Ideas to put to work
Email analysis and campaign work an agency team would spend the week on.
Monthly email performance review
Sofia reports on campaign and flow performance, builds the tables in Excel, and updates the client's review deck in PowerPoint.
Segments from purchase history
Sofia reads Shopify orders and customers and, with your approval, creates Klaviyo segments for lapsed, loyal and first-time buyers.
Campaigns from the content calendar
Sofia reads the client's content calendar in Excel and drafts each campaign from your template, sent with your approval.
Open complaints kept out of promotions
Sofia reads Gorgias tickets and, with your approval, updates profiles so promotions skip customers with an open complaint.
Flow audit
Sofia reviews every flow and its metrics and lists flows that underperform or overlap, with a suggested fix for each.
What Sofia can do with Klaviyo
Sofia reads and keeps current
- Profiles
- Lists and segments
- Campaigns
- Flows
- Events and metrics
- Templates
- Forms
- Coupons and coupon codes
Sofia does, with your approval where you want it
- Create or update a profile
- Add or remove profiles from a list
- Subscribe or unsubscribe profiles
- Create or update a campaign
- Send a campaign
- Create or update a segment
- Create or update a template
- Report on campaign performance
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft PowerPointSlide decks for pitches, proposals and client updates
- ShopifyE-commerce platform for online and in-person stores
- GorgiasCustomer support helpdesk for online stores
MailchimpEmail marketing and newsletters- ActiveCampaignEmail marketing, automation and sales CRM
- Constant ContactEmail marketing for small businesses
LinkedInProfessional network for posts and outreach
Hand Sofia your next Klaviyo client review
Score your firm in three minutes, or talk to our team.