demobook

Creating and Scheduling Campaigns in Klaviyo

Demo summary

Demonstrates 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.

Step-by-step

  1. Choose a communication channel and name the campaign.
  2. Select up to 15 lists or segments to include as recipients.
  3. Exclude specific lists or segments to refine targeting.
  4. Use the visual editor to pull brand settings like fonts and logos from the brand library.
  5. Preview the message as a specific profile to check personalization.
  6. Send a test email or SMS to a physical device.
  7. Select a delivery method: Fixed, Gradual, or Smart Send Time.
  8. Choose between a specific time zone or each recipient's local time zone.

Options

  • Use the AI subject line assistant for copy suggestions.
  • Enable 'Determine recipients at send time' to snapshot lists right before delivery.
  • Override 'Smart Sending' for time-sensitive messages to bypass cooldown windows.
  • Adjust mobile optimization settings for tighter control on small screens.

Watch out for

  • Smart Send Time requires meeting specific data requirements before it can be used.
  • Local time zone sending has limitations if you are also performing A/B testing.
  • If 'Determine recipients at send time' is off, Klaviyo snapshots the list at the moment you click schedule.

Tips

  • Use the brand library to ensure new templates automatically carry your fonts, colors, and logos.
  • Keep 'Smart Sending' on by default to avoid subscriber fatigue and protect inbox reputation.
  • Use the AI subject line assistant to spark ideas that align with the specific goal of the send.

Highlights

the workflow is built to help you plan, target, create, schedule, and measure those sends in one place

All demos from “Klaviyo Review & Full Demo 2025: The Ultimate Product Tour

  1. 1:102:23Creating and Scheduling Campaigns in KlaviyoCurrentDemonstrates 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.KlaviyoSend a broadcast campaign
  2. 3:332:00Building Automated Marketing FlowsShows the drag-and-drop canvas for creating automated sequences triggered by behavior, including the use of conditional splits, time delays, and profile property updates.KlaviyoBuild a welcome / drip automation
  3. 5:332:01Designing Email Templates with Drag-and-DropWalks through the visual editor using sections and blocks, highlighting universal content for brand consistency and dynamic tables for personalized data rendering.KlaviyoDesign a newsletter / email (drag-and-drop editor)
  4. 7:342:09Setting Up Dynamic Product FeedsDemonstrates how to pull product catalog data into emails using rule-based logic for personalized recommendations based on browsing and purchase history.KlaviyoIntegrate with Shopify / store / CRM / other apps
  5. 9:432:23Building and Targeting Signup FormsShows the creation of popups, flyouts, and embedded forms, including multi-step collection, mobile optimization, and behavioral triggers like exit intent.KlaviyoCreate an email signup / subscription form
  6. 12:062:21Advanced Audience SegmentationDemonstrates building dynamic segments using complex logic, including event-based rules, profile properties, and location data to maintain clean sending lists.KlaviyoSegment the list
  7. 14:273:10Managing Customer Data and Identity ResolutionExplores the B2C CRM and CDP features, showing how profiles are unified, data is transformed without code, and how to monitor data quality across integrations.KlaviyoTag & manage subscribers
  8. Watch “Klaviyo Review & Full Demo 2025: The Ultimate Product Tour” →

Send a broadcast campaign

  1. 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
  2. 14:346:33Creating and Scheduling an Email CampaignA 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
  3. 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
  4. 1:102:23Creating and Scheduling Campaigns in KlaviyoCurrentDemonstrates 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
  5. 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
  6. 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
  7. 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