Getting Started - Klaviyo
2026-03-10 20:42 Diff

The Get Started checklist

Brands in this stage should focus on getting the basics set up, getting templates built, and sending their first messages.

Configure your account

  • Integrate your merchant platform

    Shopify. Woo. Toast. PrestaShop. Custom-built. Klaviyo integrates with everything.

  • Import your profiles

    If you’re migrating over from another platform, make sure to import your contacts.

  • Review your attribution settings

    You can change your attribution window by channel and fine-tune how Klaviyo calculates revenue performance.

  • Set up your branded sending domain

    Establish a strong reputation with email inbox providers from day 1 by setting up a branded sending domain.

Shape your brand experience

  • Add your brand styles into Klaviyo

    Add your logo, brand colors, header navigation links, and social icon links. Upload custom fonts and brand guidelines to help train Brand Voice AI.

  • Create base templates and blocks

    Build a few different email templates that feel on brand. Create universal content blocks that you can use across templates like a header bar or Contact us block.

  • Customize your consent pages

    Review the default consent pages (subscribe page, email confirmation page, preference page, and unsubscribe page) and make changes to reflect your brand as needed.

Start messaging

  • Publish a welcome series flow

    Every new subscriber deserves a warm welcome. Launch this flow quickly by using a pre-built template.

  • Publish a pop-up form

    Start collecting new subscribers through a Klaviyo onsite form. Choose from a wide variety of beautiful templated designs.

  • Start sending campaigns

    Follow the email warming guidance in your account to make sure you’re building a strong sender reputation.

  • Publish 2 more flows

    Use pre-built templates to launch more flows. Focus on converting sales with automations like browse abandonment and abandoned cart flows.