Create an email campaign in Klaviyo
The video below will walk you through how to set up an email campaign in Klaviyo, and identifies key features you can use to help your campaign perform successfully.
Maximize your marketing impact
Now that you've learned the basics for creating an email campaign in Klaviyo, consider using the following tools to help you make the most out of your sends:
Use preview & testing options to verify your content before sending
Take advantage of the preview and testing functionalities to make sure that subscribers will receive your message the way you intended before you hit the official send button.
- Preview your campaign for different devices. Switch between desktop and mobile previews of your campaign with a toggle. This feature helps you see how your content translates on all devices.
- Preview your campaign as a recipient. ClickPreview & test > Search for a profile to see your campaign, exactly how a targeted customer will, including any personalization you added.
- Send test campaigns to selected recipients. Send test emails to any email address you'd like, giving you and your testers the full experience of receiving your campaign.
Interested in a more advanced testing technique? Continue to test and iterate on your emails while you send with A/B testing.
Use sending features to deliver messages at the optimal time
When sending campaigns, there are a few different sending features you can use to make sure your email is landing in the inbox at a time most likely to drive engagement.
- Smart sending allows you to avoid over-sending to recipients, so they don’t get overwhelmed and unsubscribe from your email marketing. When smart sending is enabled, your campaign won't send to any profiles who have received another email from you in the last 16 hours, or within another specific time window you select.
- Fix send time and gradual send over several hours are 2 options you can use for scheduling your campaign send in advance. Fix send time allows you to select 1 time for your email to deliver to recipients in their given time zone (for example, send at 10am to all recipients in their specific time zone). Gradual send over several hours allows you to spread out your email sends across your audience over a set of time.
Interested in a more advanced sending technique? Discover the optimal time to send your campaigns by enabling a smart send time test. Note: this functionality is only available for customers with a campaign audience of 12,000 or higher.
Use the campaign calendar to organize your content cadence
As you begin to send campaigns, it’s important to message your recipients effectively to drive engagement. You don’t want to send too infrequently that your subscribers forget about your brand, but you also don’t want to send too often or your subscribers may get overwhelmed and unsubscribe from your marketing.
Use the campaign calendar in Klaviyo to easily see when you’re sending campaigns, so you can make sure you’re sending at an appropriate and consistent cadence. To get to the campaign calendar feature, on the left-hand navigation menu click on Campaigns > Calendar.
You can easily filter your calendar views by day, week, or month to get a holistic view of your marketing schedule.
Use Klaviyo AI to assist in copywriting
Copywriting is an essential skill for email marketing performance. If your email subject line isn’t engaging, your subscribers aren’t likely to click on your email. If your email copy is dry or not aligned to your main goal, your subscribers are probably not going to click on your call-to-action.
So what if you’re feeling stuck on what to say? The Klaviyo AI assistant can generate engaging copy for you.
Use the subject line assistant to generate copy ideas for engaging your recipients right from the inbox notification.
Paid accounts in Klaviyo also have access to Klaviyo AI for generating email blocks with copy to help drive your recipients to your CTA.
Use the campaigns library to streamline creation
The campaigns library in Klaviyo gives you access to prebuilt templates and reusable content blocks, making it easier to quickly create polished, effective emails.
Explore professionally designed templates that you can customize to match your brand. You can also reuse past content blocks to keep your messaging consistent and save time. This is especially helpful when running recurring promotions or seasonal campaigns.
You can also sort by channel or campaign goal to quickly find the right starting point for your next send. Whether you're launching a new product or announcing a flash sale, the library helps you move faster without sacrificing quality.
Use AI to create a segment in campaigns
Looking to target the right audience without building a segment from scratch? Klaviyo’s AI-powered segment builder makes it simple, all within the campaign builder.
When you're setting up a campaign, just describe the type of audience you want to reach in plain language. Klaviyo will generate a recommended segment based on what you provide.
You can review the segment, make changes, or generate a new 1 if needed. It’s a fast and intuitive way to reach the right people, whether you're focusing on loyal customers, recent buyers, or high-intent visitors.
Best practices:
- Be clear and specific in your prompt (e.g., “customers who purchased in the last 30 days but didn’t open the last email”).
- Review the generated segment before sending to make sure it aligns with your goal.
- Use AI-generated segments as a starting point, and refine them to suit your message or promotion.
Kickstart your marketing with campaign planner
Planning your campaign strategy can feel overwhelming. You have to decide what to send, when to send it, and who to send it to, which takes time.
Klaviyo’s campaign planner simplifies the process. Answer a few quick questions about your business, like how often you launch products and what your goals are, and Klaviyo will take it from there.
Based on your answers, Klaviyo builds a custom campaign strategy for you. You'll receive recommended send cadences for 3 key campaign types: customer education, product highlights, and promotions.
The plan is flexible, so you can adjust details like send days, preferred channels, and frequency to match your needs.
When you're done, placeholders will appear directly on your campaign calendar. Each one includes a suggested theme, target segment, and a pre-built message template. Hover over any placeholder to view the details and start building your campaign right away.