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Create Email Campaign in Klaviyo: A Step-by-Step Guide for E-commerce Marketers

Writer: Dispatch Strategy TeamDispatch Strategy Team

Creating an email campaign in Klaviyo is a powerful way to engage your customers, boost sales, and drive traffic to your e-commerce store. Whether you're launching a new product, promoting a sale, or sharing valuable content, Klaviyo offers a robust set of tools to create, automate, and analyze email campaigns.

In this guide, we'll walk you through how to create your first email campaign in Klaviyo, from setting up the campaign to best practices for optimizing your results.

Create Email Campaign in Klaviyo: A Step-by-Step Guide for E-commerce Marketers

Why Is Creating an Email Campaign in Klaviyo Important?


Email campaigns in Klaviyo allow e-commerce marketers to:

  • Engage Customers: Send targeted and personalized messages directly to your subscribers.


  • Boost Sales: Promote products, sales, and offers that convert.


  • Automate Marketing: Utilize segmentation and automation features to streamline campaigns.


  • Measure Success: Use built-in analytics to track open rates, click rates, and revenue.


A well-executed email campaign can significantly impact your marketing ROI and customer retention.


How to Create Your First Email Campaign in Klaviyo: Quick Answer


To create an email campaign in Klaviyo, navigate to the "Campaigns" section, click "Create Campaign," select your audience, design your email, and schedule or send the campaign.


Step-by-Step: How to Create an Email Campaign in Klaviyo


1. Log Into Your Klaviyo Account

  • Visit www.klaviyo.com and sign in.

  • If you don’t have an account, create one using your business email and set up your profile.


2. Navigate to the Campaigns Section

  • On the left-hand menu, select Campaigns.

  • Click Create Campaign.


3. Set Up Your Campaign


1. Choose Your Campaign Type

  • Select Email as your campaign type.

  • Name your campaign, e.g., Spring Sale Announcement.

2. Choose Your Audience

  • Select a List or Segment to target.

  • Use the search bar to find the desired list or segment.

Pro Tip: Use segmentation to target specific groups, such as recent buyers, loyal customers, or inactive subscribers.

4. Design Your Email


1. Choose a Template

  • You can choose from:

    • Basic Templates: Blank or simple layouts.

    • Pre-built Templates: Professionally designed for common use cases.

    • Saved Templates: Reuse a template you've previously created.

2. Customize the Email Content

  • Use the Drag-and-Drop Editor to add elements like:

    • Text blocks: Write engaging copy.

    • Image blocks: Upload product images or promotional graphics.

    • Button blocks: Create clear Call-to-Actions (CTAs).

3. Personalize Your Message

  • Add dynamic fields like the subscriber’s first name using "Add Personalization" in the text block.

  • Use dynamic product recommendations for automated content.


5. Preview and Test Your Campaign


1. Preview Your Email

  • Click Preview to see how the email looks on desktop and mobile.

2. Send a Test Email

  • Enter your email address and click Send Test to verify formatting and functionality.

3. Check for Errors

  • Review the Checklist provided by Klaviyo, ensuring all links, images, and dynamic content are functioning properly.


6. Schedule or Send Your Campaign


1. Choose Sending Options

  • You can:

    • Send Now: Immediately send your email to the selected audience.

    • Schedule for Later: Set a specific date and time for sending.

2. Advanced Sending Options

  • Enable Smart Sending to avoid over-emailing subscribers.

  • Use A/B Testing to test different subject lines or email content for performance.


Best Practices for Creating Email Campaigns in Klaviyo


1. Optimize Subject Lines

  • Keep them short, clear, and engaging.

  • Use A/B testing to find the most effective version.


2. Use Segmentation to Target Specific Audiences

  • Tailor your messages based on purchase history, browsing behavior, or demographic data.


3. Incorporate Personalization

  • Utilize dynamic tags to address recipients by name or show relevant products.


4. Create Clear and Compelling CTAs

  • Use action-oriented language like "Shop Now", "Get Discount", or "Learn More".


5. Test and Analyze Performance

  • Monitor key metrics such as open rate, click rate, and conversion rate in Klaviyo's analytics dashboard.

  • Adjust your strategy based on performance insights.


Common Mistakes to Avoid When Creating Email Campaigns


❌ Sending Without Testing

  • Always send test emails to yourself or a colleague to avoid mistakes in live campaigns.


❌ Overlooking Mobile Optimization

  • Ensure your email design is responsive and easy to navigate on mobile devices.


❌ Ignoring Email Deliverability

  • Avoid spammy language, broken links, and unverified sender domains to maintain a high deliverability rate.


❌ Not Using Smart Sending

  • Without Smart Sending, you risk over-emailing and potentially losing subscribers.


How to Use Klaviyo's Analytics to Measure Campaign Success


  • Monitor Key Metrics: Check open rates, click rates, and revenue generated from your campaign.


  • Segment Analysis: See which audience segments engaged the most with your email.


  • A/B Test Results: Review which variations of your email performed better and why.


  • Revenue Attribution: Use Klaviyo’s Revenue Metrics to measure how much sales your email campaign generated.


Conclusion: Ready to Create Your First Email Campaign in Klaviyo?


Setting up your first email campaign in Klaviyo is a straightforward process that can significantly enhance your e-commerce marketing strategy. By following this detailed guide, adhering to best practices, and leveraging Klaviyo’s robust tools, you can create impactful and effective email campaigns that engage your audience and boost sales.


📩 If your email program is underperforming and you’re unsure how to optimize frequency, let’s talk.


At Dispatch, we help brands maximize revenue from email & SMS without damaging subscriber engagement.


👉 Connect with Dispatch today to optimize your email marketing strategy.

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