Email Marketing

Ultimate Email marketing objectives: How to set goals for email marketing campaign success

By on

June 16, 2026

- Tags : 2022, affiliate, agency, automation

Last updated: June 16, 2026

A wise man once said: “If you shoot at nothing, you will hit it every time.” And that applies perfectly to email marketing. The first step to any successful email marketing campaign is to determine what you want your campaign to achieve in the end and how you intend to achieve it. That’s where email marketing objectives and goals come in. Email marketing goals are clear, specific and measurable outcomes for any email campaign. On the one hand, email marketing objectives refer to steps that MUST be taken towards achieving the goals of your email-based campaign. It’s obvious they don’t mean exactly the same thing, but they work hand in hand to deliver remarkable success if followed through. Goals help you stay focused and measure the success of your email campaign. For example, you can set a goal of generating 500 new leads in the next four months. Your objective will include improving email engagement and generating more traffic. But there are other solid reasons why you should define your email marketing objectives early on.

5 reasons why email marketing objectives and goals are important for your campaign

1. Provides clarity

With your goals and objectives spelt out, everyone working on your email marketing campaign will know exactly what to do, when to do it and how. Such clarity will improve efficiency and the overall success of your campaign. Email marketing objectives give you and your team members a sense of direction and understanding towards achieving set goals. Now there’s no beating about the bush.

2. Streamlines your effort

Your email campaign objectives should be written down and displayed for you and your team members to see. Doing this will help you channel every effort towards meeting your campaign goals. Having identified your campaign objectives, you won’t dissipate energy on unproductive tasks that add nothing to the bottom line.

3. Helps you allocate resources

Defining your objectives will help you know how best to strategically channel your resources towards meeting your goals

4. Motivation

Email marketing can be tedious even for experienced email marketers equipped with all the right tools. That’s why we consider email marketing objectives as a light that guides you through a dark tunnel towards your goals. They’re that important.

5. Helps you measure success

You can only measure the success of your email marketing campaign if you set objectives and goals in the first place. And here are some examples of email marketing objectives that will work for any campaign.

8 best email marketing objectives (examples)

1. Generating traffic

Email Marketing can be effective in driving traffic to your website and online store. But driving email traffic is not as easy as launching an email campaign. In many instances, you will not instantly see a spike in traffic for your site even with a reasonable number of subscribers. Your email marketing objective should be focused on changing that narrative. To generate email traffic for your brand, your email campaign MUST be directed at people who are actually interested in your content and have intentionally subscribed to your mailing list. Visitors like that are more likely to respond to the CTAs and spend time on your website. Using double opt-in to add new subscribers to your list will help you build an organic list of people who are more open to responding to your campaign and landing on your site. Here’s an example of what a double opt-in email looks like.

Here are 5 proven ways to improve your web traffic through email marketing:

Personalize your emails
Provide clear and concise content in emails
Include call to action between email content, not just at the bottom
Use creative designs for your emails
A/B test email campaigns on different segments of your audience.

2. Increasing email open rate

Stats say on average people receive 200+ emails per day with more than 50% of those ending up as spam or unread. This tells you the level of competition your email campaign is facing even before you press start. It also shows why you need to have a plan to increase your email open rate. Email open rate is more than just the number of people who open your email. To prioritize improving this metric, you have to consider email open rate as the number of readers who open your email and also click a link in the email. Here are 5 ways how to improve email open rates:

Build and organic email list. Avoid buying email list if you don’t want a low open rate.
Segement your list and only send emails to the relevant audience.
Update your list regularly. Remove all inactive subscribers.
Use compelling subject lines for your emails.
Optimize your email campaign for mobile

3. Generating more leads

Lead generation is another important objective to set for email campaigns because new customers are essential for extending the life span of any business. With email marketing, you can build a list of prospective customers who you will eventually become loyal customers if you nurture those relationships using high-quality content and excellent communication. Have a look at this email example that engages the subscriber and baits them into becoming customers:

Email marketing objective, lead generation

Notice that in the above example, the email is personalized, has a professional but friendly tone and addresses a problem the reader might be trying to solve. Here are simple ways of turning leads into customers using email marketing:

Target the right audience. Use simple opt-in forms
Optimize your landing page content
Send timely emails. This can be immediately a prospect performs an action on your site

4. Improving engagements

A successful email marketing campaign will get more subscribers and prospects to interact with brand content and respond to CTAs. When customers engage with your campaign it ultimately results in purchases, sales and an increase in revenue. To achieve higher engagements your strategy must put focus on content that’s valuable, attractive and personalized for your subscribers. It’s also important to write compelling subject lines. Little things like the structure and design of your email can determine the level of engagement an email campaign attracts. Here’s an example of an email from Chelsea Football club that encourages fans to become members with just

Email marketing objective building engagements with emails

From this example you can see that captivating email design, concise and making offers to your audience can get them to engage with your campaign. Also take note of where the CTA button is placed in this email — just two paragraphs into the content.

5. Grow customer list

Subscriber list does not equal customer list. You can have a decent number of subscribers but only a handful of them are paying customers. An email marketing objective to grow customer list will implement various strategic methods targeting an audience who will be interested in what the brand is offering. In 2026, brands are leveraging promotions, exclusive deals, discounts and rewards to grow their customers list. Here’s an example of an email that makes a promotional offer to subcribers based on their preferences:

Promotional offer email marketing objective generating new customers

Most email marking campaigns can boast of new subscribers but customers are what every business needs to survive. Pin this as your objective. Here are other methods of growing your customer list through email:

Send relevant emails
Make your emails consice and clear
Use attractive designs
Include a call to action (CTA) at the top of your email content
A/B test your campaign on various audience segments to see what works best.

6. Brand loyalty

Email marketing campaigns remains one of the oldest strategies for improving brand loyalty and retaining customers. This can be achieved by building excellent relationships with customers via email. Using customer data from customer behavior and preferences, brands can better understand how best to tailor their marketing effort to meet customer needs. Here are a few ways to improve brand loyalty: 1. Personalize your emails. Your emails must be tailored for the customer based on their preferences and behaviour, 2. Offer incentives. Like freebies, promotions, discounts, rewards and exclusive deals. Take a look at this example a gospel ministery offers a personalized free gift 2. Improve interactions. We already highlighted the power of engagement for email marketing campaigns. Ask for regular feedback and appreciate your customers. 3. Respond to feedback. Customers are easily frustrated when their feedback isn’t taken seriously. It’s worse when a brand takes too long to reply customer email or don’t even reply. 4. How to measure brand loyalty: Customer lifetime value, customer retention rate, customer satisfaction.

7. Increasing conversion rate

In (email) marketing conversion rate refers to the number of subscribers that complete an action requested in an email. Conversion rate can be an accurate way to measure return on investment (ROI) for an email campaign. Your email marketing objective would be incomplete without a plan to increase your conversion rate. Leveraging user-generated content like testimonials, images, social media posts and positive reviews can be included in emails to improve conversion rate. See this example of a resort that uses pictures shared by their customers on Instagram in their email campaign.Other strategies like including compelling CTAs, conveying a sense of urgency and personalizing the content of emails can massively improve your conversion rate.

8. Improving sales

Email marketing can also be crucial for improving your sales if you set it as one of the objectives of your campaign. Growing sales through email marketing would require some intentional effort on the part of the marketer. Things like using segmentation to target specific sets of your prospects with highly personalized customers, optimizing email subjects, improving CTAs and A/B testing strategies are a must for any brand serious about improving sales.

Bonus. Reducing bounce rate

Email bounce rate refers to the number of emails sent that never get delivered. A high bounce rate of an email campaign can lower the reputation of a brand. To determine the percentage bounce rate of your email campaign, divide the number of bounced emails by sent emails and multiply it by 100. For example, if you send 5,000 emails and 500 bounces, your bounce rate will be 500 / 5000 x 100 which gives you a bounce rate of 10%. Your objective will be to reduce this number. Here are 5 ways to lower bounce rate:

Implement double opt-ins in your signup forms.
Regularly cleanup your email subscriber list.
Segment your list
Stay consistent but not spammy
A/B test your emails

Now let’s talk about email campaign goals and how to set them.

How to set SMART goals for email marketing

Your email marketing goals must be SMART — Specific, Measurable, Achievable, Relevant, and Timely. Here’s how to set goals for your email marketing campaign.

Email marketing goals must be specific and clear

The goals you set must be clear for every team member to understand. This helps everyone to know where they fit in and what they need to do to help the team achieve results.

Goals for email marketing campaigns must be measurable

It is essential that your email campaign goals are measurable using predetermined metrics. This helps your team to stay focused throughout the lifespan of your campaign.

Email marketing goals must be achievable

When setting a goal for your email campaign, it is important to set targets that are feasible for your brand based on your budget and resources. Unrealistic goals easily overwhelm and ultimately discourage the marketer.

Email marketing goals must be relevant

It’s also important to set goals that will have a positive impact on your business. SMART goals for email marketing help the brand achieve its core values and bottom line.

Email campaign goals must be time-bound

Finally, SMART goals must have a target completion date. A firm deadline to achieve your goal is essential to help you view current progress and measure success. It also helps to keep your team motivated with everyone working on the same timeline.

Email marketing goals examples

Reduce bounce rate by 50% in the next 6 months.
Grow email subscriber list to 2000 in the next year.
Record a conversion rate of 15% in the next six months
Generate $50,000 in sales in the next five months
Generate 1000 new leads from our email marketing campaign

Email marketing Goals vs objectives at a glance

Email marketing objectives	Email marketing goals
Specific actionable, milestones for a campaign	Lifelong aims of an email campaign
The strategies required to achieve email campaign goals	The end result of an email campaign
Based on facts, data and customer preferences	Based on marketing ideas
Easy to measure	Difficult to properly measure

Wrapping up…

Email marketing objectives and goals combine to deliver success for email campaigns. In this article, we highlighted the benefits of starting your campaign by outlining your email marketing objectives right at the start of your campaign. And listed some solid examples you can copy. It’s now up to you to make use of this information and start seeing results in your email campaigns. If you need help with taking your email marketing campaign to the next level reach out to our team at Forge.

Email Marketing

10 Latest Email Marketing Trends Driving Engagement and Revenue in 2026

By on

June 16, 2026

- Category : Email Marketing

- Tags : 2022, affiliate, agency, automation

Last updated: June 16, 2026

“If your successful email marketing campaign suddenly goes silent, chances are, market trends shifted while you were high-fiving your team.” — Mediatool.

Digital marketing is a numbers game and everyone needs email to win, particularly when email marketing has become one of the top marketing channels of the 21st century. But the prevailing trends continue to change as innovation and new techniques flood and transform the email marketing landscape. The changes have brought profits for brands that go with the flow. Many businesses that stay on top of the email marketing trends record up to $36 in revenue for every $1 spent. That said, let’s take a closer look at the email marketing trends of 2026.

1. Robust email security and privacy – campaigns must prioritize user consent

General Data Protection Regulation (GDPR) has changed how email marketing is done today. In 2026, brands simply cannot send unsolicited, random emails without obtaining user consent. The increase in cyber-attacks and phishing emails has made spam filters even more sensitive to suspicious content in emails. Thus, we’re seeing tracking software go the extra mile to monitor emails based on criteria like click-through rate, time spent on email and overall engagement. The impact of this trend is why email marketing campaigns must prioritize user consent options like preferences and data privacy checkboxes in opt-in and signup forms.

2. Omnichannel communication – for higher engagement

The omnichannel strategy combines multiple communication channels like email, SMS, push notifications and webchats to reach customers. This strategy started gaining prominence after the pandemic, it’s now a full-blown trend in 2026. And it’s proving successful. Email marketers are now allocating a budget for campaigns that target customers through multiple channels to give them a seamless user experience. Some customers respond well when followed up with text messages after email. For that reason, digital marketers in 2026 are smart enough to ask customers to opt into their SMS lists, push notifications and so on. Stats show that this strategy is delivering serious results too. “Brands that use both email and SMS to reach customers record 19-25% more engagement compared to 5% or less for brands that stick to only email.” — Selzy.

3. User-generated content – customers trust customers

User-generated content is created by the customer for other customers, with the selling brand reaping all the juicy benefits. In 2026, your customers have become smarter and even harder to convince than ever. However, stats have shown that customers are more open to buying when it’s some other customer doing the marketing. “95% of customers read online reviews before buying a product and positive reviews can increase customer spending by 31%” — Luisa Zhou. User-generated content, particularly reviews, has become the rave of the moment for top brands and they never miss a chance to add it to every email campaign. But user-generated content is not limited to reviews. They could be case studies, blog posts/comments, surveys and social media posts. Value everything your customer has to say about your brand, anywhere they say it.

4. Metrics changes – open rates no longer tell the true story

A few years ago, email marketing campaigns were considered successful if metrics showed a high open rate. That’s no longer the case. The 2026 trend in email marketing shows that open rates have become a poor indicator of the success of email campaigns. And that’s because of two reasons:

New privacy settings from companies like Apple make it impossible to track if a user opened an email blast or not.
A user opening an email doesn’t mean they read through or engaged with the content.

Hence, email marketers are now tracking other metrics that help them understand user behaviour and the performance of their email campaigns. Good examples of what metrics to track are subscribe/unsubscribe rate, email content click rate, conversion rate and ROI per campaign.

5. Mobile-optimized emails – most people check emails on mobile phone

The fastest and most convenient way to check an email for most people is via their mobile phone. That’s why email campaigns in 2026 must be optimized for mobile. Innovative mobile-friendly email design is the new trend in email marketing. Mobile-tailored emails feature a minimalist design, mobile-friendly font size, moderate animation and responsive images and GIFs. Such emails are also optimized for dark mode. Emails that are not mobile-friendly in 2026 will get fewer engagements and that could seriously harm ROI.

6. Super-personalized emails

Today’s email marketing campaigns have become super-personalized to improve user experience and engagement. Personalization of emails has proven to have a substantial impact on lead generation, customer retention and revenue. Highly personalised emails are tailor-made for the user. They are sent to segments or individuals based on their behaviour on your site, personal data, search intent and demographics. Here’s a quality example of a personalized email based on the user search intent for fintech loans:

The engagement rate for such an email is above 90%. Before this trend took off, non-personalized email campaigns escaped with reasonable success. For example, in 1978, Gary Thuerk randomly sent the first email blast and recorded $13 million in sales. Fast forward to 2026, the random email strategy can be a recipe for failure.

7. AI impact – new technology doing the hard work

Artificial intelligence is here to stay and it will affect nearly everything. It’s already having a massive impact on email marketing today. AI is helping email marketers write engaging subject lines, draft powerful emails and choose the best email templates. Most AI software for email will also gather data about your audience to ensure you only send super-personalized emails, as discussed earlier. AI even allows you to choose your tone of voice, word count, structure and language. Plus it makes sure your emails are free of grammatical errors. The AI trend for email will not slow down as digital marketers continue to understand how best to use it in their strategy. The time to get on board is now.

8. Interactive emails – responsive emails drive engagement

One of the strongest email marketing trends we’ve seen lately is the transformation of email from simple plain texts to interactive content that grab the attention of the customers for maximum engagement. In 2026, brands are creating email campaigns that interest the customers by showing, instead of telling. Such emails will allow the customer to gain a live experience of the content through interactive elements like polls, animated CTAs and responsive buttons or GIFs rather than a boring block of text. Here’s one example of what an interactive email looks like for a UK-based print and design agency that gets its customers to engage with their content using a GIF for a chance to get an offer.

Interactive GIF allows subscribers/customers to Engage with email content

The text says ‘Chop that melon!’ with arms indicating a gesture the user has to perform. It’s just hard to ignore.

9. Email accessibility – content everyone can use

Email accessibility in 2026 is not just a trend but also an email marketing best practice. Brands think of all kinds of people when creating email campaigns, including the disabled – who make up 16% of the global population, according to the World Health Organization. Making emails accessible for all users ensures you don’t miss out on a large segment of your customer who may be physically impaired. Doing simple things like adding alternate text to images for screen readers, increasing font size slightly above 14px and ensuring that the flashing rate in animation is less than 55Hz can massively improve the accessibility of your emails.

10. Automated Email Campaigns – more results, less effort

The biggest brands in 2026 cannot manually reach out to all their prospects and customers through email. This fact is what started the automation trend in email marketing. Today there are hundreds of email automation tools built to help businesses automate their email marketing campaigns and reach a wider audience faster and more efficiently. Email automation works and brands have reported success in terms of conversion rate and customer retention after investing in it. Email automation software in 2026 are the complete package. They can segment audiences, send email triggers and workflow and conduct detailed analytics on campaigns. Combining this with AI can be explosive for business growth.

● BONUS: Predictive analytics – using historical data to drive success

As we said at the beginning, successful email marketing campaigns can grow cold depending on changes in email marketing trends and customer behaviour. That’s where predictive analytics come in. Even without understanding all the latest email marketing trends, predictive analytics help brands understand what customers are interested in. It shows you what content will generate the best sales based on past and present behaviour. The result is that brands can use this information to revamp their marketing strategy and ride trends for years while staying profitable. According to Infinite Flame CEO Cap Hernandez, there are five ways to deploy predictive analysis for email marketing success.

Set clear goals. The target of your email marketing campaign must be identified with a clear objective set.
Collect accurate data. The data being used for predictive analysis must be accurate, relevant and clean. Examples of the data you need are engagement frequency, subscribe/unsubscribe rate, feedback and purchase history.
Use techniques to build predictive models. Using various machine learning techniques, you can create predictive models that show customer behaviour. An off-the-shelf software like Improvado or Siesense can work or you could hire a data scientist.
A/B test your models. Every predictive model you create must be tested with feedback, validation techniques and other statistical tests before you can fully trust the result.
Segmentation. Using the information gotten from your analysis, properly segment your subscribers and send them personalized messages based on their needs and preferences.

How to plan your strategy using Email Marketing trends

Let’s face it, it’s almost impossible to implement all the 2026 email marketing trends regardless of how well you know them. But you can tweak your strategy using the trends as a guide. Here’s what to do. Select trends you can keep up with. You can start by picking a few trends that best fit your brand, audience and budget. Study these trends to understand them clearly and create campaigns using the knowledge. A/B Test your improved campaign. Every campaign you create based on the latest trends must be tested on a segment of your subscribers. You must be able to measure results to spot any improvements. Google Optimize, AB Tasty and Optimizely are some tools that can help. Rinse and repeat what works. Whatever you do, never change a winning formula. You can only improve it using modern techniques.

At a glance: Top 10 email best practices in 2026 you should follow

Creating and sending an email blast to your subscribers is easy. But sustaining a successful long-term email strategy requires that you follow the email marketing best practices highlighted in the graphic.

Still want help with your email marketing campaign?

We’ve detailed all the prevailing trends you should know to get ahead of your competition and stay successful. But email marketing trends will continue to change in 2026 and beyond. This makes it harder to keep up and implement necessary changes. Call us today if you still need help building a strategy based on the latest trends that resonate with your subscribers. We’d be glad to help!

eCommerce, Email Marketing, SMS Marketing

How to unlock ecommerce business growth by integrating WooCommerce with Klaviyo

By on

June 16, 2026

- Category : eCommerce, Email Marketing, SMS Marketing

- Tags : 2022, affiliate, agency, automation

Last updated: June 16, 2026

Integrating WooCommerce with Klaviyo is capable of unlocking serious business growth, better customer relations, untapped revenue and higher conversion.

Since 2011, WooCommerce has helped more than 2 million businesses launch their eCommerce brands online via WordPress.

For a real example of the results this can drive, see our Klaviyo case study for Botanical Remedies.

But launching an ecommerce business is the easy part. 90% of ecommerce businesses fail or close shop within the first four months of launch, according to Forbes. That’s where Klaviyo can help.

Klaviyo is more than just an email marketing platform as it’s often touted. Klaviyo helps all kinds of brands better understand their customers through data. This fosters relationships and ultimately drives revenue. But first, brands must integrate their ecommerce platform with Klaviyo.

The good news is, Integrating Klaviyo with WooCommerce can be completed in a few easy steps, even for a novice.

Let’s show you how to do it.

How to integrate Klaviyo with WooCommerce

To integrate Klaviyo with WooCommerce you need to install the Klaviyo plugin from your WooCommerce site.

Step 1. Add a new plugin. Navigate to the plugin tab and click on Add New

Step 2. Search for Klaviyo and click on Install.

Step 3. Activate the Klaviyo plugin

Step 4. Click on Settings

Step 5. Connect to Klaviyo. You need to get your API key from your Klaviyo account to complete this step.

To get your API key:

Open a new tab and log in to your Klaviyo account. Or create one.
Navigate to Settings, and then click on API Keys.
Copy the Public API Key.
Return to your Woocomerce and paste it.

Step 6. Enter your Email list ID, SMS list ID (if you have one) and select Subscribe contacts to email marketing.

Click on Save Settings to finish. You will be prompted to confirm your Klaviyo WooCommerce integration by granting full access to Klaviyo.

Now you have integrated your WooCommerce with Klaviyo. Powerful tools and features are now at your fingertips. This will give you clear insights into your customer data to drive engagement and revenue.

How to be sure your Klaviyo WooCommerce integration is working

According to Klaviyo, there are five basic things to do to be sure your Klaviyo WooCommerce integration is working effectively.

1. Add an item to your cart.

2. Proceed to the checkout page.

3. Fill in your email address and phone number on the checkout page. If enabled, check the boxes to subscribe to email and SMS marketing.

4. Submit your test order.

5. Check for the following (these may take a minute or two to update):

Started Checkout event logged under Recent Data

- - Profile created in the lists you selected for email and SMS marketing
  - Placed Order event logged under Recent Data

However, you need a few tips for running a successful WooCommerce store backed by the technology provided by Klaviyo.

6 things to know to succeed with WooCommerce after integrating Klaviyo

1. Automation

Klaviyo can transform your WooCommerce business revenue if you understand the power of automation.

Klaviyo offers numerous built-in automation features which you can customize to suit your business needs. Examples include automated emails and SMS, notifications for abandoned carts and other personalized push notifications.

Automation allows you to focus on making the best product while Klaviyo helps you get the word out with automated marketing campigns.

2. Segmentation

Klaviyo customer segmentation allows you to categorize your customers based on their behaviour on your WooCommerce site.

Segmentation allows you to send relevant messages, emails and flash notifications to each category of customers based on their purchase history, demographics, and browsing behaviour.

Segmentation can also be used for promotions and discounts for your customers. This can be vital for your marketing campaigns and conversion rate.

3. Data Analytics

WooCommerce allows you to add Google Analytics for data management, but Klaviyo Integrations gives you a better insight into your customer data with clear easy-to-read metrics.

Data analytics with the help of Klaviyo will help you to understand the impact of your marketing campaigns, promotions and the overall performance of your Woocomerce store.

What’s more, Klaviyo Analytics can tell you what your customers like on your site and what they don’t. This insight can help you improve and optimize your campaigns and offers.

4. Smart Targeting

Smart targeting is all about doubling down on the power of personalization. With the help of data from Klaviyo, you can prepare super-relevant content and special messages and campaigns for your customers.

You can even suggest products to customers based on their personality and set other behavioural triggers. This is known as flows on Klaviyo.

That can give your WooCommerce business a competitive edge in the fiercely competitive ecommerce business environment we have today.

5. Customer engagement

Customers are usually drawn to brands that put them first before their need to make money. But most brands simply do not know what exactly their customer needs.

Klaviyo provides custom reports on your customers to help your helpdesk engage them better, that’s beside the reviews they leave on your site.

You can also leverage Klaviyo’s custom web forms to better understand your customer needs.

6. Run experiments

No successful marketing campaign is set in stone. To succeed in WooCommerce after adding Klaviyo you have to carry out periodical experiments, A/B testing and continuous analysis of your data. Doing that will on improve your conversion rate and spike your revenue.

Conclusion

WooCommerce is an easy-to-use, powerful and extensible ecommerce platform for WordPress.

Integrating your Woocommerce site with Klaviyo has the potential to grow your ecommerce business through targeted marketing using data and cutting-edge features.

The process of integrating WooCommerce with Klaviyo is easy and straightforward. You don’t need to hire a digital marketing expert to do it if you have read this piece.

However, to unlock the power of Klaviyo after integrating your WooCommerce site, you have to leverage the features of the platform.

eCommerce, Email Marketing, Marketing

Klaviyo Shopify Integration: How to do it in minutes

By on

June 16, 2026

- Category : eCommerce, Email Marketing, Marketing

- Tags : 2022, affiliate, agency, automation

Last updated: June 16, 2026

Klaviyo Shopify integration is simpler than ecommerce enthusiasts make it sound. In fact, the entire process can be completed in minutes if one follows a few simple steps. Once integrated with Shopify, Klaviyo will synchronize all the data from your store and allow you to efficiently run SMS and email marketing campaigns, create automated flows and so much more. In 2022, eCommerce brands leveraged Klaviyo to generate over $2 billion in revenue. That was only possible because those businesses took the extra step to integrate their ecommerce platform with Klaviyo. Now, let’s help you integrate your Shopify store with Klaviyo.

How to integrate Shopify with Klaviyo

You have to do it from your Klaviyo account. Log in to begin or create a new account for free. Klaviyo allows you to integrate Shopify straight from the account setup wizard. Alternatively, you can add Shopify from the integration tab in your Klaviyo dashboard. Click on your account name in the lower left corner of your dashboard. Next, click on Integration.

On the integrations page, scroll down or search for Shopify. Click on Add Integrations on the right.

On the next page, paste the URL of your Shopify store. It must be in the format mystore.myshopify.com as shown in the URL placeholder

Additional configuration settings

Sync your Shopify email subscribers to Klaviyo: this automatically adds all your customers who subscribed to email marketing while shopping with you on Shopify. Next, select a list to add those subscribers from the dropdown menu — preferably Newsletter. You can do the same for your SMS subscribers if you have activated your phone number on Klaviyo. Sync data to Shopify: We recommend selecting Sync all profiles. That way the two sites will have a complete handshake.

Finally, click on Connect to Shopify. On the next page click on Install App at the top right of your screen or bottom left. You’re all set. Your Shopify store is now integrated with Klaviyo.

How to integrate Klaviyo with Shopify Plus

Shopify Plus is basically Shopify with more advanced features. When you integrate your Shopify store with Klaviyo, Klaviyo sees it as a Shopify Plus store — that’s if your Shopify domain is for a Shopify Plus account. You won’t find a Shopify Plus integration app on Klaviyo because it’s the same as normal Shopify.

Key Benefits of Integrating Shopify Plus with Klaviyo (vs standard Shopify)

You’re allowed to edit your Shopify checkout to include a custom opt-in language, premium Klaviyo forms and lots more.

You can disable transactional emails in Shopify and send them through Klaviyo. This creates a seamless brand experience.

Benefits of Klaviyo Shopify integration

Data management. This is one of the greatest benefits of integrating Shopify with Klaviyo. Doing this allows Klaviyo to synchronize historical data and other transactional data. Thus, you can create tailored email marketing campaigns, flows with triggers and scale your business. Klaviyo support can help you do this. Customer support. Klaviyo will help you understand your customers’ needs and serve them better. The impact of this on brand loyalty cannot be overemphasized. Audience segmentation. Klaviyo integrations allow you to segment audiences based on the customer data retrieved from Shopify such as purchase frequency, cart abandonment, items purchased, conversions and more. Automation. Klaviyo integration with Shopify opens the door to automated email and SMS marketing campaigns. This allows you to focus more on the business side of things. Study shows that automated campaigns generate 4x more revenue compared to others.

FAQs on Klaviyo Shopify integration

How much does it cost to integrate Shopify with Klaviyo?

Integrating Shopify with Klaviyo will not cost you anything, however, there’s a cost when you try to take your email marketing to the next level. Klaviyo email marketing is free for 0-250 email contacts. You also get 150 SMS/MMS credits free. However, Klaviyo costs $35 per month for businesses with more than 250 email and SMS subscribers. Check out Klaviyo’s full pricing.

How do I integrate my Shopify customers with Klaviyo?

Your Shopify customers will automatically show up in your Klaviyo data when you integrate Shopify as shown earlier. However, you have to make sure you select Newsletter when syncing your Shopify email subscribers to Klaviyo. To do it, select your account name in the bottom left of your Klaviyo dashboard and click on Integrations. Select Enabled Integrations and click on Shopify. That will take you to your Shopify integration settings page. Below Sync settings, on the From Shopify tab, select the box next to Sync your Shopify email subscribers to Klaviyo.

What Shopify data does Klaviyo sync?

After integration, Klaviyo syncs events data, profile data, catalogue data, email subscribers, customer phone numbers and lists. For historical data, Klaviyo syncs data from your Shopify account in the last 90 days. That allows you to engage with and gain insight on some of your most recent customers.

What other brands can be integrated with Klaviyo?

Besides Shopify, other big ecommerce platforms that can be integrated with Klaviyo include Woocommerce, Wix, Magento, Facebook, Google, Magenta, BigCommerce, Aftership and numerous others.

What kind of platform is Klaviyo?

Klaviyo is arguably the best marketing and automation platform built to support ecommerce businesses of all sizes. Klaviyo is not an ecommerce platform on its own as you can’t buy or sell on it.

Final takeaway

Integrating Klaviyo with Shopify is an easy and straightforward process that can be completed in minutes as we have shown. Shopify, as powerful and profitable as it is, can be turned into a different beast when integrated with Klaviyo. The benefits of integrating Shopify with Klaviyo are numerous, most of which have already been highlighted here. We recommend that you sign up for a Klaviyo account if you’re serious about taking your ecommerce marketing to the next level. That’s if you haven’t done so already.

eCommerce, Email Marketing, Marketing, SMS Marketing

Klaviyo Integrations for marketing success in 2026: A definitive guide

By on

June 16, 2026

- Category : eCommerce, Email Marketing, Marketing, SMS Marketing

- Tags : 2022, affiliate, agency, automation

Last updated: June 16, 2026

With Klaviyo integrations you can retrieve and turn ecommerce marketing data into paying customers. In 2022 Klaviyo helped its users generate $2.2B in revenue via email and SMS on Black Friday sales alone. We can only expect more in 2026 Klaviyo provides a robust technology that allows you to automate your email marketing and SMS campaigns at the click of a button. What’s more, Klaviyo’s advanced features are tailored to help your business retain and gain new customers while you channel your energy into delivering the best product or service. But first, you must spare a moment to understand how Klaviyo integrations can help your eCommerce business grow and achieve success this year.

Klaviyo Ecommerce Integrations

Klaviyo is not just an email marketing and SMS powerhouse. This platform is known for providing rich integrations with ecommerce platforms such as Shopify, WooCommerce, Facebook Ads, Google Ads, Tapchart and Magento. But that’s only the tip of the iceberg. There are over 300 different Klaviyo integrations for any ecommerce platform to choose from. Integrations are what sets Klaviyo apart from other marketing platforms because they allow you to automatically track, analyze and manage your customer behaviour. With the data you’ll get after integrating Klaviyo, you can gain strategic insights that will give your business a competitive edge. And of course — with the right metrics at your fingertips — you can provide excellent customer service to keep your customers loyal. If your business is running on any ecommerce platform, rest assured that Klaviyo has a lightning-fast integration to support it. Let’s delve deeper into how you can integrate your eCommerce platform with Klaviyo.

How to integrate your Ecommerce platform with Klaviyo

Integrating your ecommerce platform with Klaviyo starts with signing up for a free Klaviyo account. The entire process takes less than two minutes. Klaviyo allows you to start integrating your ecommerce store immediately after signing up. However, if you decide to skip the process you should arrive at a screen that looks like this: You can always log in and integrate your ecommerce platform, by clicking your account name on the lower left corner of your dashboard and clicking integrations on the next pop-up. The next page will show you hundreds of Klaviyo integrations you can choose from. You can do it in a few simple clicks.

Be sure to have your API key from your website handy. After integration, Klaviyo can synchronize data from your ecommerce platform. That gives you insights and metrics which can be turned into revenue if maximized.

Top 7 Klaviyo integrations

Let’s talk briefly about some of the most used Klaviyo integrations. Remember, there are hundreds of Klaviyo integrations for ecommerce businesses today.

1. Shopify integration

If you have a Shopify store, Klaviyo integration can help bring the data of your customers into Klaviyo. That will allow you to get insights into what customers are doing on your site and their buying patterns. This is ultimately crucial for making better business decisions.

2. Woocommerce integration

With Klaviyo Woocommerce integration you can send targeted emails to customers, create automated workflows and also synchronize the historical data of your customers.

3. Optin Monster Klaviyo integration

Klaviyo Optin Monster integration allows you to create irresistible, high-performing pop-up forms to better retain customers and reduce the bounce rate from your site.

4. Facebook Ads integration

Klaviyo Facebook integration will help you to collect email addresses from Facebook ads, create custom audiences and advertise to inactive customers.

5. Gatsby Klaviyo integration

Gatsby Klaviyo integration will help you to gather data about your customers on Instagram. This is one powerful tool that can help a brand view metrics of its customers, run automated campaigns and find micro-influencers.

6. Zendesk integration

Zendesk is a powerful tool for customer service. By integrating your Zendesk with Klaviyo you can sync data between both platforms which will enable you to target your customers based on the interactions with your support team.

7. Tapcart integration

Tapcart Klaviyo integration can help you create a mobile app for your ecommerce store without coding. With that, you can send push notifications to your customers such as abandoned cart notifications and new product alerts.

FAQs on Klaviyo integration

What is the best use of Klaviyo integrations?

One of the best uses of integrating Klaviyo with your site is automation and data science. Klaviyo is also perfect for email marketing, SMS, promotions and customer service.

How many Klaviyo integrations are allowed on my account?

Klaviyo only supports one integration per account. That means you can’t integrate more than one ecommerce platform on your Klaviyo account. The only way around this is to create other Klaviyo accounts, particularly if you have more than one ecommerce store for the same business.

Is it possible to send custom data to my Klaviyo account after integration?

YES. Klaviyo’s flexible APIs allow you to easily import custom data to your account. Check out how to manually import data into your Klaviyo account.

Exactly how many Klaviyo integrations are there?

Klaviyo has every integration known to man, according to Maple. But our research shows us that there are 315 Klaviyo integrations. However, Klaviyo attests that it is possible to find a few ecommerce platforms that don’t support Klaviyo integration.

Klaviyo does not integrate with my ecommerce platform, what do I do?

If Klaviyo doesn’t support your ecommerce site, you can contact them and they will get it done quickly.

Wrapping up

Klaviyo integrations are easy and free to set up. With Klaviyo integrations properly set up for your business, it’s possible to generate a minimum of 25% of your monthly ecommerce revenue through Klaviyo in your first month. The system is that good. Besides the revenue that follows Klaviyo integration, it’s arguably the best platform when it comes to ecommerce automation and creating a varied list of workflows. It’s time for you to take a closer look at what Klaviyo can do for your business by signing up.

eCommerce, Email Marketing

7 Reasons why buying email lists can harm your business (What to do instead)

By on

June 16, 2026

- Category : eCommerce, Email Marketing

- Tags : 2022, affiliate, agency, automation

Last updated: June 16, 2026

We’re heading into 2026 but many prospects still ask me that question on sales calls.

I get it — building an email list from scratch sounds like a total drag. Indeed the process can be booooring and time-consuming because it’s hard to convince people to actually want to hear from you regularly.

That’s why it’s tempting just to buy an email list and call it a day. After all, email marketing is considered a numbers game — the more emails/potential customers you can reach, the more likely your business will get noticed and make sales. Right? Wrong.

Based on research and years of experience in email marketing I can authoritatively tell you that buying email lists is a. Costly, b. Outdated, c. Ineffective and d. It could land your brand in legal trouble.

If you read on, you’ll discover proven strategies to build an email list that works in 2026.

“Can’t I just buy a list of emails to market my business?”

Why purchasing an email list can be disastrous for your business

Buying an email list can land you in legal trouble

Take serious note of this. Purchasing an email list is not against the law in many countries, including the United States, Canada and Europe. But using such a list could land you in legal hot water.

Here’s the thing: many privacy legislation and data protection laws are set up to combat sending unsolicited emails.

One such legislation is GDPR (General Data Protection Regulation). Although it was adopted in the EU, it still applies for US-based businesses preventing them from using user data without explicit consent.

There’s also Canada’s anti-spam legislation (CASL) and CAN-SPAM Act in the U.S.

If found guilty of violating any of these legislation a business entity can face fines up to $43,280 per violation. The GDPR in Europe imposes even steeper penalties, with fines reaching up to 4% of a company’s global annual revenue. These financial penalties can be substantial, especially for large organizations.

In addition to fines, companies may face legal actions from regulators or affected individuals. This can involve lawsuits or enforcement actions, further increasing legal costs and damage to the company’s reputation.

Purchased email lists audience don’t care about you

Imagine throwing a party and sending invites to a random group of strangers who most likely don’t give a hoot about you and your party. Awkward… That’s what it’s like when you purchase an email list. These people have no idea who you are, what your business does, or why they should care about your emails. They simply don’t care!

The result? You end up with a bunch of uninterested recipients who are more likely to delete your email without even opening it (or worse, report you as spam).

Moreover, a purchased email list lacks the fine-tuned targeting and segmentation that you get from building a list organically. When you gather emails through your efforts, you’re connecting with people who have shown a genuine interest in your business or content.

A purchased email list is like trying to sell a winter coat to someone living in the tropics — it’s just not going to work.

Without a targeted audience, your emails are more likely to end up in the spam folder, further reducing the chances of engagement. And when you’re consistently getting low engagement, email providers start taking notice, which could harm your brand’s reputation. Over time, this can lead to your emails being automatically filtered out or blocked entirely, throwing a wrench in all your email marketing efforts.

People in purchased email lists are quick to unsubscribe and mark your emails as spam

Picture this: you receive an email from a company you’ve never heard of, promoting something you’ve never shown interest in. What’s your first reaction? Most likely, you’ll either hit the unsubscribe button or mark it as spam.

People loathe unsolicited emails, and they’re quick to take action to stop them.

When a large number of recipients unsubscribe or report your emails as spam, it sends a negative signal to email service providers (ESPs). ESPs, like Gmail or Outlook, track these actions closely, and if they see too many red flags, they might start blocking your emails altogether. Once your domain gets flagged, even the people who actually want to hear from you might not get your emails. It’s a downward spiral that’s hard to recover from.

High unsubscribe and spam rates don’t just hurt your deliverability — they damage your brand’s reputation too. More on that next.

Buying an email list harms your brand image

Your brand image is like your business’s credit score in the world of email marketing. It’s a measure of how trustworthy you are as a sender.

When you buy an email list, you risk damaging this reputation because the recipients aren’t familiar with your brand, leading to higher bounce rates, spam complaints, and unsubscribes.

Email service providers use complex algorithms to decide whether your emails land in the inbox or get tossed into the spam folder. One key factor they consider is your brand image. If too many people mark your emails as spam or if a large percentage of your emails bounce, your reputation takes a hit. This ultimately leads to your emails being blocked altogether, even to people who genuinely want to receive them.

Rebuilding a damaged reputation is a slow and painful process. It involves re-earning the trust of email providers, which means having to start over with clean, well-targeted email lists and proving that you can send valuable, relevant content. It’s much easier to maintain a good reputation in the first place by avoiding purchased lists.

Buying an email list is a recipe for low engagement

Engagement is the name of the game in email marketing. It’s not just about getting your message in front of people; it’s about making sure your click rate and clickthrough rates are high!

Engagement tends to plummet when you’re using a purchased email list. Why? Because the people on that list didn’t opt in to hear from you in the first place.

When recipients aren’t familiar with your brand, they’re far less likely to open your emails, let alone click on any links or offers you include.

And since engagement rates are a key metric that email providers use to determine the quality of your emails, low engagement can lead to your emails being filtered into the spam folder or not delivered at all. Essentially, you’re paying to reach people who don’t care about what you have to say, which is a waste of both time and money.

Low engagement also means you’re missing out on valuable insights. When you send emails to a list of people who are genuinely interested in your content, you can gather data on what works and what doesn’t — subject lines, content types, call-to-action buttons, and more. But with a purchased list, the data is skewed because the recipients aren’t really invested in your brand.

So, you’re not only losing money on the list, but you’re also losing the opportunity to refine your email marketing strategy.

Purchased email lists can get you blacklisted

The worst-case scenario when you purchase an email list is getting blacklisted by email service providers. Being blacklisted means that your emails are automatically blocked from reaching anyone’s inbox, no matter how relevant or well-crafted they are. It’s the email marketing equivalent of being banned from the industry, and it can take a long time to recover from.

When you buy an email list, you have no way of knowing the quality of the addresses on that list. Some could be outdated, inactive, or even spam traps, also known as honeypots — email addresses set up specifically to catch senders who are using shady practices. Sending emails to these kinds of addresses is a surefire way to get you blacklisted. And once you’re on it, getting off is no easy task.

If you do end up on a blacklist, your entire email marketing strategy comes to a screeching halt. You’ll need to go through a lengthy process to get delisted, and even then, your sender reputation is already up in smoke which is even more work for you.

Buying email lists is a sheer waste of marketing budget

One of the most immediate consequences of buying an email list is financial waste. You might think you’re getting a bargain by buying access to thousands of potential leads, but the reality is often far less rosy.

The initial cost of buying an email list is only the beginning of a long fruitless journey. When you factor in the poor engagement rates, the damage to your brand reputation, and the potential loss of future business, the true cost becomes much higher.

Paying for an email list is like throwing money into a black hole. Not only do you lose the money spent, but you also waste the resources used to craft and send emails that don’t convert. Your marketing team’s time could be better spent building and nurturing an organic list of subscribers who actually want to hear from you.

Now, let’s discuss what to do instead of buying email lists.

How to legally build an email list for free

Start by optimizing your website to capture emails

Want to build an email list without spending a dollar? Start by optimizing your website!

Add a clear and visible opt-in form to your homepage, blog, or landing pages. Make sure it’s mobile-friendly and easy to use. You can also add a pop-up or slide-in form to capture email addresses from engaged visitors.

Here are two splendid examples of a pop-up and slide-in form that works

This one from Neil Patel’s blog promises more web traffic if you sign-up
Okay, pop-ups might seem annoying, but they’re a great way to build your email list for free! And contrary to the thought that people find them annoying, data shows that users actually love and expect offer opt-ins, especially on ecommerce stores. They capture email addresses from engaged visitors and grow your list passively for you.

Check out this example from our client, Irwin Naturals, a publicly traded Neutraceutical brand here in the USA:

Customers who are already shopping, get shown an enticing offer (only if they’re not already opted into the client’s marketing list) and are happy to give their email in exchange for a discount or other incentive that helps them reach their goal of purchasing the right product for them.

Use compelling language and incentives to encourage visitors to sign up. Make sure your opt-in form is GDPR-compliant and clearly states what subscribers can expect from your emails.

Create valuable content to hook your visitors

Think of your business like a restaurant serving only the best dishes. Customers will only return if they get an unforgettable first experience.

By creating high-quality, valuable content, people will want to interact with your brand. They wouldn’t mind signing up for your newsletters to hear more.

Lead Magnets and gated content still work

There’s talk suggesting that lead magnets are gradually going out of fashion because they turn visitors off. But that’s faaaar from the truth. Lead magnets and gated content still work!

Gated content is a valuable resource that people can only access by signing up with their email address. It could be an eBook, guide, webinar, template, or course. Make sure it’s high-quality, relevant, and aligns with your brand’s expertise.

Promote your lead magnet on your website, social media, and landing pages. Make sure your opt-in form is clear and visible and you’ll be attracting engaged subscribers in no time!

Offer exclusive content to subscribers

People love feeling exclusive! Offer subscribers exclusive content, discounts, or early access to new products to make them feel special. This will encourage them to sign up for your list and stay engaged.

Use language like “join our inner circle” or “get exclusive access” to promote your email list. Add a sense of urgency by limiting availability or offering limited-time discounts.

Take a look at this example by Digital Marketing Institute. Only subscribed members have access even to free content.

Meta, TikTok and Google offer leads ads products that connect directly to your CRM or Email Service Provider to collect leads. You can also use email automation to follow up with those leads automatically while they’re hot in the pipeline.

Running leads ads should again provide something of value in exchange for the user’s email address or phone number for SMS marketing. Provide a free consultation, a discount code, exclusive access or a lead magnet advertised well through the ad and watch your email list grow overnight!

Final words

Buying email lists might seem like an easy shortcut to expand your reach, but it can seriously harm your business. It risks legal trouble, damages your brand reputation, leads to low engagement, and can even get you blacklisted by email service providers.

Instead of buying email lists, focus on organic strategies to build your email list, such as optimizing your website, offering valuable content, using lead magnets, and gated content.

These methods not only comply with data protection laws but also help you connect with a genuinely interested audience, leading to better long-term results for your business.

Need help building an organic email list today? Talk to us at Forge to see how we can help.

eCommerce, Email Marketing, Marketing

The Subscription Email That’s Quietly Killing Your LTV (And Exactly How to Fix It)

By Erin Schnittker Siemek on

March 24, 2026

- Category : eCommerce, Email Marketing, Marketing

- Tags : 2022, affiliate, agency, automation

Last updated: May 2026 | By Erin @ Forge Digital Marketing

Your upcoming charge notification gets 60%+ open rates. Most DTC brands waste it by literally inviting cancellations. Here’s how to turn it into your highest-converting retention touchpoint… and actually grow AOV in the process.

TL;DR

If you run a DTC subscription brand and your “upcoming charge” email still says something like “It’s almost that time… manage your subscription below”… you’re basically handing your subscribers a cancel button on a silver platter.

The fix: Reframe the entire email from a billing warning into a value-reinforcing, upsell-driving retention moment. Lead with excitement about their next order, stack subscriber benefits, offer one-click delay/skip buttons before any manage link, add product recommendations, and push “Manage Subscription” to the very bottom.

Brands doing this are seeing up to 50% less churn at this touchpoint and meaningful AOV lifts from in-email upsells. One beverage brand cut their Month 2 churn from 60% to 30% just by rethinking this single email (Stay AI case study).

This is the highest-ROI email template change you’ll make all year. And it takes an afternoon.

What Is the Upcoming Charge Email?
The Problem: Why Most Brands Get This Wrong
Real-World Examples: Bad, Better, Best
The Data: How Much This Actually Costs You
The Fix: 6-Step Email Redesign Framework
The Full Template Structure (Copy This)
What to Measure After You Deploy
Tools That Make This Possible
FAQ

What Is the Upcoming Charge Email (And Why Does It Matter)?

The upcoming charge email (also called a pre-shipment notification, upcoming order reminder, or subscription charge notification) is the transactional email sent to subscribers before their next recurring order is billed and shipped. Most subscription platforms (like Recharge, Stay AI, Loop, Bold, Skio) send this automatically, typically 3-5 days before the charge date.

Here’s why this email is so important and why most brands completely sleep on it:

It has the highest open rate of any email you’ll ever send. We’re talking 60%+ open rates consistently (ARPU). That’s 3-4x what your best promo email does (unless you work with Forge 😝).

My point is, every subscriber reads this thing. Every. Single. One.

And yet… the default template on basically every subscription platform looks something like this:

Subject: You have an upcoming charge
It’s almost that time. Your next order is set to ship in 3 days. If you’d like to make any changes, please do so today so we can ensure we can update your order in time.
[MANAGE SUBSCRIPTION]

If you just read that and thought “…wait, that’s basically what ours says”… yeah. You’re not alone. And that’s a problem.

The Problem: Most Brands Are Using Their Highest-Engagement Email to Lose Money 😅

Let’s break down what that default template is actually doing to your subscribers’ psychology:

The subject line: “You have an upcoming charge” — frames the subscription as a cost. Not a value. Not a routine. A charge. You’re literally starting the conversation by reminding them money is leaving their bank account.

The body copy: “If you’d like to make any changes…” — that’s a polite way of saying “hey, want to cancel?” You’re planting the seed of doubt in a subscriber who probably wasn’t even thinking about canceling until they opened this email.

The CTA: one giant MANAGE SUBSCRIPTION button — leads directly to a portal where… what’s the most prominent option? Yep. Cancel.

So let me get this straight…

You spent real money acquiring this subscriber. You got them through a welcome flow. They made it past their first order. They’re actively paying you every month. And now, at your moment of maximum guaranteed attention, you’re essentially saying:

“Hey! Just a reminder we’re about to take your money. Want to cancel? Here’s the button!”

…that’s what we’re doing? That’s the strategy?!

“Getting Warmer” – What a Partial Fix Looks Like:

Here’s an example from Lume (a DTC deodorant brand) that shows a brand starting to get it right, but not quite there yet:

What Lume got right: they show the order contents, they have an upsell section, and they offer a delay. But the delay is buried in paragraph text instead of a one-click button which means subscribers who “aren’t ready yet” still have to hunt for it… and many will just cancel instead.

The fix is being intentional about the hierarchy. Every friction-reducing option (delay, skip) should be more visible than the cancellation path. Lume’s almost there… but almost doesn’t save the churn.

The Gold Standard: What Grüns Gets Soooo Right 🙂‍↕️

Okay so I have to talk about Grüns here because I actually received this email as a subscriber and it stopped me mid-scroll.

This is what we’re aiming for.

Let’s break down exactly what they’re doing…

The subject line: “We’re preparing your order 📦”

No “charge.” No “billing.” No “upcoming.”

They’re preparing something for you.

The mental frame is completely flipped. This isn’t money leaving your account, it’s a package being built. That’s not an accident. That’s intentional psychology.

“Yay! We’re happy to keep this going for you.”

Two words: “keep this going.” Not “you’ve been charged.” Not “another order is processing.”

They’re positioning the brand as a partner in maintaining your routine, not as a company extracting payment.

The word “Yay!” is doing emotional priming before the subscriber even reads a word of substance. By the time you get to the details, you’re already in a positive headspace. That’s Kahneman 101: the framing of the first moment colors everything that follows.

The 60-minute urgency window: “You can only make changes for the next 60 minutes.”

This is sneaky-brilliant. Most brands either give no window (subscribers feel powerless) or a vague “manage your subscription” nudge (subscribers wander off to cancel).

Grüns gives a bounded, specific, low-stakes action: just check your address. That’s it. It’s almost impossible to say no to… and that small act of engagement is a micro-commitment that re-anchors the subscriber to the order they already said yes to.

The 30/60/90-day outcome ladder

This is the move most brands completely miss. They re-sell the why inside the order notification itself:

After 30 days: Supported Digestion, Reduced Cravings, Skin & Nail Health
After 60 days: Gut Health, Stress Management, Mental Clarity
After 90 days: Immunity, Recovery, Sustainable Energy

By month 3, your subscriber has probably forgotten why they started. Subscription fatigue is real: people cancel not because they hate the product but because they’ve stopped connecting it to a goal. Grüns re-connects that goal every single month, at the moment of highest attention. That’s your cancellation defense.

The clinical data

“20.5% increase in Folate. 40.1% increase in Vitamin C.”

Right there, inline, with a bar chart. They’re not just saying “our gummies are good for you”, they’re proving it, in the email, at the exact moment when churn risk is highest. This re-justifies the purchase decision just before the card gets charged.

“4.8 Stars | 1,000,000+ Members”

The closing line before the footer is pure social proof. A subscriber who’s wavering suddenly remembers: one million other people are doing this. That’s community.

That’s validation.

The anxiety of “am I wasting my money?” dissolves when you’re reminded you’re part of the largest club that ever said yes to this brand.

What you should take inspiration from Grüns on:

Every element reframes the email from a billing event into a reinvestment in yourself. They never once say the word “charge.” They lead with excitement, empower their customer through a time-bounded action, re-sell the product benefits to people who already bought, and close with social proof that makes staying feel like the obvious, validated choice.

Side-by-Side Psychology Summary

Element	“You’re About to Be Charged”	Grüns’ Approach
Core frame	Loss (money leaving)	Gain (product arriving)
Emotional tone	Neutral / transactional	Enthusiastic / celebratory
Customer role	Passive recipient of charge	Active agent in their health journey
Urgency	None or anxiety-inducing	Empowering (you have 60 min to act)
Churn defense	None	Full benefits re-sell + social proof
Brand relationship	Vendor collecting payment	Partner invested in your outcomes

That’s the bar. That’s what your upcoming charge email should be doing.

The Data: How Much This Email Is Actually Costing You

Okay let’s talk numbers because this isn’t just vibes, the data here is wild!!

Subscription Churn Is Already Brutal

Average monthly churn for DTC subscription brands sits between 10-15% (Recurly).

That means if you sign up 1,000 subscribers in January, roughly half are gone by summer.

The subscription economy is fundamentally a retention game, and only about 20% of subscription businesses are actually improving their retention numbers (yikes).

The LTV Math

If your average subscription order is $80 and your customer sticks around for an average of 6 orders before churning, each subscriber is worth $480 in lifetime value. Every cancellation at this email touchpoint is $480+ walking out the door… and you held the door open.

The Upsell Opportunity You’re Missing

Here’s where it gets really painful…

Cross-sells and upsells account for over 30% of ecommerce revenue (Shopify)
For subscription businesses specifically, up to 46% of revenue comes from upgrades and add-ons
Upselling converts at roughly 20% on average — way higher than cold acquisition

The upcoming charge email is one of the most effective touchpoints for driving those add-ons… because the customer is already expecting to buy.

The purchase decision is made. The credit card is on file. You’re just asking “want anything else while we’re packing? 👀”

And most brands aren’t even asking!

The Fix: How to Redesign Your Upcoming Charge Email for Retention + Revenue

The fix isn’t complicated. Honestly it’s more of a framing shift than a technical overhaul.

But the impact? Massive.

Instead of treating this email as a compliance notification, treat it as what it actually is: your subscriber’s monthly moment of highest engagement with your brand. A moment where they’re paying attention, expecting to hear from you, and already committed to purchasing.

Here’s the 6-step framework:

Step 1: Lead With Identity, Not Transaction

Kill the “upcoming charge” language. All of it. Your subject line should reinforce the subscriber’s identity as someone who made a good decision, not remind them of a cost.

	Before	After
Subject	You have an upcoming charge	Your [Brand] order ships soon
Preview	(empty or generic)	Here’s what’s headed your way.

See the difference? One says “we’re taking your money.” The other says “good things are coming.” Same email, completely different emotional response!

Step 2: Open With Habit Reinforcement

Your first line of body copy should make the subscriber feel smart for subscribing, not anxious about a charge.

Before: “It’s almost that time.”
After: “Heads up, your next order ships in 3 days. You’re staying consistent. That’s the whole game.”

One sentence. No fluff. But it reframes everything from “we’re taking your money” to “you’re doing the right thing.” That’s identity reinforcement, and it’s one of the most powerful psychological tools in retention marketing.

Step 3: Stack the Subscriber Benefits (Every. Single. Time.)

Here’s something brands forget… your subscribers forget why they subscribed.

Seriously. By month 3, most subscribers couldn’t tell you what perks they’re getting. So remind them in every single upcoming charge email:

✓ Member-only savings on every order
✓ Priority access to new products and limited drops
✓ Flexible schedule — adjust, skip, or delay anytime
✓ Cancel anytime if it’s ever truly not for you

Notice the structure? Three positive benefits… then a soft reassurance that they have control.

That last bullet actually reduces churn because it removes the anxiety that drives impulsive cancellations. When people feel trapped, they cancel. When they feel in control, they stay.

Step 4: Offer Delay and Skip Before Cancel

This is the single most important architectural change in the entire email.

Most brands put a “Manage Subscription” button front and center. That button leads to a portal where cancellation is the most prominent option. You’re sending people who weren’t thinking about canceling to a page that asks them to cancel.

Instead… offer one-click delay and skip options directly in the email:

[DELAY 1 WEEK] · [DELAY 2 WEEKS] · [SKIP THIS ONE]

When a subscriber thinks “I still have product, I don’t need more yet”- the answer isn’t cancellation. It’s a delay. A delayed subscriber is still a subscriber. A canceled one is gone forever.

Tools like Stay AI and ARPU make this possible with two-click delay and skip actions.

The “Manage Subscription” link? It should still exist. But push it to the verrrry bottom of the email, styled as a quiet text link. Not a primary CTA. Not a button. A footnote.

Step 5: Upsell While You’re Packing

This is where the email stops just saving you money… and starts making you money.

Add a product recommendation section with a simple prompt:

“Want to throw something else in while we’re packing?”

This works because the purchase decision is already made. You’re not asking them to buy, you’re asking if they want to add something to an order that’s already happening. The friction is almost zero.

Show 2-3 complementary products with one-click “Add to My Order” buttons. Even a 5-10% add-on rate compounds massively over the lifetime of a subscriber.

Erin’s bonus tip: tie loyalty points redemption in here for mega customer happiness XP.

Step 6: Make Support Effortless

Close with a simple, human line:

Questions? Just reply. We’re here.

That’s it. No ticket systems. No “visit our help center.” Just… reply. This builds trust and it gives subscribers who are on the fence an alternative to canceling. They can talk to a human first.

What It Looks Like in Practice

Here’s a before/after from an actual client redesign — a men’s grooming subscription brand — using this exact framework:

The manage link is still there – it just doesn’t run the show anymore.

The Full Anti-Churn Email Template Cheat Sheet

Here’s the complete architecture… feel free to screenshot this, steal it, send it to your email team. This is the template structure we use for our subscription clients:

Section	Purpose	Key Detail
1. Hero header	Brand-forward, identity-reinforcing	“Your Natural Routine Is On Its Way” — NOT “upcoming charge”
2. Personal greeting	Name + ship date + habit reinforcement	“You’re staying consistent. That’s the whole game.”
3. Order summary	Dynamic block showing what’s shipping	Product images, names, quantities
4. Benefits stack	Remind them why subscribing is smart	3-4 perks + “cancel anytime” reassurance
5. Delay/skip buttons	Prevent cancellation with easier options	One-click: Delay 1 Week · Delay 2 Weeks · Skip
6. Product recs	Increase AOV with low-friction upsell	“Add to My Order” on 2-3 products
7. Manage link	For people who genuinely need it	Quiet text link at the very bottom
8. Questions	Human touch, churn safety net	“Just reply. We’re here.”

The key insight: Every section above the manage link does one of two things — makes the subscriber feel good about their subscription, or increases the value of their next order. The manage link exists for people who genuinely need it… but it’s no longer the star of the show.

What to Measure After You Deploy This

Don’t just ship it and forget it. Here are the 4 metrics that tell you if it’s working:

Metric	What to Look For	Why It Matters
Churn rate at pre-shipment touchpoint	Voluntary cancellations should drop within 1-2 billing cycles	Primary KPI — this is the whole point
Delay/skip rate vs. cancel rate	Subscribers choosing delay over cancel	A delayed subscriber is still a subscriber
Subscription AOV	Add-on rate from product rec block	Even 5-10% compounds massively over LTV
Subscriber LTV	More months retained × higher AOV per order	The exponential downstream payoff

Best Tools for Subscription Email Optimization

Here are the platforms that make one-click delay, skip, and in-email upsells possible for Shopify subscription brands:

Tool	What It Does	Key Feature
Stay AI	Shopify subscription platform	RetentionEngine + one-click delay/skip in emails
ARPU	Upcoming shipment email optimization	Two-click upsells + delay/skip directly in email
Recharge	Shopify subscription platform	Customizable notification emails + Klaviyo integration
Loop	Shopify subscription platform	Flexible subscriber portal + email notifications

FAQ

What is an upcoming charge email?

An upcoming charge email (also called a pre-shipment notification or subscription order reminder) is a transactional email sent to subscribers 3-5 days before their next recurring order is billed and shipped. It’s typically sent automatically by subscription platforms like Recharge, Stay AI, or Loop. This email consistently achieves 60%+ open rates, making it the highest-engagement email touchpoint in a subscriber’s lifecycle.

How do I reduce subscription churn with email?

The most effective way to reduce subscription churn with email is to redesign your upcoming charge notification from a billing warning into a value-reinforcing retention touchpoint. This means replacing “you have an upcoming charge” framing with excitement about the next order, stacking subscriber benefits, offering one-click delay and skip buttons before any manage/cancel link, and adding low-friction product recommendations. Brands implementing this approach have seen churn reductions of 30-50% at this touchpoint.

Should I include a cancel button in my upcoming charge email?

No, you should not make cancellation the primary action in your upcoming charge email. Instead, offer delay and skip options first (Delay 1 Week, Delay 2 Weeks, Skip This Order) which keep the subscriber active. A “Manage Subscription” text link should still exist at the bottom of the email for subscribers who genuinely need it, but it should be styled as a quiet footnote, not a primary CTA.

What is a good churn rate for DTC subscriptions?

Average monthly churn for DTC subscription brands is 10-15% according to industry benchmarks from Recurly and Recharge. Top-performing subscription programs target under 8% monthly churn. Voluntary churn (customer-initiated cancellations) accounts for the majority of losses, which is why optimizing high-engagement touchpoints like the upcoming charge email has outsized impact on retention.

How can I increase AOV on subscription orders?

The upcoming charge email is one of the most effective channels for increasing subscription AOV because the purchase decision is already made. Adding a “Want to add something to your order?” product recommendation block with one-click “Add to My Order” buttons directly in the email creates a nearly frictionless upsell moment. Cross-sells and upsells account for over 30% of ecommerce revenue and convert at roughly 20% on average which is significantly higher than cold acquisition.

What open rate should I expect from subscription notification emails?

Subscription upcoming charge emails and pre-shipment notifications consistently achieve 60%+ open rates: approximately 3-4x higher than promotional marketing emails. This is because subscribers are expecting the email (it contains information about an upcoming charge to their payment method) and the content is directly relevant to them. This makes it the single highest-attention email touchpoint in your subscriber’s lifecycle.

The Bottom Line

Your upcoming charge email is not a legal obligation. It’s not a courtesy notice. It’s the single highest-attention moment in your subscriber’s monthly lifecycle with your brand and you get it for free, every month, for the life of the subscription.

Stop using it to remind people they’re being charged. Start using it to remind them why they subscribed.

The brands that figure this out? They don’t just reduce churn. They turn a cost center into a revenue channel.

…and honestly? It takes an afternoon to fix. So if your upcoming charge email still says “You have an upcoming charge”… what are we doing here? Let’s fix that.

At Forge Digital Marketing, we build retention-first email and lifecycle systems for DTC subscription brands. If your subscription emails are leaking revenue, let’s talk.

CRO, eCommerce, Email Marketing, SMS Marketing

How subscription brands can cut churn + double sub revenue with Email & SMS

By Erin Schnittker Siemek on

February 13, 2026

- Category : CRO, eCommerce, Email Marketing, SMS Marketing

- Tags : 2022, affiliate, agency, automation

(The Shopify + Klaviyo playbook — simple, step-by-step)

If you sell health or wellness subscriptions (supplements, greens, sleep aids, recovery packs), email and SMS can’t run like normal e-commerce. You aren’t just selling a product. You’re selling a habit — a routine. You want customers to stay for months, not buy once and leave.

This guide shows how to use Klaviyo plus Stay.ai or Loop to grow real subscriptions and stop emails from quietly destroying your recurring revenue.

1. Measure the right things first (don’t trust “placed order” alone)

Story: Maya ran a clean email with a $12k revenue spike. She thought it was a win. After we checked, it turned out that the email made only $640 in new subscriptions and prompted $5,800 in cancellations. In one month her emails cost her $30k in MRR. That’s painful — and avoidable.

Most brands look at “Placed Order” in Klaviyo. That number lies for subscriptions because it counts renewals. You need different metrics.

Start measuring these:

Subscriptions started — real new subscriptions from an email or SMS.
Subscriptions canceled — cancels caused by that email or SMS.
Net subscription delta — started − canceled.
Cohort retention — how many people from Month 1 keep paying in Month 2, 3, 4.
Net MRR delta — turn net subs into real money: (net subs × avg price).

How to set it up

Connect Stay.ai or Loop to Klaviyo and bring in Subscription Started and Subscription Canceled events (or the platform’s equivalents).
Build a dashboard that shows subs started, subs canceled, and net delta for every campaign and flow.
Judge success by net subs and net MRR — not by placed orders.

2. Make billing reminders feel like a coach, not a bill collector

Story: A brand sent a standard billing reminder that said “Manage subscription” up front. People panicked and hit cancel. We rewrote the email to say “Your next [product] delivery is coming soon,” showed what was inside the box, listed perks, and added “Delay 2 weeks” buttons. Cancellations dropped from 8.6% to 5.8% and the brand recovered about $25k/month.

Billing reminders are the single most powerful retention email — if they’re written right.

How to write a better billing reminder

Subject & hero that sound like encouragement
- Examples: “Your next [Brand] routine is almost here” or “Your next delivery is coming soon.”
Show what’s coming
- List products, flavor, and ship date. Make it clear: “Here’s what’s headed your way in 3 days.”
Lead with perks
- “Why staying subscribed pays off” — better price, free shipping, early access.
Make ‘Delay, don’t cancel’ easy
- Add quick actions: Delay 2 weeks, Delay 4 weeks, Skip this shipment. Use Stay.ai/Loop quick-action links or API so the date updates in one click.
Hide the scary management link
- Put “Review my subscription” at the bottom. Don’t start the email with a big red “MANAGE SUBSCRIPTION” button.

Tiny test that wins: Try different labels. “Delay 2 weeks” vs “Push shipment 2 weeks.” Small wording changes move people away from cancelling.

3. Stop blasting active subscribers with promos

Story: Lena sold a great greens powder. She emailed active subscribers three times a week with promos. Her conversion looked good, but churn rose. We created an “Active subscriber” segment and stopped sending promos to them. The result: churn dropped and LTV rose.

Active subscribers don’t need constant discounts. They need coaching, product tips, and respect.

What to do

Segment: “Has active Stay.ai/Loop subscription for Product X.” Exclude this group from most promos.
Email them different stuff: how-to guides, habit tips, VIP notes, and product news — not nonstop discounts.
Use campaigns on: non-buyers, popup leads, churned customers, and lapsed customers.

This simple change protects your best customers and trims cancellations fast.

4. Use a quiz popup — it converts more and gives you gold data

Story: One brand used a bland “10% off” popup and got 2.5% opt-ins. We replaced it with a two-question quiz that asked “What’s your main goal?” then asked for email. Opt-ins jumped to 14%. Same traffic, five times the leads.

If you’re paying for traffic, your popup is free money. Make it a quick quiz.

Easy quiz flow

Headline: “You’ve got this discount” — makes people feel like they already own it.
Q1 — quick choice: “What’s your goal?” (Energy / Sleep / Digestion / Recovery).
Q2 — email: “Where should we send your personalized plan and 10% off?”
Optional SMS step: “Text to lock in your 10% and get habit reminders.”

Back end: Push answers into Klaviyo as profile properties. Use those answers to personalize flows (sleep tips for sleep goals, gut tips for digestion).

5. Make your flows deeper and smarter

Story: A client had a welcome email and a cart reminder. We expanded each flow to 4+ emails. We added usage tips, pairing ideas, and replenishment reminders. Flow-driven subscription revenue jumped from under $20k/month to $100k+ for several months.

Flows are where you build trust. Don’t leave them shallow.

Must-have flows (each 4+ emails)

Welcome (from popup/quiz).
Browse, cart, checkout abandons.
Post-purchase for first order and for subscription shipments.
Billing & replenishment reminders.
Winback for churned subs.
Sunset flow to clean unengaged profiles.

Content ideas

Welcome: Who you are, why ingredients matter, social proof, simple steps to subscribe.
Post-purchase: How to use, when results show up, stacking tips.
Replenishment: “You’re about to run out — here’s how to keep the habit.”
Winback: “Try this new flavor” or “We improved the formula.”

SMS rules

Keep it light. One SMS per abandon flow. Three for welcome. One for winback. Always let people opt out.

6. Run campaigns that teach habits, not just sell discounts

People on subscriptions want results. If every email is a discount, they’ll learn to only buy on sale.

Good campaign types

Teach: “What’s inside this formula and why it works.”
Do: “3 ways to add this to your morning routine.”
Identity: “How upgrading your self-care changes how you feel.”
Seasonal: If your audience likes trends, use fun themes (minimal and on-brand).

Keep each email focused. One big idea. One CTA.

7. Make cadence changes easier than cancelling

Story: A brand found most cancels said “too much product.” They added a delay/skip option in emails and on the account page. More people delayed shipments; fewer cancelled. Churn dropped 29% and the brand saved $26k/month.

People don’t always quit because they hate the product. They just have too much. Help them push the next order out.

Where to offer delay/skip

Billing reminder emails.
Shipping confirmations.
Account pages.
Winback emails.

Offer one-click actions with Stay.ai/Loop: Push next order X weeks, skip one shipment, swap flavor. That little convenience keeps customers active.

8. Simple technical things that make a big difference

These are small engineering and reporting steps you’ll thank yourself for later.

Capture subscription events: Connect Stay.ai or Loop to Klaviyo so Subscription Started and Subscription Canceled are tracked.
Save product IDs and plan IDs so you can make product-level segments.
Calculate days supply: days_supply = servings_per_container ÷ recommended_servings_per_day. Trigger replenishment flows days_supply − X days after start.
Track cancel reasons and feed them to Klaviyo to trigger winback paths.
Attribute correctly: Link subscription growth to Subscription Started, not to placed orders.
A/B tests: Test subject lines, billing copy, quick-action labels, and quiz vs. discount popups — but measure on net subs and churn.

9. A 30-day plan you can actually do

Week 1 — Metrics & audit

Hook Stay.ai or Loop into Klaviyo.
Build dashboards for subs started, subs canceled, net delta, and cohort retention.
Review recent campaigns for net-damage.

Week 2 — Billing reminder & segments

Rebuild the billing reminder using “delay first” language.
Create an “Active product subscriber” segment and exclude from promos.
Define core segments: non-buyers, leads, churned, high-LTV.

Week 3 — Popup & flows

Swap the old popup for a quiz-style popup. Push answers to Klaviyo.
Expand welcome, post-purchase, and replenish flows to 4+ messages.
Launch basic SMS flows.

Week 4 — Campaigns & cleanup

Run 3–4 weekly education-first campaigns to non-buyers and churned subs.
Measure every send on subs started vs subs canceled and net MRR.
Kill or rewrite any campaign that loses more subs than it wins.

Short cheat sheet: copy + subject lines you can steal

Billing reminder subject ideas

Your next [Brand] routine is almost here
Here’s what’s headed your way in 3 days
Want to delay this shipment? We’ll save your perks.

Billing hero (short)
Staying consistent with your [sleep/gut/recovery] routine is where real results happen.
Here’s what’s headed your way in 3 days: [dynamic product list].
Too much product? Delay or skip this shipment in one click.

Delay module (short)
Need more time?
Keep the benefits of your subscription — push this shipment out.
[Delay 2 weeks] • [Delay 4 weeks] • [Skip this shipment]
(Full subscription management: Review my subscription)

Winback SMS
“We miss you — we’ve improved our [product]. Use BACK15 for 15% off to restart. Reply YES to restart or STOP to opt out.”

Quick engineering checklist

Stay.ai / Loop → Klaviyo: Subscription Started & Subscription Canceled.
Save product_id, plan_id, servings_per_container, recommended_servings_per_day.
Build dashboards (subs started, subs canceled, net delta, cohorts).
Add one-click delay/skip links in billing emails.
Push quiz answers to Klaviyo profiles and build cohort-based flows.

A closing note

Subscriptions win when customers trust you and form a habit. Email and SMS should help customers keep that habit — not make it easy to leave. Fix the math first. Then change your billing reminders, protect active subscribers, and make it easier to pause or delay than to cancel.

eCommerce, Email Marketing, Supplement Marketing

The only way to scale email + SMS frequency without burning your list

By Erin Schnittker Siemek on

February 3, 2026

- Category : eCommerce, Email Marketing, Supplement Marketing

- Tags : 2022, affiliate, agency, automation

Most ecommerce brands have the same email problem.

They know email and SMS drive revenue.
They know they should be showing up more often.
They know their competitors are sending a lot.

But they hesitate.

Because deep down, they’re thinking:

“If we increase frequency, we’ll annoy people and get unsubscribes.”

And they’re not wrong — if you send the same message to everyone.

That’s the part most brands miss.

The real issue isn’t frequency. It’s relevance.

Email and SMS are high-frequency channels by design.

If someone opts into your list, they’re giving you permission to show up consistently — and if you do it right, they’ll want you to.

But here’s the catch:

You can’t send high-frequency campaigns to a broad list and expect it to work.

That’s how you end up with:

high unsubscribe rates
spam complaints
declining engagement
poor deliverability
and a list that becomes “dead weight”

The fix isn’t sending less.

The fix is segmentation.

Why segmentation matters more in 2026 than ever

In 2026, DTC brands aren’t competing on products alone.

They’re competing on:

speed of communication
personalization
relevance
experience
retention

The average customer is seeing hundreds of messages per day across ads, social, and inbox.

So if your emails feel generic, customers tune you out instantly.

Segmentation is how you avoid being “just another brand blasting promotions.”

It lets you send more while making it feel like less.

DTC brands with multiple SKUs can’t afford generic messaging

The more SKUs you have, the more dangerous it becomes to send the same message to everyone.

Because not everyone wants the same thing.

A customer who bought a:
hydration supplement
is not the same as someone who bought
sleep gummies

A customer shopping:

men’s denim
is not the same as someone browsing
plus-size dresses

When brands ignore this, they accidentally do two things:

They waste impressions on irrelevant content
They train customers to ignore their emails

That’s why hyper segmentation is the real unlock.

Let’s give our typical clientele some specific examples for health and wellness DTC brands looking to improve email list segmentation:

1) Segmentation ideas for a supplement brand with multiple SKUs

Supplement customers don’t buy “products.”
They buy outcomes.

That means segmentation should focus on:

goal-based journeys
replenishment cycles
stack behavior
compliance/education

A) Try segmenting by goal / desired outcome

This is the highest ROI segmentation for supplements.

Examples:

Sleep support buyers
Gut health buyers
Stress / cortisol buyers
Energy / focus buyers
Fitness performance buyers
Weight loss support buyers
Women’s hormone support buyers

How to build this type of segmentation:
Create segments for supplement brands by using your first and zero party data (stuff you know because a customer did it on your site or has explicitly or implicitly told you about themselves/their interests) like:

Purchase history (SKU tags)
Quiz results
Browse behavior (product page category)
Click behavior (emails clicked)

What to send to supplement brands’ email subscribers:

content tailored to their goal
bundles for that goal
testimonials from customers with the same goal
“3-step protocol” education series

B) Segment by replenishment window (refill timing)

This is how you scale frequency without unsubscribes.

Examples:

14–21 days post purchase (low supply warning)
25–35 days (refill reminder)
40–60 days (lapsed supplement customer)

What to send:

refill reminders
“your next bottle is due” SMS
subscribe & save push
reorder incentives

C) Segment by stack behavior

This one prints money.

Examples:

Bought 1 SKU only (needs cross-sell)
Bought 2+ SKUs (stackers / higher LTV)
Bought a bundle (bundle buyers)
Bought only powders vs only capsules

What to send:

“complete the stack” cross-sells
routines: morning vs night stack
upsell to bundle
VIP access / loyalty offers

D) Segment by product sophistication

Supplements are confusing. Your list isn’t equally educated.

Examples:

New supplement customers (need education)
Advanced buyers (want ingredients, dosage, science)
Subscription members (already trust you)

What to send:

ingredient explainers
compliance/consistency tips
FAQ + objections (safety, effectiveness, taste)

E) Segment by objection type

This is huge for retargeting and email.

Examples:

“Does it work?” skeptics
“Too expensive” customers
“I don’t trust supplements” customers
“I forget to take them” customers

What to send:

social proof and reviews
before/after stories
UGC testimonials
cost-per-day breakdown

2) Segmentation ideas for a skincare brand with multiple SKUs

Skincare is personal.
People buy based on:

skin type
skin concern
routine stage
seasonality

This means segmentation should feel like:

“This brand is basically my esthetician.”

A) Segment by skin concern

This is the equivalent of “goal segmentation” in supplements.

Examples:

Acne / breakouts
Anti-aging / fine lines
Hyperpigmentation / dark spots
Dryness / dehydration
Redness / rosacea / sensitivity
Texture / pores

How to build it:

quiz results
product page views
purchases (concern tags per SKU)

What to send:

concern-specific routines
before/after content
ingredient education (“why niacinamide works for ___”)
UGC by concern type

B) Segment by skin type

Skin type changes what products are “safe” and “relevant.”

Examples:

Oily
Dry
Combination
Sensitive

What to send:

routines by skin type
“avoid these ingredients if you’re sensitive”
personalized product recommendations

C) Segment by routine stage

This one is incredibly profitable because it naturally drives upsells.

Examples:

Cleanser-only buyers
Serum buyers
Moisturizer-only buyers
Full routine buyers (high LTV)
Sunscreen buyers (seasonal + daily use)

What to send:

“next step in your routine” education
“complete the routine” bundle offers
how-to content: order of application

D) Segment by ingredient affinity

This is advanced, but it’s elite for skincare.

Examples:

Retinol users
Vitamin C users
Niacinamide users
Peptide lovers
Barrier repair customers

What to send:

ingredient education
new product launches for that ingredient
“how to layer” guides
caution/contraindication tips

E) Segment by seasonality + climate

Skincare is affected by environment.

Examples:

Winter dryness segment
Summer SPF + oil control segment
Humid climate vs dry climate
“travel kit” segment

What to send:

seasonal routines
weather-based product pushes
SPF reminders via SMS

Quick cheat codes: segmentation that works for BOTH categories

If you want 80/20 segments that apply to any multi-SKU DTC brand:

VIP / high LTV (top 10–20%)
First-time buyers (need trust + second purchase push)
Browsers (viewed category, no purchase)
Cart abandoners (high intent)
Lapsed customers (winback angle)
Discount-only shoppers (price objection)
New subscribers (education + brand story)

What hyper segmentation actually means (and why it prints money)

Hyper segmentation isn’t complicated.

It just means you stop treating your list like one audience.

Instead, you build mini audiences based on:

what they’ve purchased
what they’ve viewed
what they’ve clicked
what they’re interested in
where they are in the customer journey

Then you send messages that match that context.

Example:

Instead of sending one campaign:

“20% off everything!”

You send:

“Back in stock: the denim you viewed” (Browse segment)
“Complete the set” (Recent purchasers)
“VIP early access” (High LTV)
“Need help choosing your fit?” (High return-risk shoppers)
“Refill reminder” (Consumables)

Same send day. Same offer window.
Totally different relevance.

That’s how you scale frequency without damaging your list.

Frequency is the growth lever. Segmentation is the safety mechanism.

Here’s the truth:

If you want email + SMS to become a major revenue channel, you need to increase touchpoints.

But if you increase touchpoints without segmentation, you’ll create churn.

Segmentation is what makes your customer feel like:

“This brand gets me.”

And that’s what converts.

The Forge approach: send more — but to fewer people at a time

At Forge, we don’t increase frequency by blasting your entire list more often.

We increase frequency by building a segmentation engine that lets you send:

more campaigns
more automations
more personalized content

…without overwhelming any one customer.

So instead of sending 5 emails per week to everyone…

You might send:

5 emails per week total
but each person only receives 1–2
and every message feels relevant

That’s how top DTC brands win.

Bottom line

If your list is segmented correctly, you can send more — and customers will thank you for it.

Because the real goal isn’t to “send emails.”

It’s to deliver the right message, to the right customer, at the right time.

And segmentation is the system that makes that scalable.

Email Marketing, Marketing

Plug & Play Email Campaign Ideas for February & Valentine’s Day 2026

By Erin Schnittker Siemek on

January 7, 2026

- Category : Email Marketing, Marketing

- Tags : 2022, affiliate, agency, automation

TL;DR: Email Campaign Ideas for February 2026

Let’s dive right into Email Campaign Ideas for February 2026. We’ll cover Valentine’s Day Gifting/Self Shopping tactics, Lunar New Year, Superbowl, President’s Day, showing love to lapsed customers for a winback strategy.

Valentine’s Day isn’t just a sale — it’s the highest-signal moment to learn why someone’s shopping. Are they shopping for themselves? or a gift for a loved one? Answer: Run a friction-free “Gift or For Me?” capture across site, email and SMS. Save the answer to a profile property, trigger a 1–2 question micro-quiz for gift shoppers (relationship + budget + one product attribute), then route shoppers into Gift vs Self flows with tailored bundles, copy, offers, and shipping UX. This single data point drives higher AOV, fewer returns, better personalization, and persistent first-party audience properties that pay dividends year-round.

Below you’ll find:

A full plug-and-play “Gift or For Me?” campaign (Klaviyo-ready, with UX and copy).
12 in-depth Valentine’s campaign ideas — each with the why, how-to, creative assets, measurement, and quick A/B tests so your strategists and ops team can execute fast.

Why ask “Gift or For Me?” first

Open rates lie. Intent doesn’t. Asking a single, high-signal question early gives you a persistent profile property (is_shopping_for) you can use everywhere — product recommendations, cart copy, email flows, checkout UX, fulfillment and post-purchase. It’s low friction, privacy-first and multiplies the ROI of mid-funnel creative because you’re presenting offers that match true buying motivation.

The full “Gift or For Me?” playbook (drop-in, Klaviyo-ready)

This is the plug-and-play playbook you can ship in 10–14 days.

Core idea (one sentence)

Ask shoppers: “Shopping for a gift or for yourself?” — write the answer to a profile, prompt gift shoppers for one or two extra details, then route them into a Gift or Self flow with individualized bundles and offers.

Data model (profile properties to write)

is_shopping_for = gift | self | undecided
gift_recipient_name (string)
gift_recipient_relationship = partner/friend/parent/coworker/etc.
gift_budget_range = <$25, $25–$50, $50–$100, $100+
gift_recipient_size (apparel)
gift_recipient_skin_type (skincare)
gift_recipient_scent_pref (candles/fragrance)
gift_delivery_date (date)
gift_message (text)
Events: gift_quiz_completed, selected_gift_bundle

Entry points (where to capture it)

On-site micro-modal or header ribbon (product pages + homepage).
Product page ribbon / Add-to-cart CTA — small binary: Gift / For me.
Cart / Checkout — optional recipient fields.
Email & SMS — in-email CTA to a 1–3 question landing quiz (fires Klaviyo identify).
Returning visitor popup — only if property isn’t set.

Flow (high-level Klaviyo-ready)

Trigger: Click gift/self CTA OR click email CTA that writes is_shopping_for.
Split: is_shopping_for == gift → Gift Path; == self → Self Path; == undecided → light drip.

Gift Path (nutshell):

Email 1 (immediate): “Tell us who it’s for (30 sec)” — collect relationship + budget + one attribute.
Email 2 (24 hrs): Curated picks for [relationship] + gift wrap + fast ship.
Cart Abandon: 4 hr + 24 hr reminders with “[Name] would love this” + SMS final push.
Post-purchase: Offer to schedule delivery, add a note, and add buyer to Gift Buyers segment.
No purchase after 72 hrs: Limited-time incentive (free wrap, $10 off).

Self Path (nutshell):

Email 1 (immediate): “Treat yourself — curated sets”
Email 2 (48 hrs): “Complete your set — bundle upsell”
Cart Abandon: Standard abandoned cart flow with indulgent copy; SMS last nudge.

UX & copy snippets (ready to paste)

Ribbon: “Shopping for someone else or treating yourself? Tell us — 2 clicks.”
Modal CTA: “Shopping for a gift” → sets is_shopping_for=gift
Modal CTA: “For me — treat yourself” → sets is_shopping_for=self

3-question quiz (landing page)

Who is this for? Partner / Friend / Parent / Coworker / Not sure
Budget? <$25 / $25–$50 / $50–$100 / $100+
Category Q: Size / Skin type / Scent — dropdown or free text
CTA: “Show my picks” → saves properties + fires gift_quiz_completed.

Email sample (Gift — immediate)
Subject: “Got it — tell us who it’s for (30 sec)”
Body: “Thanks — we’ll make this easy. Tell us one quick thing about the recipient and we’ll handpick three ready-to-buy gifts (with free gift wrap options).” + 3 product blocks. CTA: “Choose a gift →”

SMS (final push)
“Last chance: order by {ship_cutoff} for Valentine’s delivery. Gift wrap available. Pick here: {link}”

Offers & tests

Free gift wrap vs $10 off (gift shoppers prefer perceived value).
Prebuilt bundles vs bundle builder (AOV vs conversion).
1 question vs 3 question quiz (completion rate vs data richness).

Measurement

Response rate to initial prompt (target 10–20% of traffic)
gift_quiz_completed rate (target 5–15% of clicks)
Conversion rate by segment (gift > self for AOV)
AOV lift (target +15–40%)
Return rate decrease for gift path (track recipient size capture impact)

Ops checklist (10–14 day launch)

Design modal + 3-question page.
Build profile props + gift_quiz_completed in Klaviyo.
Create segments & flows.
Source 6–9 UGC assets + 3 prebuilt bundles.
Build email templates and SMS.
QA Shopify mapping and shipping cutoffs.
Launch: 14 days out ramping to last-minute 72–24 hours.

12 detailed Valentine’s campaign plays — Why try this + How to execute

Below: for each idea you’ll get the why, step-by-step how, segmentation, assets, creative hooks, measurement and quick A/B tests. Copy these into client calendars and hand off to Thais/Louisa for Klaviyo work.

1) Valentine’s “Pick Your Type” quiz — Product-match quiz that builds bundles & captures gift preferences

Why try it
Quizzes convert because they remove guesswork. For Valentine’s, shoppers want confidence: “Will they love this?” A short quiz that maps a few answers to prebuilt bundles increases AOV and gives you the exact preference (style, scent, skin type) to recommend items. It also gathers first-party data that improves future merchandising and creative.

How to execute (step-by-step)

Design quiz: 4 questions max — relationship, budget, recipient preference (style/scent/skin concerns), gifting preference (experience vs product).
Implement UX: Mobile-first landing page or AMP email quiz; add direct micro-modal entry from product pages. Save answers to Klaviyo profile properties and fire quiz_completed.
Map bundles: Create 3 bundles per budget/relationship bucket (e.g., “Cozy Night In”, “Glow Kit”, “Performance Essentials”). Tag bundle SKUs for dynamic blocks.
Follow-up flow: Immediate email with 3 curated bundles; 24-hr reminder with social proof; cart abandon + SMS for final push.
Fulfillment: Pre-assign gift wrap and gift note options at checkout.

Audience & timing

Best for browsers, first-time visitors, and email opens in the 10–14 day window before Valentine’s. Launch 14 days out and push heavily the last 7.

Assets

Minimal: 6–9 UGC shots + 3 bundle images + 1 short quiz page.
Optional: creator video explaining the quiz.

Measurement / KPIs

Quiz completion rate (target 8–20% of visitors who click).
Conversion rate of quiz-takers vs site average.
AOV lift vs non-quiz buyers.

A/B tests

Quiz CTA wording (“Find their perfect gift” vs “Take the 30-sec quiz”).
Number of questions (2 vs 4).
Bundle presentation (carousel vs stacked).

Example subject lines/snippets

“Which Valentine are they? Take our 30-sec quiz”
“We picked 3 gifts for them — based on your answers”

2) Galentine & Anti-Valentine — Emotional micro-segmentation for friends & solo buyers

Why try it
Not everyone celebrates Valentine’s the same way — and that split is a revenue opportunity. Galentine messaging drives gift bundles for friend groups, while Anti-Valentine resonates with self-care purchases. Different creative and offers convert better across these emotional states.
Here’s an example featuring the queen, Miley Cyrus’ empowerment anthem “Buy My Own Flowers”.

How to execute

Segment: Use past purchase behavior (spa/skincare purchases → self-care; jewelry/romance → gift buys) and past engagement with anti-holiday messaging. If unknown, ask via a micro-survey.
Copy & creative: Galentine: playful, communal UGC (friends). Anti-V: bold, irreverent creative with solo-care bundles.
Offers: Galentine bundles (3-for-2), Anti-Valentine limited edition for “treat yourself” (free sample or $5 gift card).
Flow: Single email push 7 days prior + SMS flash 3 days prior. For Galentine, encourage referral (buy for a friend → gift their code). For Anti-V, highlight subscription options.

Assets

UGC with friends + solo pamper shots.
Bundle photos and social proof testimonials.

Measurement

CTR by creative (Galentine vs Anti-V).
Conversion rate for bundle vs single product.
Referral lift for Galentine offers.

A/B tests

Tone test: sassy vs cozy.
Offer test: 3-for-2 vs % discount.

Example lines

“Galentine’s picks for your crew”
“Anti-Valentine’s: treat yourself — free sample inside”

3) Game Day (Super Bowl) Essentials — Behavioral, last-minute kits

Why try it
Super Bowl and similar ephemeral events create a spike in demand for home goods, drink & snack accompaniments, and comfy apparel. Targeted, behavior-driven kits with fast-ship messaging convert high-intent shoppers at scale.

How to execute

Tag products as game_day kits and create bundles (snack + dip + serving board; comfy sweats + socks).
Audience: Target geographically and behaviorally (browsed entertaining/home pages, sports apparel categories).
Timing: 48–24 hours prior — send a “Get ready for kickoff” email + same-day SMS with ship cutoff.
Fulfillment offers: Free same-day pickup or 1-hour express shipping if available.
Creative: Creator videos showing living room setups, quick recipes, product close-ups.

Measurement

Same-day conversion rate and AOV.
Ship-cutoff conversion from SMS.

A/B tests

Express shipping message vs discounted order minimum.
UGC vs professional product shots.

Example lines

“Game-day essentials — ready before kickoff”
“Order in the next 2 hrs for express delivery”

4) Lunar New Year / New Beginnings — Culturally sensitive offers & storytelling

Why try it
Cultural moments are conversion drivers when honored respectfully. Lunar New Year is a moment of new starts and gifting. Curated packs and storytelling build trust, loyalty, and local relevance.

How to execute

Research: Ensure all creative and language is appropriate and respectful. Feature creators from the community when possible.
Curate: Create limited-edition bundles for the occasion (lucky red packaging, ritual-inspired products).
Email series: Educational email (why this matters) + curated product email + last-call reminder.
Data capture: Add a quick question (“Which traditions are most meaningful to you?”) to capture cultural preference props.
Localization: Geo-targeted ads + emails for markets with higher Lunar New Year interest.

Assets

Story-first shots, creator video, subtle red/gold design.
Landing page explaining the collection purpose.

Measurement

Conversion by geo.
Engagement with educational content.

A/B tests

Story-led email vs direct promo.
Creator-led content vs brand voice.

Example lines

“Celebrate the Year of the Dragon with choices that matter”
“A meaningful gift for a fresh start”

5) Virtual Fit & Size Calibration — Reduce returns with fit tools

We’ve made it out of the depth of winter and you’re headed into Spring Break territory. Fashion brands should take into consideration changing bodies from winter snacks or new year’s resolutions that mean your prospective buyers might need help finding what suits them best: fit, style, or otherwise. If your product has options/sizes/variants, February can be a great time to reduce returns from people shopping for their new season wardrobe or items with a fit tool or product reccommendation quiz.

Why try it
Returns are expensive. Size uncertainty kills conversion. A quick size quiz or virtual try-on reduces returns and increases buyer confidence — especially for denim, shoes, and apparel.

Send a self-guided flow chart email like Crocs did here:

Ideas to execute:
Build a fit quiz for product pages (3–5 questions) that outputs recommended size and saves fit_size to profile. Use past order data if available. If you’re on Shopify or Shopify Plus, there are apps you can simply activate (like True Fit – not sponsored or affiliate, it’s just personally even helped me from making wrong choices on sizing) to make this plug and play.
Try-at-home program: For premium categories, offer a small paid try-at-home kit (refunded on purchase) or a 30-day try with easy returns (think Warby Parker).
Follow-up: Email customers with fit suggestions + complementary items to increase AOV.

Assets

Size charts, body-shape visuals, how-to-measure video, user testimonials.

Measurement

Return rate change for participants.
Conversion lift on products with fit tool.

A/B tests

Quiz on product page vs popup.
Try-at-home vs virtual fit suggestion.

Example lines

“Find your perfect fit in 30 seconds”
“Most customers size down — here’s your size”

6) Subscription Gift — Sell subscriptions as gifts + schedule starts

Why try it
Subscriptions increase LTV. Gifting a subscription reduces CAC for future months and turns one-time holiday shoppers into recurring revenue. Schedule starts and gift recipient onboarding for a delightful experience.

How to execute

Productize subscription gifts: Allow purchaser to pick start date, include a gift note, and optionally pay for first month only.
Landing page: “Gift a subscription” with examples of value and recipient onboarding.
Follow-up flow: Email to the buyer confirming delivery schedule + to recipient with onboarding when the subscription starts.
Trial/discount: Offer a gift trial month or a discount for the first 1–2 shipments.

Assets

Gift card + explainer videos, simple UX to enter recipient email.
Post-purchase onboarding content for recipient.

Measurement

Gift subscription enroll rate, active after 3 months, churn at 3 and 6 months.

A/B tests

Trial month vs discounted first shipment.
Prepaid vs billed-on-start.

Example lines

“Give a gift that keeps giving — gift a subscription”
“Start this gift on the date you choose”

7) Returner Winback (Month-of-Love) — Progressive incentives to win back lapsed customers

Why try it
Valentine’s can pull lapsed buyers back with the right emotional nudge. Use progressive incentives and personalization based on past buys and AOV to recoup revenue without over-discounting.

How to execute

Segment lapsed users by recency (90–365 days), past AOV, product category.
Personalize: Show new arrivals and items complementary to prior purchases.
Progressive offer: Email 1 — “We miss you” (no discount). Email 2 — “Here’s 15%” (if no response). Email 3 — “Last chance 20% + free shipping” (deadline). Use SMS as last chance.
Social proof + scarcity: Use testimonials and limited-time bundles to improve urgency.

Assets

Dynamic product blocks tailored to past purchases.

Measurement

Winback conversion rate, cost per winback, AOV of winbacks.

A/B tests

Progressive discount levels and timing.
No discount vs small exclusive product for the first email.

Example lines

“We’ve missed you — here’s what’s new”
“Come back for 15% off your next find”

8) 1-Question Micro-Survey → VIP Invite — Quick ask that builds VIP lists

Why try it
One well-timed question has outsized value. Ask one preference question (style, scent, or how often they want new buys) and reward with VIP early access. This creates a high-value list for product drops.

How to execute

Ask one question in the email or on-site (e.g., “Which of these best describes your style?”). Store answer in style_pref.
Incentivize: Promise early access to drops or a small guaranteed discount.
Create VIP segment and use for exclusive prelaunch campaigns.
Follow-up: Send welcome email to VIPs with next-drop dates.

Assets

Minimal UX for one-click response. VIP landing page listing benefits.

Measurement

Reply rate (target 15–30%) and conversion rate of VIP drops.

A/B tests

Early access vs small discount.
Email vs on-site prompt.

Example lines

“Answer 1 question — unlock early access”
“Which style is your go-to? Tell us and get VIP access”

9) Creator Collab Drop — UGC + scarcity for a creator-designed pack

Why try it
Creators provide credibility and conversion lift. Limited collab drops create scarcity, social momentum and social proof that convert customers faster than generic product pushes.

How to execute

Partner with creators relevant to your audience; co-create 1 limited pack.
Seed UGC and behind-the-scenes content early.
Build launch cadence: Teaser, launch, scarcity reminder (24 hrs left).
VIP early access: Offer creator-fan pre-sell window to VIP list.
Measure: Track influencer-coded orders and repeat buyers.

Assets

Creator videos & photos, behind-the-scenes content, testimonials.

Measurement

Conversion & AOV vs baseline, sell-through rate, post-collab repeat purchases.

A/B tests

Creator styles: micro-influencer vs macro.
Scarcity messaging: limited qty vs limited time.

Example lines

“Creator X x Brand — limited collab drops Friday”
“Creators choose: our limited collab pack”

10) Sustainability Spotlight — Values-based conversion + preference capture

Why try it
Sustainability continues to influence purchases. Calling out real initiatives and capturing which sustainability attributes matter to customers gives you segmentation that increases conversion and loyalty.

How to execute

Create low-impact collection: Recycled materials, take-back program, carbon offset.
Ask one question: “What sustainability matters most?” (packaging, sourcing, longevity, take-back). Save to profile.
Feature badges and lifecycle copy on product tiles.
Offer: Small discount or donation match to relevant charity.
Nurture: Email series on product lifecycle; invite feedback.

Assets

Product lifecycle graphics, badges, explainer page.

Measurement

Conversion lift on sustainability collection.
Preference capture rate and subsequent conversion by preference.

A/B tests

Badge prominence vs detailed explainer page.
Donation match vs product discount.

Example lines

“Shop low-impact picks — tell us what matters”
“Buy low-impact. We’ll match a donation.”

11) President’s Day Flash + Charity Match — Holiday flash with purpose

Why try it
President’s Day weekend is a giftable sales window post-Valentine’s with purchase intent. Pairing sales with charity increases perceived value and brand warmth, and pulls in budget shoppers with a purpose.

How to execute

Weekend sale structure: Friday start → Monday end. Progressive discounts for bundles.
Charity match: Offer to donate X% of proceeds or donate per bundle sold. Be transparent on the landing page.
Promotion: Email + SMS weekend push, with a mid-week warmup email.
Social: Highlight donation progress bar and callouts.

Assets

Countdown timers, donation landing page, bundle visuals.

Measurement

Weekend conversion lift, donation engagement, new customers.

A/B tests

Donation per purchase vs % of proceeds.
Progressive discount thresholds.

Example lines

“President’s Day sale — weekend only”
“Bundle, save, and we’ll match a donation”

12) Post-Purchase “Month-of-Love” Rewards — Retention + referral nudge

Why try it
Recent buyers are warm. A surprise reward around mid-February increases LTV, encourages a second purchase, and fuels referrals if you attach a friend discount.

How to execute

Trigger: Purchases within last 7–30 days.
Reward: Surprise free sample, $10 referral credit, or early access to new item.
Flow: Email 7–14 days post-purchase with surprise + easy referral link for $10/$10 or “gift a sample” mechanic. Include one-click share to SMS/WhatsApp.
Measurement: Referral conversions and repeat purchase within 30 days.

Assets

Sample packaging, referral landing page, share CTA.

Measurement

Referral conversion rate, repeat purchase lift, CAC.

A/B tests

Surprise sample vs $10 credit.
Share-to-social vs share-by-SMS.

Example lines

“A month-of-love surprise for you”
“Share the love: give $10, get $10”

Implementation rules that matter (short & practical)

Always persist profile properties (not ephemeral cookies). Put is_shopping_for into Klaviyo via identify call so it’s available everywhere.
Use clicks & purchases not opens to drive decisioning — with inbox privacy changes, clicks are the reliable signal.
UGC first: Always favor authentic UGC for Valentine’s creative — it’s higher trust and converts better.
Respect the customer: Ask only what you’ll use. Make inputs optional. Don’t pester visitors who already set properties.
Measure fast & iterate: Look at response within 48 hours and tweak creative/offers. Small copy changes can move needle quickly.

Quick playbook checklist for ops (one-page)

Build is_shopping_for modal + 3-Q landing quiz.
Create Gift & Self Klaviyo flows (immediate + 24hr + cart abandon + post-purchase).
Map properties to Shopify/fulfillment.
Source UGC (3 gift, 3 self).
Prepare bundle inventory & gift-wrap options.
Build SMS scripts for shipping cutoffs and final pushes.
QA on mobile + desktop. Launch 14 days out; heavy push 7 days out; last-minute 72–24 hrs.

Want us to ship this into Klaviyo?

We can convert everything above into:

Klaviyo-ready copy blocks (subject lines, 3 templates per path),
Flow diagrams with triggers, splits and delays, and
A one-page launch brief for your ops team.

Forge builds the technical pieces (identify calls, profile fields, conditional blocks) and the creative pieces (UGC plan, bundle imagery, SMS). If you want that now, say “Klaviyo blocks + flow diagram” and I’ll lay it out ready for Thais and Louisa.

Internal links & resources

About the author — Erin Siemek

I’m Erin Siemek, CEO of Forge Digital Marketing. For more than a decade I’ve helped DTC brands scale with lifecycle-first email and retention marketing. I build Klaviyo flows that tilt the revenue curve, craft post-purchase experiences that lift LTV, and lean on first-party data to replace guesswork with results. I run Forge with a simple rule: campaigns should be strategic, measurable, and built to scale. Want this live in 10–14 days? My team and I can take it from here.

Book: https://forgedigitalmarketing.com/contact

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