How to use the campaigns library
You will learn
Learn how to create a campaign using the campaigns library which will set up a segment of profiles as your audience as well as message content based on your marketing goal. The library is available for both email and SMS campaigns.
Campaign goals include:
- Promote a product
- Launch a sale
- Engage your subscribers
- Share an exclusive offer
- Share a business update
Using templates from the library makes it easier and faster to create campaigns for your subscribers. This is a great starting point for choosing an audience and message content which you can further customize for your brand.
Before you begin
If you haven't already, learn the basics of creating a campaign:
Explore the campaigns library
To explore the campaigns library:
- Click on the Campaigns tab in Klaviyo.
- At the top, click View library.
- Use the Channel dropdown and select Email or Text message (SMS) to filter campaigns by channel.
- Use the search bar to find a specific kind of campaign or click Campaign goal to filter based on goals.
Campaign templates will appear based on metric data in your account. For example, templates related to Placed Order events will only appear if you have order data in your account.
- Once you find a campaign template you like, click on it to review the details.
On the left is a description of the campaign. Email templates also show related tags. Under Audience is the template’s segment definition.
On the right is an estimate of the audience size and a preview of the email or SMS content used in the campaign.
Segments created by the campaigns library will remain in your account so they can be used in future campaigns. The library reuses an existing active segment with the same name, even if you’ve changed its conditions. Review the selected segment before sending.
- Click Create & customize in the top right to create a draft and open the campaign setup wizard.
- Review the recipients and customize the message. Follow the instructions for an email campaign or SMS campaign to finish reviewing, scheduling, and sending your campaign.
Additional resources
Learn more about campaign tools and settings:
- Understanding campaign schedule and send options
Learn what sending options are available for campaigns and how you can use them. When you schedule or send a campaign, you can choose things like your send time, send strategy, timezone, and other details.
- Understanding campaign calendar options
Learn about the options available in your campaign calendar, including how to view, filter, and preview your campaigns.