Klaviyo is a powerful email and SMS marketing platform, especially popular with e-commerce brands for its automation and segmentation capabilities. Here’s a beginner-friendly guide to using Klaviyo effectively:

🛠️ Step-by-Step: How to Use Klaviyo

1. Create an Account

• Go to klaviyo.com and sign up.
• Connect your e-commerce platform (e.g., Shopify, WooCommerce, BigCommerce).

2. Import Contacts

• Go to Audience > Lists & Segments.
• Click Create List / Segment > choose List.
• Upload your CSV file or sync contacts from an existing platform (like Mailchimp or Shopify).

3. Create Signup Forms

• Navigate to Signup Forms.
• Click Create Signup Form (popup, flyout, embedded).
• Customize with branding, and add form fields (email, name, etc.).
• Set display settings and publish.

4. Build Email Campaigns

• Go to Campaigns > Create Campaign.
• Choose Email or SMS.
• Design the email with the drag-and-drop editor or use a pre-built template.
• Choose your audience segment.
• Schedule or send immediately.

5. Set Up Flows (Automation)

• Navigate to Flows > Create Flow.
• Choose from templates (e.g., Welcome Series, Abandoned Cart, Post-Purchase).
• Drag & drop emails, time delays, and logic branches.
• Example:
• Trigger: Joins list
• Delay: 1 day
• Email 1: Welcome Email
• Delay: 3 days
• Email 2: Product Education

6. Segment Your Audience

• Go to Lists & Segments > Create Segment.
• Set conditions like:
  • “Has placed order at least once”
  • “Opened email in the last 30 days”
• Segments update automatically as contacts meet the conditions.

7. Track Performance

• Navigate to Analytics or view Reports for campaigns and flows.
• Metrics to watch:
  • Open Rate
  • Click Rate
  • Revenue per Recipient
  • Unsubscribes

🧠 Tips for Success

• Use Smart Sending: Avoid emailing contacts too frequently.
• A/B Test Subject Lines: Improve open rates.
• Use Personalization Tags: E.g., {{ first_name }}.
• Sync with Facebook Ads: Create lookalike audiences based on email segments.