Skill UI

This comprehensive workflow manages the entire customer data lifecycle within Klaviyo. It allows users to create, update, and upsert detailed customer profiles (including LTV, properties, and contact info), manage target lists, and securely handle subscriptions. It is critical for syncing CRM or website data to enable advanced segmentation and personalized email/SMS marketing campaigns.

This skill provides comprehensive guidance on performance measurement, advanced attribution modeling, and marketing ROI analysis. Use it when setting up detailed tracking systems, analyzing campaign channel performance, building multi-touch attribution models (like Data-Driven or Linear), or generating strategic marketing reports covering KPIs like CAC and LTV.

This guide serves as an expert resource for designing, optimizing, and measuring viral growth programs, including customer referral and affiliate schemes. It covers everything from identifying ideal trigger moments and selecting the best incentive structure (single-sided vs. double-sided) to setting up comprehensive launch checklists and tracking key metrics like LTV and CAC. Use this to turn existing customers into powerful growth engines.