How to use the ecommerce onboarding checklists

Estimated 2 minute read
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Updated Aug 22, 2024, 10:30 AM EST
You will learn

You will learn

Learn how to set up a customized ecommerce onboarding checklist and get started with Klaviyo.

Access and download the checklists

Access and download the checklists

When you attempt to access one of the ecommerce checklists, it will first open in Google drive and be in view-only mode.

1. Choose your applicable ecommerce integration or SMS checklist from the list below. 

2. To make your own editable copy, go to File > Make a Copy.
3. If you want to edit the checklist in Excel, select File > Download, and choose Microsoft Excel (xlsx). Note that some file resizing may be required in order to download.

Additional resources

Additional resources

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