Klaviyo Marketing & Automation
Clearwell sets up, manages, and optimizes Klaviyo accounts so your email and SMS channels work together as a consistent, automated revenue engine for your store.
Klaviyo Marketing & Automation
Klaviyo is the most powerful email and SMS marketing platform built specifically for eCommerce — and most businesses using it are getting a fraction of what it can do. Clearwell sets up, manages, and optimizes Klaviyo accounts so your email and SMS channels work together as a consistent, automated revenue engine for your store.
- Klaviyo Account Setup & Configuration
- Automated Flow Development
- Abandoned Cart Recovery
- SMS Marketing Integration
- List Segmentation & Growth
- Revenue Attribution Reporting
Klaviyo isn't cheap. And most businesses using it have the same basic setup – a welcome email, maybe an abandoned cart sequence that was built during onboarding and never touched since, and a broadcast campaign sent whenever someone on the team finds the time. That's not a Klaviyo strategy.
The businesses actually generating revenue from Klaviyo have multiple automated flows running simultaneously. List segmentation that ensures every subscriber gets messaging relevant to where they are in the customer journey. A/B tested subject lines and send times. SMS sequences that complement email rather than duplicate it. Post-purchase flows that turn one-time buyers into repeat customers. Win-back campaigns working the lapsed customer list. Review request sequences generating a consistent stream of social proof.
The difference in revenue between a well-configured Klaviyo account and a barely-used one can be significant. For most eCommerce businesses it represents a significant portion of total store revenue that is currently being left on the table every single month.
Clearwell builds the Klaviyo integration your store should have had from the start.
What We Do With Klaviyo
Every Klaviyo engagement starts with a full audit of your current account — flows, campaigns, list health, deliverability, segmentation, and revenue attribution — before anything is changed or built.
Klaviyo Audit & Account Analysis
A complete review of your existing Klaviyo account — active and inactive flows, campaign history and performance, list structure and health, segmentation architecture, deliverability metrics, sending domain authentication, integration health, and revenue attribution data. We identify exactly what is working, what is broken, what is missing, and where the highest-revenue opportunities are. For new accounts we assess your store data, customer journey, and product catalog to build the strategic foundation before anything is configured.
Klaviyo Account Setup & Configuration
Setting up a Klaviyo account correctly from the start saves significant time and revenue down the road. We configure your account architecture — list and segment structure, custom properties, sending domain authentication, DKIM and SPF setup, integration configuration with Shopify or WooCommerce, suppression lists, unsubscribe management, and all the foundational elements that determine whether your account performs at its potential or fights against itself.
Email Automation Flow Development
The automated flows are where Klaviyo generates most of its revenue — and where most accounts are most incomplete. We build, test, and optimize the core flow architecture your store needs: welcome series, abandoned cart sequence, browse abandonment, post-purchase flow, replenishment reminders, win-back campaign, sunset flow, and any additional flows specific to your product catalog and customer journey. Every flow is built with conversion psychology in mind and tested before going live.
Klaviyo SMS (Text) Marketing
Klaviyo’s SMS product has matured into one of the most effective tools in eCommerce marketing — and the integration between Klaviyo email and SMS is one of the platform’s strongest competitive advantages. We set up and manage your Klaviyo SMS program — list building compliance, opt-in flow design, SMS-specific automation sequences, and the coordinated email and SMS strategy that reaches customers through the right channel at the right moment without being intrusive.
Campaign Strategy & Management
The ongoing broadcast campaigns and promotional sends that run alongside your automation flows — seasonal promotions, new product launches, flash sales, educational content, and the regular engagement campaigns that maintain list health and keep subscribers active. We develop the campaign calendar, write the copy, build the emails, segment the audience, and manage the send schedule so your campaigns go out consistently and strategically rather than whenever someone has time.
List Building, Segmentation & Audience Management
A Klaviyo list that is not growing is losing ground — unsubscribes and natural attrition erode list size over time without active growth strategy. We develop list growth approaches tailored to your store — pop-up optimization, lead magnet integration, checkout opt-in configuration, and the segmentation architecture that divides your list into meaningful groups based on purchase behavior, engagement level, product interest, and lifecycle stage. Better segmentation means more relevant messaging which means higher engagement and more revenue.
Klaviyo Integration with Shopify & WooCommerce
Klaviyo’s power comes largely from the depth of its integration with your eCommerce platform. We configure and verify the full integration between Klaviyo and your Shopify or WooCommerce store — ensuring product data, purchase history, browsing behavior, and customer lifecycle events flow correctly into Klaviyo so your flows trigger accurately and your segmentation reflects real customer behavior.
Klaviyo Analytics, Reporting & Revenue Attribution
Monthly reporting on your Klaviyo performance — revenue attributed to flows and campaigns, open rates, click rates, conversion rates, list growth, deliverability metrics, and the revenue-per-recipient numbers that tell you what each part of your email program is actually worth. We track performance against your own historical baseline and against Klaviyo benchmarks for your industry — and provide honest interpretation of what the numbers mean and what we are doing to improve them.
Revenue-Driving Klaviyo Flows
Automation flows are the engine of a Klaviyo account — running around the clock, triggered by customer behavior, generating revenue without any ongoing manual effort. Here are the flows every eCommerce store needs and what each one does for your business:
Welcome Series
The first impression your brand makes on a new subscriber. A well-designed welcome series introduces your brand story, communicates your value proposition, addresses common purchase objections, and makes a compelling first offer. Most stores have one generic welcome email. A proper welcome series has three to five emails over the first seven to ten days that systematically move subscribers toward their first purchase.
Abandoned Cart Sequence
Between 70 and 80 percent of carts never make it to checkout. An abandoned cart sequence sent over 24 to 48 hours after abandonment recovers a meaningful percentage of those lost sales, and for most stores this is the single highest-revenue flow in the account. If yours was set up during Klaviyo onboarding and never optimized since, it is almost certainly underperforming.
Browse Abandonment
Visitors who viewed specific products but never added them to cart represent high-intent interest that most stores never follow up on. Browse abandonment emails – triggered when a known subscriber views a product without purchasing – recover a meaningful share of this audience at a fraction of the cost of paid retargeting.
Post-purchase Flow
A strategic post-purchase sequence delivers order confirmation and shipping updates, product use guidance, a review request at the right moment, and a cross-sell or replenishment offer timed to the natural purchase cycle. Done well it turns one-time buyers into repeat customers systematically.
Win-back Campaign
Customers who haven’t purchased in 90 to 180 days are at risk of leaving permanently. A win-back campaign with a compelling re-engagement offer recovers a meaningful percentage of lapsed customers at a cost far lower than acquiring equivalent new customers through paid advertising.
Sunset Flow
Unengaged subscribers hurt your deliverability and drag down your engagement metrics. A sunset flow identifies subscribers who haven’t engaged in a defined period, makes one final re-engagement attempt, and suppresses those who don’t respond, keeping your list healthy and your sender reputation strong.
Klaviyo SMS (Text Message) Marketing
SMS marketing has a 95 percent open rate and most messages get read within minutes. Klaviyo's email and SMS integration lets you coordinate both channels intelligently — SMS for time-sensitive messages where immediacy matters, email for the follow-up context where depth is needed.
Most stores with Klaviyo SMS enabled are either blasting promotions to their entire list like a second email channel — which burns through opt-outs fast — or they have it turned on with no real strategy behind it. An effective SMS program looks different. Compliance-first list building. Flows built around the specific moments where a text outperforms an email. Campaign sends based on behavior rather than broadcast to everyone. That coordination between email and SMS is one of the highest-value things you can build inside Klaviyo.
Klaviyo & Shopify Integration
Klaviyo and Shopify are built for each other. The integration passes purchase history, browsing behavior, product views, cart events, customer lifetime value, and predictive analytics from Shopify into Klaviyo in real time — giving you segmentation and automation capability that no other email platform can match for Shopify stores.
Most stores with both platforms installed aren't using that integration anywhere near its potential. It's connected at a basic level but the advanced data points — predictive CLV, catalog-specific behavioral triggers, multi-purchase segmentation — are either not configured or not being used. Clearwell sets up the full integration correctly, verifies every data point is passing accurately, and builds the flows and segments that actually use what Shopify knows about your customers.
Klaviyo Marketing Services Are Right for Your Business If...
- You have a Klaviyo account but aren't generating meaningful revenue frmo it relative to what the platform should be producing
- Your flows were set up during onboarding and haven't been optimized since
- You're paying for Klaviyo but only using a fraction of its automation and segmentation capabilities
- You want to build a proper post-purchase retention system that turns one-time buyers into repeat customers
- You're running a Shopify or WooCommerce store and want Klaviyo configured to leverage the full depth of your platform integration
- You want to add SMS marketing to your Klaviyo account and build a coordinated email and SMS (text message) strategy rather than just enabling the feature and hoping for the best
- You're migrating from another email platform to Klaviyo and want the new account set up correctly from the start
Why Choose Clearwell for your Klaviyo Marketing
Klaviyo rewards businesses that bring platform expertise, eCommerce strategy, strong copywriting, and data analysis to it simultaneously. Most agencies offering Klaviyo services are strong in one or two of those areas. Clearwell brings all four — the configuration knowledge to build it correctly, the strategic understanding of what each flow should accomplish, the copy that actually gets opened and acted on, and the analytical discipline to know what's working and what isn't.
We bring over 18 years of marketing experience and a direct understanding of what drives eCommerce revenue. Every flow and every campaign decision is made by someone who understands your store's business model and is accountable for what your Klaviyo account produces, not a junior team running through a setup checklist.
Frequently Asked Questions – Klaviyo Marketing
Klaviyo is an email and SMS marketing platform built specifically for eCommerce businesses. It is the recommended email platform for Shopify stores and integrates deeply with WooCommerce as well. If you sell products online and want to use email and SMS to recover abandoned carts, nurture new subscribers, retain existing customers, and drive repeat purchases — Klaviyo is the most capable platform available for those objectives. If you are a service business rather than an eCommerce business, a more general-purpose email platform like ActiveCampaign or HubSpot is likely a better fit.
Klaviyo is built specifically for eCommerce with deep integrations into Shopify and WooCommerce that Mailchimp cannot match. The behavioral data that flows from your store into Klaviyo — purchase history, browsing behavior, product views, predictive lifetime value — enables a level of segmentation, personalization, and automation trigger sophistication that Mailchimp is not designed to deliver. For eCommerce businesses generating meaningful revenue the difference in what each platform can do is significant. Mailchimp is a reasonable starting point for very early stage stores. Klaviyo is the platform serious eCommerce businesses grow into and rarely leave.
At minimum every eCommerce store should have a welcome series, an abandoned cart sequence, a post-purchase flow, and a win-back campaign. Beyond that foundation browse abandonment, replenishment reminders, and a sunset flow add meaningful incremental revenue and list health benefit. The specific priority order depends on your store's current setup, revenue volume, and customer purchase patterns — which is why we audit before recommending rather than building the same stack for every store regardless of fit.
Klaviyo setup and management costs at Clearwell are scoped based on the size of your account, the number of flows being built, the complexity of your customer journey, and whether SMS is being added alongside email. We scope every engagement individually after understanding your specific situation. Book a free strategy call to get an honest picture of what a Klaviyo engagement would look like for your store.
A standard Klaviyo setup covering account configuration, Shopify or WooCommerce integration verification, core flow development, and initial campaign setup typically takes three to five weeks. More complex implementations involving SMS setup, advanced segmentation architecture, migration from another platform, or custom flow development for specific product catalogs typically take five to eight weeks. We provide a specific timeline after understanding the scope of your account.
Yes. Email platform migrations require careful planning to preserve list data, segmentation, historical performance data, and sender reputation during the transition. We manage the full migration process — exporting and cleaning list data, mapping fields to Klaviyo's data structure, rebuilding flows and segments in the new account, configuring sending authentication, and planning the warm-up sending strategy that protects deliverability during and after the transition.
Yes. Klaviyo integrates with WooCommerce and while the integration is not quite as deep as the Shopify connection it still passes purchase history, product data, and key behavioral events that enable meaningful automation and segmentation. We configure the WooCommerce-Klaviyo (or other) integration correctly and build flows that leverage the available data effectively for WooCommerce stores.
Yes — and managing both together through Klaviyo is where the platform's full potential is realized. Klaviyo's integrated email and SMS capability means both channels share the same customer data, the same segmentation, and the same flow triggers — allowing coordinated cross-channel sequences that use each channel where it performs best. We set up, build, and manage both email and SMS as part of every full Klaviyo engagement.
Your Klaviyo Account Should Be Your Store's Highest-Performing Revenue Channel
Most Klaviyo accounts are generating a fraction of what they should be. Book a free Klaviyo audit and find out exactly what your account is doing, what it’s missing, and what it would take to turn it into the revenue engine it should be.
