Understanding free plan limits and upgrading in Klaviyo Starter in Shopify

You will learn

Learn what's included in your free Klaviyo plan inside Shopify, what happens when you reach a limit, and what changes (and doesn't) when you upgrade.

What the free plan includes

Your free plan includes email campaigns, automated messages, sign-up forms, your store's audience data, and dashboard analytics, with these limits:

• 3 automated messages live at once. The count includes automations created at klaviyo.com.
• 250 active profiles and 500 emails per month.
• 1 live sign-up form.
• Powered by Klaviyo branding on emails and forms.

Email campaigns and automated messages share the same monthly email allowance, including emails sent from klaviyo.com. To check your usage, open Settings > Plan and usage.

What happens at a limit

• At 3 live automated messages, you can create another as a draft, turn an existing automation off to free a slot, or upgrade. Your existing automations aren't deleted.
• If you reach your email send limit, campaign and automated email sending pauses until your monthly allowance resets or you upgrade to a plan with more email sends. You'll see a warning as you approach it.
• When you reach the active profile limit, the dashboard shows Profile limit reached with an Upgrade option. You'll also see a warning as you approach this limit.
• At 1 live form, you can save another form as a draft. When you set a draft form live, choose Set this form live instead to unpublish the current form and publish the draft, or upgrade to keep more than 1 form live.

Upgrading

To upgrade, you need permission to manage billing in Klaviyo:

1. From the Klaviyo dashboard in Shopify, open Settings. Under Plan and usage, click Upgrade.
2. Follow the option shown:
   • If you see Create your Klaviyo login, click it and follow the link in the email to set your password. If the email doesn't arrive, use Resend email.
   • If you see Go to Klaviyo, click it and sign in if prompted.
3. In Klaviyo, select a plan and complete checkout. If plan selection doesn't open, select Billing from your account menu, then click Change plan.

What changes when you upgrade

• Everything stays connected: your lists, forms, automated messages, and campaign history carry over unchanged.
• A paid email plan increases your email and active profile limits, removes the live automation and form limits, and removes Powered by Klaviyo branding.
• At klaviyo.com, you can manage SMS, build advanced multi-step automations, and view more detailed analytics. SMS has its own plan and sending allowance.

Note: Nothing in your Shopify store changes when you upgrade; the app and your storefront keep working exactly as before.

Additional resources

• How to manage your settings: where branding status appears.
• How to create and manage automated messages: managing which automations are live.