What is marketing automation and how can a Klaviyo Partner help you set them up

In today’s hyper-competitive ecommerce landscape, generic, one-size-fits-all marketing just doesn’t cut it anymore. Your customers expect more—more relevance, more personalization, and more timely communication. And the brands that deliver on those expectations? They're the ones leading the charge.

As a certified Klaviyo Partner, we’ve seen firsthand how smart, scalable marketing automation transforms not just how brands communicate—but how they grow. It’s no longer about sending emails into the void or relying on guesswork. With Klaviyo, brands can build intelligent, behavior-driven flows that feel personal at scale—and drive serious revenue while doing it.

In this article, we’ll break down the core components of modern marketing automation, highlight real-world examples, and share best practices we use with clients to turn automation into a powerful growth engine. Whether you're just getting started or looking to take your strategy to the next level, this guide will help you unlock the full potential of Klaviyo.

Marketing Automation, Reimagined with Klaviyo

Klaviyo’s automation engine lets you build flows that react to customer behavior in real time. Whether someone is browsing your site, abandoning their cart, or raving in a product review, you can respond in ways that feel timely, relevant, and deeply personalized.

Chris Gordon from Noticed said it best:
“Marketing automation is speaking to the right customer, at the right time, with the right content.”

We help brands achieve that with Klaviyo—every single day.

The Core Building Blocks of Marketing Automation in Klaviyo

Here’s how we, as a Klaviyo Partner, bring automation strategies to life using Klaviyo’s powerful suite of tools:

1. Unified Customer Data

Klaviyo gives you a 360° view of your customers by consolidating data across email, SMS, ecommerce platforms, reviews, loyalty programs, and more—all into one place. We help you translate that unified profile into flows that feel like conversations, not campaigns.

2. Real-Time Segmentation

Forget stale, static lists. With Klaviyo’s dynamic segments, you can target customers based on:

• Real-time browsing behavior

• Purchase frequency and value

• Email/SMS engagement

• Customer sentiment and support interactions

We work with brands to build segments that adapt automatically, so your messages stay hyper-relevant without constant manual updates.

3. Personalized Content That Converts

As Klaviyo Partners, we help brands build automations that talk to people, not inboxes.

Examples:

• Cart abandonment SMS with personalized discounts

• Cross-sell emails triggered by positive reviews

• Browse abandonment flows that highlight previously viewed products

• Push notifications with real-time shipping updates

This is how we turn clicks into conversions and moments into long-term loyalty.

4. Predictive Analytics & AI-Powered Optimization

Why guess when Klaviyo can predict?

With built-in AI, Klaviyo reveals:

• Which customers are likely to churn

• Who’s ready for a high-value purchase

• The best time to send for each user

• What type of content performs best for each segment

Our role as your Klaviyo Partner is to help you act on this intelligence—so your marketing isn’t just automated, it’s strategic.

Why Our Clients Love Marketing Automation (and Why Their Customers Do Too)

It Feels Personal—Because It Is

Customers expect personalization. In fact, 76% get frustrated when they don’t receive it. Using Klaviyo, we help brands exceed expectations through messaging that’s always relevant and timely.

Sean Donahue from Power Digital nailed it:
“If you’re not sending messages on a 1:1 level, you’re doing it wrong.”

It Saves Time and Boosts Team Efficiency

Marketing automation doesn’t replace your team—it amplifies it. We help you set up evergreen flows that run in the background, so your team can focus on the creative work that moves the needle.

As Klaviyo Partner Lindsey Murray says,
“You get to actually spend your time digging into data and working on campaigns that require more human input and creativity.”

It Drives Serious Revenue

Klaviyo’s data shows that automated flows can generate 30x more revenue per recipient than one-off campaigns.

We’ve seen this firsthand with our clients. Build it once, optimize often, and let the revenue compound.

6 Best Practices We Implement for Clients as a Klaviyo Partner

1. Tie Automations to Business Goals
   Every flow we build is anchored in business strategy—whether it’s increasing CLTV, reducing churn, or maximizing first-purchase conversion.

2. Prioritize Data Quality
   Clean data = sharp personalization. We help ensure your data is trustworthy, complete, and unified across systems.

3. Build in Intelligence, One Layer at a Time
   We help brands start with foundational triggers, then evolve to predictive analytics and AI-enhanced flows.

4. Balance Personalization and Privacy
   We know how to walk the line between helpful and creepy. Klaviyo gives you the tools; we guide how to use them with intention and transparency.

5. Optimize Relentlessly
   We audit flows, test segments, analyze engagement, and make continuous improvements based on what the data says.

6. Choose the Right Tech Stack
   Klaviyo is our platform of choice because it brings together data, automation, segmentation, and predictive insights in one place. That’s why we’re partners.

Ready to Level Up?

Whether you're just starting with email flows or you’re ready to scale personalized automation across email, SMS, and push, we’re here to help.

As your Klaviyo Partner, we’ll help you:

• Map your customer journey

• Build flows that drive lifetime value

• Personalize at scale—without the manual work