View unified customer profiles in Klaviyo
Klaviyo
Demo summary
The video demonstrates the Klaviyo unified profile interface, showing a 360-degree view of customer data including order history, browsing behavior, and preferences.
Step-by-step
- Open a Klaviyo unified profile to view customer data
- Review the real-time feed of order history and browsing behavior
- Check preferences and past support interactions within the profile
- View associated household members or active subscriptions
Options
- Use identity resolution to connect fragmented customer profiles
- Apply no-code data transformation for targeting
Tips
- Use the continuously updating profile data to automatically refine segments and predictive metrics
Highlights
“here's where clavio truly stands out”
All demos from “A CRM for Consumer Brands: Klaviyo B2C CRM Full Platform Overview (2025)”
- 0:400:30View unified customer profiles in KlaviyoCurrentThe video demonstrates the Klaviyo unified profile interface, showing a 360-degree view of customer data including order history, browsing behavior, and preferences.Klaviyo· Tag & manage subscribers
- 1:100:30Create automation flows with generative AIA brief look at using generative AI prompts within Klaviyo to instantly create new automation flows and draft SMS or email content.Klaviyo· Build a welcome / drip automation
- 2:350:30Analyze customer data with RFM and funnel dashboardsThe demo shows the marketing analytics interface, specifically highlighting RFM analysis for loyalty tracking and conversion funnel dashboards.Klaviyo· Track opens / clicks / revenue (reporting)
- Watch “A CRM for Consumer Brands: Klaviyo B2C CRM Full Platform Overview (2025)” →
Tag & manage subscribers
14:273:10Managing Customer Data and Identity ResolutionExplores the B2C CRM and CDP features, showing how profiles are unified, data is transformed without code, and how to monitor data quality across integrations.Business Solution
2:112:40Syncing customer profiles and custom propertiesShows how customer data from Commerce7, including club membership, loyalty tiers, and tags, appears within a Klaviyo profile, including predictive analytics and activity logs.Digimatic
2:351:29Managing contacts and segments in KlaviyoThe video demonstrates how to navigate the contacts tab, manage custom fields, and create segments based on engagement and opt-in status.EmailTooltester
7:221:22Setting up a Main Subscriber ListDemonstration of creating a newsletter list and choosing between single and double opt-in settings.Emiel Dingemans from Magicianly | Email Marketing- 3:05:320:33Bulk Suppressing Unengaged ProfilesShowing the shortcut in Klaviyo to suppress all current members of a segment to clean the email list.Emiel Dingemans from Magicianly | Email Marketing
- 0:400:30View unified customer profiles in KlaviyoCurrentThe video demonstrates the Klaviyo unified profile interface, showing a 360-degree view of customer data including order history, browsing behavior, and preferences.Klaviyo