How to set up Klaviyo 2024 | Email Marketing Tutorial For Beginners

Kasey Luck

9 Jan 202437:13

EducationalLearning

32 Likes 10 Comments

TLDRThe video script provides a comprehensive guide on setting up Clavio, an email marketing platform, with a Shopify store for e-commerce brands. It emphasizes the importance of email marketing as a primary channel, especially with increasing privacy concerns on tech platforms. The speaker, Casey, shares step-by-step instructions on integrating Clavio with Shopify, syncing profiles, and setting up sender information. The tutorial covers email automation, segmentation, and the creation of welcome flows for new subscribers. It also touches on the use of unique versus static coupon codes and the significance of respecting subscriber preferences. Casey highlights the value of segmentation in campaigns to maintain engagement and deliverability, and concludes with a demonstration on building a campaign, including audience selection and content creation. The script is rich with actionable strategies and is aimed at both beginners and experienced marketers looking to enhance their email marketing efforts.

Takeaways

📧 Email marketing is crucial for e-commerce stores, especially as privacy concerns limit access to third-party data and cookies.
🛍️ Clavio is a preferred email marketing platform for e-commerce brands, offering detailed analytics and automation capabilities.
🔗 Integrating Clavio with Shopify involves syncing Shopify subscribers and profiles to Clavio and vice versa, with options to select which data to sync.
🏷️ Setting up sender information in Clavio is essential for establishing a recognizable 'From' name and email address in outgoing emails.
📱 SMS marketing through Clavio is available only in certain countries, and it complements email marketing efforts.
📊 Website tracking in Clavio allows for the capture of user actions on the Shopify store, enhancing the ability to automate and personalize email marketing.
🎨 Customizing the brand library in Clavio, including logo, colors, and fonts, helps maintain brand consistency across email templates.
👥 User management in Clavio allows for assigning different roles to team members or external contractors for efficient collaboration.
📈 Growing the audience through email and SMS list building is vital, with A/B testing of popups being a key strategy for list growth.
🔑 Offering discounts or free shipping through welcome flows can boost sign-up rates, with options to provide unique or static coupon codes.
📅 Timely activation of email flows and campaigns is important, with segmentation being key to avoid overwhelming subscribers with too many emails.
📝 Campaigns in Clavio are one-time, manually sent emails that require careful segmentation to maintain engagement and deliverability.

Q & A

Why is email marketing important for e-commerce stores in 2024 and beyond?
-Email marketing is crucial because advertising and social media are becoming more challenging due to increased privacy concerns and restrictions on third-party data, such as cookies. Email marketing serves as an owned marketing channel, allowing full control over the audience and providing detailed analytics.
What is the first step to set up Clavio with a Shopify store?
-The first step is to go to the Shopify App Store, search for Clavio, and install the Clavio Email Marketing and SMS app.
Why is syncing Shopify subscribers to Clavio important?
-Syncing subscribers allows you to maintain a unified list and take advantage of Clavio's email marketing features, ensuring that your email list is up-to-date and integrated with your Shopify store.
What does Clavio's website tracking feature do?
-Website tracking passes information about customer actions on your Shopify store to Clavio, enabling you to see each profile's activities and set up email automations based on those actions.
How does Clavio handle SMS marketing?
-Clavio offers SMS marketing, but it is only available in the US, Canada, UK, Australia, New Zealand, and Ireland. The pricing for SMS is different from email marketing, and it can be added later to a Clavio account that initially focuses on email.
What is the purpose of setting up a sender information in Clavio?
-Sender information, including the sender name and email address, is displayed in the recipient's inbox as the 'From' name. It's important for branding and encourages recipients to recognize and trust the source of the email.
Why is it recommended to start with email marketing before adding SMS marketing for a new e-commerce brand?
-Focusing on email marketing first allows a new brand to build a solid foundation and understand the marketing channel before adding the additional complexity and cost of SMS marketing.
What is the significance of setting up a welcome flow in Clavio?
-A welcome flow is a series of automated emails sent to new subscribers. It helps in engaging new customers, introducing them to the brand, and encouraging them to make a purchase.
How does Clavio handle unique coupon codes in welcome flows?
-Clavio integrates with Shopify to generate unique coupon codes for each recipient, which can be set to expire after a certain period, adding a sense of urgency and personalization to the marketing effort.
What is the importance of segmentation in email campaigns?
-Segmentation allows for targeted marketing, ensuring that emails are relevant to the recipient's interests and behaviors. It helps in improving engagement rates and deliverability while avoiding email fatigue.
What is the difference between email flows and campaigns in Clavio?
-Email flows are automated sequences of emails sent based on specific triggers, while campaigns are one-time, manual emails that are sent to a targeted segment of the email list.

Outlines

00:00

📈 E-commerce Email Marketing Essentials

This paragraph emphasizes the importance of email marketing for e-commerce businesses, especially considering the increasing challenges in advertising and social media due to privacy concerns. The speaker introduces Clavio as their preferred email marketing platform for e-commerce brands and outlines the steps to set it up with a Shopify store. The focus is on the benefits of email marketing, including ownership of the audience and detailed analytics.

05:00

💌 Setting Up Clavio with Shopify

The speaker provides a step-by-step guide on integrating Clavio with a Shopify store. This includes installing the Clavio app, creating a new account, and syncing Shopify subscribers with Clavio. The paragraph also discusses the importance of setting up sender information and choosing the right email address for outgoing messages. It touches on the decision between email-only marketing and SMS marketing, with a reminder that SMS is only available in certain countries.

10:02

🖥️ Website Tracking and Contact Import

The paragraph explains the process of enabling website tracking to capture user actions on the Shopify store, which is then used by Clavio for targeted email automations. It also covers how to import contacts into Clavio, emphasizing the importance of respecting subscription statuses during the import to maintain good deliverability and comply with subscriber preferences.

15:04

🎨 Customizing Your Brand Library in Clavio

The speaker guides on customizing the brand library in Clavio, which includes uploading a logo, selecting brand colors, and choosing fonts. The paragraph also discusses the option to add header links and social icons, which can enhance brand recognition and subscriber engagement. The importance of using standard fonts for broader compatibility across email clients is highlighted.

20:04

📈 Growing Your Audience with Email and SMS

The paragraph discusses strategies for growing an email and SMS list, referencing other tutorials for in-depth guidance on setting up Clavio forms and A/B testing popups. The focus is on the significance of A/B testing for optimizing list growth and the interplay between list growth and increased revenue.

25:05

🛍️ Creating a Welcome Flow for New Subscribers

The speaker outlines the process of creating a welcome flow in Clavio to engage new subscribers. This includes selecting a list to trigger the flow, deciding on offering a coupon to new subscribers, and choosing between a unique or static coupon code. The benefits of personalization and the psychological impact of urgency in marketing are discussed.

30:06

📝 Building and Customizing Email Content

The paragraph details the process of setting up and customizing email content within the welcome flow. It covers renaming emails for clarity, adding time delays between emails, and the importance of proper naming for easier backend analytics. The speaker also demonstrates how to edit email subjects, preview texts, and ensures the inclusion of coupon codes in the email content.

35:07

🔍 Segmentation and Campaign Strategy

The speaker discusses the importance of segmentation in campaign strategy to avoid over-emailing and maintain high engagement and deliverability. The paragraph explains how to create a campaign in Clavio, including setting a name, date, and choosing recipients through segmentation. It also covers the process of creating a new segment to exclude recent purchasers from campaign emails.

📝 Crafting the Email Campaign Content

The final paragraph focuses on the content creation aspect of a Clavio campaign. It guides through selecting a template, customizing text fields, ensuring mobile compatibility, and conducting a test send. The speaker emphasizes the importance of careful review and testing before finalizing the campaign to ensure it appears correctly on different devices.

Mindmap

Keywords

💡Email Marketing

Email marketing is a method of advertising and communication with customers through email. It is a crucial component of digital marketing, allowing businesses to send targeted messages to a specific audience. In the video, the speaker emphasizes the importance of email marketing as a primary channel for e-commerce stores, especially with the increasing focus on privacy by tech platforms, which limits access to third-party data.

💡Privacy

Privacy refers to the state or condition of limited access to personal information or data. In the context of the video, privacy is highlighted as a top priority for tech platforms like Apple, which has implications for digital advertising. This shift towards privacy means that traditional advertising methods are becoming less effective, making owned channels like email marketing more valuable for businesses.

💡Owned Marketing Channel

An owned marketing channel is a platform or medium that a company fully controls and owns, such as its email list or website. The video discusses how email marketing is an owned channel, allowing businesses to have complete control over their audience and communication without relying on third-party platforms.

💡Analytics

Analytics is the qualitative and quantitative analysis of data to understand trends, behaviors, and outcomes. In the video, the speaker mentions that email marketing provides an unparalleled level of detail when it comes to analytics, allowing businesses to analyze the performance of their marketing efforts effectively.

💡Cavo (Clavio)

Cavo, which seems to be a typo for Clavio, is an email and SMS marketing platform. The video is a tutorial on how to set up Clavio with a Shopify store, which is essential for e-commerce brands looking to integrate email marketing into their operations.

💡Shopify

Shopify is an e-commerce platform that allows businesses to create online stores to sell their products. The video provides a step-by-step guide on integrating Clavio with a Shopify store, emphasizing the synergy between the two platforms for effective e-commerce operations.

💡UTM Parameters

UTM parameters are tags added to a URL to track the source of traffic and marketing campaign performance. The video script mentions the loss of access to cookies and UTM parameters due to privacy concerns, which impacts the ability to track and analyze advertising effectiveness.

💡Email Automation

Email automation is the process of sending out emails automatically based on specific triggers or schedules. The video covers setting up email flows and automations, which are essential for nurturing leads, engaging customers, and promoting products without constant manual effort.

💡Sender Information

Sender information refers to the details that appear in the 'From' field of an email, which typically includes the sender's name and email address. In the context of the video, setting up sender information is a critical step in the Clavio setup process, as it determines how the emails appear to recipients and can affect open rates.

💡SMS Marketing

SMS marketing is a form of digital marketing that uses text messages to reach and engage customers. The video mentions that SMS marketing is available through Clavio in specific countries and can be a powerful tool for e-commerce brands, especially when combined with email marketing.

💡Segmentation

Segmentation in marketing refers to dividing a larger group of consumers into smaller, more specific groups based on characteristics or behaviors. The video discusses the importance of segmentation in email campaigns to avoid overwhelming the entire email list with messages, which can lead to decreased engagement and deliverability.

Highlights

Email marketing is crucial for e-commerce stores as advertising and social media become more challenging due to privacy concerns.

Clavio is the preferred email marketing platform for the presenter's e-commerce agency, showcasing their expertise in the platform.

Setting up Clavio with Shopify involves integrating the two platforms to sync subscribers and profile data.

Clavio allows for detailed analytics and performance tracking of email marketing campaigns.

The importance of setting up sender information accurately to reflect the brand in customers' inboxes.

SMS marketing is available only in specific countries and has different pricing compared to email marketing.

Website tracking is vital for capturing customer behavior on the Shopify store and is integrated with Clavio.

The process of importing contacts into Clavio, with a focus on respecting subscription status.

Building a brand library in Clavio to ensure consistency in branding across all email templates.

The option to invite team members to Clavio with different user roles for efficient collaboration.

Strategies for growing the email and SMS list through forms and popups, emphasizing A/B testing.

Creating a welcome flow in Clavio to engage new subscribers with a series of automated emails.

The option to use unique or static coupon codes in welcome flows and their respective advantages and disadvantages.

The importance of naming emails and flows properly for easier analytics and reporting.

The significance of segmentation in campaign strategy to avoid over-emailing and maintain high engagement rates.

Creating a campaign in Clavio involves selecting recipients based on segments, which is crucial for effective email marketing.

Using UTM tracking in emails to aid in analytics and understanding the effectiveness of marketing efforts.

Transcripts

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Related Tags

Email Marketing Clavio Setup E-commerce Privacy Changes Customer Engagement Marketing Automation Shopify Integration Subscriber Management SMS Marketing Campaign Strategy Segmentation