Design & MarketingKlaviyo
Email and SMS marketing built for data-driven teams who want to own their customer relationships.
Klaviyo is an email and SMS marketing platform built specifically for direct-to-consumer and e-commerce companies, centered on deep integration with customer data to enable highly targeted, behavior-triggered communication. It is most widely used by marketing teams at e-commerce brands and consumer software companies that want to move beyond batch-and-blast email toward personalized lifecycle marketing based on real customer behavior. The core problem Klaviyo solves is the disconnect between a company's customer data and its marketing outreach: most email tools treat their audience as a flat list, while Klaviyo syncs events, properties, and purchase history to create a live customer profile that drives when and what each person receives. Its flow builder lets teams create automated email and SMS sequences triggered by specific behaviors like browsing a product category, abandoning a cart, or hitting a spend threshold. Klaviyo also provides detailed revenue attribution per campaign and flow, so marketing teams can measure the actual business impact of each automation they build.
Marketing teams at direct-to-consumer brands, e-commerce companies, and consumer software products who are serious about lifecycle marketing and want to tie every email and SMS send to measurable revenue impact. The right time to move from a basic email tool like Mailchimp to Klaviyo is when the team starts thinking about segmentation and behavioral triggers, has enough customer data to make personalization worthwhile, or when the current email tool's reporting can't answer questions about which campaigns actually drove purchases.
Forever Free Plan with 500 monthly email sends
Subject to partner eligibility criteria. Savings estimates reflect maximum potential value.
Klaviyoin depth.
Behavior-Triggered Flow Automation
Klaviyo's visual flow builder lets teams create multi-step email and SMS sequences triggered by specific customer events such as cart abandonment, browse abandonment, post-purchase, or re-engagement thresholds, with conditional splits based on profile properties or predicted behavior. This replaces manual batch sends with always-on automations that run continuously against the full customer base.
Unified Customer Profiles
Klaviyo builds a real-time profile for each contact that aggregates all their email engagement history, SMS interactions, website behavior (via the web tracking snippet), and purchase events from connected platforms. Marketers use these profiles for segmentation and trigger logic, and can inspect any individual profile to understand their full engagement history.
Predictive Analytics
Klaviyo's machine learning models predict each customer's expected lifetime value, churn risk, next purchase date, and gender, surfacing these as profile properties that can be used in segments and flow conditions without any data science work. This lets small teams run sophisticated retention and win-back strategies without a dedicated analyst.
Revenue Attribution Reporting
Each campaign and flow is attributed to actual revenue generated within a configurable attribution window, with breakdowns by channel, segment, and individual message. This gives marketing teams clear data on which automations are worth maintaining and which campaigns drive the most incremental revenue.
SMS Marketing Integration
Klaviyo handles SMS subscriber collection, consent management, and message sending alongside email from the same platform and the same customer profile, so teams can build cross-channel flows that combine email and text based on engagement. Running both from one platform simplifies attribution and avoids double-counting contacts across separate tools.
Klaviyo integrates natively with Shopify, WooCommerce, BigCommerce, Magento, and most major e-commerce platforms, as well as loyalty tools like Yotpo and LoyaltyLion, review platforms like Okendo and Stamped, and customer support tools like Gorgias. In a DTC brand's stack it typically sits as the primary owned-channel marketing tool, pulling product catalog and order data from the commerce platform and pushing segments to Meta and Google Ads for paid audience matching.
Commonuse cases.
Recovering abandoned cart revenue with automated email and SMS sequences
A team sets up a Klaviyo flow triggered when a shopper adds items to their cart but doesn't complete checkout, automatically sending a timed series of email and SMS reminders that reference the specific products left behind. Because the flow runs automatically against every abandon event, teams consistently recover revenue that would otherwise be lost with no ongoing effort after the initial setup.
Segmenting the customer list for a promotional campaign based on purchase behavior
Klaviyo lets teams build segments of customers who have purchased a specific product category, haven't bought in 90 days, or have a predicted lifetime value above a threshold, and send different campaign versions to each group rather than sending one message to everyone. This level of targeting consistently improves campaign revenue per recipient compared to unsegmented sends.
Running a post-purchase email sequence to drive repeat orders
After a first purchase, Klaviyo can automatically send a sequenced flow with an order confirmation, a product education email, a review request at the right time post-delivery, and a follow-up offer timed to the predicted next purchase date. This turns a one-time buyer into a repeat customer through automation that runs without any manual effort per order.
Three stepsto activate.
Check eligibility
Each partner maintains independent qualification criteria. We assess your profile and determine which offers you qualify for.
Schedule a briefing
Book a call with our partnerships team to discuss your stack requirements and walk through the activation process.
Activate credits
Once approved by the partner, credits are deployed to your account. Timelines vary by partner.
BearPlex maintains partnerships with leading technology providers to facilitate access to exclusive programs for our clients. All offers are subject to each partner's independent eligibility requirements, approval processes, and terms of service. Savings figures represent maximum potential value and may vary based on qualification, usage, and partner-specific criteria. BearPlex acts as a facilitation partner and does not guarantee approval or specific credit amounts. Offer availability and terms may change at the partner's discretion.
