EMAIL MARKETING – KLAVIYO

(SETUP AND CORE

SEGMENTATION)

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 PART 1 – KLAVIYO SETUP
AND CONFIGURATION

Klaviyo Account Setup on Shopify (or other ecommerce platform)

Step 1: Sign up for a free account on Klaviyo if you don’t already have one. Here is our Klaviyo Partner
link.

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 PART 1 – KLAVIYO SETUP
AND CONFIGURATION

Step 2: Go through the Setup Wizard to quickly link Klaviyo to your store. (Note: these pages that
follow start directly after signing up for an account).

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 PART 1 – KLAVIYO SETUP
AND CONFIGURATION

Login to your store admin

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PART 1 – KLAVIYO SETUP
AND CONFIGURATION

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PART 1 – KLAVIYO SETUP
AND CONFIGURATION

I usually skip this step even if I am planning to bring in my list from another service provider.

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PART 1 – KLAVIYO SETUP
AND CONFIGURATION

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PART 1 – KLAVIYO SETUP
AND CONFIGURATION

Once you have gone through the Setup Wizard, you will be taken to your dashboard. Klaviyo preloads
some Flows, Segments, and Templates. Your dashboard should look like this.

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PART 1 – KLAVIYO SETUP
AND CONFIGURATION

In Shopify (or other ecommerce platform) you should see the Klaviyo app installed.

In Klaviyo under “Integrations” you will see your Shopify store has been integrated. Note: This is also
where you go to integrate your Facebook Ads Platform.

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PART 1 – KLAVIYO SETUP
AND CONFIGURATION

To finish the integration you will want to add some tracking code to your Shopify theme files. Go to your
Klaviyo Account dropdown (top right) and select “Setup Web Tracking”

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PART 1 – KLAVIYO SETUP
AND CONFIGURATION

You will want to follow the directions above each code snippet in order to add these to your Theme
files.

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PART 1 – KLAVIYO SETUP
AND CONFIGURATION

Here is where you add it in Shopify. (Note this might vary based on your theme but should be similar.)

Bottom Left of the screen

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PART 1 – KLAVIYO SETUP
AND CONFIGURATION
This is where the two code files are located:

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PART 1 – KLAVIYO SETUP
AND CONFIGURATION

That’s it with Installation!

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PART 1 – KLAVIYO SETUP
AND CONFIGURATION
To add another 3rd Party App like Wheelio, go to Shopify and add the app there. You will be asked for an
API Key to link it to Klaviyo.

Here is how you generate an API Key in Klaviyo…

Top Right dropdown, choose “Account”

Then Select “Settings” and “API Keys”

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PART 1 – KLAVIYO SETUP
AND CONFIGURATION

Create a new API Key for EVERY 3rd Party App…DO NOT REUSE!

That’s it! Once you add that API Key to the 3rd Party App it should be integrated with Klaviyo. You will
choose lists from within the 3rd Party App (not at Klaviyo).

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PART 2 – KLAVIYO CORE SEGMENTS
1 – Very Engaged
Note: This segment is looking for recent subscribers or someone adding themselves to a new list (last 60
days) who have opened an email at least once in the last 30 days.

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PART 2 – KLAVIYO CORE SEGMENTS

2 – Engaged
Note: This segment is looking for recent subscribers or someone adding themselves to a new list (last 60
days) who have opened an email at least once in the last 120 days.

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PART 2 – KLAVIYO CORE SEGMENTS

3 – Inactive
Note: This segment is looking for subscribers in all lists that were added more than 24 Weeks ago and
have NEVER opened ANY emails. These subscribers should either get one last campaign to win them
over or they should be cleansed from the account.

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PART 2 – KLAVIYO CORE SEGMENTS

4 – Subscribers (Non-Buyers)
Note: This segment is looking through all lists and finding the Non-Buyers over all time.

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PART 2 – KLAVIYO CORE SEGMENTS

5 – Subscribed Customers
Note: This segment is looking through all the lists to find all people who have purchased at least once.

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PART 2 – KLAVIYO CORE SEGMENTS
6 – VIP ($200+ Revenue and 2+ Orders)
Note: This segment will vary for each store and is based on the largest 20% of Spend and top 20% of
Order Frequency. The idea behind this segment is to talk to the best clients more personally as VIP’s
and increase orders from that group.

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PART 2 – KLAVIYO CORE SEGMENTS
7 – Opened & Clicked but No Purchase – Last 14 days
Note: This segment is looking for a high level of Engagement over the last 14 days. This is a VERY HOT
audience. This segment should be linked to a Facebook custom audience and targeted for aggressive
remarketing. These are imminent buyers.

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PART 2 – KLAVIYO CORE SEGMENTS
8 – Opened & Clicked but No Purchase – Last 30 days
Note: This segment is looking for active Engagement over the last 30 days. This is a very warm
audience. This segment should be linked to a Facebook custom audience and targeted for remarketing.

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PART 2 – KLAVIYO CORE SEGMENTS
9 – Opened but No Click & No Purchase – Last 14 days
Note: This segment is looking for people that are on the fence but still interested given the right offer or
content. This segment should be linked to a Facebook custom audience and targeted for remarketing.

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PART 2 – KLAVIYO CORE SEGMENTS
10 – Opened but No Click & No Purchase – Last 30 days
Note: This segment is looking for people that are on the fence and on the verge of fading away into
oblivion. This segment should be linked to a Facebook custom audience and targeted for remarketing.

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Regards,
John Hutchison
AKA: Funnel Whisperer (Mr Conversion)

Need help and would like some coaching and mentoring? Reach out to me on
Facebook https://www.facebook.com/profile.php?id=100009297113515

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