads, and TikTok Audiences.

  • Run paid ads using segment data

    The best way to bring in new potential customers is to use the data you have about your existing customers.

  • Optimize your sign-up forms

    Add form teasers, add unique coupon codes directly into your forms, and make sure your forms are mobile-optimized.

Add new channels

  • Set up SMS in your account

    Amplify your impact by reaching people where they are—in their text message inbox. We’ll walk you through every piece of the setup in Klaviyo.

  • Start collecting SMS consent

    Add phone number and consent collection to all of your forms to build your text marketing list.

  • Branch your flows by channel

    Add a conditional split to all flows based on channel consent to make sure you’re always sending the right message through the right channel.

Get more targeted

  • Refine your engaged segments

    Review the pre-built segments in your account and make adjustments to the segment criteria if needed. You may want to account for factors like machine opens or marketing consent status.

  • Build new behavior-based segments

    Identify one-time purchasers, loyal customers, churn risks, and more. Think about which behaviors are most meaningful to your business.

  • Launch targeted onsite forms

    Forms are for more than consent collection. Use them as a tool for targeted onsite personalization.

  • Publish 2 more flows

    Add post-purchase flows like a thank you flow and a customer winback flow to keep customers engaged.