Creating a process for onboarding new Klaviyo accounts

  • 11 August 2023
  • 2 replies

Userlevel 2
Badge +6

Hey there.

I’d like to create a process when I start working on a brand new Klaviyo accounts for clients.

What’s the first step, the second step, the third, etc. please ?

To me, first step : Integrate your Shopify/Woocommerce, etc.
Second step : xxxx
Third step : xxx
Fourth step : xxx

Thank you for your help.


Best answer by Ashley I. 11 August 2023, 14:11

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2 replies

Userlevel 6
Badge +36

Hi @Steve0603 ,

If you have access to the Klaviyo Academy, I would highly recommend the Getting started with Klaviyo course as it has a great outline on things you or the brands you are helping get setup should complete when creating a new Klaviyo account. 

Hope this helps!

-- Ashley Ismailovski

Userlevel 5
Badge +18

@Steve0603 - you can also find some helpful resources here - ecommerce onboarding checklists