Getting Started with Klaviyo - Growth

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Use the checklist below to track your progress.

Completed? Onboarding Task Resources
Setting up my account
I signed up for a Klaviyo account Sign up on Klaviyo's homepage
I walked through the setup wizard Guide to the setup wizard
Bringing over my data
I integrated with my ecommerce platform (or other platform if I'm doing fundraising, etc.)

Find your platform on our list of ecommerce integrations

I uploaded a list of existing subscribers who were not synced by my ecommerce integration (if I already have a list) Create list and upload your contacts
I integrated with my prior email service provider (if I already have a prior ESP) Guide to migrating from another ESP
Growing my list organically
I evaluated all my current signup forms and compared them to available signup forms in Klaviyo Understand your signup form options
I swapped out my old signup forms for Klaviyo forms, or I connected my existing 3rd party signup form to a list in my Klaviyo account Check out our signup form resources and our list of 3rd party landing page and growth tools
I edited the opt-in related pages for my master list Learn how to edit manage preference pages and more
I checked out the Facebook Advertising integration and I understand how I can use Facebook Custom Audiences and Facebook Lead Ads Check out the Facebook Advertising integration
Understanding my subscribers
I created a segment of my most engaged subscribers Create a segment of your most engaged subscribers
I cleaned my list of my least engaged subscribers Clean your list of inactive or unengaged profiles
I used segmentation to identify different types of subscribers in my customer base Create engagement tiers
Sending my first email
I designed my base template to use to send my first campaign. Design your base template
I set up and sent out my first campaign to my engaged master list Create and send your first campaign
Setting up and turning my flows live
I reviewed my pre-built Welcome Series flow, updated the content, and set the flow live Turn your Welcome Series live
I reviewed my pre-built Abandoned Cart flow, updated the content, and set the flow live Turn your Abandoned Cart flow live
I familiarized myself with the flow builder and have rebuilt any automated emails I had in my previous ESP Learn how to use the Visual Flow Builder
Crunching my numbers
I checked the analytics for my first campaign, and looked at the open rate, conversion rate, recipient activity, and other reports Review your campaign analytics
One week after turning my flows live, I checked out the analytics for an individual flow email, and looked at the open rate, conversion rate, recipient activity, and other reports Review your flow analytics

 

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