Setting up a Klaviyo email marketing account may seem like a simple process at first. In reality, there are many considerations you should make to ensure your emails deliver as best as possible from the get-go.
As the master in all things Klaviyo, we are here to point you in the right direction. Make sure to include these in your account set-up to tick all the boxes from the start of your email marketing journey.
Your set-up checklist
Four things not to skip
Set It Up Right
This is now a requirement on Klaviyo, but it can be confusing for business owners who are not familiar with it. Verifying your domain involves connecting your Klaviyo settings to your website's DNS to communicate that your business is legitimate. Do it through your domain provider (like GoDaddy) to add the extra level of validity your account needs to deliver emails well.
Most e-commerce platforms integrate quite easily into Klaviyo. Common ones that are simple to connect are Shopify and WooCommerce. Head to the settings in the bottom left of your Klaviyo account, search for your platform under integrations, follow the steps, and you will be connected in no time.
Connecting this way ensures your product feeds pull through dynamically to your emails, keeping your content as up-to-date as possible for your customers. If you cannot find your platform in the integrations menu, you may need guidance from your website provider.
Set up your first customer list using the data you have from prior transactions. No data yet? That is okay too, create a pop-up form to begin gathering email addresses.
If you have pre-existing data, it is crucial to check that customers have opted in and provided marketing consent before uploading them, so you are not sending unwanted content or overstepping legal boundaries. It is also important to suppress unsubscribers if you are moving from another provider, so you do not contact people who have already opted out.
Building a master template with your key design assets guarantees you have everything you need when creating emails. Save assets such as your logo, menu bar, product recommendations, customer review templates and footers as universal blocks. This makes constructing emails a breeze in the future.
