Getting started with Klaviyo Starter in Shopify

You will learn

Learn how to set up Klaviyo directly inside your Shopify admin so you can collect subscribers, send automated emails, and track the sales your marketing drives, all without leaving Shopify.

Before you begin

Requirements:

• You must be the store owner of your Shopify store, signed in with a verified email address. Staff and collaborator accounts can't complete setup inside Shopify (see the note below).

Note: Already using Klaviyo? Use your existing account instead of creating another. On the welcome screen, select Connect Shopify to your existing account. If you see Log in to Klaviyo, log in to your existing account to finish connecting Shopify. Follow any prompts to continue at klaviyo.com. If you already started Klaviyo Starter setup, reopening the app takes you to an unfinished step or your dashboard.

Install the Klaviyo app

1. In the Shopify App Store, search for Klaviyo and click Install.
2. Approve the permissions Shopify asks for. Klaviyo uses these to sync your customers, orders, and store activity.
3. The app opens inside your Shopify admin.

Create your account

1. On the welcome screen, review Klaviyo's terms of service and privacy policy. Clicking Create account accepts them. The newsletter checkbox is optional.
2. If Shopify doesn't have complete business details for your store, fill in the form that appears. It is prefilled with what Shopify has. Company name, Street address, City, and Country are required.
3. Click Create account. Klaviyo creates your account using your Shopify details: your organization name (or your shop name if blank), your store's website, and your store's contact email as the default sender address. If no contact email is available, it uses the store owner's email.

Note: Only the store owner with a verified email can create the account inside Shopify. If you see Get Started in Klaviyo instead of Create account, click it to finish signing up and connecting your store at klaviyo.com. Staff members, collaborators, and owners whose Shopify email is unverified use this route. Your Shopify details are prefilled when available.

Connect Klaviyo to your storefront

Sign-up forms and on-site tracking require the Klaviyo app embed in your theme. After creating your account, enable the embed if prompted. If it is already enabled, the app continues to guided setup.

1. On the Connect Klaviyo to your storefront screen, click Connect with storefront. This opens your Shopify theme editor in a new tab with the Klaviyo embed ready to enable.
2. In the theme editor, turn on Klaviyo Onsite Javascript and click Save.
3. Return to the Klaviyo tab. When the app confirms the embed, you'll see an App embed enabled message and move to the next step automatically.

Note: You can click Skip to enable the embed later. If the app cannot confirm the embed after you return, it continues to guided setup automatically. Continuing does not confirm that forms and on-site tracking are working. Once you reach the dashboard, open Settings > Store connection to check the embed status. If it is disabled, click Open theme editor, turn on Klaviyo Onsite Javascript, and click Save.

If the store connection cannot load, click Try again to reload it.

Complete guided setup

After your account is created, Klaviyo walks you through 3 steps that give your store a working marketing foundation:

1. Publish a sign-up form to start collecting subscribers. Choose and edit your form, then click Use this form.
2. Set a welcome email live so new subscribers hear from you right away. Choose a template, review the content and sender details, then click Use this email.
3. Set an abandoned checkout email live to recover shoppers who don't finish buying. Choose a template, review the content and sender details, then click Use this email.

See Understanding guided setup for what each step creates. Klaviyo remembers completed steps. You can close the app and return to continue an unfinished step.

To leave a guided setup step for later, click Skip, then Skip for now. To return from your dashboard, click Continue onboarding or select an unfinished item in the setup checklist.

Outcome

When setup finishes, review your sign-up form and automated messages on the dashboard. Check that each item you want to use is Live, and finish any skipped steps. As shoppers subscribe and buy, your dashboard fills in with results.

Next steps

• Create your first campaign to announce a sale or product. See How to create and send an email campaign.
• Add more automations like abandoned cart or winback emails. See How to create and manage automated messages.
• Review your sender details in Settings so emails come from the name and address you want. See How to manage your settings.

Additional resources

• Understanding guided setup: what the 3 setup steps create in your account.
• Troubleshooting Klaviyo in Shopify: fixes for the most common setup issues.