- review criteria
- 40
- Price
- Free
- Access
What you get.
- 0140 self-review criteria across five areas
- 02Brand context and product information
- 03Customer signals and flow architecture
- 04Deliverability and pre-send review
- 05SMS consent, suppression and specialist review needs
The details.
- Channel
- Email / SMS
- Format
- Checklist
- Price
- Free
- Access
- Your access link arrives by email after signup.
What you get, and how to use it.
Five areas: brand voice and source data, predictive and behavior signals, flows, deliverability and SMS. 40 criteria, score bands from 0 to 200, and a keep, rebuild or ready verdict for each one.
| Step | What it involves |
|---|---|
Have ready | Brand voice, product and offer facts, customer consent, audience definitions and the flow or campaign you want to improve. |
You end up with | A brief, a draft message or a review list, with a named owner for the next step. |
Before you act | Check the content, the audience, who is excluded and the action before sending. Have whoever is accountable for SMS compliance review the SMS parts. |
Source: Klaviyo Review Checklist · A suggested way to use this resource.
Score it, then fix the biggest gap first.
- Open your account
Brand voice, product and offer facts, customer consent, audience definitions and the flow or campaign you want to improve.
- Answer from what you can see
Answer from what the account shows today. Mark anything you have not looked at as Not checked, and anything that does not apply as Not applicable.
- Decide what to do next
Check the content, the audience, who is excluded and the action before sending. Have whoever is accountable for SMS compliance review the SMS parts.
This is a self-assessment based on your answers. It does not connect to your account or measure performance. Keep what you have not checked separate from the gaps you found.
Would you rather we ran it for you?
Klaviyo strategy, copy, email design, campaigns, flows, signup capture, segmentation, testing and reporting, with SMS run as part of the same program. Typically live within 48 hours. The clock starts when we have account access and the assets we need.
See done-for-you Email & SMS →Is this for you?
| Area | Fit | Your situation |
|---|---|---|
| For you | Good fit | You have a specific Email / SMS task and access to the account data behind it. |
| For you | Good fit | You want a practical reference to use yourself or with your team. |
| Not for you | Not a fit | You want someone to audit the account for you. This is a checklist you fill in yourself. |
Would you rather we did it for you? See our done-for-you services.