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Original
2026-01-01
Modified
2026-03-10
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<h2>Beyond Basics</h2>
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<p>You’ve got the email basics down. Now it’s time to focus on expanding your reach. Connect with more customers across more channels, and create a segmentation strategy that supports your business goals.</p>
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<h2>The Beyond Basics checklist</h2>
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<h2>The Beyond Basics checklist</h2>
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<p>Put your focus on expansion. New channels, new subscribers, new opportunities.</p>
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<p>Put your focus on expansion. New channels, new subscribers, new opportunities.</p>
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<h3>Find more potential customers</h3>
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<h3>Find more potential customers</h3>
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<ul><li><p>Integrate with ad platforms</p>
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<ul><li><p>Integrate with ad platforms</p>
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<p>Spend your ad dollars smarter by connecting Klaviyo to Meta, Google Ads, Pinterest Ads, and TikTok Audiences.</p>
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<p>Spend your ad dollars smarter by connecting Klaviyo to Meta, Google Ads, Pinterest Ads, and TikTok Audiences.</p>
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</li>
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</li>
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<li><p>Run paid ads using segment data</p>
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<li><p>Run paid ads using segment data</p>
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<p>The best way to bring in new potential customers is to use the data you have about your existing customers.</p>
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<p>The best way to bring in new potential customers is to use the data you have about your existing customers.</p>
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<li><p>Optimize your sign-up forms</p>
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<li><p>Optimize your sign-up forms</p>
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<p>Add form teasers, add unique coupon codes directly into your forms, and make sure your forms are mobile-optimized.</p>
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<p>Add form teasers, add unique coupon codes directly into your forms, and make sure your forms are mobile-optimized.</p>
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</li>
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</ul><h3>Add new channels</h3>
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</ul><h3>Add new channels</h3>
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<ul><li><p>Set up SMS in your account</p>
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<ul><li><p>Set up SMS in your account</p>
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<p>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.</p>
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<p>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.</p>
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</li>
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</li>
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<li><p>Start collecting SMS consent</p>
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<li><p>Start collecting SMS consent</p>
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<p>Add phone number and consent collection to all of your forms to build your text marketing list.</p>
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<p>Add phone number and consent collection to all of your forms to build your text marketing list.</p>
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</li>
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<li><p>Branch your flows by channel</p>
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<li><p>Branch your flows by channel</p>
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<p>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.</p>
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<p>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.</p>
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</li>
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</ul><h3>Get more targeted</h3>
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</ul><h3>Get more targeted</h3>
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<ul><li><p>Refine your engaged segments</p>
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<ul><li><p>Refine your engaged segments</p>
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<p>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.</p>
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<p>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.</p>
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</li>
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<li><p>Build new behavior-based segments</p>
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<li><p>Build new behavior-based segments</p>
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<p>Identify one-time purchasers, loyal customers, churn risks, and more. Think about which behaviors are most meaningful to your business.</p>
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<p>Identify one-time purchasers, loyal customers, churn risks, and more. Think about which behaviors are most meaningful to your business.</p>
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</li>
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<li><p>Launch targeted onsite forms</p>
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<li><p>Launch targeted onsite forms</p>
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<p>Forms are for more than consent collection. Use them as a tool for targeted onsite personalization.</p>
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<p>Forms are for more than consent collection. Use them as a tool for targeted onsite personalization.</p>
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</li>
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</li>
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<li><p>Publish 2 more flows</p>
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<li><p>Publish 2 more flows</p>
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<p>Add post-purchase flows like a thank you flow and a customer winback flow to keep customers engaged.</p>
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<p>Add post-purchase flows like a thank you flow and a customer winback flow to keep customers engaged.</p>
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</li>
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</li>
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</ul><p>Reach your customers where they are with Klaviyo SMS</p>
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</ul>
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<p>Send smarter and make a bigger impact on your customers by adding text message marketing to your communication strategy.</p>
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<h3>Key learning resources to grow faster</h3>
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<p>Add new channels to expand your reach and solidify your segmentation strategy.</p>
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<p>Live training: SMS marketing strategy</p>
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<p>Need strategic guidance on how to approach new mobile marketing channels? Join a live training session to learn how to build an SMS strategy that drives revenue.</p>
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<p>Beyond Basics</p>
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<h2>Most useful features</h2>
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<p>When you’re growing fast, you need tools that can keep up. Lucky for you, Klaviyo is built to scale with you as you expand your reach across channels.</p>
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<p>Say goodbye to dropdowns. Identify key groups of customers faster than ever by typing what you’re looking for and letting Klaviyo AI do the rest. Get a segment definition that you can tweak as needed. AI-Powered</p>
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<h2>By the end of this Power Path, you should have:</h2>
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<p>5+</p>
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<p>flows live in your account</p>
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<p>2+</p>
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<p>email weekly campaigns</p>
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<p>1+</p>
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<p>SMS weekly campaigns</p>
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<p>2+</p>
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<p>integrations connected</p>
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