How to set up SCIM user provisioning
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...
Read More...
Troubleshoot SSO errors
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...
Read More...
How to set up single sign-on for Klaviyo One users
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...
Read More...
How to change your plan in Klaviyo
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...
Read More...
How to reset your Klaviyo password
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 ...
Read More...
How to create a private API key
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...
Read More...
How to turn on auto-upgrade billing
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...
Read More...
How to migrate off of Klaviyo
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...
Read More...
How to cancel your Klaviyo account
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...
Read More...
How to update your billing email address
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...
Read More...
How to enable hosted pages
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 ...
Read More...
How to find and update your tax ID in Klaviyo
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...
Read More...
How to add a tag to a campaign or flow
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...
Read More...
How to add a tag to a list or segment
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...
Read More...
How to add users and manage permissions
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 ...
Read More...
How to keep your account secure
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...
Read More...
How to transfer account ownership
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...
Read More...
How to update your content management settings
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...
Read More...
How to update your industry and vertical in Klaviyo
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...
Read More...
How to file as tax exempt for US customers
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 ...
Read More...
How to add trusted devices
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...
Read More...
How to turn on multi-factor authentication
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...
Read More...
How to contact support
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...
Read More...
How to access recent exports and downloads
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...
Read More...
How to manage your account's API keys
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...
Read More...
How to copy flows and templates between Klaviyo accounts
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 ...
Read More...
How to view your account's payment history
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...
Read More...
How to adjust the timezone setting for your account
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...
Read More...
How to change the currency for your account
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...
Read More...
How to change your account email and password
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...
Read More...