Understanding guided setup in Klaviyo Starter in Shopify

You will learn

Learn what Klaviyo's guided setup creates in your account, in what order, and how to pick up where you left off, so you know exactly what's running when setup finishes.

Before you begin

Requirements: Guided setup starts automatically after you create your account inside Shopify. If you haven't installed the app yet, start with Getting started with Klaviyo in Shopify.

Enable the Klaviyo app embed in your Shopify theme before you expect a published form to appear on your storefront. If you skipped this during account setup, follow the storefront connection steps in the getting started guide above.

The 3 setup steps

Guided setup builds the core loop that turns store visitors into subscribers and subscribers into customers. You'll create these items in order:

1. Sign-up form. Pick a form layout, adjust the content, and click Use this form. This publishes the form, and subscribers it collects join your list. The Klaviyo app embed must be enabled for the form to appear on your storefront.
2. Welcome email. Choose a template (each is already styled with your store's branding, pulled from your Shopify theme), adjust the content, and click Use this email. This creates and activates an automation called Welcome Flow that emails new subscribers who join your list.
3. Abandoned checkout email. Choose and adjust a template, then click Use this email. This creates and activates an automation called Abandoned Checkout Flow that emails shoppers who start a checkout but don't place an order within a set time.

Note: If Klaviyo saves an email but can't set the automation live, it stays in draft and you'll see an error message. On the dashboard, find it in Automated messages, open its row menu, and select Enable.

When you finish the last step, you'll see a Setup complete! celebration and land on your dashboard.

Note: Guided setup doesn't include campaigns. You can create campaigns any time from the dashboard once setup is done.

Leaving and resuming setup

Completed steps stay saved when you close the app, reload the page, or reinstall it. When you return, guided setup resumes at the first unfinished step you haven't skipped. Klaviyo records a step as complete after its form or automation is created.

To skip a step without creating its form or automation, click Skip, then confirm with Skip for now. You can finish it later from your dashboard.

On the dashboard, select an unfinished task under Make the most of your account. If you skipped all 3 steps, select Continue onboarding to resume with the sign-up form.

Note: Completed steps stay completed. If you later delete the form or an automation that setup created, setup does not restart, and the app won't recreate them automatically. You can always create a new form or automation yourself from the dashboard.

What the setup emails do by default

• The welcome email sends immediately when someone joins your list through your form. If the list uses double opt-in, they must confirm their subscription first. If you leave the subject blank while editing, it sends as Welcome! Thanks for signing up.
• The abandoned checkout email waits 4 hours after someone starts a checkout and sends only if they haven't placed an order. A shopper can't enter this automation again for 7 days.
• Both emails use your account's default sender details. For new accounts, the From name uses your store name, and the From email uses your store's contact email, falling back to the store owner's email if no contact email is available. You can change the defaults in Settings, or change From email in an individual email's editor before activating it.

Note: Subscribers from your existing Shopify customer history don't receive the welcome email. Only new sign-ups trigger it.

Additional resources

• How to create and edit sign-up forms: change your form after setup.
• How to create and manage automated messages: edit the setup automations or add more.