Find SMS/Email Overlap Causing Over-Messaging
Stop bombarding your best customers with the same message across two channels.
As SMS programs grow alongside email programs, over-messaging the same subscriber with the same promotional content across both channels is increasingly common — and increasingly damaging. A subscriber who gets the same sale announcement via email at 9am and SMS at 10am is 3x more likely to unsubscribe from one or both. PayHelm's weekly overlap audit identifies contacts enrolled in both email and SMS flows who are receiving the same offers within a 24-hour window, and recommends channel exclusion rules to prevent over-messaging.
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45 min
Time saved per run
39 hrs
Annual hours saved
$1,331
Annual cost savings
Why automate this?
This task runs automatically every weekly — no dashboards to check, no manual analysis to run.
Unsubscribe rate reduction
Removing same-offer overlap typically reduces combined email/SMS unsubscribe rates by 20–40%.
Channel preference respect
Subscribers who preferred SMS over email identified for channel migration.
Smart exclusion rules
Recommendations for flow-level exclusion rules that prevent overlap automatically going forward.
SMS cost reduction
SMS messages to subscribers who already converted via email are pure cost — eliminating overlap saves real money.
How the agent runs this task
Every time this task runs, the agent executes these tools in sequence — connecting to your live data, analyzing it, and delivering results.
search_klaviyoPull email and SMS send logs to identify same-day overlapping messages
get_klaviyo_accountsAccess subscriber preferences and multi-channel enrollment data
export_to_emailDeliver overlap report with channel exclusion recommendations
Example output
Here's what a real run of this task might produce — delivered to your inbox every weekly.
SMS/Email Overlap Report — Week of April 7 Cross-channel subscribers: 8,400 Overlap incidents this week: 14 (contacts got same offer via both channels <24hrs) Top overlapping campaign: 'Spring Sale Announcement' — sent via email 9am Mon, SMS 10am Mon Overlap: 4,200 subscribers | Estimated over-message unsubscribes: ~84 Recommendation: Add email exclusion rule to SMS campaign: suppress contacts who opened email version within 12 hours
Set it up in minutes
No code. No configuration files. Just a conversation with the agent.
Chat: 'Are any of my email subscribers also receiving the same messages via SMS within 24 hours?'
Review the overlap analysis and implement suggested exclusion rules
Save as task → Weekly on Friday at 7:00 AM
Apply channel exclusion rules in Klaviyo to prevent future overlap automatically
Start automating your ecommerce store today
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