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Original
2026-01-01
Modified
2026-03-10
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<h2>The Get Started checklist</h2>
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<h2>The Get Started checklist</h2>
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<p>Brands in this stage should focus on getting the basics set up, getting templates built, and sending their first messages.</p>
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<p>Brands in this stage should focus on getting the basics set up, getting templates built, and sending their first messages.</p>
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<h3>Configure your account</h3>
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<h3>Configure your account</h3>
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<ul><li><p>Integrate your merchant platform</p>
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<ul><li><p>Integrate your merchant platform</p>
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<p>Shopify. Woo. Toast. PrestaShop. Custom-built. Klaviyo integrates with everything.</p>
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<p>Shopify. Woo. Toast. PrestaShop. Custom-built. Klaviyo integrates with everything.</p>
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</li>
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</li>
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<li><p>Import your profiles</p>
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<li><p>Import your profiles</p>
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<p>If you’re migrating over from another platform, make sure to import your contacts.</p>
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<p>If you’re migrating over from another platform, make sure to import your contacts.</p>
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</li>
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</li>
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<li><p>Review your attribution settings</p>
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<li><p>Review your attribution settings</p>
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<p>You can change your attribution window by channel and fine-tune how Klaviyo calculates revenue performance.</p>
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<p>You can change your attribution window by channel and fine-tune how Klaviyo calculates revenue performance.</p>
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</li>
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</li>
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<li><p>Set up your branded sending domain</p>
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<li><p>Set up your branded sending domain</p>
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<p>Establish a strong reputation with email inbox providers from day 1 by setting up a branded sending domain.</p>
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<p>Establish a strong reputation with email inbox providers from day 1 by setting up a branded sending domain.</p>
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</li>
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</li>
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</ul><h3>Shape your brand experience</h3>
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</ul><h3>Shape your brand experience</h3>
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<ul><li><p>Add your brand styles into Klaviyo</p>
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<ul><li><p>Add your brand styles into Klaviyo</p>
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<p>Add your logo, brand colors, header navigation links, and social icon links. Upload custom fonts and brand guidelines to help train Brand Voice AI.</p>
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<p>Add your logo, brand colors, header navigation links, and social icon links. Upload custom fonts and brand guidelines to help train Brand Voice AI.</p>
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</li>
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</li>
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<li><p>Create base templates and blocks</p>
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<li><p>Create base templates and blocks</p>
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<p>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.</p>
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<p>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.</p>
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</li>
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</li>
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<li><p>Customize your consent pages</p>
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<li><p>Customize your consent pages</p>
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<p>Review the default consent pages (subscribe page, email confirmation page, preference page, and unsubscribe page) and make changes to reflect your brand as needed.</p>
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<p>Review the default consent pages (subscribe page, email confirmation page, preference page, and unsubscribe page) and make changes to reflect your brand as needed.</p>
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</li>
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</li>
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</ul><h3>Start messaging</h3>
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</ul><h3>Start messaging</h3>
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<ul><li><p>Publish a welcome series flow</p>
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<ul><li><p>Publish a welcome series flow</p>
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<p>Every new subscriber deserves a warm welcome. Launch this flow quickly by using a pre-built template.</p>
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<p>Every new subscriber deserves a warm welcome. Launch this flow quickly by using a pre-built template.</p>
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</li>
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</li>
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<li><p>Publish a pop-up form</p>
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<li><p>Publish a pop-up form</p>
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<p>Start collecting new subscribers through a Klaviyo onsite form. Choose from a wide variety of beautiful templated designs.</p>
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<p>Start collecting new subscribers through a Klaviyo onsite form. Choose from a wide variety of beautiful templated designs.</p>
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</li>
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</li>
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<li><p>Start sending campaigns</p>
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<li><p>Start sending campaigns</p>
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<p>Follow the email warming guidance in your account to make sure you’re building a strong sender reputation.</p>
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<p>Follow the email warming guidance in your account to make sure you’re building a strong sender reputation.</p>
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</li>
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</li>
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<li><p>Publish 2 more flows</p>
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<li><p>Publish 2 more flows</p>
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<p>Use pre-built templates to launch more flows. Focus on converting sales with automations like browse abandonment and abandoned cart flows.</p>
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<p>Use pre-built templates to launch more flows. Focus on converting sales with automations like browse abandonment and abandoned cart flows.</p>
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</li>
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</li>
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</ul><p>Prefer live learning?</p>
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</ul>
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<p>We host over 60 live trainings each month, designed around specific topics to help users like you get the most value out of Klaviyo. Trainings are offered across a variety of time zones and languages to accommodate our global customer base.</p>