Account Administration How-Tos

You will learn Learn how to set up a system for cross-domain identity management (SCIM) user provisioning in Klaviyo. This feature is currently in limited availability. If you don't see it in your...

You will learn Learn how to troubleshoot errors for single sign-on (SSO) with Klaviyo. This article is meant for those familiar with SSO, such as IT professionals.  For more information, please see...

You will learn  Learn how to set up single sign-on (SSO) in Klaviyo.  This feature is only available for Klaviyo One users. You must be an Admin or Owner to set up this feature.  Why use SSO S...

You will learn Learn how to upgrade or downgrade your Klaviyo billing plan.  This article does not discuss canceling. If you wish to cancel your plan, please read How to cancel your Klaviyo account...

You will learn Learn how to reset a forgotten Klaviyo password when you're unable to log in.  Reset a forgotten password If you have forgotten your password and are locked out of your account, you ...

You will learn Learn how to create a private API key with a scope.  A scope allows you to restrict access for third parties using a private API key. Adding a scope helps you protect your and your c...

You will learn Learn how to turn on auto-upgrade billing for your Klaviyo plans as well as how this feature works.  About auto-upgrade Auto-upgrade helps you avoid hitting your profile and SMS cred...

You will learn Learn which steps to take when you're migrating off of Klaviyo, regardless of whether you're changing to another provider for SMS, email, or both.  If you cancel your SMS plan but c...

You will learn Learn how to cancel your subscription payments or stop using either SMS or email in Klaviyo. Canceling your subscription will not close or completely delete your Klaviyo account's co...

You will learn Learn how to update your billing address, which is set to the Owner's email address by default.  Before you begin Note that only account Owners and Admins can update your account's b...

You will learn Learn how to turn on hosted pages in your Klaviyo account. Hosted pages can be used to display custom-coded unsubscribe and manage preference pages to your subscribers. This setting ...

You will learn Learn how to add and update tax ID in Klaviyo. After you add this information, you will be able to view your tax ID on all future billing invoices. The label on your tax ID input ma...

You will learn Learn how to add tags to campaigns and flows.  Why use tags? Tags can help you organize content across Klaviyo, streamlining your workflow and making it easier for different team...

You will learn Learn how to use tags to organize items across different areas in Klaviyo, streamline your workflow and make it easier for different teams to collaborate. For lists and segments, you...

You will learn Learn how to add new users to a Klaviyo account and set their roles. Note that only Owners and Admins have this ability. For information on how to change your account Owner, head to ...

You will learn Learn how to make sure your Klaviyo account and data are as secure as possible. Configuring your communication and assigning roles correctly is critical, especially when there's incr...

You will learn Learn how to transfer ownership of a Klaviyo account to a new owner.  Only account owners have the ability to transfer ownership of their account to a new owner. Before you begin P...

You will learn Learn how to update your content management settings in Klaviyo. In most cases, you'll want to do this if you have hosted pages in Klaviyo for a content management system (CMS), whic...

You will learn Learn how to view and edit your business' industry and vertical in Klaviyo. Your Klaviyo account should always accurately reflect your business’ industry and vertical.   You can onl...

You will learn Learn what Klaviyo requires to approve requests for tax exemption for customers purchasing an email plan. Klaviyo charges sales tax on email payments for US customers to comply with ...

You will learn Learn how to add trusted devices to your Klaviyo account.  Before you begin The ability to add trusted devices adds an extra layer of security to your Klaviyo account. However, we en...

You will learn Learn how to set up multi-factor authentication to help make your Klaviyo account more secure. When you have multi-factor authentication enabled, you need to sign in using your usern...

You will learn Learn more about our resources to help you get the most out of your Klaviyo account. To view available support options in your account, please log in to Klaviyo and visit our support...

You will learn Learn how to find your recent exports by accessing the Downloads tab. Here, you'll see a list of all of your downloads from the last 30 days and can check the progress of any pending...

You will learn Find out how to access and and manage your API keys for your Klaviyo account.  If you want to learn about creating a private API keys, read How to create private API keys.  Differenc...

You will learn Learn how to copy your templates and flows from one account so that you can use them in another account.  Before you begin You must have the proper permissions to transfer templates ...

You will learn Learn how to view the amount, a short description, status, and date of each payment as well as see a detailed invoice in Klaviyo. View your payment history Click on your organizatio...

You will learn Learn how to change the timezone for your Klaviyo account.  Your account's timezone is used to display dates and times for all tracked events. If your timezone is improperly set, thi...

You will learn Learn how to change the default currency prefix from dollar sign ($) to another currency symbol in your Klaviyo account. Before you begin If you do business using a different currenc...

You will learn Learn how to change the email address and password for your account. Note that this article only applies to those who are able to log in. Check out our article on resetting a passwor...