A retention programme needs reliable customer information and a useful reason to communicate. A target share of attributed revenue does not establish whether the programme creates additional value.
Review the current account and journeys
Map the tools receiving customer and order data, the events used in reports and the people responsible for each channel. Check actual subscription and suppression states before proposing a message. Review existing flows as evidence; do not publish or send as part of a planning exercise.
Check whether another data product is needed
Klaviyo's Advanced KDP is an additional product with its own subscription. Confirm the capabilities the account needs and the actual billing proposal rather than assuming that every store requires it. Advanced KDP guidance.
Use the current bills, profile definitions and contract terms in the cost register. This guide does not publish universal enterprise spend, surcharge or owned-channel revenue targets.
Choose a specific retention problem
- Customers need clearer product care or usage information.
- A genuinely replenishable product needs an appropriate reminder proposal.
- Support information is missing from a post-purchase journey.
- The team needs a consistent view of repeat customers and returns.
Define the audience, relevant consent, frequency, content owner and approval process. A useful draft is different from a live flow.
Agree measurement before a change
Use consistent cohorts and periods. Record orders, refunds, channel attribution and the comparison method. Where an experiment is appropriate, agree it before launch. Without that evidence, report delivered work and observed behaviour rather than claiming incremental revenue.
Discuss the Shopify integration or store journey that needs attention. Any ongoing work through Snowball has an agreed Shopify scope; it does not include an automatic licence to send client communications.
Sources and review
Guidance checked on 7 October 2026. Features and commercial terms can change; confirm availability for your own account and scope. These planning checks are recommendations and do not replace an assessment of the actual implementation.