Account Administration How-Tos

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 retry a credit card payment in Klaviyo if a recurring payment has failed.  We recommend only trying this approach 2 times per invoice.  Before you begin This article...

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...

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...

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 ...

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 ...

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...

Overview Learn how to enable two-step authentication to help make your Klaviyo account more secure. When you have two-step authentication enabled, you need to sign in using your username and passwo...

You will learn 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 ...

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 Find out how to access and and manage your API keys for your Klaviyo account.  Difference Between Public and Private API Keys Your public API key is also called your Site ID. This is a sho...

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...

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...

You will learn Learn how to customize email content, target based on language preferences, and change signup form opt-in text in Klaviyo. Klaviyo does not currently have a built-in feature that aut...

You will learn 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.  Before you begin ...