You will learn
Learn how to set up a customized ecommerce onboarding checklist and get started with Klaviyo.
How to use the sheets
Once you open the Google sheet, it will be in view only mode.
1. To make your own editable copy, go to File > Make a Copy.
2. If you want to edit the checklist in Excel, select File > Download, and choose Microsoft Excel (xlsx).
Email checklists
The checklists below will help you get started with a specific ecommerce integration. If you do not see your ecommerce integration listed, use the "standard" onboarding checklist.
Follow each checklist in the specific order recommended and as outlined.
- Shopify onboarding checklist
- Wix onboarding checklist
- WooCommerce onboarding checklist
- OpenCart 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
The checklists below will help you get started with SMS, depending on your region.
Follow each checklist in the specific order recommended and as outlined.
Note that some resizing of these documents may be required.