2026 Klaviyo Audit Checklist  ·  Use the print button to save as PDF

✦ Forge  ·  2026 Edition

Klaviyo Audit
Checklist

47 binary checks across 6 email flows. Audit your Shopify email program in 30 minutes and find every dollar you're leaving on the table.

47 checkpoints
6 flow categories
2026 DTC benchmarks
5 segment recipes
Dollar-gap formulas
Forge

What's Inside

1
How to audit in 30 minutes
2
List Health (8 checks)
3
Welcome Series (8 checks)
4
Abandoned Cart (8 checks)
5
Post-Purchase (7 checks)
6
Browse Abandonment (8 checks)
7
Winback (8 checks)
8
2026 DTC benchmarks by flow
9
Dollar-gap formulas (3 stores)
10
5 Klaviyo segment recipes

How to Audit Your Shopify Email Program in 30 Minutes

Pull up your Klaviyo account. Open this checklist. Go section by section. A check means the item is live and performing at or above benchmark. No check means there's a gap — and every gap has a dollar value attached to it.

What you're looking for: Flows that don't exist, flows that exist but haven't been optimized since last year, segments that are stale, and timing delays that are bleeding revenue. Most Shopify stores are missing 2–3 of these 6 flows entirely. The ones that exist are usually running on default Klaviyo templates that convert at half the rate of purpose-built sequences.

The 30-minute breakdown: List Health (5 min) → Welcome Series (5 min) → Abandoned Cart (5 min) → Post-Purchase (5 min) → Browse Abandonment (5 min) → Winback (5 min). At the end you'll know exactly which flows are broken and what fixing them is worth to your store.

The 47-Point Checklist
1

List Health

A degraded list drags every metric down. Start here — bad deliverability makes your other flows invisible.

🎯 Benchmark: <0.5% unsubscribe / <0.1% spam complaint rate
2

Welcome Series

Your highest-leverage flow. New subscribers are at peak interest. Most Welcome Series dramatically underperform.

🎯 Benchmark: Email 1 open rate >45%, 3% revenue per recipient (RPR)
3

Abandoned Cart

The closest thing to free money in email. These subscribers want to buy. Make it easy to come back.

🎯 Benchmark: 8–15% recovery rate, $4–$8 revenue per recipient
4

Post-Purchase

Your second-purchase rate is the single most important driver of LTV. Post-purchase is where it's won or lost.

🎯 Benchmark: 30-day repeat purchase rate >20% for cohorts entering this flow
5

Browse Abandonment

The most under-utilized flow in Klaviyo. Lower intent than cart, but far higher volume — total revenue often exceeds abandoned cart.

🎯 Benchmark: 18–25% open rate, $0.80–$1.50 revenue per recipient
6

Winback

Recovering a lapsed customer costs 5x less than acquiring a new one. Most brands let these people disappear.

🎯 Benchmark: 8–15% win rate, $3–$6 revenue per recipient for re-purchasers
2026 DTC Benchmarks

2026 Klaviyo DTC Benchmarks

These benchmarks reflect mid-market Shopify DTC brands ($500K–$5M ARR) sending primarily through Klaviyo. Use them as targets during your audit. Numbers sourced from Forge's client base + Klaviyo's 2025 benchmarks report.

Welcome Series High Intent · Acquisition
Vertical Open Rate Click Rate Revenue / Recipient Flow Attribution %
Jewelry / Accessories49.2%4.1%$4.8018–24%
Apparel / Fashion44.7%3.6%$3.2014–20%
Skincare / Beauty51.3%4.8%$5.4020–28%
Wellness / Supplements46.1%3.9%$3.9016–22%
Home Goods / Decor42.8%3.2%$2.8012–18%
Abandoned Cart High Intent · Revenue Recovery
Vertical Open Rate Click Rate Recovery Rate Revenue / Recipient
Jewelry / Accessories38.4%8.2%14.1%$7.20
Apparel / Fashion33.9%6.4%9.8%$5.10
Skincare / Beauty36.7%7.1%12.3%$6.40
Wellness / Supplements31.2%5.8%8.9%$4.80
Home Goods / Decor29.8%5.1%7.4%$3.90
Post-Purchase Retention · LTV Driver
Vertical Open Rate Click Rate 30-Day Repeat Rate Revenue / Recipient
Jewelry / Accessories41.2%5.6%18.4%$2.90
Apparel / Fashion37.4%4.8%22.1%$3.60
Skincare / Beauty43.8%6.2%29.7%$4.20
Wellness / Supplements45.1%6.8%34.2%$5.10
Home Goods / Decor34.6%4.1%11.8%$1.90
Winback Re-engagement · Lapsed Buyers
Vertical Open Rate Win Rate Revenue / Recipient Optimal Trigger
Jewelry / Accessories22.4%13.8%$4.10150–180 days
Apparel / Fashion19.6%9.2%$3.2090–120 days
Skincare / Beauty24.1%14.9%$4.8060–90 days
Wellness / Supplements26.3%17.2%$5.6045–75 days
Home Goods / Decor16.8%6.4%$2.40180–270 days
Dollar-Gap Formulas

The Dollar-Gap Formulas

This is the math behind Forge's revenue gap calculation. For each store, we calculate what email should be generating at your revenue level — then subtract what it's actually generating. The difference is your gap.

Store A  ·  $500K Revenue
Annual Revenue
$500K
Shopify GMV
Email % of Revenue
12%
Actual (Klaviyo attribution)
Benchmark Email %
28%
Industry average for $500K store
1
Current email revenue: $500,000 × 12% = $60,000/yr
2
Benchmark email revenue: $500,000 × 28% = $140,000/yr
3
Annual gap: $140,000 − $60,000 = $80,000/yr
Monthly revenue gap
~$6,700/mo on the table
Store B  ·  $1.5M Revenue
Annual Revenue
$1.5M
Shopify GMV
Email % of Revenue
16%
Actual (Klaviyo attribution)
Benchmark Email %
32%
Industry average for $1.5M store
1
Current email revenue: $1,500,000 × 16% = $240,000/yr
2
Benchmark email revenue: $1,500,000 × 32% = $480,000/yr
3
Annual gap: $480,000 − $240,000 = $240,000/yr
Monthly revenue gap
~$20,000/mo on the table
Store C  ·  $3M Revenue
Annual Revenue
$3M
Shopify GMV
Email % of Revenue
18%
Actual (Klaviyo attribution)
Benchmark Email %
35%
Industry average for $3M store
1
Current email revenue: $3,000,000 × 18% = $540,000/yr
2
Benchmark email revenue: $3,000,000 × 35% = $1,050,000/yr
3
Annual gap: $1,050,000 − $540,000 = $510,000/yr
Monthly revenue gap
~$42,500/mo on the table
Segment Recipes

5 Klaviyo Segment Recipes

Copy-pasteable filter logic for the segments that drive the most value. All conditions use Klaviyo's standard filter fields.

High-LTV Customers
VIP Campaigns · Loyalty
Properties about someone AND Total Customer Value is at least $250 AND Number of Orders is at least 2 AND Last Order Date is within last 180 days
At-Risk Customers
Winback · Retention Alert
Properties about someone AND Number of Orders is at least 1 AND Last Order Date is at least 75 days ago AND Last Order Date is within last 150 days AND Total Customer Value is greater than $0
Post-Purchase 30-Day
Cross-sell · Review Request
Properties about someone AND Last Order Date is within last 30 days AND Number of Orders equals 1 AND Email consent is subscribed
Browse-No-Buy (30 Days)
Browse Abandonment · Content
What someone has done AND Viewed Product at least 2 times in last 30 days AND NOT Placed Order in last 30 days AND NOT Started Checkout in last 7 days
VIP Second-Purchase
Loyalty · Referral Program
Properties about someone AND Number of Orders is at least 2 AND Total Customer Value is at least $150 AND Last Order Date is within last 90 days AND Email consent is subscribed
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