Getting Started with Klaviyo

Learn how to set your account up for long-term success, and beginner owned marketing strategies.

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  • 64 Replies

Klaviyo Onboarding Resources

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Julie Hayes
Julie Hayes
started this topic

Signup Form Best Practices

When editing your forms in Klaviyo, you’ll find several customization options for display and targeting located within the Behaviors tab:Dis...
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7 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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D
Contributor I
2 days 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
10 months 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
11 months 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
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
M
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!

1
alex.hong
3 years 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
9 months ago

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