Klaviyo: Creating and Scheduling an Email Campaign

Derek Stroh·Jan 2026

Demo summary

A full walkthrough of creating a campaign, including naming conventions, selecting audiences/exclusions, choosing templates, and configuring advanced scheduling options like recipient local time zone.

Step-by-step

Click Create Campaign
Enter a campaign name using a consistent nomenclature
Select the date and message type (Email, SMS, or WhatsApp)
Apply relevant campaign tags for future tracking
Select your target audience and your 'do not send to' exclusion lists
Configure tracking parameters and click Continue
Enter the Subject Line and Preview Text
Choose a creation method: Saved Templates, Email Library, or Text-only Editor

Options

Use Omni-channel sending
Enable Smart Sending for high-frequency accounts
Set up an AB test
Use the Email Library for design inspiration

Watch out for

If you choose the Text-only Editor, the preview text option is removed as it auto-pulls from the body content

Tips

Use a specific naming convention including the topic, date, and agency sign-off for better organization
Tag campaigns by category (e.g., Sale, Product Spotlight, Educational) to make them searchable
Turn off Smart Sending and instead be more intentional/manual with your sending process
Create your own custom templates rather than relying on the Email Library
Utilize plain text campaigns as they offer specific performance benefits

All demos from “2026 Full Klaviyo Email Marketing FREE Course | Full Tutorial”

2:441:10Configure Shopify Integration in KlaviyoThe demo shows how to navigate to Klaviyo integrations, select the Shopify app, and enable critical tracking settings like 'viewed product' and behavioral events.Klaviyo· Integrate with Shopify / store / CRM / other apps
4:011:40Verifying Event Tracking and MetricsA walkthrough of the Klaviyo analytics dashboard to verify that events like 'Active on Site' and 'Added to Cart' are firing correctly from the integrated store.Klaviyo· Track opens / clicks / revenue (reporting)
5:561:04Setting up a Branded Sending DomainShows the step-by-step process in Klaviyo settings to connect a dedicated sending domain to improve deliverability.Klaviyo· Authenticate sending domain (SPF/DKIM/DMARC)
14:346:33Creating and Scheduling an Email CampaignCurrentA full walkthrough of creating a campaign, including naming conventions, selecting audiences/exclusions, choosing templates, and configuring advanced scheduling options like recipient local time zone.Klaviyo· Send a broadcast campaign
21:071:06Setting up Flows from TemplatesDemonstrates how to use Klaviyo's flow library to quickly build a Welcome Series and Browse Abandonment automation using pre-configured triggers.Klaviyo· Build a welcome / drip automation
25:000:42Creating Dynamic Product FeedsShows how to create product feeds in Klaviyo based on Shopify categories to display bestsellers or recently viewed items in emails.Klaviyo· Integrate with Shopify / store / CRM / other apps
45:393:48Configuring Popup Targeting and BehaviorsA detailed demo of setting up popup triggers including exit intent, scroll depth, and frequency caps, as well as mapping the form to a specific subscriber list.Klaviyo· Add an opt-in popup
1:26:303:10Building Dynamic Segments with AND/OR LogicDemonstrates the segment builder in Klaviyo, showing how to combine conditions like email engagement, purchase history, and subscription status using boolean logic.Klaviyo· Segment the list
Watch “2026 Full Klaviyo Email Marketing FREE Course | Full Tutorial” →

Send a broadcast campaign

5:471:14Create and schedule an email campaignWalks through creating a campaign, selecting specific audience segments (like 'Engaged 30 days'), and using the drag-and-drop editor to design the email.Uk Desi Vlogger
14:346:33Creating and Scheduling an Email CampaignCurrentA full walkthrough of creating a campaign, including naming conventions, selecting audiences/exclusions, choosing templates, and configuring advanced scheduling options like recipient local time zone.Derek Stroh
10:401:30Schedule and send a Klaviyo campaignDemonstrates the campaign sending workflow, including selecting recipients, enabling smart sending, writing subject lines, and scheduling the send time.Walshy Mails | Sunlo Consulting
1:102:23Creating and Scheduling Campaigns in KlaviyoDemonstrates the workflow for setting up one-off email and SMS campaigns, including audience selection, AI subject line assistance, and advanced scheduling options like Smart Send Time.Business Solution
8:112:17Creating and sending an email campaignDemonstrates the process of setting up a newsletter campaign, including subject line configuration, template selection, and using the drag-and-drop editor.EmailTooltester
14:331:42Creating and scheduling a campaignShows the process of selecting a campaign template, writing a subject line, and scheduling the send time.Max Sturtevant
1:57:472:53Creating and Scheduling an Email CampaignThe process of starting a new campaign, selecting recipients, and navigating to the drag-and-drop editor.Emiel Dingemans from Magicianly | Email Marketing