How to create and send an email campaign in Klaviyo Starter in Shopify

You will learn

Learn how to create a one-time email campaign, choose who receives it, and send or schedule it, so you can announce sales, products, and news to your subscribers.

Before you begin

Requirements: Start from your Klaviyo Starter dashboard in Shopify. During guided setup, you can complete or skip the individual setup steps to reach it. You'll also want subscribers on a list. See How to create and edit sign-up forms.

Step 1: Choose a topic

1. From the dashboard, find Messages and click Create message. Keep Email selected and click Confirm.
2. If you want a custom name, enter it in Name your campaign.
3. Answer What's your email about? by picking Sale, Product, Informational, or Business update. Your choice determines which templates you see next. Click Continue.

Step 2: Design your email

1. Pick a template. Each is pre-styled with your store's branding.
2. Edit the content, subject line, preview text, and sender details.
3. Click Continue to save your email and choose your audience.

Step 3: Choose your audience

1. Select one list or segment to receive the campaign, such as your Newsletter list. Click Continue.

Step 4: Send or schedule

1. Choose Send now, Send at next best time to use the recommended time shown, or Schedule ahead and pick a future date, time, and timezone.
2. Click Send now and confirm, or click Schedule campaign to schedule the selected time. You can also click Save as draft to finish later.

Track your campaign's status

The Messages table on your dashboard shows each campaign's status: Draft, Scheduled, Preparing to send, Sending, Sent, or Cancelled.

Edit, clone, reschedule, or delete a campaign

• Edit: click a draft campaign's name in Messages. Only draft campaigns built with the drag-and-drop email editor can be edited here. For campaigns created at klaviyo.com, select Edit in Klaviyo when prompted. Other unsupported campaigns show an explanation, for example Only campaigns using a drag-and-drop email can be edited here.
• Clone: for a campaign created in Klaviyo Starter, open its three-dot menu in Messages and select Clone. This creates a new draft copy, useful for resending a past campaign with tweaks. Campaigns created at klaviyo.com must be cloned there.
• Reschedule: while a campaign is Scheduled and its send time is more than 15 minutes away, open its three-dot menu in Messages and select Revert to draft. Confirm Revert to draft to stop the scheduled send. Once its status is Draft, click its name, make your changes, and follow the audience and send-time steps to schedule it again.
• Delete: available for drafts only. Deletion is permanent. To delete a draft, open its three-dot menu in Messages, select Delete, and confirm. Sent campaigns stay in your history.

Note: A just-sent campaign's results take several minutes to appear in your dashboard reports. See Understanding your dashboard and analytics.

Additional resources

• Understanding your dashboard and analytics: how campaign results are measured.
• Understanding free plan limits and upgrading: monthly email send limits.