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Getting started with Klaviyo Starter

Course overview
Lesson
6 min read

Set up Klaviyo Starter

Discover how Klaviyo Starter works directly inside Shopify Admin, giving you access to powerful marketing tools without leaving your store.

What is Klaviyo Starter?

Klaviyo Starter brings powerful email marketing tools directly into Shopify Admin, so you can grow your business without ever switching between platforms. It's designed to work for you as you grow, with essential tools available from day 1.

Why use this experience:

  • No more switching tools: Manage your email marketing without leaving the Shopify Admin. Think of it as your marketing engine, built right into the place you already run your store.
  • Ready in minutes: Launch your first automations with guided templates.
  • Get clear ROI: View key performance metrics in an action-oriented dashboard inside Shopify.
  • Create on-brand content: Use integrated AI to instantly generate on-brand copy for emails and forms.
  • Scale seamlessly: Start free with essential features, then scale to the full Klaviyo platform as your business grows.

How to set up your account

Click through the slideshow below to walk through the complete setup process, including how to:

  1. Launch the setup process.
  2. Create your first sign-up form to grow your marketing list.
  3. Build a welcome series to engage new subscribers.
  4. Set up an abandoned cart flow to earn more revenue.
Step 1: Start setup
Shopify admin interface displaying the Klaviyo app setup page, offering marketing tools and a 'Start setup' button.

Click the 'Start setup' button to begin.

Step 2: Connect storefont (part 1)
Shopify admin screen showing Klaviyo app embed setup with instructions to connect to the storefront and a toggle for Klaviyo Onsite Javascript.

Click 'Connect with storefront' to be taken to your Shopify storefront.

Step 3: Connect storefont (part 2)
Shopify theme editor with "App embeds" sidebar showing "Klaviyo Onsite Javascript" and a website preview featuring a yoga pose silhouette against a sunset with "The Elements of Style" text.

Toggle on the option to enable Klaviyo Onsite Javascript. Then return to the previous page to continue setting up Klaviyo Starter.

Step 4: Continue to build a form
Shopify admin showing the Klaviyo app page with an embedded website preview displaying "The Elements of Style" and featured products.

Read to learn more about building a form and click to continue to the next step.

Step 5: Establish your form
Shopify Klaviyo app page, displaying a preview of an email signup form with a "Generate my signup form" button.

Click to generate a sign-up form. Klaviyo will kick off an initial build.

Step 6: Edit and set your form live
Shopify admin interface showing a "Create form" page with a newsletter signup form preview and layout options.

Make any necessary edits to your sign-up form (check both steps 1 and 2 of the form!). Then, choose to Use this form.

Step 7: Edit and launch a welcome email
Shopify's email editor showing a welcome message template with a yoga image and multiple mobile layout previews.

Preview, adjust, and set your welcome flow live. You can adjust the content by clicking directly in the email, as well as browse a variety of layout options. Don't forget to adjust the subject line and preview text. Then, choose to 'Use this email'.

Step 8: Edit and launch an abandoned checkout email
Shopify's email editor showing an abandoned checkout email draft for "Terrazza," with a "Finish Checkout" button and various email template options.

Similarly, preview and edit your abandoned checkout email. Don't forget to adjust the subject line and preview text. Then, choose to 'Use this email'.

Step 9: Complete setup
Shopify dashboard showing "Setup complete!" with a checkmark icon.

Continue on to finalize the setup process. You should see a confirmation when the setup is complete.

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Define core marketing features

For more information on some of the core features you just enabled in the video above, click into the flashcards. Each will tell you more about these marketing building blocks.

Click on each card to flip it and reveal more.
0 of 3 cards flipped
Feature
Sign-up form
Why it matters

What it is: A form on your storefront that captures visitor email addresses (and optionally phone numbers) in exchange for a discount, early access, or valuable content.

Its purpose: Build your owned audience directly from your website traffic, no ad spend required.

Feature
Welcome series
Why it matters

What it is: An automated sequence of emails sent to new subscribers right after they join your list, introducing your brand and guiding them toward a first purchase.

Its purpose: Make a strong first impression, build brand trust, and convert new subscribers into paying customers automatically.

Feature
Abandoned cart flow
Why it matters

What it is: An automated email (or series) triggered when a shopper adds items to their cart but leaves your store without completing the purchase.

Its purpose: Recover lost revenue by reminding shoppers what they left behind, often with a gentle nudge or small incentive to close the sale. Abandoned cart flows are among the highest-ROI automations in ecommerce.

What's next?

Congratulations, your marketing foundations are now in place. In the rest of this course, you'll dive deeper into how to optimize your performance over time and earn revenue with additional actions in the app.

Each lesson builds on what you've already set up, so you'll see how these pieces connect into a cohesive marketing system. Keep up the great work and continue driving more revenue for your brand!

Set up Klaviyo Starter