A complete Shopify + Klaviyo setup for a new store covers six things: connect the Klaviyo integration, install a signup form, build your core lifecycle flows (welcome, abandoned cart, browse abandonment, post-purchase), create starter segments, verify your sending domain, and confirm revenue tracking. Get those right and email becomes one of your highest-margin channels — the email-channel industry benchmark is roughly $38 back per $1 spent (results vary by store, catalog, list and offers).
Below is the checklist, distilled from email-marketing best practices. Work through it yourself if you like the hands-on path — or skip to the end, where flizz.ai turns this entire checklist into a one-click setup that then runs itself.
The fast checklist
| Step | What to do | Why it matters |
|---|---|---|
| 1. Connect | Install the Klaviyo app from the Shopify App Store | Syncs catalog, orders, and customers automatically |
| 2. Capture | Add a popup or embedded signup form | Turns anonymous traffic into a marketable list |
| 3. Flows | Build welcome, abandoned cart, browse, post-purchase | Automated revenue that runs 24/7 |
| 4. Segment | Create engaged, VIP, and lapsing segments | Send the right message to the right people |
| 5. Deliverability | Verify your sending domain (DKIM/SPF) | Reach the inbox, not spam |
| 6. Measure | Confirm conversion tracking and attribution | Prove revenue and improve over time |
1. Connect Shopify to Klaviyo
Install the official Klaviyo app from the Shopify App Store and authorize it. This syncs your product catalog, historical orders, and customer profiles, and starts collecting real-time on-site activity. Once connected, confirm that the Klaviyo onsite snippet is active on your storefront so viewed-product and started-checkout events are tracked.
2. Capture emails (and SMS consent)
No list, no revenue. Add at least one signup form:
- A welcome popup with a first-order incentive (for example, 10% off)
- An embedded footer form for visitors who close popups
- A separate consent checkbox if you plan to collect SMS
Keep the offer clear and the form to one or two fields. The faster someone subscribes, the sooner your flows can start working.
3. Build your core flows
These four automations do most of the heavy lifting for a new store, and they are the foundation of the eight Klaviyo flows every store needs:
Welcome series
Triggered on signup. Deliver the promised incentive, introduce your brand, and set expectations. This is your highest-engagement moment — see how to build a welcome series that converts.
Abandoned cart
Triggered when a shopper adds to cart and starts checkout but doesn’t buy. A short sequence of two or three emails recovers sales that would otherwise be lost.
Browse abandonment
Triggered when someone views a product but doesn’t add to cart. A gentle reminder keeps your products top of mind.
Post-purchase
Triggered after an order. Confirm the purchase, set delivery expectations, and begin the path to a second order with cross-sells or a review request.
4. Create starter segments
Segmentation is how you stay relevant and protect deliverability. Start with three:
- Engaged subscribers — opened or clicked in the last 30–90 days
- VIPs — repeat buyers or high lifetime value
- Lapsing — previously engaged, now quiet, ready for a win-back
Send your campaigns to engaged people first while your domain reputation is young.
5. Lock down deliverability
Verify a dedicated sending domain and turn on authentication (DKIM and SPF) inside Klaviyo. Warm up gradually by sending to your most engaged subscribers before broadcasting to your whole list. Clean sending habits are the difference between the inbox and the promotions tab.
6. Confirm tracking and measure
Make sure Klaviyo’s conversion tracking is firing on Shopify so every flow and campaign is credited with the revenue it drives. From there, watch placed-order revenue per recipient and improve from a real baseline.
How long this should take — and what good looks like
A focused manual setup is a day or two of work. The payoff can be meaningful: the email-channel industry benchmark is roughly $38 back per $1 spent (results vary by store, catalog, list and offers), and a properly configured Klaviyo account — strong flows, clean segments, healthy deliverability — gives email the best chance to contribute as a high-margin channel. Actual results depend on your store, catalog, list and offers.
The hard part isn’t the checklist — it’s keeping it sharp. Winning subject lines, offer structures, and flow timing shift constantly, and most teams set their flows once and never revisit them. That’s exactly the work you shouldn’t have to do by hand.
Where flizz.ai fits
flizz.ai is self-serve software built by the team behind the sister email agency flizz.net: it productizes proven email-marketing playbooks into software that does this whole checklist for you in one click — then keeps it running with minimal hands-on management. You connect your store, approve what it proposes, and that’s it. There’s no calendar of sends to manage by hand, and little to revisit week to week. Connect once and let it run.
Because it’s a network, you also skip the guesswork. Winning marketing strategies and templates — never customer data — are tested across the flizz.ai network and adapted to your brand and voice, then pushed to your account automatically. Only what works travels between stores; your customer data never does. It gets smarter as the network grows. The result is best-practice lifecycle marketing that keeps improving on its own, so email marketing takes far less of your time.
Ready to set it and forget it? Connect your store, approve what flizz.ai proposes, and let it run — or book a demo to see the strategy first.