What is a setup wizard?

A setup wizard is a step-by-step interface designed to guide users through installing and configuring software or a program. 

Setup wizards simplify the software installation process by breaking down complex tasks into smaller, more manageable steps, often with user-friendly instructions and prompts.

A setup wizard can be used for:

  1. Setting up an account: It can help people create an online account and configure the initial settings.
  2. Managing preferences: It can describe options for configuration and help users select the most suitable one.
  3. Adding a payment method: It can connect a bank account or link a default payment method to the user account.
  4. Integrating platforms: It can help people connect platforms to each other and share data between them.
  5. Connecting social media accounts: It can connect social media accounts to other platforms.
  6. Changing security settings: It can simplify the process of updating passwords and setting up multi-factor authentication.

How to use the Klaviyo setup wizard

There are almost as many setup wizards as there is software platforms, but here’s an example of how you can use one that’s specifically for connecting your ecommerce store to a marketing automation platform:

1. Connect your ecommerce platform to your chosen software

Start by connecting your ecommerce platform to another software of your choosing. For example, the Klaviyo setup wizard will attempt to detect your store automatically, whether you’re using Shopify, BigCommerce, or another platform. 

2. Choose your list size

Choose the option from the setup wizard that best matches the size of your email subscriber list. This will configure your account based on your needs. If you’re unsure how big your subscriber list is, check your ecommerce platform or previous email automation platform for exact numbers.

3. Add your business address

Provide your business address to comply with international anti-spam regulations. Make sure all required fields are filled in correctly before proceeding.

4. Input your sender information

Enter your sender name and email address, which will be displayed in your subscribers‘ inboxes. Make sure this information is accurate to establish trust with your audience and inbox providers.

5. Verify your email address

After you’ve added your email address, check your inbox for a verification email from Klaviyo. The confirmation link expires after 72 hours, so make sure you confirm your email address in the setup wizard to get started. If you can’t find the confirmation email in your inbox, check your spam folder or ask the wizard to resend it.

Klaviyo—an easy way to connect with your audience

Klaviyo’s intuitive and easy-to-use setup wizard helps you configure your account in a few simple steps. All you have to do is connect your platform, pick your list size, and add your information. If you get stuck, Klaviyo will save your progress so you can take a break and continue later.

Sign up for Klaviyo today and start sending emails that generate revenue.

Additional resources