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Klaviyo Email Personalization: How to Personalize Your Emails with Customer Data

Writer: Dispatch Strategy TeamDispatch Strategy Team

Personalizing your emails with customer data using Klaviyo is a powerful way to increase engagement, boost conversions, and improve customer loyalty. By leveraging dynamic content and advanced segmentation, you can send tailored messages that resonate with your audience. In this guide, we’ll explore how to set up Klaviyo email personalization, share best practices, and provide actionable tips to enhance your email marketing strategy.

Klaviyo Email Personalization: How to Personalize Your Emails with Customer Data

Why Is Email Personalization Important for E-commerce Marketers?


Personalized emails outperform generic campaigns by:

  • Increasing Open Rates: Personalized subject lines can boost open rates by up to 50%.


  • Enhancing Click-Through Rates: Emails with tailored content generate higher engagement.


  • Driving Revenue: Targeted emails can produce up to 6x higher transaction rates.


  • Building Customer Loyalty: Personalized experiences make customers feel valued and understood.


Klaviyo offers robust tools for dynamic content, segmentation, and custom properties, allowing marketers to create highly personalized campaigns.


How to Personalize Your Emails in Klaviyo: Quick Answer


To personalize your emails in Klaviyo, use customer data to create dynamic content, apply custom properties, and leverage segmentation to send tailored messages. Utilize Klaviyo’s drag-and-drop editor and advanced conditional logic to automate personalization at scale.


Step-by-Step: How to Use Klaviyo Email Personalization


1. Collect and Organize Customer Data

  • Profile Data: Include first name, last name, birthday, and other demographic information.

  • Behavioral Data: Track customer actions such as purchases, website visits, and email interactions.

  • Custom Properties: Create unique data fields relevant to your brand (e.g., preferred product categories).


2. Set Up Custom Properties in Klaviyo

  • Step 1: Go to Profiles in Klaviyo.

  • Step 2: Select a customer profile and navigate to the Custom Properties section.

  • Step 3: Click Add Property and enter the property name (e.g., Favorite Color) and value (e.g., Blue).

  • Step 4: Apply this property across your audience through import or automation.


Example: Add custom properties for past purchase categories, allowing personalized product recommendations in future emails.

3. Create Dynamic Content in Klaviyo Emails


1. Using Dynamic Tags

  • Insert dynamic tags directly into your email content:

html

CopyEdit

Hi {{ first_name }}, check out our latest offers!

  • This pulls the customer’s first name automatically from their profile data.


2. Setting Conditional Logic

  • Go to the Email Editor in Klaviyo.

  • Drag a Text Block into your email template.

  • Click Personalize and choose Conditional Logic.

html

CopyEdit

{% if person|lookup:'favorite_color' == 'Blue' %} Check out our blue collection, just for you! {% else %} Discover our best sellers today! {% endif %}


Tip: Use conditional logic to show different products or offers based on customer preferences.

4. Use Segmentation to Send Personalized Campaigns

  • Navigate to Lists & Segments in Klaviyo.

  • Click Create List / Segment and select Segment.

  • Define your segment using filters such as:

    • Purchase Behavior: "Has purchased product X in the last 30 days."

    • Engagement Level: "Opened email in the last 7 days."

    • Custom Properties: "Favorite Category is Skincare."

Example: Create a segment of VIP customers who have spent over $500 and send them exclusive offers.

5. Automate Personalization with Flows

  • Go to Flows in Klaviyo.

  • Select Create Flow and choose from pre-built templates or start from scratch.

  • Use Triggers such as Added to Cart or Abandoned Checkout.

  • Add Email Actions with personalized content based on customer behavior.

Example: Send a birthday email with a personalized discount using the Birthday Property.

Best Practices for Klaviyo Email Personalization


1. Start with Basic Personalization

  • Use dynamic fields for First Name or Purchase History before diving into complex customizations.


2. Utilize Behavioral Data

  • Send tailored recommendations based on browsing history or previous purchases.


3. Leverage Custom Properties for Advanced Personalization

  • Collect unique data points like size preferences or subscription types to enhance personalization.


4. Combine Personalization with Segmentation

  • Create highly targeted campaigns by combining dynamic content with well-defined audience segments.


5. Test and Optimize Personalized Content

  • Run A/B tests on personalized elements such as subject lines and product recommendations to identify what works best.


Common Mistakes to Avoid


❌ Over-Personalizing Emails

  • Avoid being overly familiar or using too much personal information, which can feel intrusive.


❌ Using Incorrect or Empty Dynamic Fields

  • Always set Default Values to avoid sending emails with missing information.

html

CopyEdit

Hi {{ first_name | default: "there" }}, welcome back!


❌ Sending Irrelevant Content

  • Make sure dynamic content aligns with the customer’s actual preferences and behaviors.


❌ Neglecting to Test Personalized Emails

  • Send test emails to ensure dynamic fields populate correctly before launching your campaign.


Examples of Successful Klaviyo Email Personalization


1. Personalized Product Recommendations

  • Use Case: A customer who purchased skincare products receives an email showcasing similar products.


2. Behavior-Triggered Emails

  • Example: An abandoned cart email reminding the customer of the items left behind, including a dynamic discount code.


3. Custom Birthday Campaigns

  • Automation Tip: Send an automated email offering a special birthday discount or gift.


Conclusion: Ready to Personalize Your Emails with Klaviyo?


Klaviyo email personalization is a game-changer for e-commerce marketers looking to increase engagement and drive sales. By leveraging dynamic content, custom properties, and segmentation, you can create tailored experiences that resonate with your audience. Follow this guide to enhance your email marketing strategy and achieve better results.


📩 If your email program is underperforming and you’re unsure how to optimize frequency, let’s talk.


At Dispatch, we help brands maximize revenue from email & SMS without damaging subscriber engagement.


👉 Connect with Dispatch today to optimize your email marketing strategy.

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