Get Up & Running on Klaviyo With The Help of Our Expert Team.
Technical Onboarding to Kick-Start Your Growth with Klaviyo
- Klaviyo Essentials
- Klaviyo Add-ons
- KLAVIYO ESSENTIALS
Kick-Off / Alignment Call
During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Klaviyo. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities
Setup Of Users & Associated Permissions
Keep your team organized and efficient by ensuring every user has access to the right data and tools. We will create and assign user permission sets restricting user access if needed.
Klaviyo Account Settings And Tracking Codes Setup
The Klaviyo tracking code is unique to each Klaviyo account and allows Klaviyo to monitor your website traffic using browser cookies.
We will set your account default domain and install the Klaviyo tracking code on all pages hosted outside of Klaviyo to capture analytics for those pages.
Branding Settings Setup For Logo, Fonts, Colors, Etc.
In your account settings, we will edit your brand's logo, favicon, and brand colors that will be used as defaults across Klaviyo’s tools according to your company branding and style standards.
Admin Page Setup and Branding
- Email Preferences Page
- Subscribe Page
- Email Unsubscribe Page
- Subscribe Email Confirmation
Import Of Existing Contacts into Klaviyo Database
We will import your import ready data (.csv) into Klaviyo and create custom properties and record associations as a part of the process. If additional assistance is needed with data strategy, cleaning data, or manipulating data prior to import, there may be an additional fee. Is my data import ready?
Creation Of Previously Existing Custom Properties into the Database
Properties are fields that store information on Klaviyo records. We will assist with mapping your existing data points to Klaviyo default properties and create custom properties as needed.
Configure Email Sending Domain, Settings, and Tracking
Connecting your email sending domain to Klaviyo gives Klaviyo permission to send emails on your behalf using DKIM (Domain Keys Identified Mail) email authentication. This domain should match the domain of any email address that will be sending emails out of Klaviyo - and you can connect more than one if needed.
Import Opt-Out Lists From Previously Used System
We will import the email addresses of contacts who have previously unsubscribed from all email as an opt-out list. Importing an opt-out list does not add the contact records to your database, but instead the email addresses on the list will be marked as ineligible to receive emails from your account.
Creation of Essential Klaviyo Marketing Reports and Dashboards
Creation of a few of Klaviyo’s pre-built performance reports.
- Flow Performance Detail
- Campaign Performance Detail
- Forms Performance Detail
- Email Funnel Summary
- SMS Funnel Summary
- Email Deliverability
- SMS Deliverability
- Conversion by Channel
- Conversion Summary
- Flow Performance
- Campaign Performance
- Forms Performance
- Performance Highlights
- Flows Volume
- Email Deliverability by Email Domain
- Flows Conversion
E-Commerce Store Integration Setup (Klaviyo Pre Built Integrations Only)
Integrate your E-Commerce platform with Klaviyo and drive sales by building highly personalized communications (email and SMS) with your customers.
Integration Setup with Existing Marketing Technology (Klaviyo Pre Built Integrations Only)
Klaviyo has over 300 pre-built integrations that allow you to centralize data from across your tech stack, drive revenue and retain customers with more personalized experiences. See all integrations available here.
Creation of Signup forms (Max of 3)
Generate new contacts into your database, improve customer communication and drive better sales with emails and SMS. We will create 3 signup forms in Klaviyo that you may place on your website.
Segmentation & Creation of Desired Lists (Max of 5)
Improve conversion by sending personalized communication based on different segments of your database.
New to email automation or looking to warm your sending domain? We'll help you set up your segments for a successful launch.
Segments may be the following:- Warming engagement lists:
- 30 days
- 60 days
- 90 days
- 120 days
- 180 days
- Volume based lists (when engagement data is not available)
Klaviyo SMS Setup and Configuration
- Enabling the SMS feature
- Configuring SMS settings:
- Audience location
- Sending numbers
- Testing and QC
Setup of 3 Klaviyo Flows
Choose 3 out-of-the-box* Klaviyo Flows to start communicating with your customers. Additional flows available at a fee.
Pick 3 of the flows below to get started:
- Abandoned Cart (2 emails)*
- Abandoned Cart (2 emails + 1 sms)*
- Abandoned Cart (1 sms)*
- Welcome Series (3 emails)*
- Customer Thank You (2 emails)*
- Happy Birthday (1 email +1 sms)*
- Happy Birthday (1 email)*
- Product Review / Cross-Sell (1 email)*
- Product Review / Cross-Sell (1 email +1 sms)*
- Customer Winback (2 emails)*
- Customer Winback (1 email +1 sms)*
- Browser Abandoned (1 email)*
- Browser Abandoned (2 email +1 sms)*
*These are out-of-the box-flows. Email customization, content or images are not included. Flows might require Shopify integration.
Project Wrap-Up Call
Following your implementation, you will meet with your Implementation Specialist to review the setup that was completed.
$3,000
$4,078
$0
$0
- Klaviyo Essentials
- Klaviyo Add-ons
- Add-ons
Ready to go beyond the essential? Check some of our popular add-ons.
Klaviyo flows
The flows include campaign-specific email templates ready to engage your customers! As these emails use personalization and dynamic modules, Shopify integration might be required.
- Abandoned Cart (2 emails)*
- Abandoned Cart (2 emails + 1 sms)*
- Abandoned Cart (1 sms)*
- Welcome Series (3 emails)*
- Customer Thank You (2 emails)*
- Happy Birthday (1 email +1 sms)*
- Happy Birthday (1 email)*
- Product Review / Cross-Sell (1 email)*
- Product Review / Cross-Sell (1 email +1 sms)*
- Customer Winback (2 emails)*
- Customer Winback (1 email +1 sms)*
- Browser Abandoned (1 email)*
- Browser Abandoned (2 email +1 sms)*
*Customization, content or images are not included. Content population not included.
Flows // Email Copy (add-on)
Pricing per email, up to 5 panels.
Graphics (add-on)
Up to 10 images included (resizing, resolution optimization, overlays, transparencies).
Client responsible for providing images or for the cost of purchasing images.
Email Template // Custom
Up to 5 panels, includes one time content implementation. Modules built using drag-and-drop elements, no custom code.
Ready to go beyond the essential? Check some of our popular add-ons.
Marketing Campaigns & Asset Replatforming
Like your existing assets or need a refresh? Here are a few popular options when re-platforming to Klaviyo!
-
Marketing Asset Rebuild
-
Welcome Series
Are you communicating with your newest subscribers?
Welcome series emails are critical in creating rapport with new prospects. It’s the best chance to tell your story and promote your “why.” This flow comes with email templates to help you connect with new leads wanting to learn more about your brand.
-
Abandoned Cart Flow
-
New Customer
-
Upsell & Cross-sell
And more (Please inquire about our comprehensive list of campaigns).
Like the look and feel of your existing assets? Our team of Klaviyo Specialists can rebuild them in Klaviyo using best practices when translating your technical strategy.
Are you communicating with your newest subscribers?
Welcome series emails are critical in creating rapport with new prospects. It’s the best chance to tell your story and promote your “why.” This flow comes with email templates to help you connect with new leads wanting to learn more about your brand.
Are you looking for a way to automate outreach with your new customers?
Once the checkout is complete, it’s time to deliver what was promised. Use an automated Klaviyo flow to strengthen your relationship and next steps for your newest customers.
Integrations
Supercharge Your Klaviyo Experience: Connect Your Most Important Platforms to Klaviyo.
Native Integration
- Found in the Klaviyo App Library
- Pre-built to solve for common use cases
Included with Onboarding
Klaviyo Onboarding in 4 Easy Steps
01
Alignment & Crafting Your Plan
Not sure where to start? Don't sweat! Based on your goals, we'll craft the perfect onboarding plan and schedule an initial alignment call to make sure we're aligned on your needs.
02
Klaviyo Technical Setup
This is the biggest difference between Klaviyo and Campaign Creators' Onboarding Service. Klaviyo is great at keeping you accountable to set up your platform, but our team will dive in and take care of all the technical setup so that you don't have to.
03
Setting You Up For Long-Term Success
Once your setup is complete, we’ll schedule a 1-on-1 session for you (or your team) to meet with your Implementation Specialist and review your setup.
04
Take Your Klaviyo to the Next Level
Your onboarding may be complete, but the Klaviyo growth doesn’t have to stop! If you're interested in continuous support, we have a variety of product-based marketing and tech services to choose from.
Frequently Asked Questions
What level of ongoing support do you provide after the initial setup?
As a full-service agency, our team extends far beyond Onboarding and Setup. After your team is operational on Klaviyo, our squad of Marketing Strategists, SEO Specialists, Copywriters, UI/UX Designers (to name a few) are prepared to support your ongoing journey. We are product-based and do not offer monthly retainers. This allows our Clients to buy the products they want when they need it.
How do you approach tailoring Klaviyo to our specific business needs and goals?
Each Onboarding project is assigned an Implementation Specialist who has experience in a breadth of technologies and solving for a variety of business use cases. On your Kick-off Call, your Technologist will ask a variety of questions so that they can create a technical strategy that will meet your specific needs and goals with Klaviyo.