How to create and manage automated messages in Klaviyo Starter in Shopify

You will learn

Learn how to create automated messages (emails that send themselves when shoppers take an action), edit them, and turn them on or off, so your store keeps marketing while you run your business.

Before you begin

Requirements: Start from your dashboard after guided setup. Setup offers a Welcome Flow and an Abandoned Checkout Flow. Check their status in Automated messages before creating another automation. Skipped setup steps do not create automations. See Understanding guided setup.

Automated messages you can create

From the dashboard, create any of these. Each comes with branded templates and recommended settings:

• Welcome: emails new subscribers as soon as they join your Email List.
• Abandoned Checkout: emails shoppers who start a checkout but don't place an order.
• Abandoned Cart: emails shoppers 4 hours after they add an item to their cart, if they haven't placed an order or added another item since entering the automation.
• Browse Abandonment: emails shoppers who view a product but don't add to cart, start a checkout, or buy.
• Post-purchase: emails customers 3 days after they place an order.
• Customer thank you: thanks customers 1 day after a purchase.
• Customer Winback: re-engages customers 75 days after an order if they haven't purchased again.

Note: You can have up to 3 automated messages live at once on the free plan, including live automations created at klaviyo.com. To set another automation live, turn one off first or upgrade.

Create an automated message

1. From the dashboard, choose Create automation in the Automated messages section.
2. Under Automatically send when, select the trigger for your message, then click Continue.
3. Choose a template. Each is pre-styled with your store's branding.
4. Adjust the content, subject line, and sender details as needed.
5. Click Set Live. The automation is created and starts running. To save it without sending, choose Save as draft instead.

Edit an automated message

1. Open the automation from the Automated messages table on the dashboard.
2. Change the design or details, then click Save. If you selected a different template, click Save again in the confirmation dialog to replace the current email. If the automation is live, it keeps running while the email is updated.

If you are prompted to edit an automation created at klaviyo.com, click Edit in Klaviyo to open your flows there and make changes.

Turn an automated message on or off

1. In the Automated messages table, open the row menu.
2. Choose Enable to set the automation to Live, or Disable to stop automatic sending. If you choose Disable, click Disable again in the confirmation dialog. The status changes to Manual.

Turning an automation off is always allowed. Turning one on checks your live limit first.

Note: If Klaviyo can set up your automation but can't switch it on (for example, a temporary error), it's saved as a draft instead of being lost. Enable it from the dashboard when you're ready.

Delete an automated message

Deleting an automated message is permanent and cannot be undone. In the Automated messages table, open the row menu and choose Delete, then click Delete in the confirmation dialog. You'll see Automated message deleted. Deleting doesn't undo messages that already sent.

Additional resources

• Understanding free plan limits and upgrading: what counts toward your live automation limit.
• Understanding your dashboard and analytics: reading each automation's results.