Account Administration How-Tos

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 SMS allows you to communicate effectively with customers via text. If you previously paid for other SMS tools alongside your Klaviyo account, you can now send text messages directly throug...

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 Free Plans We have many customers with free plans using the Klaviyo platform. At this time, we are only able to offer live chat support to customers on paid plans. Our Help Center provide...

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 Billing 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 ma...

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 Klaviyo's month-to-month billing structure makes it easy to adjust your subscription at any time. If you have a monthly paid subscription and choose not to renew your subscription, we ask ...

Overview Klaviyo does not automatically convert any currency amounts that sync into your account through an integration. The default currency prefix for every account is the dollar sign ($). This m...

Overview In your Account Settings, you have the ability to: Change the email address associated with your account Change your password Change the first and last name associated with your account ...

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...