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Klaviyo: Managing Customer Data and Identity Resolution

KlaviyoTry it →Watch full video →Business SolutionBusiness Solution·

Demo summary

Explores the B2C CRM and CDP features, showing how profiles are unified, data is transformed without code, and how to monitor data quality across integrations.

Step-by-step

  1. Connect native integrations to start the data flow
  2. Use the Profiles API to attach custom properties and manage consent status
  3. Use the Events API to create or fetch events for meaningful customer actions
  4. Navigate to Data Quality tools in the UI to normalize and reshape fields
  5. Set up account-level metric mapping to define canonical conversions
  6. Configure warehouse syncs to import data or push data back out to BI tools
  7. Set up custom monitors and alerts to track pipeline behavior
  8. Use the Data Privacy API to programmatically handle profile deletion requests

Options

  • Import data via out-of-the-box integrations, APIs, or warehouse sync
  • Choose between standard deterministic merging or Advanced CDP transformations
  • Define up to 50 custom metrics with Advanced CDP or the marketing analytics add-on
  • Use reverse ETL or streaming patterns for BigQuery and Snowflake

Watch out for

  • Standard accounts are limited to defining only one custom metric
  • Advanced identity resolution logic and no-code transformations require the Advanced CDP tier

Tips

  • Map your own fields cleanly by reviewing the documentation on how objects relate
  • Rely on first-party data collection rather than third-party cookies to prepare for browser privacy changes
  • Use hosted code functions when you need serverless logic for bespoke transformations
  • Set the warehouse as a destination to push data back for BI modeling to reduce reliance on brittle CSV jobs

Highlights

“The goal is clean, trustworthy, and broadly usable customer data without standing up a separate CDP.”

All demos from “Klaviyo Review & Full Demo 2025: The Ultimate Product Tour”

  1. 1:102:23Creating and Scheduling Campaigns in KlaviyoDemonstrates the workflow for setting up one-off email and SMS campaigns, including audience selection, AI subject line assistance, and advanced scheduling options like Smart Send Time.KlaviyoSend a broadcast campaign
  2. 3:332:00Building Automated Marketing FlowsShows the drag-and-drop canvas for creating automated sequences triggered by behavior, including the use of conditional splits, time delays, and profile property updates.KlaviyoBuild a welcome / drip automation
  3. 5:332:01Designing Email Templates with Drag-and-DropWalks through the visual editor using sections and blocks, highlighting universal content for brand consistency and dynamic tables for personalized data rendering.KlaviyoDesign a newsletter / email (drag-and-drop editor)
  4. 7:342:09Setting Up Dynamic Product FeedsDemonstrates how to pull product catalog data into emails using rule-based logic for personalized recommendations based on browsing and purchase history.KlaviyoIntegrate with Shopify / store / CRM / other apps
  5. 9:432:23Building and Targeting Signup FormsShows the creation of popups, flyouts, and embedded forms, including multi-step collection, mobile optimization, and behavioral triggers like exit intent.KlaviyoCreate an email signup / subscription form
  6. 12:062:21Advanced Audience SegmentationDemonstrates building dynamic segments using complex logic, including event-based rules, profile properties, and location data to maintain clean sending lists.KlaviyoSegment the list
  7. 14:273:10Managing Customer Data and Identity ResolutionCurrentExplores the B2C CRM and CDP features, showing how profiles are unified, data is transformed without code, and how to monitor data quality across integrations.KlaviyoTag & manage subscribers
  8. Watch “Klaviyo Review & Full Demo 2025: The Ultimate Product Tour” →

Tag & manage subscribers

  1. 14:273:10Managing Customer Data and Identity ResolutionCurrentExplores 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. 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
  3. 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
  4. 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
  5. 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
  6. 0:400:30View unified customer profiles in KlaviyoThe video demonstrates the Klaviyo unified profile interface, showing a 360-degree view of customer data including order history, browsing behavior, and preferences.Klaviyo
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