How to Use Klaviyo

Getting started with Klaviyo

In this guide, you will learn how to set up your Klaviyo account and create your first email campaign. By the end, you'll be able to engage your customers through targeted marketing automation.

Step 1: Sign up and set up

1. Visit Klaviyo's website.
2. Click on the “Start for Free” button in the top right corner.
3. Fill in your email address and create a password, then click “Create Account”.
4. Follow the prompts to enter your business information, including your store name and website URL.
5. Verify your email by clicking the link sent to your inbox.
6. Once verified, log in to your account.

Step 2: Your first email campaign

1. In the Klaviyo dashboard, click on "Campaigns" from the left-hand menu.
2. Click the “Create Campaign” button in the top right corner.
3. Name your campaign and select “Email” as the campaign type.
4. Click “Next” to choose your recipients. Select a list or segment of contacts.
5. Click “Next” to design your email. Choose a template or start from scratch.
6. Use the drag-and-drop editor to add text, images, and buttons. Customise your content.
7. Click “Review and Send” to check your email settings.
8. Finally, click the “Schedule or Send” button to launch your campaign.

Step 3: Get better results

1. Segment your audience: In the dashboard, navigate to “Lists & Segments” and create segments based on user behaviour, such as recent purchases or browsing history.
2. Use A/B testing: When creating a campaign, select “A/B Test” to try different subject lines or content to see what resonates best.
3. Set up automated flows: Click on “Flows” in the left menu, then “Create Flow” to design automated email sequences for actions like cart abandonment or welcome series.

Pro tip

Use Klaviyo’s pre-built templates for quick email creation. These can save you time and ensure your emails are visually appealing without needing to design from scratch.

Common mistake to avoid

Don’t skip the verification process for your email domain. Failing to verify your domain can lead to poor deliverability rates, meaning your emails may not reach your customers' inboxes. Follow the instructions in the “Settings” > “Domains and Sending” section to ensure your domain is verified.