Guide to Getting Started Checklist

Overview

Getting Started Checklist is designed to help you hit the ground running with all of Klaviyo's core features, from marketing automation to building your audience. Setup Wizard, you will be directed to the Getting Started page. This page can also be found directly under Dashboard on the left-hand side navigation bar.  Getting Started page, your view will be customized based on what you told us about your business during the Wizard. As you complete each Getting Started step, you will see the blue "Let's Go" button change to a grey "Done!" button.

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For Ecommerce Stores

  • Integrate Your Ecommerce Store: If you already integrated your ecommerce platform during the Setup Wizard, you're off to a great start! If not, we recommend integrating your store as a first step. Once you do, all of your historic purchase data will sync into Klaviyo and we'll begin to track new customer activity in real-time.
  • Activate Automated Email Flows: A flow is an automated series of emails triggered by activity or behavior. Once you integrate your store, we'll automatically populate your account with best-practice flows - like Abandoned Cart Reminders - so you can start making money right away. Learn more here.
  • Send a Campaign: A campaign is a one-time send to a pre-established target group of contacts - think regular newsletters, sale announcements, or promotional sends. Learn more here.
  • Connect a Sign Up Form: Start growing your audience with Klaviyo sign up forms, or use a third-party tool that integrates with Klaviyo. Learn more here.
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Customize Shopify Notification Emails. If you click "Let's Go" here, you will be taken to your account's Email Templates tab where you will find a series of pre-built Shopify templates. While these notification emails will all still be sent directly through Shopify, using Klaviyo's powerful drag-and-drop editor you can easily customize these templates and export the HTML for use in Shopify. Learn more here.

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For Non-Ecommerce Organizations

  • Activate Automated Email Flows: A flow is an automated series of emails triggered by activity or behavior. For example, a Welcome Series that triggers automatically to all new newsletter subscribers. Learn more here.
  • Send a Campaign: A campaign is a one-time send to a pre-established target group of contacts - think regular newsletters, sale announcements, or promotional sends. Learn more here.
  • Connect a Sign Up Form: Start growing your audience with Klaviyo sign up forms, or use a third-party tool that integrates with Klaviyo. Learn more here.
  • Integrate your Data: To get the most out of Klaviyo, you'll want to integrate the tools that make your business tick. We make that easy by supporting over three dozen one-click integrations. See them all here.
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