Getting Started Roadmap
The following checklist is your roadmap to getting started with Klaviyo.
|Completed?||Getting Started 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 prior email service provider (if I already have a prior ESP)||Guide to migrating from another ESP|
|I integrated with my ecommerce platform (or other platform if I'm doing fundraising, etc.)||Switching Ecommerce Integrations|
|I uploaded my list of existing subscribers (if I already have a list)||Create list and upload your contacts|
|Upgrading up my account (if necessary)|
|I reviewed what plan I will need||Review pricing plan|
|I upgraded my plan||Upgrade plan|
|Turn on my high engagement flows|
|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|
|Point your signup forms to Klaviyo|
|I evaluated all of the current signup forms I have 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|
|Create an engaged list|
|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|
|Sending my first email|
|I made a plan for sending my first campaign||Guide to Your First Send|
|I designed an email in the drag and drop editor for my first campaign||Guide to Email Design|
|I set up and sent out my first campaign||Create and send your first campaign|
|Crunching through 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|
You're ready to go, but really, this is just the beginning. Here are some MORE resources for your journey forward.
- Join a live training session
We run live training sessions every Monday thru Thursday, specifically geared towards getting started with Klaviyo. Check out our topics and sign up for a session today.
- Level Up Your Industry Knowledge - Looking for new ideas or that next quick win? The Klaviyo Blog is always up to date with the latest ecommerce trends, benchmark reports, and other data-driven best practices to help you stay on top of the game.
- Advanced Training Materials - Check out our advanced training materials from the Klaviyo 2019 workshops. Step on the gas and take your email marketing into high gear.
- Contact Support - Our support team handles requests through email, and if you're on a paid plan, live chat. You can check out the details on how to contact our support team for when you get stuck.