The Setup Wizard has multiple tabs that walk you through setting up your Klaviyo account. This guide gives a brief overview of each tab.
Setup Tab (*required)
You are required to complete the Setup tab in order to progress through the Wizard. Please note that you will not be able to return to edit this particular tab once you complete the Setup Wizard. Any updates you would like to make after initially running through the Setup Wizard must be made in your Account Settings.
Add Business Details
Here, enter your website, select your business type, and select the platform you would like to integrate with. If you do not see your integration on the list of available integrations, click Show More. If you still don't see your integration, select Other.
Connect Your Platform
When you click Continue, you'll be prompted to connect your integration to Klaviyo.
If you're not logged into your account, you will be prompted to authenticate. Once the integration has completed syncing, you'll see a success message.
Add Email Details
When you click Continue, you'll be prompted to enter your company's physical address and your From Label and Address. This information is required in order to progress through the Wizard. Your company's address will autofill based on the information we sync through your integration, but if you chose to skip the previous step, you will need to enter your address manually.
Your From Label and Address are the default name and email address from which you will send campaigns and flows. Your From Label should give recipients a clear idea of who an email is coming from. For deliverability purposes, we do not recommend using a From Address that is a @gmail.com, @yahoo.com, @hotmail.com, @aol.com, or @outlook.com address. When sending emails in bulk, it is important to have a From Address that is in-line with your site's domain. For example, if your site is pool-buddies.com, your email domain should also be pool-buddies.com to ensure that your emails are not filtered into the spam folder.
The first step in the Design tab will prompt you to select or upload your logo. This ensures that the default email templates Klaviyo provides include your logo at the top. We will automatically display logo options based on the images on your website, but if you don't see your logo pre-populated, you can simply upload it.
If you change your logo or decide at any time that you would like to use a different image, you can return to this screen and update your logo. While you can resize your logo once you're editing a particular template, we recommend uploading a logo that is the correct size so that you don't need to do this for every template you decide to use.
Next, you will be prompted to select the colors and font that will be used in your default email templates. This ensures that your emails match the branding on your website.
These can also be updated later if your rebrand your company or decide that you would like to use a different set of colors or font.
Add Header and Social Links
Your header and social links will be used in your default email templates. Your header links will display in your navigation bar, and your social links will display in the footer of your templates. You should select no more than four header links to ensure that your template doesn't look cluttered. Select as many social links as are relevant to your business to allow email recipients to connect with you on social media.
Once you configure the Design tab in the Setup Wizard, you're all set! It may take a moment while Klaviyo applies all these presets to your new account. Once this process is finished, click Let's Go and you'll be taken to your dashboard.
Web and Viewed Product Tracking
Some integrations require adding additional code snippets to your site so that you can track people's activity on your website.
- Web Tracking corresponds to the Active on Site metric, which allows you to track when people are browsing your site. This snippet also allows you to publish signup forms to your site automatically.
- Viewed Product Tracking corresponds to the Viewed Product metric, which allows you to track specific items people are looking at on your site.
These code snippets include an ID unique to your Klaviyo account. You can access these code snippets with your Klaviyo API Key / Site ID prepopulated by navigating to the web-tracking page of the Setup Wizard.
Getting Back to the Setup Wizard
If you ever need to return to the Setup Wizard, you can access it from the Account dropdown menu.