On-Demand Training: Klaviyo Crash Course

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Overview

This recording is a quick overview of everything you need to go before you send your first flows and campaigns in Klaviyo.

Looking for more strategy help and best practice guidance? Watch our 4-part Getting Started with Klaviyo session on-demand here.

This session covers how to configure your account and integrations We dig into the following topics:

  • Lists, Segments & Profiles
  • Signup Forms
  • Designing Emails
  • Sending Flows & Campaigns

Video

Resources

Use the following resources to learn more about the concepts covered in this webinar.

 

FAQ

Below are some questions customers typically ask about this topic.

Do segments always pull contacts from a list?

No, Klaviyo's segments will pull from every contact in your account, provided they meet the conditions of the segment. There are likely a number of profiles in your account that were added through "general engagement" and synced with an integration. For example, if you integrate your eCommerce platform with Klaviyo, we will add the email address of people who abandon a cart to your account, which is what allows us to send them triggered abandoned cart flows. That said, this does not constitute the contact opting in to receive campaign emails from you, so it is important to be conscious of this when emailing segments. This is why we recommend adding a condition to restrict your segment to a specific list when sending a campaign.

Is there a way that I can automatically suppress contacts?

Right now, it's not possible to automatically suppress contacts in your account. We recommend setting up a sunset flow to identify and tag unengaged contacts and then periodically suppressing a segment of profiles with this tag. You can find more instructions on how to do this here.

Is there a way that I can automatically resend a campaign to people who didn't open it?

No, in fact, this is a practice that we generally discourage. Rather than building a segment of people who didn't open a particular email and then sending them the same campaign once again, you may instead want to sync this segment with Facebook Custom Audiences in order to try to reach them on a different platform that may be more effective for them. Sending frequently to people who don't open your emails is the fastest way to create a deliverability problem for yourself.

Is it possible to A/B test sign-up forms?

We don’t currently offer the ability to A/B test signup forms. One workaround is to create two separate forms and run a two-week test. Publish one form for the first week, then unpublish the first form and publish the second form for the second week.

How important is testing email UX with software like Litmus when using Klaviyo?

With any email send it’s important to consider two factors: who you’re sending to, and what you’re sending. When it comes to content, you should make sure you’re covering a few best practices:

  • Align your content with your business mission and design.
  • Keep it simple.
  • Optimize for mobile.
  • If you see low click rates, likely your content is not “speaking” to your customers. A/B test out some new ideas.

I've heard that asking for additional fields like “First Name” and “Last Name” dramatically decreases opt-in rate. What's your take on this?

When you think of your signup form, think of the entire signup experience for your customers, and this should help you decide how much information to ask for. If you’re adding a popup that displays to all users that visit your site, then likely you’ll want to just ask for email. If your business provides a highly customized service (such as a customized clothing subscription box), then your customers are probably expecting to provide more information upfront. As a general rule of thumb, if you want to collect more than just an email address, add 2-3 more fields to your form.

Which flows should have Smart Sending turned on as a general rule of thumb?

We always recommend leaving smart sending enabled unless you have a specific reason not to. The first email of a welcome series is a great example of an email that you always want to send. If you flow email is necessary for a customer to receive, or there is a high expectation to receive an email, then disable smart sending for that email.

 

 

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