- Getting started with the audience performance dashboard
Learn how to use the audience performance dashboard to analyze the performance of your audience segments and optimize them per marketing channel. The audience performance summary provides detailed information on each of your segments, their overall success per channel, and their total conversions or revenue. This information is useful for comparing which seg
- Getting started with the funnel analysis report
Learn how to use funnel analysis reporting to review a customer’s journey with your brand and where they may potentially drop off before an action or conversion. Knowing more about where a customer may drop off is helpful in understanding where you can optimize your marketing funnel.
- Getting started with the recency, frequency, and monetary (RFM) analysis report
Learn how to use the recency, frequency, and monetary values (RFM) report to gather deeper insights into your customers’ purchasing behaviors. The RFM report provides data on how recently a customer made a purchase, how frequently they purchase overall, and how much they generally spend on individual transactions. Klaviyo then brings this data together to de
- How to avoid over-discounting using RFM groups
Learn how to use RFM (recency, frequency, and monetary) groups to avoid over-discounting and losing potential revenue.
- How to build a segment using RFM properties
Learn how to use RFM values and customer groupings as properties in your segments. Using RFM properties in a segment is useful for creating segment-based recommendations in your marketing content. For example, you may want to provide discounts to some of your current At Risk or Inactive customers, or use cross-selling content with customers in your Recent gr
- How to create a churn prevention flow using RFM properties
Learn how to build a churn prevention flow based on RFM properties to target customers who are extremely lapsed. Retention flows are useful drivers in helping to win back customers, reaching them at the right time with the right message. You can automatically reach these subscribers at the point in which their customer group changes, potentially decreasing r
- How to create a nurture flow for RFM champions
Learn how to strengthen your relationships with your most loyal customers by creating an flow that celebrates profiles in your RFM Champions group. This flow targets those who consistently support your brand, reaching them with timely messages of appreciation and exclusive offers. This continues to solidify their connection with your brand, driving a deeper
- How to create a nurture flow for recent RFM customers
Learn how to create a nurture flow for customers in the Recent RFM group. This flow can help to turn one-time shoppers into recurring customers by automatically contacting them at key moments, and help to boost your repeat purchase rates and increase customer lifetime value.
- How to create a retention flow triggered off of RFM groups and customer behavior changes
Learn how to build a retention flow based on RFM properties to target customers who have not recently purchased. Retention flows are useful drivers in helping to win back customers, reaching them at the right time with the right message. You can automatically reach these subscribers at the point in which their customer group changes, potentially decreasing r
- How to create segments directly from funnels
Available to customers with the Marketing Analytics or Advanced Klaviyo Data Platform (AKDP) products.
- How to personalize product recommendations by RFM group
Learn how to use RFM (recency, frequency, and monetary) properties to target customers with product recommendations.
- How to strategically use RFM properties in campaigns and flows
Learn how to use RFM (recency, frequency, and monetary) properties to target specific types of campaigns and content to your customer groups. Either by using the profile properties themselves or by using a segment with the RFM properties, you can tailor your marketing even further.
- How to use RFM groups for targeted advertising
Learn how to improve your customer retention strategy with RFM segmentation by re-engaging customers at risk of churning. By analyzing Recency , Frequency , and Monetary metrics, you can identify customers who may be drifting away from your brand. You can create targeted ad campaigns designed to re-engage these profiles to maintain their interest and loyalty
- How to use the conversion overview dashboard
Learn how to analyze your total conversions and revenue, including Klaviyo attributed values, via the Conversion overview dashboard. You can also review how many profiles are completing different numbers of conversions and the total revenue they represent. This dashboard enables you to optimize marketing efforts and increase conversion rates by targeting spe
- Troubleshooting the funnel analysis report
Learn how to troubleshoot potential issues with your funnel analysis cards that may be producing errors or inaccurate numbers. This guide will walk through the main issues that arise when placing certain events together and in certain orders.
- Understanding cohort analysis in Advanced KDP and Marketing Analytics
Learn about Klaviyo’s cohort analysis, including how to define a cohort and understand the data presented. The cohort analysis allows you to analyze the behavior of groups of profiles over time.
- Understanding scoring and customer groups in the recency, frequency, and monetary analysis (RFM) report
Learn how to understand the recency, frequency, and monetary scores and customer groups are derived in the RFM report.