Charle Retain is our dedicated Klaviyo agency service, delivering email marketing campaigns, SMS, automated flows and advanced segmentation strategies to maximize the lifetime value of your Shopify customers. Our company has a proven track record helping e-commerce businesses across the United States achieve success with the Klaviyo email marketing platform. As a Klaviyo Silver Partner, we combine platform expertise with deep Shopify Plus knowledge to deliver real ROI.
One Klaviyo strategy powering email, SMS, flows and segmentation to maximize customer lifetime value.
We see Shopify brands underutilizing Klaviyo's full potential. Many have the platform but lack the strategy to turn it into a retention marketing engine. Our team members include Klaviyo specialists, copywriting experts and marketers who build bespoke growth strategies around your business, creating automated flows, targeted segments and campaigns that keep customers coming back. As a Klaviyo email marketing agency with Shopify Plus expertise, we connect your store data to your email and SMS marketing in ways that drive measurable conversions and real impact on your bottom line.
30x more revenue per recipient from automated Klaviyo flows.*
Klaviyo's marketing automation generates 30 times more revenue per recipient than standard email campaigns. That means your welcome series, abandoned cart emails and post-purchase sequences are working around the clock to recover revenue and build customer relationships throughout the entire lifecycle. Charle Retain leverages these automated workflows alongside strategic campaigns, SMS marketing and advanced segmentation to create a retention system that compounds over time.
As a Klaviyo Silver Partner, we have direct access to Klaviyo's partner resources, beta features and dedicated support. Combined with our Shopify Plus expertise, this means your Klaviyo account is set up to capture every opportunity. *Statistic from Klaviyo benchmark data comparing automated flow revenue to campaign revenue per recipient.
Klaviyo is the leading email marketing platform for ecommerce, trusted by over 167,000 brands worldwide including enterprise retailers and growing DTC businesses. But having Klaviyo is only the starting point. The real value comes from how you use it. As a dedicated Klaviyo agency partner and Klaviyo Silver Partner, we stand apart from other agencies by building retention strategies that go beyond basic implementation. We connect Klaviyo to your Shopify Plus store, your loyalty program, your subscription tools and your wider technology stack to create a unified, omnichannel view of every customer. This means smarter segmentation, more personalization in your messaging and automated flows that trigger at exactly the right moment. Our approach combines Klaviyo's powerful analytics and insights with strategic thinking to turn your email and SMS channels into consistent revenue drivers with clear benefits that deliver real results for your business.
Automated Klaviyo flows that recover revenue on autopilot.
Klaviyo's automated flows are where the platform truly shines. These are email and SMS sequences that trigger automatically based on customer behavior, running 24/7 without manual input. We build and optimize the flows that matter most for ecommerce: welcome series that convert website visitors into first-time buyers, abandoned cart sequences that recover lost sales, browse abandonment emails that bring window shoppers back, and post-purchase flows that turn one-time buyers into repeat purchases.
Each flow is built with multiple touchpoints, strategic timing and A/B testing on subject lines to maximize performance. We also create flows for scenarios many brands overlook: back-in-stock notifications, price drop alerts, VIP customer nurturing, event-triggered messages and win-back campaigns for lapsed customers. We provide guidance on the full range of options available, helping you discover opportunities you may not have considered. The goal is to build a system of automated revenue and campaign management that grows alongside your business, building a loyal community of repeat buyers.
Klaviyo's flow builder allows for sophisticated branching logic based on customer data. We use this to create personalized customer journeys that adapt based on purchase history, engagement level, location and predicted behavior. The result is automated communication that feels personal rather than generic.
Segment your audience to deliver the right message at the right time.
Segmentation is what separates effective email marketing from spam. Klaviyo's segmentation capabilities are among the most powerful in the industry, allowing you to slice your email list based on virtually any data point. We build segment strategies that go far beyond basic demographics, using behavioral data, purchase patterns, engagement metrics and predictive analytics to create highly targeted groups. This deep understanding of your audience helps you deliver experiences that truly resonate with your customers.
Our segmentation approach includes: engagement-based segments that protect your deliverability by identifying active, at-risk and dormant subscribers; purchase behavior segments that group customers by frequency, recency and monetary value; product affinity segments that identify customers interested in specific categories or brands; and predictive segments using Klaviyo's AI to identify customers likely to purchase, churn or become VIPs.
We also leverage Klaviyo's integration with Shopify to create segments based on your store data: customers who used a specific discount code, bought during events like Black Friday, came from a specific acquisition channel, or have a subscription. This granular segmentation means every campaign and flow can be tailored to the specific audience receiving it, dramatically improving relevance and conversion rates across all your projects.
Email design that captures attention and drives clicks.
Your Klaviyo emails are an extension of your brand presence. Every campaign and flow that lands in your customer's inbox should feel like a seamless continuation of your website experience. Our design team, including experienced designers, creates Klaviyo email templates that are visually striking, brand-consistent and optimized for conversion. We focus on mobile-first design, knowing that the majority of emails are opened on phones.
Beyond static templates, we leverage Klaviyo's dynamic content blocks to personalize emails at scale. This includes product recommendations based on browsing and purchase history, dynamic discount codes, location-specific content and personalized imagery. We also build modular template systems that make it easy for your team to create on-brand campaigns without starting from scratch each time.
Our approach to email design is rooted in performance. Every element serves a purpose: clear hierarchy that guides the eye, compelling CTAs that drive clicks, and layouts that render perfectly across email clients. We continuously A/B test design elements to understand what resonates with your specific audience, refining templates based on real engagement data rather than assumptions.
Klaviyo SMS delivers open rates of up to 98% and click rates that far exceed email. For time-sensitive offers, flash sales, news about new products and urgent communications, SMS is unmatched. As a Klaviyo agency, we help brands build SMS programs that complement rather than cannibalize their email strategy, using each channel for what it does best.
We set up compliant SMS collection using Klaviyo's tap-to-subscribe forms, ensuring you build a consented audience from day one with proper security measures. Our SMS strategy includes: welcome offers that convert new subscribers immediately, abandoned cart reminders with a sense of urgency, shipping and delivery updates that reduce support queries, exclusive VIP offers for your most engaged customers, and back-in-stock alerts for high-demand products.
Klaviyo's unified platform means your email and SMS programs work together. We can trigger SMS based on email engagement, create cross-channel flows that use both channels strategically, and segment your SMS audience using the same rich data that powers your email. The result is a coordinated retention strategy where each message reinforces the others.
Connecting Klaviyo to your Shopify Plus tech stack.
Klaviyo's native Shopify integration is excellent, but the real power comes from connecting it to your wider tech stack. As a Shopify Plus agency with deep Klaviyo expertise and skilled developers, we configure integrations that unlock advanced use cases most brands never realize are possible.
We connect Klaviyo to your loyalty program (LoyaltyLion, Yotpo, Smile.io) so you can trigger flows based on points earned, tier changes and reward redemptions. We integrate with subscription apps and platforms (Recharge, Skio, Loop) to create flows for upcoming renewals, failed payments and subscription milestones. We also sync review platforms (Junip, Okendo, Stamped) to request testimonials at the optimal moment and segment based on review behavior.
For Shopify Plus brands, we leverage exclusive features like Klaviyo's customer data platform (CDP) capabilities, advanced reporting dashboards, and dedicated deliverability support with enterprise-level security. We also ensure your Klaviyo setup follows best practices for data architecture, list health and sender reputation to maintain strong deliverability. The goal is a Klaviyo account that serves as the central customer hub for all your communication and retention data, giving you a clear advantage over competitors still using disconnected tools.
Charle Retain delivers end-to-end Klaviyo management including account setup and implementation, flow creation and optimization, email marketing strategy and execution, list segmentation, template design by professional designers, SMS marketing, deliverability management, marketing analytics and performance reporting. Our team takes care of everything from content calendar planning to campaign execution. We also handle Klaviyo migrations from other platforms like Mailchimp, Omnisend or Dotdigital, ensuring your email list and data transfer securely.
Klaviyo is our primary email and SMS platform and where we have the deepest expertise. As a Klaviyo Silver Partner within the official partner program, we have access to dedicated support, beta features and partner resources. However, if you use a different platform and are considering a switch to Klaviyo, we can manage the full migration process for you.
Our Klaviyo agency pricing is tailored to your specific email marketing needs including list size, campaign frequency, flow complexity and integration requirements. We offer a range of options to suit businesses of all sizes, from growing brands to enterprise websites. Get in touch with our team to discuss your goals and receive a custom proposal with transparent pricing information.
Yes. If you already have a Klaviyo account but feel it could be performing better, we offer comprehensive audits that review your flows, segments, deliverability, template design and overall strategy. The audit includes a prioritized roadmap of recommendations to improve performance and delivers clear insights into what's working and what needs attention. Many of our consulting engagements start with an audit to ensure we fully understand your current setup.
Absolutely. We handle Klaviyo migrations from platforms including Mailchimp, Omnisend, Dotdigital, Drip and others. This includes migrating your subscriber lists, recreating your flows, rebuilding templates in Klaviyo and ensuring a smooth transition with no disruption to your email program.
“Working with Charle Agency was an absolute dream, we really felt they had the time for us and the whole project was seamless start to finish”.
Alexa - Marketing Manager | Doisy & Dam
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