How to use the marketing agent

Overview

The marketing agent is Klaviyo’s AI-powered tool to generate an on-brand marketing plan. Using only your website, the marketing agent gathers your brand assets, analyzes your brand voice, and builds a starter plan.

Before you begin

Set up the marketing agent

1. Access the marketing agent.

   From within your Klaviyo account, navigate to the marketing agent via the button in the top right of the Klaviyo navigation bar.

   

2. Review your brand settings.

   The marketing agent will use your organization's website to gather information about your brand. It will collect images, copy, brand voice, and brand color information. This process typically takes 30-60 seconds to complete.

   Once the scraping process completes, you will be able to review your brand settings and adjust any inputs that have been pre-filled. This is also where you can set the language that will be used for generating content.

   Once complete, click the Yes, create button on the left side of the screen.

   There are multiple reasons why the information may not be pre-filled, most commonly due to a password-protected site or a restriction in the website’s robots.txt file. You can still manually input the brand settings to progress.

3. Finish setting up your account during the generation process (new accounts only).

   The generation process often takes 5–10 minutes. You will receive an email when the generation process completes, so you can safely navigate away from this screen.

   If you’re setting up a new account, we recommend that you use this time to complete your account setup by clicking the Set up account button on the left. This step involves verifying your email, your sender information, integrating your platform (if an integration exists), and uploading a list of existing subscribers. 

Review your marketing plan

Once the generation process is complete, you will see your marketing plan recommendations.

• All accounts will receive 4 campaigns. All campaigns will be scheduled to send to a segment of your subscriber list intended to ensure deliverability.
• You will receive a signup form and a welcome series flow if those are not yet set in your account.
• You will receive an abandoned cart flow and order confirmation flow if your account is detected to be integrated with: Shopify, BigCommerce, Magento 2, WooCommerce, Wix, PrestaShop, or Salesforce Commerce Cloud.
• You will receive an order confirmation flow if your account is detected to be integrated with: Olo, Thanx, or Toast.

When you click into a recommendation, you can review the generated content. You can see the desktop and mobile preview of the content as well as any recommended settings.

If you approve of the content, you can select the Launch button to launch the campaign, flow, or form. You will receive a warning if there are any prerequisite setup steps required to launch.

If you want to make edits to the content before launching, you can click the Edit button. This will create the content in your account. You can edit it just as any other campaign, form, or flow in Klaviyo. You can add your own image assets, edit text, and adjust all settings.

If you click the Delete button, this recommendation will be removed from your feed. Additionally, you can click the Provide feedback button to give Klaviyo more context about the recommendation. The marketing agent will use this information to guide future generations.

Returning to the marketing agent

You can return to the marketing agent at any time and review the impact of the objects it generated. Every 7 days you will have the ability to run another marketing agent generation.

FAQ

• How long does a generation take?
  • The marketing agent generation often takes up to 10 minutes, but during periods of high demand it may take longer. You will receive an email when your recommendations are available.
• Which languages are supported?
  • Currently, content can only be generated in English. Support for additional languages is coming soon.
• Can I edit the content before I send?
  • Yes, you can click Edit on any recommendation to edit it in the Klaviyo builder.
• Is the marketing agent free to use?
  • Yes, all Klaviyo accounts have access to the marketing agent.
• Can I regenerate sooner than 7 days?
  • No, currently you can only generate new recommendations every 7 days.
• What image types can the marketing agent gather from my website?
  • The marketing agent can currently gather .png, .jpg, .jpeg, and .gif image file types. Other image file types (such as .svg and .webp) will not be used in generating content.