Klaviyo E-mail Campaign Creation

How to create campaign

Build a new email campaign

First of all, navigate to the ‘Campaigns’ section in Klaviyo – all recent campaigns (the data range by default is 30 days) are visible here.

To create a new campaign, click the ‘Create campaign’ button located in the top right corner.

Set up your campaign

Upon clicking ‘Create campaign’, a sidebar will appear on the right, with the following fields:

• Campaign name: This field is pre-filled and contains today's date, but you have the flexibility to change it as desired. A campaign name is mandatory.
• Draft date: This is automatically set to today's date.
• Type: The option of email, SMS, or push, depending on what is available for your account.
• Tags Optional tags that can help organize your created campaigns.

Once you have chosen your options in the sidebar, click ‘Continue’ to move onto the Recipients screen.

Add recipients

The next screen covers who you send to, and details about how you send. A campaign needs at least 1 recipient in order to send, otherwise it will be automatically canceled.

• Choose an existing list or segment to target.
• If you want to send to multiple lists/segments, select which lists/segments you would like to include or exclude. You can send a single campaign to a maximum of 15 segments/lists.
• Make note of the expected recipient count (Estimated recipients) — this estimate removes duplicate profiles, excluded profiles, and suppressions.

• Optional: To avoid sending to certain groups, add a segment under Don't send to.

• Smart Sending: To avoid sending recipients too many emails at once, turn on Smart Sending to skip profiles who have recently received an email from your account.

• Below the Audience section, you'll find the Tracking section. Here, you can enable UTM Tracking to add UTM parameters to your links.

When you are ready click to the ‘Next’ button on the right corner. You can exit from this page by ‘Exit’ button, this campaign will be saved automatically as draft.

Create the email content

The next screen in the wizard is where you build your email template. Choose a template from the template library by just clicking on it from the ‘Email: saved’ section.

When you click on your previously created template, a pop-up window will appear, allowing you to preview its appearance on both desktop and mobile devices. If you've selected the wrong template, simply click 'Cancel'. If everything looks correct, proceed by clicking 'Use template'.

After clicking the 'Use template' button, the template will open in the construction view, allowing for further modifications. Since this template was specifically designed for the current campaign, no changes are needed. You can review it again in preview mode by clicking the 'Preview & test' button in the top right corner, or proceed with campaign creation by clicking the 'Next' button, also in the top right corner.

After choosing the right template, you'll return to the previous screen where you need to add your Subject line and Preview text. Double-check the subject line, sender name, and sender email address; you can add a different reply-to email address if you would like responses to go to a different inbox (for example, if you want your Klaviyo email to come from a personal email but responses to go to a support inbox).

Schedule and send your campaign

A/B test feature (optional)

The third and final screen of the wizard allows you to review, schedule, and send your campaign. At this step in the wizard, you can choose to add a variation to your email to A/B test your campaign.

An A/B test can be created by sending a follow-up email to recipients who didn't open the initial email after a set period, such as 48 hours. For an A/B test in the follow-up email, the subject line must be different. This feature is optional.

Review all sections and correct any issues that are indicated in the sidebar. If everything is ready, click Schedule or send at the top of the page.

Schedule or send your campaign.

The schedule or send bar will appear on the right.

• In the Schedule feature, you'll need to fill in several fields:

Type: ‘Fixed send time’ will be chosen automatically.

Date: Choose the specific date you want to send the email.

Time: Select the desired send time, for example, 9:00 AM.

Timezone: Pick the appropriate time zone. The "Recipient's time zone" function is available. We typically use the US/Pacific timezone.

If you choose this, remember to turn off the 'Determine recipients at send time' function, as this can reduce the number of recipients.

• Once all fields are filled, click 'Schedule campaign' at the bottom right corner.

• The ‘Send now’ feature has no additional fields. To send immediately, click the 'Send now' button in the bottom right corner.

When you schedule a campaign or send it immediately, you will be redirected to the following screen.

Check campaign

To verify successful campaign creation, navigate to the 'Campaigns' section; your campaign should now be visible in the Campaigns view.

More information

Here's a Klaviyo guide you might find helpful: Klaviyo Help Center