How to Set Up Klaviyo for Your Shopify Store

Niko MoustoukasUpdated

Quick summary

This post walks Shopify merchants through the full Klaviyo setup process, from account creation and Shopify integration to building foundational flows and growing a list. Written for store owners setting up email marketing for the first time or migrating from another platform.

Most Shopify stores leave a significant chunk of revenue on the table because their email marketing is either non-existent or poorly configured. Klaviyo is the platform most serious Shopify merchants end up on, and for good reason. But getting it set up correctly from day one saves you weeks of fixing problems later.

This guide covers everything from connecting your store to building the flows that will start generating revenue within days of going live.


Why does Klaviyo work so well with Shopify?

Klaviyo is built specifically for ecommerce. Unlike general-purpose email tools, it pulls your Shopify data in real time: orders, browsing behaviour, product views, cart activity, and customer segments. That data is what makes personalisation actually work.

The numbers back it up. Klaviyo reports that merchants using their platform see an average of $85 in revenue per email subscriber per year when flows and campaigns are properly configured. That figure climbs significantly once you layer in SMS and loyalty data.

The native Shopify integration also means you do not need to maintain a separate CRM or export CSVs. Every purchase, every browse, every abandoned cart flows directly into Klaviyo and triggers the right message at the right time.


How do you connect Klaviyo to your Shopify store?

Connecting Klaviyo to Shopify takes about ten minutes if you follow the steps in order.

Step 1: Create your Klaviyo account

Go to klaviyo.com and sign up. Choose your industry (ecommerce), enter your store URL, and complete the onboarding survey. Klaviyo uses this to suggest relevant flows during setup.

Klaviyo's free plan supports up to 500 contacts and 500 emails per month, which is enough to get started without committing to a paid plan.

Step 2: Install the Klaviyo app from the Shopify App Store

Search for Klaviyo in the Shopify App Store and install it. During the installation, you will be prompted to connect to your Klaviyo account. Log in and authorise the connection.

This installs the Klaviyo tracking script on your storefront and begins syncing your historical order data, customer profiles, and product catalogue.

Step 3: Verify the integration is working

In Klaviyo, go to Integrations and select Shopify. You should see your store listed as active. Check that the following are syncing:

  • Orders (historical and live)
  • Customer profiles
  • Products catalogue
  • Active on Site tracking (browsing behaviour)

If Active on Site is not tracking, check that the Klaviyo script is loading on your storefront. Go to your Shopify theme and confirm the Klaviyo app embed is enabled under Online Store > Themes > Customise > App Embeds.

Step 4: Configure your sending domain

Before sending any emails, set up a custom sending domain. This means emails come from hello@yourdomain.com rather than a generic Klaviyo address, and it is critical for deliverability.

In Klaviyo, go to Account > Settings > Email > Dedicated Sending Domain. Follow the DNS configuration steps, which involve adding CNAME and TXT records to your domain registrar. Changes typically propagate within 24-48 hours.

Step 5: Set up DMARC, DKIM, and SPF

While you are in your DNS settings, confirm that DKIM and SPF records are in place. Klaviyo will guide you through this. DMARC is an additional layer that tells receiving mail servers what to do with emails that fail authentication, and it is now required by Gmail and Yahoo for bulk senders.

If you are sending to more than 5,000 contacts per day, a DMARC policy of at least p=none with a reporting address is mandatory.


How do you configure your Klaviyo account settings?

Sender name and reply-to address

Set a consistent sender name in Account > Settings > Email. Use your brand name, not a personal name, unless your brand is built around a founder. Your reply-to address should be a monitored inbox. Customers reply to marketing emails more often than most merchants expect.

Suppression list and consent

Import any existing suppression lists from your previous email platform before sending. Emailing people who have unsubscribed from another platform damages your sender reputation.

For new subscribers, Klaviyo defaults to single opt-in. For UK merchants, this is generally acceptable, but if your audience includes EU residents, consider whether double opt-in is appropriate for your GDPR compliance approach.

List and segment structure

Create a Master List that contains all active subscribers. Klaviyo segments filter this list dynamically based on behaviour or profile data. You do not need dozens of separate lists; segments handle the complexity.

Start with these foundational segments:

  • VIP customers: placed 3 or more orders, or spent above a threshold
  • At-risk customers: purchased once, 60+ days ago, no activity since
  • Engaged non-purchasers: subscribed, opened emails, never bought
  • New subscribers: joined in the last 30 days

What flows should you set up first?

Flows are automated sequences triggered by specific actions. They run in the background and generate revenue without manual effort. These are the four you should build before anything else.

Welcome series

Triggered when someone subscribes to your list. This is your highest open-rate sequence. A three-email structure works well:

  1. Immediate: Welcome, brand story, your promise to the subscriber
  2. Day 2: Best-selling products or most popular categories
  3. Day 5: Social proof (reviews, UGC), plus a soft incentive if you use them

Welcome emails average a 50-60% open rate across ecommerce, compared to around 20% for campaign emails. That attention window is valuable.

Abandoned checkout flow

Triggered when a customer starts checkout but does not complete the purchase. Shopify passes this event to Klaviyo in real time.

A three-email sequence is standard:

  1. One hour after abandonment: reminder, show the cart contents
  2. 24 hours: address objections, include reviews for the specific products
  3. 48-72 hours: final nudge, optionally include a discount

For more detail on structuring this flow, see Shopify Abandoned Checkout Recovery: A Step-by-Step Guide.

Post-purchase flow

Triggered immediately after a first order. This is often overlooked but it directly affects repeat purchase rate and customer lifetime value.

Structure:

  1. Immediately: order confirmation (can replace Shopify's default)
  2. Day 3: onboarding or product usage tips
  3. Day 7-14: cross-sell based on what they bought
  4. Day 30: review request

Browse abandonment flow

Triggered when a logged-in customer views a product page but does not add to cart. Lower intent than cart or checkout abandonment, so keep this to one or two emails.


How do you build your first campaign?

Flows handle automation. Campaigns are one-off broadcasts you send to a segment. Once your flows are live, start sending at least two campaigns per month.

In Klaviyo, go to Campaigns > Create Campaign. Choose Email, name the campaign, and select the segment you want to target. Use the drag-and-drop email builder or start from one of Klaviyo's ecommerce templates.

Key campaign types to rotate:

  • New product launches
  • Seasonal promotions
  • Educational content (how to get the most from your products)
  • Behind-the-scenes or brand story content
  • Re-engagement campaigns for lapsed subscribers

For more on building flows that drive consistent revenue, read Shopify Email Flows That Actually Drive Revenue.


How do you make sure your emails actually get delivered?

Deliverability is not an afterthought. If your emails land in spam, nothing else matters.

Follow these practices from day one:

  • Warm up your sending domain: start with small sends (500-1,000) and gradually increase volume over 4-6 weeks
  • Clean your list regularly: suppress contacts who have not opened in 180 days before they damage your sender score
  • Keep your complaint rate below 0.08%: above that threshold, Gmail starts filtering your emails to spam
  • Use plain-text versions: Klaviyo generates these automatically, but check they look sensible
  • Avoid spam trigger words: free, earn, winner, limited time in subject lines in combination with excessive punctuation

Monitor your deliverability in Klaviyo under Analytics > Deliverability. Pay attention to open rate trends, spam complaint rates, and unsubscribe rates. A sudden drop in open rates often signals a deliverability problem rather than a content problem.


Key actions to take now

  1. Create your Klaviyo account and connect it to Shopify via the App Store
  2. Configure your custom sending domain and DNS authentication records (DKIM, SPF, DMARC)
  3. Import any existing suppression lists before sending anything
  4. Build and activate the welcome series, abandoned checkout, post-purchase, and browse abandonment flows
  5. Create your four foundational segments (VIP, at-risk, engaged non-purchasers, new subscribers)
  6. Plan a minimum of two campaign sends per month and schedule the first one
  7. Set a calendar reminder to clean your list every 90 days

Frequently Asked Questions

Is Klaviyo worth the cost for a small Shopify store?

The free plan covers up to 500 contacts, so there is no cost until you start growing. For stores with 500 to 5,000 contacts, the paid plans start at around $20-45 per month depending on list size. If your flows are set up correctly, the revenue generated from abandoned checkout recovery alone typically covers the subscription cost within the first month.

How long does it take for Klaviyo to sync Shopify data?

The initial sync typically completes within a few hours for smaller stores. Large catalogues and long order histories can take up to 24 hours. Live data from that point onwards syncs in real time, so new orders, signups, and browsing events appear in Klaviyo within seconds.

Should I use Klaviyo for SMS as well as email?

Yes, if your audience consents to it. Klaviyo's SMS tool integrates with the same flows as email, so you can add SMS touchpoints without building separate automation. SMS open rates are consistently above 90%, and it works especially well for time-sensitive messages like back-in-stock alerts and flash sales. For UK merchants, ensure your SMS consent process is compliant with PECR regulations.

What is the best way to grow my list after setting up Klaviyo?

The fastest growth comes from pop-ups and embedded forms on your storefront connected directly to Klaviyo. A timed exit-intent pop-up with a relevant incentive (a discount, a free resource, or exclusive early access) converts at 2-5% of visitors on most stores. Beyond that, see Shopify Email Marketing: Building Your List From Zero for a full list-building strategy.