Klaviyo: Creating and Scheduling an Email Campaign

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Emiel Dingemans from Magicianly | Email Marketing·Aug 2024

Demo summary

The process of starting a new campaign, selecting recipients, and navigating to the drag-and-drop editor.

Step-by-step

Navigate to Campaigns in the left menu and click Create Campaign
Enter a campaign name and select Email as the channel
Select your recipient list in the Recipients field
Toggle on Smart Sending and UTM tracking
Click Continue to Content and fill in the subject line, preview text, sender name, and sender email
Select the Drag and Drop editor option
Choose Create Blank Email to enter the builder
Review the campaign summary and click Schedule or Send

Options

Select SMS or Push instead of Email
Use Text Only or HTML editors instead of Drag and Drop
Select a pre-made template from the Template Library or Saved Templates

Watch out for

You must fill in the recipients list before proceeding
HTML emails often encounter display issues across different mobile and desktop browsers

Tips

Turn on Smart Sending for 99.9% of campaigns to avoid over-emailing subscribers
Use plain text emails occasionally to give a more personal feel and improve deliverability
Send campaigns to engaged segments rather than your entire main list
Always turn on UTM tracking for better data analysis

Highlights

“that's in a nutshell how the campaign interface of clay works”

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

6:061:16Klaviyo Account Creation and Shopify IntegrationWalkthrough of signing up for a Klaviyo account, selecting business type, and connecting a Shopify store URL.Klaviyo· Import / migrate contacts
7:221:22Setting up a Main Subscriber ListDemonstration of creating a newsletter list and choosing between single and double opt-in settings.Klaviyo· Tag & manage subscribers
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.Klaviyo· Authenticate sending domain (SPF/DKIM/DMARC)
12:412:04Configuring Smart Sending and Attribution SettingsAdjusting account-level settings for smart sending windows, conversion attribution, and UTM tracking parameters.Klaviyo· Deliverability & setup
14:451:55Setting up the Klaviyo Brand LibraryUploading logos, selecting brand colors, and importing Google Fonts for consistent email styling.Klaviyo· Design a newsletter / email (drag-and-drop editor)
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.Klaviyo· Add an opt-in popup
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.Klaviyo· Create an email signup / subscription form
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.Klaviyo· Create an email signup / subscription form
39:083:37Optimizing Signup Forms for MobileCloning a desktop form and adjusting button sizes, font sizes, and input field heights specifically for mobile users.Klaviyo· Create an email signup / subscription form
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.Klaviyo· A/B test a campaign
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.Klaviyo· Build a welcome / drip automation
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.Klaviyo· Build a welcome / drip automation
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.Klaviyo· Trigger emails from behavior / events
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.Klaviyo· Trigger emails from behavior / events
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.Klaviyo· Set up an abandoned-cart flow (ecommerce)
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.Klaviyo· Set up a post-purchase / win-back flow
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.Klaviyo· Improve deliverability / avoid spam
1:57:472:53Creating and Scheduling an Email CampaignCurrentThe process of starting a new campaign, selecting recipients, and navigating to the drag-and-drop editor.Klaviyo· Send a broadcast campaign
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.Klaviyo· Design a newsletter / email (drag-and-drop editor)
2:49:395:43Building an Engaged Customer SegmentUsing the segment builder to define 'Engaged 120 Days' based on email opens, clicks, and website activity.Klaviyo· Segment the list
3:05:320:33Bulk Suppressing Unengaged ProfilesShowing the shortcut in Klaviyo to suppress all current members of a segment to clean the email list.Klaviyo· Tag & manage subscribers
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.Klaviyo· A/B test a campaign
Watch “Klaviyo Email Marketing FULL COURSE 2026 ($300M Generated for Shopify eCommerce)” →

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 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
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 CampaignCurrentThe process of starting a new campaign, selecting recipients, and navigating to the drag-and-drop editor.Emiel Dingemans from Magicianly | Email Marketing