WikiHow to run campaign on Klaviyo

How to run campaign on Klaviyo

Sep 05, 2023

Klaviyo is a robust and data-driven email marketing and customer relationship management (CRM) platform designed to help businesses of all sizes unlock the full potential of their customer data. With Klaviyo, organizations can seamlessly collect, segment, and leverage customer information to create highly targeted email marketing campaigns and automated workflows. Running a campaign in Klaviyo involves setting up and sending targeted emails to your audience. Klaviyo provides a user-friendly interface that allows you to create and manage different types of campaigns.

Here’s a general guide on how to run a campaign in Klaviyo:

  1. Log in to Your Klaviyo Account:

  • Log in to your Klaviyo account dashboard.

  2. Navigate to the Campaigns Section:

  • In the main menu, find and click on the “Campaigns” tab. This is where you’ll create and manage your email campaigns.

  3. Create a New Campaign:

  • Click the “Create Campaign” button or a similar option.
  • Choose the type of campaign you want to create. Klaviyo offers different campaign options such as “Email,” “SMS,” “Form,” and “Push Notification.”

  4. Choose the Recipients:

  • Select the audience you want to target with your campaign. You can choose from your segments or lists.
  • If you want to send to your entire list, you can select the list directly.

  5. Design Your Email:

  • Klaviyo provides a drag-and-drop email editor. Customize your email’s layout, colors, images, and text to match your branding.
  • Add dynamic content, such as personalized product recommendations or merge tags.

  6. Craft Your Email Content:

  • Write the subject line that will entice recipients to open your email.
  • Craft the email content, including the main message, call-to-action buttons, and any relevant links.

  7. Preview and Test:

  • Before sending, use Klaviyo’s preview feature to see how your email will appear on different devices.
  • Send test emails to yourself or your team to check for formatting and content issues.

  8. Schedule or Send Immediately:

  • Choose whether you want to send the campaign immediately or schedule it for a specific date and time.
  • Set the time zone to ensure your campaign reaches recipients at the right time.

  9. Segment and Personalize (Optional):

  • If you’re using dynamic content, ensure that it’s tailored to the segment you’re sending to.
  • Personalize the email with merge tags to include recipients’ names or other information.

  10. Monitor and Analyze:

  • Once the campaign is sent, monitor its performance using Klaviyo’s analytics. Track open rates, click-through rates, conversions, and other metrics.

  11. Iterate and Improve:

  • Based on the campaign results, make adjustments for future campaigns. Test different subject lines, content, and sending times to optimize your strategy.

  12. Automation and Workflows:

  • Integrate your campaign into larger automation workflows, where relevant. For example, you might trigger follow-up emails based on recipient interactions with your campaign.

This platform offers a wide range of features, including customizable email templates, automation tools, behavioural tracking, and analytics, empowering businesses to send personalized messages that resonate with their audience. Klaviyo’s deep integration with e-commerce platforms makes it a go-to choice for online retailers looking to boost sales and engagement through email marketing. It’s a comprehensive solution for businesses aiming to optimize their email marketing efforts and build stronger customer relationships.

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