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Original
2026-01-01
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2026-03-10
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<p>You’ve optimised your performance. Now unlock deeper customer insights, build seamless omnichannel experiences, and automate your business with Klaviyo.</p>
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<p>Log into your account to complete the step-by-step guidance below.</p>
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<h2>Your 3 key objectives</h2>
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<h2>Your 3 key objectives</h2>
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<p>Centralise with Marketing Analytics</p>
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<p>Centralise with Marketing Analytics</p>
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<h2>Gain deeper customer insights</h2>
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<h2>Gain deeper customer insights</h2>
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<p>In order to access new tools and insights, you’ll need to activate Klaviyo Marketing Analytics in your account. You can initiate a 30-day free trial directly from your account, or you can<a>purchase Marketing Analytics as an add-on product</a>.</p>
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<p>In order to access new tools and insights, you’ll need to activate Klaviyo Marketing Analytics in your account. You can initiate a 30-day free trial directly from your account, or you can<a>purchase Marketing Analytics as an add-on product</a>.</p>
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<p>Once you’ve got access to Klaviyo Marketing Analytics, continue on with the guidance on this page.</p>
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<p>Once you’ve got access to Klaviyo Marketing Analytics, continue on with the guidance on this page.</p>
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<p>Centralise with Klaviyo Marketing Analytics</p>
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<p>Centralise with Klaviyo Marketing Analytics</p>
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<h2>Use RFM analysis to improve customer retention</h2>
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<h2>Use RFM analysis to improve customer retention</h2>
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<p>RFM analysis helps you identify your most valuable and most at-risk customers based on the recency, frequency, and monetary (RFM) value of their purchases. Turn these insights into direct action by targeting RFM groups with flows, campaigns, onsite experiences, and ads.</p>
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<p>RFM analysis helps you identify your most valuable and most at-risk customers based on the recency, frequency, and monetary (RFM) value of their purchases. Turn these insights into direct action by targeting RFM groups with flows, campaigns, onsite experiences, and ads.</p>
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<p>Since RFM analysis groups your customers by their relative value to your business, you need to define parameters for what a good customer looks like in order for the model to work.</p>
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<p>Since RFM analysis groups your customers by their relative value to your business, you need to define parameters for what a good customer looks like in order for the model to work.</p>
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<p><a>Get started with the RFM analysis report</a></p>
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<p><a>Get started with the RFM analysis report</a></p>
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<p>Centralise with Klaviyo Marketing Analytics</p>
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<p>Centralise with Klaviyo Marketing Analytics</p>
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<h2>Store and manage your data at scale</h2>
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<h2>Store and manage your data at scale</h2>
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<p>Data fuels your entire marketing engine, so it has to be clean and accurate in order to be useful. The Klaviyo Marketing Analytics data management tools help you clean your data and get the right data where you need it.</p>
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<p>Data fuels your entire marketing engine, so it has to be clean and accurate in order to be useful. The Klaviyo Marketing Analytics data management tools help you clean your data and get the right data where you need it.</p>
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<h2>Resources to inspire your growth</h2>
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<h2>Resources to inspire your growth</h2>
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<h3>How Ruffwear drives incremental revenue with Klaviyo Marketing Analytics</h3>
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<p>Learn how Ruffwear improved their margins by using Klaviyo Marketing Analytics insights to refine their discount strategy.</p>
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<h3>Getting started with Klaviyo Marketing Analytics</h3>
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<p>Use this step-by-step guide to get Klaviyo Marketing Analytics set up in your account to unlock deep customer insights and powerful data management tools.</p>
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<h3>Build impactful retention strategies with RFM analysis</h3>
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<p>Learn how to use RFM analysis to create a strong retention strategy that nurtures your most loyal customers while addressing churn risks.</p>
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<p>Go omnichannel</p>
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<p>Go omnichannel</p>
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<h2>Connect with loyal customers through a mobile app</h2>
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<h2>Connect with loyal customers through a mobile app</h2>
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<p>Your brand superfans want an easy way to buy from you, quickly and regularly. They want to monitor and redeem rewards, make shopping lists, and re-order with ease. Keep your best customers engaged by building a mobile app for your brand.</p>
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<p>Your brand superfans want an easy way to buy from you, quickly and regularly. They want to monitor and redeem rewards, make shopping lists, and re-order with ease. Keep your best customers engaged by building a mobile app for your brand.</p>
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<p>Go omnichannel</p>
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<p>Go omnichannel</p>
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<h2>Personalise across the web (and beyond)</h2>
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<h2>Personalise across the web (and beyond)</h2>
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<p>True omnichannel marketing means providing personalised content to every individual customer, no matter which channel they interact with. Bring the customer experience to life by extending personalisation to new channels, on and off the web.</p>
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<p>True omnichannel marketing means providing personalised content to every individual customer, no matter which channel they interact with. Bring the customer experience to life by extending personalisation to new channels, on and off the web.</p>
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<p>Make your website experience feel personal and relevant to every visitor. Use the group membership API to display copy, images, banners, and product recommendations dynamically to different audience segments.</p>
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<p>Make your website experience feel personal and relevant to every visitor. Use the group membership API to display copy, images, banners, and product recommendations dynamically to different audience segments.</p>
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<p><a>Learn how to use the group membership API</a></p>
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<p><a>Learn how to use the group membership API</a></p>
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<h2>Resources to inspire your growth</h2>
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<h2>Resources to inspire your growth</h2>
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<h3>How Good Protein drives ROI with Klaviyo email and SMS</h3>
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<p>Learn how switching to Klaviyo SMS translated into a performance and efficiency boost, plus a better customer experience, for Good Protein.</p>
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<h3>How direct mail automation helps ecommerce brands scale</h3>
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<p>Snail mail isn’t dead. In fact, it’s super valuable when you’re able to make it personal and timely. See why brands are investing in direct mail automation to grow.</p>
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<h3>Achieve more with a Klaviyo Partner Agency</h3>
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<p>Our robust network of partner agencies can act as an extension of your team. Whether you need custom development, app development, or strategic guidance, our partners can help.</p>
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<p>Automate everything</p>
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<p>Automate everything</p>
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<h2>Build custom experiences on top of Klaviyo</h2>
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<h2>Build custom experiences on top of Klaviyo</h2>
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<p>At this point, you’ve done just about everything that you can do with the native features available in Klaviyo. Now, you can extend Klaviyo’s capabilities using our developer tools and custom-build features to keep scaling your enterprise.</p>
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<p>At this point, you’ve done just about everything that you can do with the native features available in Klaviyo. Now, you can extend Klaviyo’s capabilities using our developer tools and custom-build features to keep scaling your enterprise.</p>
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<p>For any custom development work, we recommend setting up a new account specifically for testing. You can designate the account as a “test” instance in Klaviyo (don’t worry, it’s free).</p>
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<p>For any custom development work, we recommend setting up a new account specifically for testing. You can designate the account as a “test” instance in Klaviyo (don’t worry, it’s free).</p>
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<p><a>Learn how to create a test account</a></p>
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<p><a>Learn how to create a test account</a></p>
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<p>Automate everything</p>
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<p>Automate everything</p>
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<h2>Automate business processes with flows</h2>
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<h2>Automate business processes with flows</h2>
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<p>Flows can do more than just automate messaging. Use flows to automate business processes that update data internally, send reminders, or trigger actions outside of Klaviyo.</p>
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<p>Flows can do more than just automate messaging. Use flows to automate business processes that update data internally, send reminders, or trigger actions outside of Klaviyo.</p>
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<p>Automatically email members of your team when action needs to be taken in response to a customer action. Let your sales reps know when someone requests a demo, or let your team know when someone cancels a membership.</p>
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<p>Automatically email members of your team when action needs to be taken in response to a customer action. Let your sales reps know when someone requests a demo, or let your team know when someone cancels a membership.</p>
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<p><a>Learn how to add an internal alert action to a flow</a></p>
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<p><a>Learn how to add an internal alert action to a flow</a></p>
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<p>Automate everything</p>
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<p>Automate everything</p>
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<h2>Shore up data across your tech stack in real-time</h2>
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<h2>Shore up data across your tech stack in real-time</h2>
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<p>As your business scales, your team needs to trust that the customer data they’re seeing is accurate and up-to-date, no matter which piece of your stack they’re looking at.</p>
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<p>As your business scales, your team needs to trust that the customer data they’re seeing is accurate and up-to-date, no matter which piece of your stack they’re looking at.</p>
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<p>Keep your data unified and accurate across all of your integrations. Sync unsubscribes or message engagement metrics to third-party tools used for reporting or business insights.</p>
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<p>Keep your data unified and accurate across all of your integrations. Sync unsubscribes or message engagement metrics to third-party tools used for reporting or business insights.</p>
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<p><a>Learn how to use webhooks in CDP</a></p>
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<p><a>Learn how to use webhooks in CDP</a></p>
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<h2>Resources to inspire your growth</h2>
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<h2>Resources to inspire your growth</h2>
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<p>Was this article helpful?</p>
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<h3>Take the Klaviyo developer certificate</h3>
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<p>To push the limits of what Klaviyo can do for your business, you’ll need custom development. If you are a developer, you can learn everything you need to know to start building with Klaviyo.</p>
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<h3>Build custom functions with Code</h3>
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<p>Learn how to build highly-customised experiences and automations using the Marketing Analytics-exclusive Code feature.</p>
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<h3>Connect with other Klaviyo developers</h3>
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<p>Get timely updates on Klaviyo’s APIs and developer tools, bounce ideas off of other developers, and see what other people are building on Klaviyo.</p>