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: Complete guided setup first; campaign creation becomes available from the dashboard afterward. 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, click Create campaign.
2. Answer What's your email about? by picking Sale, Product, or Informational. Your choice determines which templates you see next.

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. Continue to the next step.

Step 3: Choose your audience

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

Step 4: Send or schedule

1. Choose Send now, or Schedule ahead and pick a date, time, and timezone.
2. Confirm to send or schedule. You can also click Save as draft to finish later.

Track your campaign's status

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

Edit, clone, or delete a campaign

• Edit: only draft campaigns built with the drag-and-drop email editor can be edited here. Anything else shows an explanation, for example Only campaigns using a drag-and-drop email can be edited here.
• Clone: creates a new draft copy of any campaign, useful for resending a past campaign with tweaks.
• Delete: available for drafts only. 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.