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Creating a process for onboarding new Klaviyo accounts

  • August 11, 2023
  • 2 replies
  • 564 views

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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.

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

2 replies

Ashley I.
Partner - Platinum
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  • 2025 Champion
  • Answer
  • August 11, 2023

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


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

Regards,

Mohsin