demobook

Klaviyo: Configuring Smart Sending and Attribution Settings

Demo summary

Adjusting account-level settings for smart sending windows, conversion attribution, and UTM tracking parameters.

Step-by-step

  1. Go to Account and navigate to Email and Sending Preferences
  2. Set the Smart Sending window (e.g., 16 hours) to prevent over-emailing
  3. Navigate to Attribution to set the conversion window for email and SMS
  4. Select the Attribution touch point setting
  5. Go to Data and enable Anonymous visitor tracking
  6. Navigate to Other to customize consent and unsubscribe pages to match branding
  7. Go to UTM Tracking and toggle the switch to automatically add UTM parameters to links
  8. Click Save or Update for each section

Options

  • Set Attribution touch points to 'Opened or clicked email'
  • Set Attribution touch points to 'Opened or clicked email excluding Apple privacy opens'
  • Adjust the default 5-day email attribution window
  • Adjust the default 1-day SMS attribution window

Watch out for

  • Apple privacy settings can automatically count emails as opened even if the user hasn't viewed them, potentially skewing revenue attribution

Tips

  • Use a 16-hour Smart Sending window as a good starting time frame
  • Exclude Apple privacy opens from attribution touch points to ensure more accurate revenue data
  • Enable Anonymous visitor tracking so activity can be backfilled once a visitor becomes a profile
  • Design consent and unsubscribe pages following your branding guidelines to keep them as branded as possible
  • Toggle the UTM tracking switch to automate the addition of parameters to all links

All demos from “Klaviyo Email Marketing FULL COURSE 2026 ($300M Generated for Shopify eCommerce)

  1. 6:061:16Klaviyo Account Creation and Shopify IntegrationWalkthrough of signing up for a Klaviyo account, selecting business type, and connecting a Shopify store URL.KlaviyoImport / migrate contacts
  2. 7:221:22Setting up a Main Subscriber ListDemonstration of creating a newsletter list and choosing between single and double opt-in settings.KlaviyoTag & manage subscribers
  3. 8:443:57Setting up a Dedicated Sending Domain and DMARCStep-by-step guide on adding NS and TXT records to DNS settings (Squarespace/Google Domains) to verify a branded sending domain in Klaviyo.KlaviyoAuthenticate sending domain (SPF/DKIM/DMARC)
  4. 12:412:04Configuring Smart Sending and Attribution SettingsCurrentAdjusting account-level settings for smart sending windows, conversion attribution, and UTM tracking parameters.KlaviyoDeliverability & setup
  5. 14:451:55Setting up the Klaviyo Brand LibraryUploading logos, selecting brand colors, and importing Google Fonts for consistent email styling.KlaviyoDesign a newsletter / email (drag-and-drop editor)
  6. 19:177:25Creating and Targeting a Popup Signup FormBuilding a popup form from a template and configuring advanced targeting rules like exit-intent, scroll depth, and URL exclusions.KlaviyoAdd an opt-in popup
  7. 26:428:36Designing a High-Converting Signup FormUsing the form editor to customize headlines, input fields, CTA buttons, and success pages while removing friction elements like the 'X' close button.KlaviyoCreate an email signup / subscription form
  8. 37:101:58Setting up a Signup Form TeaserDemonstrating how to create a persistent 'teaser' tab that allows users to reopen the signup form after closing it.KlaviyoCreate an email signup / subscription form
  9. 39:083:37Optimizing Signup Forms for MobileCloning a desktop form and adjusting button sizes, font sizes, and input field heights specifically for mobile users.KlaviyoCreate an email signup / subscription form
  10. 48:081:31Adding a 'Micro-Yes' Step to Signup FormsDemonstrating how to add an initial commitment step to a form to increase overall conversion rates.KlaviyoA/B test a campaign
  11. 56:119:34Klaviyo Flow Builder BasicsAn overview of the flow interface, including selecting triggers (Added to List, Placed Order), adding profile filters, and using conditional splits.KlaviyoBuild a welcome / drip automation
  12. 1:05:4510:54Building a Multi-Step Welcome Series FlowConstructing a 7-email welcome sequence with specific time delays and content angles like brand story, bestsellers, and social proof.KlaviyoBuild a welcome / drip automation
  13. 1:19:135:28Setting up a Site Abandonment FlowCreating a flow triggered by 'Active on Site' to target visitors who browse the home page but don't view specific products.KlaviyoTrigger emails from behavior / events
  14. 1:24:414:06Building a Browse Abandonment FlowConfiguring a flow triggered by 'Viewed Product' with filters to exclude those who have already added items to their cart.KlaviyoTrigger emails from behavior / events
  15. 1:28:477:56Creating an Abandoned Cart FlowSetting up a flow triggered by 'Added to Cart' and explaining the difference between cart abandonment and checkout abandonment.KlaviyoSet up an abandoned-cart flow (ecommerce)
  16. 1:38:5311:12Building a Post-Purchase Customer Thank You FlowDesigning a flow triggered by 'Placed Order' that uses conditional splits to distinguish between first-time and returning buyers.KlaviyoSet up a post-purchase / win-back flow
  17. 1:53:203:16Creating a Sunset Flow for Unengaged SubscribersSetting up an automation to re-engage or suppress subscribers who haven't opened emails in a long period to protect sender reputation.KlaviyoImprove deliverability / avoid spam
  18. 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.KlaviyoSend a broadcast campaign
  19. 2:34:4411:34Importing Custom Designs into KlaviyoDemonstration of taking sliced images from Figma, compressing them, and assembling them into a responsive email within the Klaviyo editor.KlaviyoDesign a newsletter / email (drag-and-drop editor)
  20. 2:49:395:43Building an Engaged Customer SegmentUsing the segment builder to define 'Engaged 120 Days' based on email opens, clicks, and website activity.KlaviyoSegment the list
  21. 3:05:320:33Bulk Suppressing Unengaged ProfilesShowing the shortcut in Klaviyo to suppress all current members of a segment to clean the email list.KlaviyoTag & manage subscribers
  22. 3:22:321:32A/B Testing Campaign Send TimesSetting up a send-time split test to determine which hour generates the highest 'Placed Order' rate.KlaviyoA/B test a campaign
  23. Watch “Klaviyo Email Marketing FULL COURSE 2026 ($300M Generated for Shopify eCommerce)” →

Deliverability & setup

  1. 12:412:04Configuring Smart Sending and Attribution SettingsCurrentAdjusting account-level settings for smart sending windows, conversion attribution, and UTM tracking parameters.Emiel Dingemans from Magicianly | Email Marketing