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Getting Started

Check here to review our forum best practices and for new Klaviyo announcements!

15 Topics
Julie Hayes
Julie HayesKlaviyo Alum
published in Getting Started with Klaviyo
Welcome Series Setup and Best PracticesTutorial

What Is a Welcome Series Flow and Why Use One?A welcome series is a sequence of emails sent directly after someone signs up to hear from your brand. This is a critical moment in the customer lifecycle because it's your opportunity to introduce new, interested prospects to your business and product offering. With a welcome series, you should strike while the iron is hot and capitalize on this display of interest.A welcome series is crucial email automation, and Klaviyo provides a pre-built welcome series out-of-the-box. You will find a standard welcome series listed in the Flows tab of your account. If you want a more advanced welcome flow, you can browse different ideas in our Flow Library.How Does a Welcome Series Flow Work?Unlike many other recommended flows, a welcome series is a list-triggered flow. Whichever list you choose should be the list that new subscribers are added to when they sign up. There are four key ways that new contacts can be added to a list to trigger a welcome s

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Contributor I
5 months ago
Julie Hayes
Julie HayesKlaviyo Alum
published in Getting Started with Klaviyo
Signup Form Best PracticesTutorial

When editing your forms in Klaviyo, you’ll find several customization options for display and targeting located within the Behaviors tab:Display Timing: Setting a loading or scrolling delay creates a better experience for your visitors that’s both less intrusive and disruptive. Exit intent forms in particular have been shown to perform really well for this reason, and combining this behavior with a delay will ensure that your messaging reaches those visitors who have spent a decent amount of time on your site just before they go to leave. Display Frequency: It’s a good idea to hide forms from visitors who have already provided the information requested, but in the case where someone closed a form without submitting it, you can set the form to show again for that person after a certain number of days, when they may be more willing to subscribe.Devices: This is where you will choose which devices your form will appear on. Very often you’ll find you need to create a mobile-only version of

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David To
Klaviyo Employee
1 year ago
shoshana.antunes
Klaviyo Employee
shoshana.antunesKlaviyo Employee
published in Getting Started with Klaviyo
How often do segments update?F.A.Q.

Segmentation is one of the most powerful tools in Klaviyo! Segments update automatically and immediately.Once you create a segment, it will pull in customers that meet the definitions you set from anywhere in your Klaviyo account – this is why it’s important to confine a segment to a specific list if you’re using it for campaign targeting. Otherwise, you risk sending to people who have not opted in to receive your marketing messages!There are two exceptions to be aware of when discussing how often segments update: Segments that rely on relative time conditions, which are only true after a certain period of time (i.e. purchased from an email at least 5 days ago) - these types of segments update every 24 hours instead of real-time. Segments that rely on all “negative” conditions (i.e. everyone that is not in several specified lists) - these types of segments may update with a slight delay. If you’re new to segmentation and want to learn more, check out our guide!

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samdobreva
Contributor I
1 year ago
stephen.trumble
Community Manager
stephen.trumbleCommunity Manager
published in Getting Started with Klaviyo
Klaviyo Onboarding Resources

Discover all of the resources available to help you get up and running quickly, including comprehensive step-by-step guides, live trainings, on-demand courses, customer support, and more. -Ready to jump into specific tasks?We’ll guide you through each step of the way.-Get ahead with weekly live trainingsAccelerate your growth by tapping into our team of experts to support you on your onboarding journey.-Reach out to a Klaviyo expert. We're here to help.Klaviyo offers support and resources to help your brand get the most out of the platform. Click here to get started! 

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stephen.trumble
Community Manager
1 year ago
chloe.strange
Community Manager
chloe.strangeCommunity Manager
published in Getting Started with Community
Getting started with the Klaviyo Community

Hello and welcome to the Klaviyo Community! As a Community member, you’ll be able to collaborate with your peers, Klaviyo staff, and partners to learn, grow, and share tips on leveling up your ecommerce business.  Ready to get started? Take a look through these 5 steps to make sure you’re off to a successful start! Complete your profile information: By adding additional information to your profile, you are more likely to build a stronger network, and receive better and quicker replies from other users. In order to complete your profile information, navigate to My Profile (click on avatar in upper right corner) Make sure to include:  A profile picture (you can add a picture of yourself or your company's logo), A signature  This will appear at the bottom of every post you create (feel free to add a link to your website as well) The city and country you live in A little about yourself or your company Your job title  Join a group:  You’ll get the most out of the community when yo

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chloe.strange
Community Manager
1 year ago
stephen.trumble
Community Manager
stephen.trumbleCommunity Manager
published in Getting started with SMS
Getting Started with SMS

This just in from the Academy team: Getting started with SMS is LIVE! This resource will give you a solid foundation in SMS and more specifically will will walk you through 6 main topics: Orientation: understand why and how to enable SMS Establish Compliance: identify how to comply with SMS laws and maintain good deliverability Add subscribers: create SMS forms and identify the ways to grow an SMS list compliantly Build relationships: send successful SMS messages in campaigns and flows Measure performance: analyze the results of an SMS program to grow over time Next steps: where to go and what to do next as a new Klaviyo SMS user.  New to SMS? Want to learn beginner strategies and best practices? We’ve got you covered, get started today!

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stephen.trumble
Community Manager
2 years ago
Spark Bridge Digital LLC
Partner - Gold
Spark Bridge Digital LLCChampion & Partner
published in Getting started with SMS
SMS Strategy That Isn't Sales or Discounts

Hi Community! SMS has become a marketing tool that a lot of e-commerce brands know is important to their communication strategies, but they struggle with understanding how to communicate effectively through SMS. Sending out a promotional SMS each time that you have a sale launch on your website is a good starting point, but in today's marketing landscape, creating a relationship and trust is vital to the longevity of your brand. Luckily, SMS can be a great way to support that!  These are my go-to strategies I’ve created for clients who want to integrate SMS into their Klaviyo account, but want to expand their strategies outside of discounts and sales. There’s more to SMS than just welcome flowsOne of the very first SMS messages most brands set up is the go-to welcome offer. Sadly, their SMS communication usually goes dark shortly after that. Instead, what you should aim to do is create messages that connect, educate, and inspire your subscribers to click through the attached link back

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Mailbox Manny
Partner - Silver
2 years ago
stephen.trumble
Community Manager
stephen.trumbleCommunity Manager
published in Getting Started with Klaviyo
Friday FAQ: what are some helpful tips and tricks for campaign design?

 🎙️ This week’s Friday FAQ: what are some helpful tips and tricks for campaign design? 🎙️Join @Taylor Tarpley  and learn how to optimize your campaign emails to match your unique branding and drive conversions.  

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Taylor Tarpley
Community Manager
2 years ago
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Contributor I
maximus007Contributor I
asked in Getting Started with Klaviyo
Setting Up Shopify Integration & Getting Started with Flows

Hello! I am wondering if there are any good, easy sources for setting up klaviyo + Shopify? And then once set up getting all my basics covered with the main flows, etc….??? Thanks!

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alex.hong
3 years ago
chloe.strange
Community Manager
chloe.strangeCommunity Manager
published in Getting Started with Community
Rewards and recognition in the community

Hi there, Klaviyo Community! Badges are awarded to recognize your contributions and showcase your level of expertise. Check out the badges that you can earn below!  Engagement Badges First post 1 topic created Active user   5 contributions Power user   15 contributions Innovator   10 answers given Helping hand   20 answers given  Engagement Badges Based on Product Area: Industry specialist   Topics created in the Community Commons Product specialist Answers given in any of the product areas Admired admin Answers given in Accounts and Settings Smart sender Answers given Campaigns and Flows People person Answers given in Lists, Segments, and Profiles Form fanatic Answers given in Sign-up Forms Active analyst Answers given in Analytics and Deliverability SMS specialist Answers given in SMS Email designer Answers given in Email Templates and Coupons System

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chloe.strange
Community Manager
21 days ago
cassy.lee
cassy.leeKlaviyo Alum
posted in Getting Started with Community
Welcome and Nice to Meet You!

Hi Community friends!Welcome to the beta of our Klaviyo Community Forum. We can't wait to learn more about you and your business. To kick things off, let’s share some proper introductions. What's your name?  What are you most passionate about? Where do you work and what is your role? What’s one thing you love most about your company?We’re stoked to have you here with us, and we’re looking forward to building an incredible community with you.

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JulepRose
Contributor I
1 month ago
stephen.trumble
Community Manager
stephen.trumbleCommunity Manager
published in Getting started with SMS
Friday FAQ: How can I get more SMS subscribers?

 🎙️ This week’s Friday FAQ: How can I get more SMS subscribers? 🎙️ Join Emily for a 60-second rundown on how you can build your SMS subscriber list and get more messages into the hands of your customers.  

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Brett_Gatsby
Problem Solver IV
7 months ago
ashley_mcdermott
Klaviyo Employee
ashley_mcdermottCustomer Ed.
published in Getting Started with Klaviyo
Create your first Klaviyo segments course

Are you new to Klaviyo or need some extra guidance to build your first segments? If so, we have just the resource for you! Head to our newest Academy course: Create your first Klaviyo segments.  By the end of this course, you’ll be able to:Explain what a segment is. Access Klaviyo's pre-built segments. Build a segment from scratch. Gain inspiration for which segments to target. Expand your segments with conditional logic. Send campaigns to targeted segments.  Register today and learn at your own pace! Get started: https://academy.klaviyo.com/create-your-first-klaviyo-segments  

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ashley_mcdermott
Klaviyo Employee
1 year ago
Peters-Orchids
Contributor I
Peters-OrchidsContributor I
posted in Getting Started with Community
It's great to be here.

Hi everyone,My name is Peter Johnson from Orchids In Print.My business is based around my hobby of growing orchids. Over the years I have built a library of photos of orchids that I have bloomed, so I decided that we could create an e-commerce business by adding the orchid images with their names to products and offer them for sale.They are aimed at people who love and enjoy orchids. I have used other quality email marketing systems, however, I am finding the fact that Klaviyo has been developed purposely for e-commerce an absolute bonus.I look forward to working in this community.One thing I would like to know is, are there store owners who’s target market is 35yrs to 65+yrs?Hope you are al having a great week,Peter 

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S
Problem Solver III
1 year ago
A
Contributor I
Aash ThapaContributor I
posted in Getting Started with Community
Howdy Everyone!

My name is Aash, recently joined this community and I’m glad to be here. Still in the learning process and getting to know the in’s and out’s but I’m excited to get in touch with the amazing people here and be able to share my experience and journey! Look forward to connecting with everyone

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David To
Klaviyo Employee
3 years ago
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