Skip to main content
Home
Help center
Enterprise
Partners
Careers
Log in
Help center
Help center
Find step-by-step instructions and troubleshooting solutions in our knowledge base.
POPULAR TOPICS
Integrations
Flows
Audience
Campaigns
Sign-up forms
Deliverability & compliance
HELP BY PRODUCT
SMS
Reviews
Marketing Analytics
Customer Hub
Customer Agent
Helpdesk
WhatsApp
Academy
Klaviyo Academy
Expert training and education to help you succeed with Klaviyo, and beyond.
ON-DEMAND LEARNING
Quick guides
Learn marketing strategies and concepts in 15 minutes or less.
Courses
Master key marketing topics through structured lessons and exams.
Best practices
Discover top product and marketing strategies for your business.
Learning paths
Complete curated learning journeys tailored to your marketing goals.
LIVE LEARNING
Live trainings
Build confidence through hands-on interactive workshops and thought-provoking strategy sessions.
Live office hours
Join a strategic discussion where you can ask questions and get answers in real-time.
CREDENTIALS
Klaviyo credentials
Dig deeper into select topics and showcase your expertise with a final exam to earn a certificate and digital badge.
Klaviyo product certificate
Deliverability certificate
Klaviyo developer certificate
See all certificates
Community
Klaviyo Community
Join our thriving community network to connect with brands like yours—online and in person.
JOIN THE CONVERSATION
Ask a question
Post a question and get thoughtful answers from Klaviyo powerusers.
Product roadmap
Recent threads
Meet the Champions
JOIN A USER GROUP
Browse all groups
Your people are waiting. New ideas and connections are a click away.
Developer group
Entrepreneur group
WooCommerce group
JOIN A MEETUP CHAPTER
New York City
Los Angeles
Austin
San Diego
Amsterdam
Developers
Klaviyo Developers
Access API documentation and developer guides to help you build with Klaviyo.
TOP RESOURCES
Get started
Access key resources and a step-by-step checklist for how to start developing with Klaviyo.
Grow your app's reach
Learn how to join our ecosystem and get your app listed on our marketplace.
Developer tools
Generate sample data, monitor your API usage, and access our Postman collections.
KLAVIYO APIS
API reference
Browse our full catalog of API docs.
Changelog
Versioning & deprecation policy
Rate limits & error handling
VIDEO TUTORIALS
API tutorials on YouTube
Subscribe to our Klaviyo API Tutorials playlist for easy access to step-by-step developer walkthroughs.
Help center
Help center
Find step-by-step instructions and troubleshooting solutions in our knowledge base.
POPULAR TOPICS
Integrations
Flows
Audience
Campaigns
Sign-up forms
Deliverability & compliance
HELP BY PRODUCT
SMS
Reviews
Marketing Analytics
Customer Hub
Customer Agent
Helpdesk
WhatsApp
Academy
Klaviyo Academy
Expert training and education to help you succeed with Klaviyo, and beyond.
ON-DEMAND LEARNING
Quick guides
Learn marketing strategies and concepts in 15 minutes or less.
Courses
Master key marketing topics through structured lessons and exams.
Best practices
Discover top product and marketing strategies for your business.
Learning paths
Complete curated learning journeys tailored to your marketing goals.
LIVE LEARNING
Live trainings
Build confidence through hands-on interactive workshops and thought-provoking strategy sessions.
Live office hours
Join a strategic discussion where you can ask questions and get answers in real-time.
CREDENTIALS
Klaviyo credentials
Dig deeper into select topics and showcase your expertise with a final exam to earn a certificate and digital badge.
Klaviyo product certificate
Deliverability certificate
Klaviyo developer certificate
See all certificates
Community
Klaviyo Community
Join our thriving community network to connect with brands like yours—online and in person.
JOIN THE CONVERSATION
Ask a question
Post a question and get thoughtful answers from Klaviyo powerusers.
Product roadmap
Recent threads
Meet the Champions
JOIN A USER GROUP
Browse all groups
Your people are waiting. New ideas and connections are a click away.
Developer group
Entrepreneur group
WooCommerce group
JOIN A MEETUP CHAPTER
New York City
Los Angeles
Austin
San Diego
Amsterdam
Developers
Klaviyo Developers
Access API documentation and developer guides to help you build with Klaviyo.
TOP RESOURCES
Get started
Access key resources and a step-by-step checklist for how to start developing with Klaviyo.
Grow your app's reach
Learn how to join our ecosystem and get your app listed on our marketplace.
Developer tools
Generate sample data, monitor your API usage, and access our Postman collections.
KLAVIYO APIS
API reference
Browse our full catalog of API docs.
Changelog
Versioning & deprecation policy
Rate limits & error handling
VIDEO TUTORIALS
API tutorials on YouTube
Subscribe to our Klaviyo API Tutorials playlist for easy access to step-by-step developer walkthroughs.
Home
Help center
Enterprise
Partners
Careers
Search
Log in
For the best learning experience, please log in
Onboard clients and deliver measurable value faster
/
Onboard a new client to Klaviyo
/
Set up key automations
Lessons
Onboard a new client to Klaviyo
Course overview
Lessons
Complete the first steps in successful onboarding
Run an effective kickoff
Configure your client's account for successful sending
Migrate your client's data to Klaviyo
Warm your client’s sending infrastructure
Establish SMS compliance
Build your audience
Build a campaign strategy
Evaluate warming success
Set up key automations
Communicate early wins and triage delays
Graduate your client
Final Quiz
Additional resources
Feedback
Previous
Set up key automations
Next