How to use the ecommerce onboarding checklists

read
Last updated at:

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.

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. 

 

Additional resources

x
Was this article helpful?
222 out of 322 found this helpful