Analyze the success of your implementation

Goal: Account setup.

Outcomes:

• Set up your clients account with this new tool.
• Integrate the tool within their tech stack, including in Klaviyo.

Monitor success:

Review the help documentation of the new tool, to ensure that everything is set up correctly in this new account. Within Klaviyo, track your integration’s success:

1. Navigate to Integrations to ensure it is live in the account.
2. Head to Metrics to confirm that data is syncing into Klaviyo from this tool.

Example: ABC Agency team is helping their client Beantown Coffee launch a new support service. ABC Agency will own setup, integration management, weaving support data into their marketing strategy, and monitoring success. Meanwhile, Beantown has hired a support representative to answer support tickets.

In week 1, ABC Agency team implements the new tool (e.g., Zendesk), integrates it with their existing toolset (e.g., with Klaviyo), and collects helpful resources for the new hire to understand the tool.

Goal: Implement first strategies within the new tool.

Outcomes:

• Begin implementing the quick wins or highest priority initiatives with this tool.
• Start the very first Klaviyo implementation if it is tied to those top priorities (e.g., set up a key automation that facilitates the service).
• Share the results of the first 30 days post-implementation with your client.

Monitor success:

Focus on proving that your first, high-priority initiatives are driving results. Hone in on key conversion metrics that are associated with this tool (e.g., platform-level engagement rates) and your desired outcomes (e.g., orders placed, new subscribers, repeat purchase rate, etc.).

One way to monitor success is to build a custom report that can be sent to your client, and scheduled to update and send via email on a monthly cadence.

To build this report:

1. Head to the Analytics tab of Klaviyo.
2. Click Custom reports.
3. Select Create from scratch.
4. Within your report, select Multi-Metric Report as the type, give it a descriptive name, and add all of the metrics that prove impact.
5. Click Save & Run Report.
6. You can optionally download a CSV to share with your client, or schedule the report to send to a specific email inbox on a regular schedule (e.g., monthly on the last day of the month).

Example:

ABC Agency builds the following report to showcase support tickets submitted and resolved in the past 30 days. They schedule this to send to the Beantown team on a monthly basis to keep them updated on support engagement and trends. At this point, this report proves the initial impact of this integration; in particular, how many total questions they were able to answer for customers.

Goal: Expand strategy across tech stack, including in Klaviyo.

Outcomes:

• Weave this integration into their larger Klaviyo strategy.
• Review quarterly results of this implementation.

Monitor success:

Prove that genuine business growth has taken place as a result of these changes. Use Klaviyo’s Growth Review Tool to build a presentation based on your quarterly findings. Then, add in any relevant learnings from your recent implementation into the presentation. You should end this call by setting up goals for your next quarter, some of which should directly relate to expanding the strategy of this tool and its integration with Klaviyo.

Example:

ABC Agency hosts a regular quarterly business review with key stakeholders from the Beantown team. They spin up their growth review presentation with Klaviyo’s growth review tool and add in a slide dedicated to:

• Progress with their implementation timeline.
• How they are performing across related business metrics.
• How they've used this tool in their larger marketing strategy, and what the effect has been on deliverability and conversion metrics.

They leave time for questions and feedback from the Beantown team to make sure everyone is on the same page.

Below is an example of what Klaviyo’s growth review tool will automatically build for you, making it easy to build an effective quarterly review presentation.

Goal: Maintain long-term success with this tool.

Outcomes:

• Analyze annual business growth attributed to this change.
• Audit the clients account for additional areas of opportunity.

Monitor success:

During an annual audit and analysis for a client, you should look to prove the overall impact that this tool and integrated strategy has had on their business performance. This can be accomplished in a variety of ways, but in particular you can:

• Utilize Klaviyo's full suite of reporting features including:
  • The Business Review Dashboard (or build a custom dashboard) to show business growth and explain how this equates to your new strategy by comparing to results pre-implementation.
  • Review Benchmarks pages that show trends in your client's annual data in comparison to other companies similar to their own.
  • Build and send a custom report that incorporates relevant data from the integration and its complementary Klaviyo strategy.
  • Review segment growth reports for segments that include platform-specific metrics and explain how this relates to specific strategies you have employed.
• Look into the third-party tools analytics capabilities, as well as any external analytics sources you use (e.g., Google Analytics or Triple Whale).

You should also conduct an annual review of the client’s Klaviyo account. Again, seek out new areas of opportunity that solve any remaining gaps in their strategy.

Example:

ABC Agency team uses the Business Review Dashboard and Benchmarks tabs to give Beantown a better idea of total account performance. They use the timeframe option to show them results now compared to last year, and pull data from external sources as well to paint a full picture of performance even outside of Klaviyo itself.

In addition, they look into changes in segment behavior that relate to this integration (e.g., high value shoppers who opened a Zendesk ticket), as well as flow performance via benchmarks (since they’ve incorporated support pathways into many of their automations, to support those who need assistance from their team with this new tooling).