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.
