Account Administration How-Tos

Overview You have the option to turn on auto-upgrade billing for both email and SMS plans in your Klaviyo account. This feature affords you the opportunity to avoid hitting your monthly sending lim...

Overview If you’ve decided to move from Klaviyo to another provider for SMS, email, or both, it’s important to take the information you have in Klaviyo with you, and turn off features you are no lo...

Overview Within Klaviyo, your account Owner has the ability to cancel your subscription payments and end service for Klaviyo’s email and SMS channels. In this article, you will find step-by-step in...

Overview In Klaviyo, you can update your billing email address within Billing Preferences. By default, all billing notifications are sent to the account Owner’s email address. In some cases, you ma...

Overview Hosted pages can be used to display custom-coded unsubscribe and manage preference pages to your subscribers. In this article, you will learn how to enable this feature in your account. T...

Overview You can add and update your tax ID in Klaviyo within the Billing Preferences page of your account. After you add this information, you will be able to view your tax ID on all future billin...

Overview Tags can help you organize content across Klaviyo, streamlining your workflow and making it easier for different teams to collaborate. You can either add tags when creating your campaigns ...

Overview Tags allow you to organize items across different areas in Klaviyo, streamlining your workflow and making it easier for different teams to collaborate. For lists and segments, you can eith...

Overview Owners and Admins have the ability to add new users to their Klaviyo account and set their roles. In this article, you will learn how to complete each of these tasks. For information on h...

Overview It is important to always ensure that your Klaviyo account and data are as secure as possible. Especially during times of increased traffic to your site and messaging from your brand, keep...

Overview Only account owners have the ability to transfer ownership of their account to a new owner. If you've purchased or inherited a store from a prior owner, you must work with the prior owner ...

Overview If you have hosted pages in Klaviyo for a content management system (CMS) — a software used to create, modify, and manage digital content (e.g., WordPress), then you will have the option t...

Overview Your Klaviyo account should always accurately reflect your business’ industry and vertical. You can view and edit this information directly within your account page to ensure that this is ...

Overview Klaviyo charges sales tax on email payments for US customers to comply with state laws; however, businesses and organizations that meet specific criteria may be tax-exempt. Customers who p...

Overview Klaviyo SMS can only be set up by account Owners and Admins.  Learn how to review and edit your SMS settings to fit your business needs. Please note that SMS is available only in certain...

Overview The ability to add trusted devices adds an extra layer of security to your Klaviyo account. However, we encourage you to enable two-step authentication as a best practice to ensure the pro...

Overview Two-step authentication is a tool that you can use to add another layer of security to your Klaviyo account. When you have two-step authentication enabled, you'll need to sign in using you...

Overview Klaviyo uses Gravatar to set profile pictures that appear beside your account name in the app. In this article, you will learn how to add this photo if you do not already have one. Add a P...

Overview Learn more about our resources and materials to help you get the most out of your Klaviyo account. Free Plans Klaviyo is proud to offer free plans to our many valued customers. Our Help C...

Overview If you are downloading a significant amount of data from your Klaviyo account or you want to review recent downloads, you can make use of the Downloads tab. Here, you'll see a list of all ...

Overview As you look to leverage Klaviyo's API or integrate with other third-party tools, you will need to know where to find your account's API Keys.  Every individual Klaviyo account has one publ...

Overview If you use multiple Klaviyo accounts to manage multiple online stores, there may be instances when you'd like to copy content over from one account to another. If you use the multi-account...

Overview A payment history can simplify how you organize your financial records, alert you to any potential issues with payment processing, and allow you to keep track of what plan upgrades you’ve ...

Overview Your account's timezone is used to display dates and times for all tracked events. If your timezone is improperly set, this may skew the tracked email and event activity, as well as genera...

Overview Learn how to change the default currency prefix from dollar sign ($) to another currency symbol in your Klaviyo account. If you do business using a different currency, follow the steps out...

Overview In your Account Settings, you have the ability to set up your Klaviyo account with your preferred credentials. These settings include the options to: Change the email address associated w...

Overview Klaviyo does not currently have a built-in feature that automatically translates email content into different languages. However, if you want to configure email templates in a variety of l...

Overview In this article, you will learn how to update the credit card information associated with your account. Please note that Klaviyo does not support multiple credit cards in a single account....

Overview By default, all free accounts have Klaviyo branding in their email footers. However, you can edit the Klaviyo branding by selecting from a variety of different design options. Follow these...