Get Started

Ready to start your journey with Klaviyo? This Power Path will give you the resources you need to configure your account and start sending. Access expert guidance and best practices to get up and running quickly.

The Get Started checklist

Brands in this stage should focus on getting the basics set up, getting templates built, and sending their first messages.

Configure your account

  • Integrate your merchant platform

    Shopify. Woo. Toast. PrestaShop. Custom-built. Klaviyo integrates with everything.

  • Import your profiles

    If you’re migrating over from another platform, make sure to import your contacts.

  • Review your attribution settings

    You can change your attribution window by channel and fine-tune how Klaviyo calculates revenue performance.

  • Set up your branded sending domain

    Establish a strong reputation with email inbox providers from day 1 by setting up a branded sending domain.

Shape your brand experience

  • Add your brand styles into Klaviyo

    Add your logo, brand colors, header navigation links, and social icon links. Upload custom fonts and brand guidelines to help train Brand Voice AI.

  • Create base templates and blocks

    Build a few different email templates that feel on brand. Create universal content blocks that you can use across templates like a header bar or Contact us block.

  • Customize your consent pages

    Review the default consent pages (subscribe page, email confirmation page, preference page, and unsubscribe page) and make changes to reflect your brand as needed.

Start messaging

  • Publish a welcome series flow

    Every new subscriber deserves a warm welcome. Launch this flow quickly by using a pre-built template.

  • Publish a pop-up form

    Start collecting new subscribers through a Klaviyo onsite form. Choose from a wide variety of beautiful templated designs.

  • Start sending campaigns

    Follow the email warming guidance in your account to make sure you’re building a strong sender reputation.

  • Publish 2 more flows

    Use pre-built templates to launch more flows. Focus on converting sales with automations like browse abandonment and abandoned cart flows.

Key learning resources to get started
Learn how to use the key features in Klaviyo, and get acquainted with industry best practices for email marketing through short courses on Klaviyo Academy.
Understand email deliverability

Explore the factors that impact whether your emails land in the inbox.

Getting started with email templates

Learn how to build visually appealing and high-converting email templates.

Getting started with segments

Learn what segments are, how to build them, and how to build a segmentation strategy.

Getting started with campaigns

Learn what kinds of campaigns to send, how to build them, and measure performance.

Getting started with flows

Learn flow basics, build your first flow, and get best practices for marketing automation.

Getting started with sign-up forms

Learn form basics, how to create a pop-up form, and best practices for list growth.

Prefer live learning?

We host over 60 live trainings each month, designed around specific topics to help users like you get the most value out of Klaviyo. Trainings are offered across a variety of time zones and languages to accommodate our global customer base.

Get started

Most useful features

Klaviyo is packed with capabilities, but here are a few key features that will be most helpful as you get started with Klaviyo.

Klaviyo gives you full control over how revenue is attributed channel-by-channel. The default attribution window for email opens and clicks is 5 days, but you can adjust this to whatever you like. You can also choose how Klaviyo accounts for factors like bot interactions and Mail Privacy Protection.

By the end of this Power Path, you should have:

3+
flows live in your account
2+
forms collecting subscribers
1
or more campaigns being sent each week
>$1
in attributed revenue
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