Guide to the Setup Wizard

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Overview

Learn more about the Klaviyo Setup Wizard and how to finish setting up your account. This guide provides a brief overview of each tab to assist you through the setup process. 

Setup Tab (*required)

You are required to complete the Setup tab in order to progress through the Setup 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 must be made in your account settings.

Add Business Details

Here, enter your website, select your business type, and choose the platform you want 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.

Entering a website and selecting a business type are required to move on to the next step.

Inside the Klaviyo setup wizard, you must fill in your website and business type as the first setup step

Connect Your Platform

When you click Continue, you'll be prompted to connect your integration to Klaviyo.

In the next steps of the Klaviyo setup wizard, you will be prompted to connect your ecommerce integration

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 Brand Information

Next, you'll be prompted to enter your company's physical address and your sender name and email address. This information is required to progress through the Setup Wizard. Your company's address will autofill based on the information we sync through your integration, but if you skipped the previous step, you will need to enter your address manually.

Your sender name and email address are the default name and email address from which you will send campaigns and flows. Your sender name should give recipients a clear idea of who an email is coming from. For deliverability purposes, we do not recommend using an email 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 sender 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.

To have a sender email address for your business, you first need a website and domain. Many hosting providers give you the option to obtain a business email address (sometimes for free) when you buy a domain. Some examples include Hostgator and Bluehost. If you already have a domain, there are also providers that allow you to just purchase a business email address, including GSuite and Zoho. When you are finished, click Continue.

In the third step of the Klaviyo setup wizard, you will fill in your business info including address

Design Tab

Brand

The first tab in the Design tab will prompt you to edit your brand information. This includes choosing a color scheme for your account, selecting a font family, and uploading a logo. The latter 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 by clicking Upload Image.

Once finished with this step, click Continue.

In the fourth step of the Klaviyo setup wizard, you can fill in your brand assets including colors, logos, and assets

If you change your logo or decide at any time that you would like to use a different image, color scheme, or font for your brand, you can update this information by navigating to the Brand Library tab of your account. While you can resize your logo when 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.

Header and Social Links

Your header and social links will be used in your default email templates and can be edited in the second tab within the Design tab. Your header links will display in your navigation bar, and your social links will display in the footer of your templates. Select no more than four header links to ensure that your template doesn't look cluttered. Then, choose as many social links as are relevant to your business to allow email recipients to connect with you on social media.

When you are satisfied with your header and social links, click Continue.

In the fifth step of the Klaviyo setup wizard you can add your brand's social and header links

Confirmation

The final step to create your Klaviyo account is verifying your email address. This is crucial since your email address will be your main source of communication with Klaviyo and is stored within your account.

In the sixth step of the Klaviyo setup wizard, you add and verify your email address to complete setup

First, head back to the inbox of the email address you signed up with. There will be an email from Klaviyo with a link that signals that you have confirmed your email. Click Confirm Email.

Ax example of the email you will receive from Klaviyo with a button to click and verify your email address

The verification link expires after 72 hours. If you click this link after that time, you will be sent to an error page— or to the login page if you are no longer in your account— and will get another email from Klaviyo with a new link to use instead.

If you did not receive that email from Klaviyo, it is likely that you typed in the wrong email. To update your email and have that link sent to another inbox, select Update email. You will be prompted to input your corrected email address. Once you do so, click Update and Resend.

You will not be able to input an email address that is invalid or already used to set up another Klaviyo account.

If you are still struggling to confirm your email, please contact our Support Team for further assistance.

Once you've configured your setup, made design choices, and confirmed your email in the Setup Wizard, you're all set! It may take a moment for Klaviyo to apply these presets to your new account, but once finished, 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.

Inside the web-tracking page of the Klaviyo Setup Wizard, you can access your account's unique ID code

Additional Resources

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