Overview
New to Klaviyo and not sure what to do first? Find below links for Klaviyo’s Onboarding checklists. Select the checklist that corresponds with your ecommerce platform. Once you open the Google sheet, it will be in view only mode. To make your own editable copy, go to File > Make a Copy.
If you want to edit the checklist in Excel, select File > Download, and choose Microsoft Excel (xlsx).
Email Checklists
- Shopify Onboarding Checklist
- WooCommerce Onboarding Checklist
- Magento 1 Onboarding Checklist
- Magento 2 Onboarding Checklist
- BigCommerce Onboarding Checklist
- Salesforce Commerce Cloud Onboarding Checklist
- PrestaShop Onboarding Checklist
- Standard Ecommerce Platform Onboarding Checklist
SMS Checklists
Note: Some resizing may be required.