What is Klaviyo?
How to Use Klaviyo for Beginners
"Success in email marketing isn’t about sending more emails—it’s about sending the right emails that drive revenue"
Step 1: Create Your Account
Step 2: Set Up Your Profile and Business Information
Step 3: Connect Your E-commerce Platform
Step 4: Import Contacts
Step 5: Configure Email and SMS Settings
Step 6: Explore Pre-Built Templates and Flows
Step 7: Segment Your Audience
Step 8: Create Your First Campaign
Step 9: Set Up a Flow
Step 10: Review Analytics
Step 11: Test Your Emails
Step 12: Optimize for Deliverability
Step 13: Experiment with A/B Testing
Step 14: Scale Gradually
Main Functions and Advantages of Klaviyo
- Email and SMS Marketing Automation: Klaviyo allows you to send personalized emails and SMS messages automatically based on customer behavior. For example, you can send a welcome email when someone subscribes, an abandoned cart reminder when a shopper leaves items in their cart, or post-purchase follow-ups to encourage repeat orders. Automation saves time, reduces manual work, and ensures messages reach customers at the right moment.
- Segmentation and Targeting: Instead of sending the same message to everyone, Klaviyo lets you segment your audience based on purchase history, engagement, demographics, location, and more. This means customers receive highly relevant content, which increases open rates, clicks, and conversions. Segmentation also allows for better personalization, making your brand feel more tailored and professional.
- Analytics and Reporting: Klaviyo provides detailed insights into how your campaigns are performing. You can track open rates, click-through rates, revenue generated, and customer behavior patterns. These analytics help you refine your campaigns, understand your audience, and make data-driven decisions to maximize ROI.
- Pre-Built Flows and Templates: Klaviyo includes ready-made email and SMS templates for common business needs like welcome series, abandoned cart reminders, product recommendations, and seasonal promotions. This feature is perfect for beginners because it reduces the learning curve and speeds up campaign setup.
- Integrations with E-Commerce and Marketing Tools: Klaviyo integrates seamlessly with platforms like Shopify, WooCommerce, Magento, BigCommerce, Meta Ads, Google Ads, and more. These integrations allow you to sync customer data, track purchases, and retarget users across multiple channels, creating a cohesive marketing ecosystem.
- Personalization and Dynamic Content: You can use Klaviyo to dynamically insert product recommendations, names, or personalized offers into emails. Personalization improves customer engagement and can significantly boost revenue per email or SMS campaign.
- A/B Testing: Klaviyo offers built-in A/B testing for subject lines, content, and send times. Testing helps you understand what resonates with your audience and continuously optimize your campaigns for better results.
- Compliance and Deliverability: The platform helps ensure compliance with anti-spam laws (CAN-SPAM, GDPR) and provides tools to maintain high deliverability rates. Verified sending domains, opt-in management, and list cleaning reduce the risk of emails landing in spam folders.
Pros and Cons of Klaviyo
Pros
- Powerful Automation: Automates email and SMS campaigns, saving time and ensuring timely customer engagement.
- Advanced Segmentation: Allows precise targeting based on behavior, purchase history, demographics, and engagement.
- Detailed Analytics: Tracks revenue, open rates, click-through rates, and conversion metrics to optimize campaigns.
- Pre-Built Flows and Templates: Offers ready-made campaigns for beginners, reducing setup time.
- Seamless Integrations: Connects with Shopify, WooCommerce, BigCommerce, Meta Ads, Google Ads, and more.
- Personalization Features: Dynamic content, product recommendations, and personalized offers improve customer engagement.
- A/B Testing Capabilities: Built-in testing for subject lines, content, and send times improves campaign performance.
- Compliance Tools: Helps maintain GDPR and CAN-SPAM compliance and high deliverability rates.
Cons
- Learning Curve: Beginners may find the platform complex at first due to advanced features and data-driven tools.
- Pricing Can Scale Quickly: Paid plans can become expensive as your contact list and messaging volume grow.
- Limited Free Plan: The free plan is useful for small lists but quickly reaches limitations for growing businesses.
- SMS Costs Extra: SMS marketing requires additional credits, increasing the overall marketing spend.
- Requires Integrations: To unlock full functionality, e-commerce or third-party integrations are often necessary.
- Template Limitations: While templates are useful, highly customized designs may require HTML knowledge.
- Focus on E-Commerce: Best suited for online stores; less optimized for service-based businesses.
- Data Overload: Beginners may feel overwhelmed by the amount of data and analytics available.
5 Ways to Make Money on Klaviyo
1. E-Commerce Store Email Marketing
How Does It Work? Step by Step
- Sign Up for Klaviyo and connect it to your e-commerce platform (Shopify, WooCommerce, etc.).
- Import Your Existing Email List ensuring all contacts have opted in.
- Verify Your Sending Domain to improve deliverability.
- Set Up Basic Segments such as new subscribers, repeat buyers, or high-value customers.
- Create a Welcome Series Flow with 2–3 emails introducing your brand and highlighting popular products.
- Set Up Abandoned Cart Flow triggered when a customer leaves items in their cart.
- Design Post-Purchase Flow to encourage repeat sales and product reviews.
- Customize Email Templates using Klaviyo’s drag-and-drop editor.
- Schedule Campaigns for promotions, new arrivals, or seasonal offers.
- Integrate SMS Marketing to complement email campaigns (optional but recommended).
- Test Emails for mobile responsiveness and broken links.
- Monitor Analytics such as open rates, click-through rates, and revenue per campaign.
- Optimize Flows based on performance metrics—adjust subject lines, timing, and content.
- Scale Gradually by adding segmentation, personalization, and additional flows.
Capital Required
- Klaviyo Plan: Free up to 250 contacts; paid plans start around $45/month for 500 contacts.
- SMS Credits: $0.01–$0.05 per message depending on volume and region.
- Ad Spend (Optional): $50–$200/month to grow your subscriber list.
- Integrations: Usually free with Shopify/WooCommerce; optional apps may cost $10–$50/month.
- Estimated Total: $45–$300 for beginners, depending on scale.
Third-Party Platforms
- Shopify/WooCommerce: Store management and order sync.
- Meta Ads / Google Ads: Grow your subscriber list through paid campaigns.
- Twilio: SMS sending for automated campaigns.
- Yotpo: Collect product reviews for post-purchase flows.
- Recharge: Manage subscriptions if selling recurring products.
Main Strategy and Target Audience
First Income Strategy (Week 1):
- Create a welcome series for new subscribers.
- Add 50–100 email subscribers via a signup form or lead magnet.
- Send the first email introducing your top-selling products.
- Launch an abandoned cart flow for visitors who leave items in their cart.
- Goal: Reach your first $50–$100 in sales within the week.
Estimated Income
- Beginner: $50–$300/month with a small list of 100–500 engaged subscribers.
- Expert: $2,000–$5,000/month with a list of 5,000–10,000 subscribers, 20% CTR, 2–3% conversion rate, and $50 AOV.
Real-Life Success Story
2. Affiliate Marketing via Klaviyo
How Does It Work? Step by Step
- Sign Up for Klaviyo and connect it to your website or landing page.
- Join Affiliate Programs relevant to your niche (Amazon Associates, ShareASale, CJ Affiliate, etc.).
- Import Your Email List ensuring compliance with opt-in requirements.
- Segment Your Audience based on interests, past purchases, or engagement.
- Create an Affiliate Campaign Flow using Klaviyo’s automation tools.
- Design Emails that highlight the affiliate products with compelling copy and images.
- Insert Affiliate Links in buttons or text within the email content.
- Set Up SMS Campaigns if subscribers have opted in for texts.
- Test Emails and Links to ensure they work correctly on all devices.
- Schedule Campaigns at optimal times for engagement.
- Monitor Clicks and Conversions through Klaviyo analytics and affiliate dashboards.
- Optimize Content based on engagement and conversion data.
- Experiment with Segmentation to target the most responsive audiences.
- Scale Campaigns by adding more affiliate products or targeting new segments.
Capital Required
- Klaviyo Plan: Free up to 250 contacts; paid plans start at $45/month for 500 contacts.
- SMS Credits (Optional): $0.01–$0.05 per message.
- Landing Page Tools (Optional): $0–$30/month if you use a page builder like Leadpages or WordPress plugins.
- Advertising to Grow List (Optional): $50–$200/month to attract more subscribers.
- Estimated Total: $45–$275 for beginners.
Third-Party Platforms
- Amazon Associates / ShareASale / CJ Affiliate: Provide affiliate products and track commissions.
- Shopify / WooCommerce: Manage your website and integrate with Klaviyo.
- Meta Ads / Google Ads: Promote lead magnets to grow your email list.
- Leadpages / Elementor: Build landing pages to capture subscribers for affiliate promotions.
Main Strategy and Target Audience
First Income Strategy (Week 1):
- Select 1–2 affiliate products that fit your niche.
- Segment your email list to identify the most engaged subscribers.
- Send a single promotional email highlighting the benefits of the products.
- Track clicks and conversions to identify the first sale.
- Goal: Earn your first $20–$50 in affiliate commissions within the week.
Estimated Income
- Beginner: $20–$100/month with a small, engaged list.
- Expert: $500–$2,000/month with a list of 2,000–5,000 subscribers, 2–5% CTR, and 3–5% conversion rate.
Real-Life Success Story
3. Subscription-Based Newsletter Monetization
How Does It Work? Step by Step
- Sign Up for Klaviyo and connect it to your website or content platform.
- Set Up a Subscription Form on your site to capture email addresses.
- Integrate a Payment Processor like Stripe, PayPal, or Memberstack for paid subscriptions.
- Segment Subscribers into free and paid tiers for targeted campaigns.
- Create a Welcome Series for new subscribers introducing your newsletter benefits.
- Design Premium Content Delivery Flows to automate sending exclusive content to paying members.
- Set Up Reminder Emails for subscription renewals or expiring trial periods.
- Automate Upsells for additional content, courses, or resources.
- Test Emails for mobile responsiveness and functionality.
- Monitor Engagement Metrics such as open rates, click-through rates, and churn rates.
- Optimize Subject Lines and Content to improve conversions.
- Encourage Feedback to refine content offerings and increase subscriber satisfaction.
- Scale the Newsletter by promoting it on social media, blogs, and other marketing channels.
- Refine Campaign Timing and Segmentation based on subscriber behavior and analytics.
Capital Required
- Klaviyo Plan: Free for up to 250 contacts; paid plans start around $45/month.
- Payment Processor Fees: Typically 2.9% + $0.30 per transaction.
- Website/Newsletter Platform: $10–$30/month if using WordPress, Substack, or similar.
- Optional Marketing Spend: $50–$200/month to drive sign-ups.
- Estimated Total: $45–$300 for beginners.
Third-Party Platforms
- Stripe / PayPal: Manage subscription payments securely.
- Substack / Ghost / WordPress: Host premium newsletter content.
- Meta Ads / Google Ads: Promote newsletter to grow subscriber base.
- Zapier: Automate integrations between Klaviyo and other tools.
Main Strategy and Target Audience
First Income Strategy (Week 1):
- Launch a free sign-up form with a lead magnet to attract subscribers.
- Convert at least 10% of free subscribers to a paid tier within the first week.
- Deliver premium content via automated Klaviyo flows.
- Goal: Reach your first $50–$100 in subscription revenue within the week.
Estimated Income
- Beginner: $50–$200/month with a small list of 100–500 engaged subscribers.
- Expert: $1,000–$3,000/month with 1,000–5,000 subscribers and a 5–10% conversion to paid tier.
Real-Life Success Story
4. Product Launch Campaigns
How Does It Work? Step by Step
- Sign Up for Klaviyo and connect it to your e-commerce platform.
- Segment Your Audience into highly engaged customers and general subscribers.
- Plan Your Product Launch Timeline including teaser, pre-launch, launch day, and post-launch emails.
- Create a Welcome or Teaser Series for new sign-ups leading up to the launch.
- Design Email Templates with product images, benefits, and CTAs.
- Set Up Countdown Timers within emails to create urgency.
- Schedule Pre-Launch Emails to build anticipation.
- Send Launch Day Email to announce availability and highlight limited stock or bonuses.
- Set Up Follow-Up Emails for subscribers who didn’t purchase.
- Integrate SMS Alerts for high-priority announcements (optional).
- Test All Emails for links, formatting, and responsiveness.
- Monitor Campaign Metrics including opens, clicks, and conversions.
- Adjust Follow-Ups based on subscriber engagement.
- Analyze Launch Results to optimize future campaigns.
Capital Required
- Klaviyo Plan: Free up to 250 contacts; paid plans start at $45/month.
- Product Development Costs: Varies by product ($100–$1,000+ depending on type).
- Optional Ad Spend: $50–$300/month to grow pre-launch sign-ups.
- SMS Credits: $0.01–$0.05 per message if used.
- Estimated Total: $45–$1,500 depending on product complexity and scale.
Third-Party Platforms
- Shopify / WooCommerce: Manage product inventory and checkout.
- Meta Ads / Google Ads: Drive sign-ups and awareness for the launch.
- Twilio: Send SMS alerts for launch notifications.
- Canva / Figma: Design launch graphics and email visuals.
Main Strategy and Target Audience
First Income Strategy (Week 1):
- Segment 50–100 loyal subscribers for an exclusive pre-launch offer.
- Send teaser emails with product benefits and sneak peeks.
- Launch the product with a limited-time bonus or discount.
- Goal: Achieve your first $100–$200 in sales from the launch campaign.
Estimated Income
- Beginner: $100–$500/month depending on product pricing and list size.
- Expert: $2,000–$10,000 per launch with 1,000–5,000 subscribers, 5–10% conversion, and $50–$100 AOV.
Real-Life Success Story
5. Upselling and Cross-Selling Campaigns
How Does It Work? Step by Step
- Sign Up for Klaviyo and connect it to your e-commerce platform.
- Import Your Customer List to track past purchases and preferences.
- Segment Customers based on purchase behavior, frequency, and product categories.
- Identify Opportunities for upselling (premium products) and cross-selling (related items).
- Create Post-Purchase Flows that include upsell and cross-sell offers.
- Design Dynamic Email Templates that recommend personalized products.
- Set Timing Rules for when recommendations are sent (e.g., 1–3 days after purchase).
- Integrate SMS Campaigns for time-sensitive offers (optional).
- Test Emails to ensure links and dynamic content display correctly.
- Schedule Campaigns to maximize engagement based on customer activity.
- Monitor Metrics like click-through rate, conversion rate, and revenue per email.
- Refine Recommendations based on performance data.
- Experiment with Segmentation for different customer groups.
- Scale Campaigns by adding additional product recommendations and flows.
Capital Required
- Klaviyo Plan: Free up to 250 contacts; paid plans start at $45/month.
- Optional SMS Credits: $0.01–$0.05 per message.
- Optional Ad Spend: $50–$200/month to grow customer list.
- Estimated Total: $45–$250 for beginners.
Third-Party Platforms
- Shopify / WooCommerce: Track purchases and trigger flows.
- Meta Ads / Google Ads: Promote related products to previous buyers.
- Twilio: Send SMS recommendations.
- Yotpo / Loox: Include product reviews in upsell emails for social proof.
Main Strategy and Target Audience
First Income Strategy (Week 1):
- Segment 50–100 recent buyers for post-purchase recommendations.
- Create a simple upsell email for a complementary product.
- Launch the flow and track conversions.
- Goal: Generate your first $50–$100 in additional revenue from upsells.
Estimated Income
- Beginner: $50–$300/month with a small engaged list.
- Expert: $1,000–$5,000/month with 1,000–5,000 customers, 5–10% CTR, and 5–10% conversion rate.
Real-Life Success Story
Comparison Table: 5 Ways to Make Money on Klaviyo
Method | How It Works | Supporting Platforms | Target Market | Capital Required | Estimated Income |
---|---|---|---|---|---|
1. E-Commerce Store Email Marketing | Send targeted campaigns to promote products, recover abandoned carts, and encourage repeat purchases. | Shopify, WooCommerce, BigCommerce, Meta Ads, Google Ads, Twilio | Online store customers and subscribers | $45–$300/month | Beginner: $50–$300/month; Expert: $2,000–$5,000/month |
2. Affiliate Marketing | Promote affiliate products via email/SMS and earn commissions on sales. | Amazon Associates, ShareASale, CJ Affiliate, Shopify, Meta Ads, Google Ads | Niche-specific audiences interested in recommended products | $45–$275/month | Beginner: $20–$100/month; Expert: $500–$2,000/month |
3. Subscription-Based Newsletter | Offer premium content via paid subscriptions and automate delivery. | Stripe, PayPal, Substack, Ghost, WordPress, Meta Ads | Niche audiences seeking specialized content | $45–$300/month | Beginner: $50–$200/month; Expert: $1,000–$3,000/month |
4. Product Launch Campaigns | Build anticipation for new products through segmented emails and flows to drive pre-orders and sales. | Shopify, WooCommerce, Meta Ads, Google Ads, Canva | Existing customers and engaged subscribers | $45–$1,500 depending on product | Beginner: $100–$500/month; Expert: $2,000–$10,000 per launch |
5. Upselling and Cross-Selling | Send automated post-purchase emails recommending higher-tier or complementary products to increase AOV. | Shopify, WooCommerce, Meta Ads, Google Ads, Twilio, Yotpo | Recent buyers and high-value customers | $45–$250/month | Beginner: $50–$300/month; Expert: $1,000–$5,000/month |
How to Promote or Market Klaviyo Effectively
- Leverage Social Media Channels Use platforms like Facebook, Instagram, TikTok, and LinkedIn to share lead magnets, newsletter sign-ups, and product announcements. Create engaging posts, stories, or reels that highlight the value of subscribing to your email list. Use paid ads to target specific demographics likely to convert.
- Optimize Your Website for Sign-Ups Place prominent email sign-up forms on your homepage, blog posts, and checkout pages. Use pop-ups, slide-ins, and exit-intent forms to capture visitor information without being intrusive. Offer incentives like discounts, free resources, or exclusive content.
- Run Paid Advertising Campaigns Invest in Meta Ads, Google Ads, or YouTube Ads to drive traffic to your sign-up forms or landing pages. Segment campaigns by interest, behavior, or demographics to ensure high-quality leads. Track conversions and optimize campaigns continuously.
- Collaborate with Influencers and Partners Partner with influencers, bloggers, or complementary brands in your niche to promote your Klaviyo-powered campaigns. Guest posts, joint webinars, and social shout-outs can increase your reach and attract new subscribers.
- Use Content Marketing Create high-value blog posts, videos, and guides that attract organic traffic. Include strategically placed CTAs linking to your email or SMS sign-up forms. Focus on topics relevant to your audience’s interests to build trust and engagement.
- Incentivize Referrals Encourage existing subscribers to refer friends by offering rewards, discounts, or exclusive content. Klaviyo can track these referrals and automate thank-you or reward emails.
- Implement Retargeting Campaigns Use Klaviyo data integrated with Meta Ads or Google Ads to retarget website visitors or past customers. Personalized ads based on previous engagement can increase conversions and boost campaign ROI.
- Optimize Email Subject Lines and Content Regularly test subject lines, email timing, and content using A/B testing. Engaging subject lines increase open rates, while personalized content improves clicks and conversions.
5 Mistakes to Avoid When Using Klaviyo
- Neglecting List Segmentation: Treating all subscribers the same reduces relevance and lowers engagement. Segment your audience by behavior, purchase history, demographics, or engagement level. Sending personalized campaigns improves open rates, click-through rates, and conversions.
- Overloading Subscribers with Emails: Bombarding subscribers with too many messages can lead to unsubscribes and reduced trust. Maintain a consistent but reasonable cadence—typically 1–3 emails per week depending on your audience. Focus on value-driven content rather than constant promotions.
- Ignoring Analytics and Performance Metrics: Failing to monitor campaign performance means missed opportunities to optimize. Use Klaviyo’s analytics dashboard to track open rates, CTR, revenue per campaign, and segment performance. Adjust flows and content based on real data, not assumptions.
- Skipping Automation and Flows: Manual campaigns limit scalability and revenue potential. Automated flows like welcome series, abandoned cart emails, and post-purchase recommendations increase efficiency and consistently drive revenue without constant effort.
- Poorly Designed Emails: Emails with broken links, unclear CTAs, or unoptimized mobile layouts reduce engagement. Use Klaviyo’s preview and testing features to ensure content displays correctly across devices. Invest in clear design, compelling copy, and actionable CTAs to improve conversions.
FAQs About Making Money on Klaviyo
Klaviyo is an email and SMS marketing automation platform that helps businesses increase revenue through targeted campaigns, automation flows, and personalized messaging. By reaching the right audience at the right time, businesses can recover abandoned carts, promote products, and increase customer lifetime value.
While Klaviyo is optimized for e-commerce, you don’t necessarily need a store. Service-based businesses, subscription newsletters, and affiliate marketers can also leverage Klaviyo for email and SMS campaigns, segmenting audiences and promoting offers to drive revenue.
Klaviyo offers a free plan for up to 250 contacts and 500 email sends per month. Paid plans start around $45/month for 500 contacts, with costs increasing as your subscriber list grows. SMS marketing and third-party integrations may add additional expenses.
Yes. Klaviyo provides pre-built templates, automation flows, and a user-friendly drag-and-drop editor, making it accessible for beginners. Learning best practices and gradually implementing segmentation and personalization will improve results over time.
Results vary depending on your strategy, audience, and effort. Beginners often see initial sales or commissions within the first week using targeted campaigns, while consistent income grows over several months as lists and automation flows expand.
Key integrations include Shopify, WooCommerce, BigCommerce for e-commerce; Stripe or PayPal for payments; Meta Ads and Google Ads for traffic growth; Twilio for SMS campaigns; and Yotpo or Loox for product reviews and social proof. Integrating these platforms allows for seamless automation and data-driven marketing.
What Our Readers Say
“I’ve been trying to monetize my Shopify store for months, but email campaigns were always a challenge. After following the Klaviyo strategies in this article, I set up automated flows and saw my first $150 in sales within a week. The step-by-step instructions made everything so easy to implement.”Jason Miller
“This guide was a game-changer! I had no prior experience with email marketing, but the detailed beginner instructions helped me launch my first affiliate campaign through Klaviyo. My first $40 in commissions came faster than I expected.”Emma Clarke
“Using the upsell and cross-sell tips in this article, I increased my average order value by 25%. The comparison table was particularly helpful for deciding which strategy to focus on first. Highly recommend it for e-commerce beginners.”Ryan Thompson
“I never realized how powerful segmentation could be until I implemented the flows described here. Sending personalized emails to different customer segments boosted engagement and generated consistent revenue. This post saved me months of trial and error!”Olivia Barnes
“The subscription-based newsletter strategy was perfect for my niche audience. Klaviyo made it simple to automate content delivery, and I earned my first $80 in subscriptions within two weeks. The real-life examples were motivating and relatable.”Michael Davis
“I’ve tried several marketing platforms, but Klaviyo’s automation and analytics made a huge difference. Following the product launch campaign method helped me generate $300 in my first launch. The actionable steps in this guide were exactly what I needed.”Sarah Whitman
“This guide’s section on affiliate marketing helped me start earning without creating my own products. The detailed step-by-step instructions and recommended third-party tools made everything straightforward. My first $50 commission came quicker than expected.”Daniel Foster
“Before reading this post, I was overwhelmed by Klaviyo. The article broke everything down into manageable steps, and I now run automated flows that consistently drive sales. I feel lucky to have found such a comprehensive guide!”Chloe Reynolds