Creating a process for onboarding new Klaviyo accounts

2 replies
707 views

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.

This topic has been closed for replies.

Ashley I.Answer

2025 Champion

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

Ashley Ismailovski, Klaviyo Champion & Director of Email Marketing at SmartSites https://www.smartsites.com/

Ashley I.Answer

2025 Champion

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

Ashley Ismailovski, Klaviyo Champion & Director of Email Marketing at SmartSites https://www.smartsites.com/

inboxingmaestro

Partner

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

Regards,

Mohsin

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