The email template editor is very flexible and allows you to do pretty much everything. The integration with BigCommerce is seamless; we frequently use both dynamic and static product blocks, and we barely encounter any issues. I am also very satisfied with the pre-set flow templates and the overall functionality of the flows. I particularly appreciate the AI feature that enables you to create segments and flows simply by describing what you need. The support team is always very helpful and provides quick solutions to any issues without any hassle.

I’m Karina Walsh, Customer Experience & Voice-of-Customer Program Lead at Gulf Coast Industrial Component Partners, a 114-person B2B industrial component distributor in Tampa, Florida. I manage our VoC program with CreateSurvey to collect NPS, CSAT and renewal-risk feedback, and I use Klaviyo to distribute post-purchase surveys, automate customer nurture communications, and segment audiences for our customer feedback cycles. I oversee respondent consent, PII retention and opt-out controls to maintain CCPA compliance for all US customer feedback data. My favorite feature is Klaviyo’s built-in AI Composer paired with its centralized sidebar navigation, which cuts roughly 6 hours each week spent drafting survey invitation emails, building customer audience segments, and auditing our automated feedback flows. The left-hand menu neatly organizes Composer, Campaigns, Flows, Audience, Analytics and Integrations, so I can jump between building survey outreach, reviewing customer profile data and checking send performance without switching to separate admin dashboards. The AI Composer panel on the right lets me draft survey invite copy, build targeted customer segments, and audit existing flow logic using natural language prompts, so I no longer need to jump to external AI tools to write B2B customer messaging. This unified workspace speeds up my quarterly VoC campaign setup significantly. The Audience and Flows modules are my daily workhorses for our customer feedback program. I build dynamic segments to target customers based on order date, product type and account renewal status, so I only send post-purchase surveys to relevant contacts. I connect Klaviyo to CreateSurvey via Zapier webhooks; once a customer completes a purchase, Klaviyo automatically triggers a timed survey invitation email. When respondents submit feedback through CreateSurvey, webhooks push those NPS and CSAT scores back into Klaviyo customer profiles. I can then segment at-risk accounts with low satisfaction scores and trigger follow-up outreach for our customer success team. Klaviyo’s profile-level consent tracking also keeps opt-in and opt-out status attached to each contact, which is critical for CCPA compliance when sending survey communications to our US customer base. An unexpected benefit I’ve discovered is how Klaviyo’s campaign activity logs simplify my VoC compliance reviews. Every survey send, open and unsubscribe event is tied to individual customer profiles, so I can quickly pull evidence to validate how we are using customer PII for feedback collection. Last quarter, we ran our largest annual NPS survey cycle. I used Composer to generate multiple email variants for different customer segments and tested messaging for new buyers vs long-term accounts. The platform’s built-in unsubscribe and preference center also removes manual opt-out management work, ensuring customers can easily opt out of survey communications as required under CCPA. I also use the analytics dashboard to track survey open rates and response volume, so I can adjust send timing to boost feedback response rates. Suggestions for the product team: Build native integration with CreateSurvey to sync survey responses and respondent consent data without Zapier webhooks. Add granular role permissions so contract stakeholders cannot export full customer contact lists containing PII. Expand audit logging to capture segment edits and survey campaign sends for CCPA evidence reviews. Add B2B industrial customer survey templates for post-order NPS and renewal-risk outreach. Improve duplicate profile matching to reduce redundant customer records when syncing VoC data. Overall, Klaviyo’s AI Composer, powerful audience segmentation and consent tracking streamline our end-to-end Voice-of-Customer program and help me manage customer feedback data within CCPA guidelines for our B2B industrial component business.

What I like best about Klaviyo is its segmented customer list builder and trigger-based automated email flows, which have transformed how we nurture our industrial equipment clients and component vendor relationships at Alenx Industrial Fabricators. As Senior Manufacturing Operations & Vendor Partnership Manager, I oversee custom equipment build timelines, supplier coordination, and client communications for our small-batch manufacturing work. Our lean 11–50 person team has no dedicated IT or marketing staff, so we needed a tool that lets us build targeted outreach sequences without heavy coding or technical setup. Before Klaviyo, we relied on generic mass emails and manual follow-up check-ins with every client and supplier. We often missed notifications for upcoming equipment delivery reviews, component lead-time updates, and annual client equipment maintenance reminders, which created bottlenecks in our production schedule. Klaviyo’s drag-and-drop flow builder lets me build automated communication sequences tied directly to customer and vendor data triggers. For example, I created a dedicated flow for active custom equipment clients that fires staged emails at key production milestones. When we mark a client’s order as “component sourcing in progress,” Klaviyo automatically sends an update with supplier lead times and a link to the shared cloud folder for technical drawings. Once fabrication enters the assembly phase, a second automated message goes out to schedule their pre-shipment inspection. This automation eliminates roughly 5 hours of manual email drafting and status updates each week, freeing me to focus on shop floor coordination and vendor quality checks. The platform’s list segmentation tools also let me split contacts into separate groups: active build clients, prospective industrial buyers, metal component suppliers, and equipment service partners. I can filter our supplier list to target only vendors with lead times longer than six weeks to send proactive material forecasting requests, instead of sending identical messages to our entire contact database. I also leverage Klaviyo’s built-in performance dashboards to track open rates and click activity for our technical update emails. When we sent a bulk notice about revised raw material pricing last quarter, the dashboard flagged that three key component suppliers had not opened the message. I followed up with those vendors manually before the pricing change took effect, preventing unexpected material cost spikes for two ongoing equipment builds. An unexpected benefit I’ve uncovered is Klaviyo’s custom field functionality to store manufacturing-specific metadata. I added custom properties to log each client’s equipment model number, scheduled delivery date, and assigned project engineer. This data feeds directly into email templates, so every automated message auto-populates with the correct technical details without manual copy-pasting. This reduces human error that previously caused mix-ups between different client project specs. For our small manufacturing team without IT support, Klaviyo removes the burden of repetitive, manual client and vendor communications. Its trigger-based automations and granular contact segmentation keep our stakeholders aligned across every stage of equipment fabrication, reduce missed status updates, and protect our rigid manufacturing delivery deadlines.