Getting Started with Klaviyo
Learn how to set your account up for long-term success, and beginner owned marketing strategies.
- 8 Topics
- 63 Replies
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
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!
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!
New to Klaviyo? Need a resource to get you up to speed? Look no further than our on-demand course: Getting started with Klaviyo. You’ll learn how to set your account up for long-term success, and beginner owned marketing strategies. More specifically, you will walk through 6 main topics: Orientation: a walkthrough of what Klaviyo entails. Integration: how and why to integrate their ecommerce store. Audiences: list growth strategies and the difference between lists and segments. Campaigns: what a campaign is and how to build one. Flows: what a flow is, and the 3 key flows to set live. Next steps: where to go and what to do next as a new user. Register today, learn at your own pace, and set your account up for long-term success! Learn more here
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
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
New Topic Guidelines
If you’ve already contacted the Klaviyo Support Team about this issue, please wait for a response and check your spam inbox for an email before posting in the Community.
Keep your private information private. That means, leave out information such as email address, links to account, private API key, customer info, etc. out of your posts.
Collaborate and discuss ideas in a positive and respectful manner. We are all here to learn and work together.
Promotion of other products/services should be relevant to the original post. The product/service should directly assist the community member with their issue.
Include as much detail as you can in your posts where applicable. The more information (integration, error message, screenshot, etc.) you include, the easier other Community members can assist or add to your discussion.
Starting a discussion or writing a feature request? Let people know how they can join in or provide feedback! Are you looking for others to share their thoughts, recommendations, examples, etc? Be as specific as you can where applicable.
Most helpful members this week
Log in to the Community
Use your Klaviyo credentials
Log in with Klaviyo
Use your Klaviyo credentialsLog in with Klaviyo
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.