Klaviyo

Klaviyo Home / Create Your Free Account in Minutes is an email and marketing automation platform designed to help you launch personalized omnichannel campaigns that drive conversions. The signup flow guides you to create a free account, enter business details, and configure initial preferences to start automating marketing across email and other channels. The platform emphasizes onboarding speed, intuitive audience management, and scalable automation for businesses of various sizes.

How Klaviyo Works (Overview)

• Create an account with essential business information (email, password, company name, website, and phone).
• Specify how you will use Klaviyo (your own business or a client’s business, and whether you’re an agency) to tailor features and permissions.
• Select your approximate number of contacts to plan pricing and capabilities.
• Optionally opt into marketing communications (newsletters, blog posts, product updates, webinars, and targeted ads).
• Complete the signup by agreeing to the Terms of Service and Privacy Policy.

How to Get Started

1. Create your account. Provide your email and set a password.
2. Enter business details. Fill in Company name, Company website, and Phone number.
3. Choose how you’ll use Klaviyo. Select if it’s for your own business or a client’s business, and if you’d like a live consultation/walkthrough as an agency.
4. Indicate your contacts range. Choose from predefined groups (0-1K, 1K-3K, 3K-25K, 25K-100K, 100K-500K, 500K-1M, 1M+).
5. Subscribe to marketing communications (optional). You can unsubscribe later via the Unsubscribe link in emails.
6. Review and accept terms. By submitting, you agree to the Terms of Service and Privacy Policy to complete account creation.

Core Capabilities

• Email marketing and automation tailored to omnichannel experiences
• Audience segmentation and personalized campaign orchestration
• Multichannel orchestration beyond email (e.g., ads, SMS, web hooks depending on plan)
• Scalable automation workflows for onboarding, cart recovery, and lifecycle campaigns
• Analytics and reporting to measure performance and ROI
• Flexible pricing based on contact counts and feature access
• Agency-friendly options for client work and live walkthroughs

How It Works

• Sign up and configure your account with business details and contact counts.
• Connect your ecommerce platform and other data sources to synchronize audiences.
• Build automated flows (welcome series, abandoned cart, post-purchase follow-ups) tailored to your segments.
• Compose and send targeted campaigns with personalized content, testing, and optimization.
• Monitor performance through dashboards and iterate campaigns for better results.

Safety and Privacy Considerations

• Ensure you have consent from contacts to receive marketing communications.
• Review privacy policies and compliance requirements for your region and industry.
• Manage unsubscribe requests and data retention in accordance with regulations.

Core Features

• Free account tier to begin marketing automation
• Guided onboarding to capture business details quickly
• Agency mode for client work with live consultations
• Multichannel marketing capabilities (email-centric with optional ads/SMS depending on plan)
• Contact count-based pricing and feature controls
• Compliance and consent management features
• Integrated analytics and reporting for measurable campaigns