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We’ll guide you through integrating with your web store to sending those first emails, and everything in between.
Go ahead and log into your account so you’re ready to complete the step-by-step guidance below.
Your 3 key objectives Configure your account Get subscribers Start sending Configure account basics
Set up your account Get your customer data syncing to Klaviyo and adjust your attribution settings so you know exactly how revenue will be tracked.
1. Integrate with your merchant platform 2. Import subscribers and engagement data from your previous email service provider 3. Invite other team members to Klaviyo 4. Adjust key account settings Before you start sending, go to your account settings and specify:
5. Review your pre-built engaged segments Take a look at the pre-built engaged segments in your account. As you start collecting subscribers and sending messages, profiles will be added to these segments automatically when they meet the criteria.
Learn about your default lists and segments
If you chose to exclude Mail Privacy Protection (MPP) opens from your attribution model, you should also exclude MPP opens from your engaged segments.
Learn how to identify MPP opens
Configure account basics
Configure your sending infrastructure Before you start sending, you need the right measures in place so that email inbox providers will recognize your business as a legitimate sender.
1. Set up your branded sending domain 2. Set your default sender address It’s important that your default sender address matches the root domain of your sending domain. This is a key signal that inbox providers like Gmail and Yahoo look for when filtering messages to spam.
Learn how to change your default sender address
3. Add a DMARC policy to your DNS records
Strategic guidance to help you grow Build your subscriber experience
Brand your templates and pages A consistent look and feel helps build trust with your customers. Put your brand identity on everything that your customers will see, including consent pages, sign-up forms, and email templates.
1. Add your brand style defaults Add your logo, brand colors, header navigation links, social icons, and upload any custom fonts. You can also bulk upload images to use in emails and forms.
Learn how to update your brand styles
2. Create a branded base template 3. Customize your default consent pages There are 4 types of consent pages in Klaviyo:
Subscribe page
Email confirmation page
Preference page
Unsubscribe page
Add your logo, edit the button colors, and adjust any default language to sound more on-brand.
Learn how to edit your consent pages
Build your subscriber experience
Publish your first flow Welcome series flows are the second-highest converting flow type with an average placed order rate of 2.32%. Publish this flow to welcome new subscribers and entice them to make a purchase.
1. Build your email welcome series 2. Set action statuses to Live Once you’ve built all of the email messages within your flow, you should publish your flow by setting all of the message action statuses to Live . Anyone who joins your email list will receive the flow.
Learn how to bulk update action statuses
Build your subscriber experience
Start collecting subscribers Make it easy for site visitors to join your email list no matter where they are along the customer journey.
1. Publish an exit-intent pop-up form Get your first form published fast by using a pre-built template from the forms library. Customize the styles to match your brand, and connect the form to your main list. Set the form behavior to show as someone is about to exit your site.
Learn how to build a sign-up form
2. Embed a form in your website footer 3. Make sure you’re collecting email consent at checkout If you integrated your ecommerce platform with Klaviyo using a pre-built integration, this step is taken care of.
If you are using a custom-built integration, you will need to build this functionality. Learn how to collect consent via API
Strategic guidance to help you grow Start sending and measure kav
Start sending campaigns Batch-and-blast is a thing of the past. Start building a strong email sender reputation by sending your first few campaigns to highly-engaged segments, widening your audience gradually as you onboard.
1. Edit your 30-day engaged segment to include your existing subscribers If you’re coming to Klaviyo from a different ESP, edit the pre-built 30-day engaged segment in your account to include profiles who engaged with your emails sent from the previous platform in the last 30 days.
Learn how to create or edit your 30-day engaged segment
If you are brand new to email marketing with no pre-existing subscriber list, you can skip this step.
2. Send your first email campaign Send your first campaign to your 30-day engaged segment. This email should be direct and have a clear call-to-action to that brings recipients to your website.
Learn how to send or schedule a campaign
3. Aim to send at least 1 campaign a week in your first 30 days When warming your account, consistency is key. If you recently set up your Klaviyo account, you’ll see warming guidance in the campaign builder. Follow this guidance to train inbox providers to see your emails as inbox-worthy.
Learn how to warm your sending domain in Klaviyo
Start sending and measure KAV
Set 2 more flows live Flows are automated messages that are triggered by a subscriber taking an action. These highly-relevant, highly-targeted messages can produce up to 30x higher revenue per recipient than campaigns.
1. Publish a browse abandonment flow This flow gets window shoppers back on your site for another look and is a key automation that successful brands use to increase sales. We recommend using a pre-built template from the flow library.
Learn how to create a browse abandonment flow
2. Publish an abandoned cart flow This flow yields very high engagement and revenue per recipient compared to other types of flows. Help push shoppers with items sitting in their cart to make a purchase. We recommend using a pre-built template from the flow library.
Learn how to create an abandoned cart flow
3. Monitor your flow performance within the flow builder Once you have your welcome series, browse abandonment, and abandoned cart flows set to Live and sending, click the Show Analytics button in the flow builder to see how each message within each flow is performing.
Learn how to use flow analytics
Start sending and measure KAV
Monitor your warming progress Open rate, click rate, unsubscribe rate, spam complaint rate, and bounce rate all impact whether your messages land in the inbox. As you ramp up sending through Klaviyo, use our reporting tools to make sure you’re on the right track.
1. Review key metrics in the Deliverability tab As you progress through warming and ramp up sending, your deliverability score should improve. Look at the Factors that make up your deliverability score and see where you fall against the benchmark.
Learn how to use the email deliverability hub
2. Review the analytics for every campaign 3. See your Klaviyo-attributed revenue on the business review dashboard As you send more messages, you should start to see Klaviyo-attributed value (KAV). Quickly access your business review dashboard by clicking the View dashboard button on your Business performance summary card. You can also access it through Analytics > Dashboards > Business review.
Learn how to use the business review dashboard
Strategic guidance to help you grow Was this article helpful?