Best practices for auditing your Klaviyo account

Unlock your account’s full potential with regular audits

Audits keep your Klaviyo account in top shape, allowing you to catch issues early, optimize performance, and fully leverage the platform. To help you stay on top of your account’s performance and drive continuous success, follow our 3 key best practices.

Set clear goals for your audit

Establishing clear goals for your audit will help you stay focused and make the process more effective. Here’s how to set and achieve your audit goals:

1. Identify objectives
   What do you want to achieve with each audit? Identify key objectives to guide your audit process that align with your main business goals for the quarter or year.
2. Monitor KPIs
   Determine the specific key performance indicators (KPIs) you'll use to measure the success of your audit. For example, you can track average email open rates, noting changes in the months before your audit versus after to evaluate the effectiveness of any changes made to your email strategy.
3. Set priorities
   Prioritize areas that need the most attention. If your audit reveals multiple issues or major growth opportunities, decide which to address first based on their impact. For instance, if you need to improve your email deliverability, focus on this before moving on to other aspects, like new personalization strategies.

Establish a robust audit framework

Create a solid framework for your audits to ensure they are thorough, organized, and effective. A well-structured approach helps you cover all necessary aspects, track progress, and make informed decisions. Here’s how to establish a robust audit framework:

1. Use the audit checklist
   Stay organized and ensure nothing gets overlooked during your audit. This comprehensive checklist covers all necessary components; you can make a copy and customize it to fit your account and industry needs.
2. Document your findings
   Document your findings thoroughly. Note any areas of improvement, successes, and issues you encounter. This will help you track audit progress, facilitate informed decision-making, and provide a reference for your team around future audits.
3. Develop a plan of action
   Based on your findings, create a detailed action plan. This plan should address any current issues, prioritize what tasks you'll complete next, and allocate resources to implement new strategies. Add deadlines for each new task and assign team members as owners. Then, follow up regularly to measure the effectiveness of each implemented change. Adjust your plan as needed to ensure continuous improvement as new challenges and strategies arise over time.

Stay informed about industry changes

Keep your marketing strategies sharp and up-to-date with the latest industry trends. The digital marketing landscape evolves rapidly with new tools, regulations, and benchmarks. Staying informed helps you adapt, seize new opportunities, and ensure your strategies remain in compliance with local laws and regulations. Here’s how to stay ahead:

1. Follow Klaviyo releases
   Klaviyo frequently rolls out new features designed to enhance your marketing. Keep track of these updates, so you can optimize your account's performance with the latest innovations. Check out Klaviyo’s new features to stay ahead of the curve.
2. Monitor regulatory updates
   Regulations like GDPR can change, and it’s crucial to keep up with these updates to avoid potential issues. Regularly review compliance guidelines to ensure your marketing practices meet legal standards. Read through our regional laws guidance on the Help Center for more insights.
3. Review 2024 industry benchmarks
   Keeping an eye on industry benchmarks helps you understand how your campaigns, and other key marketing initiatives, are performing relative to your peers. Compare your opens, clicks, conversions, and revenue per recipient with industry averages to gauge success and identify areas for improvement.