Platform Fundamentals

30-45 minBeginner

Klaviyo is an e-commerce focused email and SMS marketing platform with signup forms and landing pages.

Prerequisites

  • Klaviyo Account
Easy Recommended

Dashboard Navigation

Getting oriented in Klaviyo.

1

Access Forms & Pages

1

Log in to www.klaviyo.com.

2

Navigate to Signup Forms for embedded forms and popups.

3

Create landing pages via Campaigns > Landing Pages.

2

Tracking Setup

1

Go to Account > Settings > Tracking.

2

Install the Klaviyo tracking snippet on your site.

3

Enable e-commerce integrations (Shopify, WooCommerce, etc.).

Verification Checklist

  • Can access signup form builder
  • Tracking is properly configured