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Klaviyo Tutorial for Beginners (2024) Best Shopify Email Marketing Software
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Oct 25, 2024
Discover why Klaviyo is the ultimate email marketing solution for your Shopify store in 2024! In this beginner-friendly tutorial, learn how to set up your Klaviyo account, create powerful email campaigns, and maximize your store's revenue through automated flows and segmentation. Whether you're just starting out or looking to upgrade your email marketing strategy, this comprehensive guide covers everything you need to know to leverage Klaviyo's powerful features for your e-commerce success.
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Clavio tutorial for beginners
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Best Shopify email marketing software. Hey guys, welcome back. In this video, I'll be showing you how you can get started with Clavio and how you can integrate Clavio into Shopify
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You have SMS marketing, mobile push reviews, and CDP as well. So let's get started
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Now to get started, I'm going to show you guys how to integrate Clavio
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and then we're going to do a deep dive into what Clavio really is like to use
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So to get started, you're going to head on over to your Shopify dashboard
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And once you're in your Shopify dashboard, you're going to click on settings on the bottom left
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Once you click on settings on the bottom left, you're going to click on apps and sales channels on the bottom left
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and then click on your Shopify App Store on the top right. Once you do that, you just want to search for Clavio in the Shopify App Store
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And you will have the first section. So the first two results are Clavio email marketing and then Clavier Reviews
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So Clavio Reviews is an integration built if you're looking to integrate reviews into your products
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However, we're looking to more so integrate marketing tools. So we're going to go with Clavio email marketing and SMS
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Now over here, you're just going to click on install. And within a couple of seconds, you're going to be headed to the installation page
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So over here, just click on install application on the top right. And now, once you have completed this, you can get started with actually setting up Clavio
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So you will see your ID for your Clavio account. So first off, you're going to enter a email
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Now, I can change my email because I want to use my Gmail for this instead
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And what I'm going to do, once I enter my Gmail, I'm going to use a suggested password for it
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Then I have my company name, my company website, and then my phone number is also required
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So I'll just enter this and I'll get back to you guys in a second
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You can also choose to have a demo or consultation and you can verify that you're not a robot
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So now I have just created my account and I can just save my info over here
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And now you can sync your Shopify subscribers to Clavio and sync your Clavio profiles to Shopify
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Then you can also add some more sync settings. So profiles that already exist in Shopify can be synced into
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clavio or all profiles so i want to sync all profiles and then i'm just going to continue on over here so after
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that i'm going to enter the sender name let's say that the brand name is durden let's say i want to send
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it with the brand name you can choose a customer representative name as well then you're going to add your
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sender email address so this is going to be the email address that clavio is going to use to send out
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my emails to my customers. So I want email only. And currently the SMS features are available only
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in a certain number of countries. So now we're going to go into our actual Gmail account and we're
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going to confirm our email for Clavio. Now that our email for Clavio has been approved, we can get
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started with actually building our emails. So you guys will see that in your home page, this is going
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be your account set up and you can get started with you know your general revenues you're going to
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have your attributed revenue per recipient campaigns flows and more now after that on your left side
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you're going to have different tools you have your campaigns in which you can get started with
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building things such as newsletters so you can go on ahead and click on create campaign and then set
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up your particular campaign through emails then you also have flows so workflows can be built over
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here where you can create automations so let's say someone abandoned their cart people can get
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emails for you know reviving their card to get a special discount welcome series and more then you
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have your review section this is going to be integrated with the other application but we're not
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integrating that then we have our sign-up form so the more people that you get to sign up with
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your email address the more number of subscribers or potential leads that you have and the more leads that
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you have fee more you can promote to those people next up you have audience where you can create
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segmentations and lists manage profiles and have some growth tools and then you have your actual
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content so let's get started with building our content if you go into the content section over
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here you have templates products images and brands and then coupons now these templates are a
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great way to get started with email marketing you also have products and what exactly this class
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mean by product? Well, Clavio actually has your Shopify product synced up and you can take any of your product and you can start promoting accordingly
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So you can categorize them, you can source them, and you can make sure that they are consistently published within your store
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Then you have your images in branding where you can go on ahead and take a look at your branding data
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You can upload all of your logos, standardized images, color schemes over here to make it easier for your
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you to access. Then you also have coupons that you can create. Now keep in mind that whenever you create
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coupons on clavio, they are also going to be added to your Shopify store and you can find them in the
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discount section over here. You can see I have some pre-existing coupons and if I want to promote them
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I can copy those and sync them into the clavio section. Now let's go into our templates and start
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building a email now you guys can see there are multiple different types of templates available you can
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choose whichever one you want promotional email reminder back in stock emails welcome emails father's day sales
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so you can choose the category that you want let's say this is going to be shopify related
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and after that or you can click on view all just to view all of those then you have your columns
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let's say I want this to be a one column email and let's say this is going through related to winter so
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i'll just remove some of those but we have the winter emails over here and let's say i want to use
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this email over here so i'm going to click on this particular template and then i can see the mobile
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view as well as the desktop view now i going to click on use template over here to get started with customization of our template now over here you going to see your previews you on the right side and then on the left side you have your content blocks
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Now within your content blocks, you have text, images, split button, head bars
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drop shadows, horizontal, rulers, social link, spacers, products, and tables, as well as layout sections
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Then you have some of your universal content that you can add in your future emails
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So maybe your branding banner can be added. into the same section
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Now I'm going to click on the header bar and then on the left side you will have your logo place
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I'm going to click on Remove over here and browse my image gallery
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Then I'm going to click on upload image and click on select. From here you can upload your own image for your logo
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So whatever image that you might have as your logo can be added over here
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Let's say this is our logo image so I can go into the image library and this is our logo on
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is our logo obviously this is a bit large so I am going to decrease the padding on this
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and I'm going to make it slightly smaller obviously this is a bit too large so you can choose
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the size that you want I'm going to add the points that I want this to be for 10 pixels
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or maybe like 200 pixels might be enough for our particular logo obviously this is going to vary
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depending on how large you have stylized your logo. So after this, we're going to use the second section, which is the text section
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Now, if you click on the text section, the text will appear on the left side, and you can edit it from here
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So let's say this is going to be the bells are ringing, Christmas discounts are here, like this
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Now, after that, you can even add personalization. So you can add your particular items
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You can also add emojis over here. So let's say I want to add three like this and I want to add another tree like this
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Now after this I'm going to change this section into saying Derden is back in our top section
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And then below that we have our items. Now I don't have this many items so I don't necessarily need so many item sections
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To remove these, I can just go on ahead and delete this
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section like this you can just delete each individual image over here and what you're going to do is
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just select and then delete select and then delete over here because we don't require any of these so whichever
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buttons you don't require you can just click on them and then just delete that particular text as well so
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we don't need these item titles added like this over here so i'm just going to delete
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all of these extra sections that are not required. Obviously you can delete, you know, the content
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blocks as well like so. And then now over here I can insert my actual images. So whatever product
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I do actually have that I do want to include, I can advertise them over here. Now you can change the
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section style as well. So if you don't want to include like a larger section where you have
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multiple different stacks over here you can display different sections as well so you can do like
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one section only or maybe just advertise one thing only instead of advertising all of these different
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things so you can click on this and then delete your content block here and like this now we only
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have these two sections which you can choose to add or remove so let's say i want you know only two
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items that are displayed and then i can click on the item titles and delete those from here as well now i'm
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just going to click on delete over here like so and let's say i just want this to be present here and i'm
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going to click on over here like this so we can make this even now i'm going to duplicate this and
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place it right below and then create another buy now button over here so just inserting that
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like so so once i have created my own stylization then i can go on ahead and further edit my email so
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i'm going to go back and now i can take the image and then what i'm going to do is i'm going to click
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on replace on the top left and i can import from my product catalog so i'm going to select my product
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catalog image which is going to be this tote bag and then the second one i can do the same thing
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and you can even add dynamic images, but I'm just going to use my product catalogs and click on select
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And now we have some buy now buttons. Now I can click on done over here
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And then after that, I can also go on ahead and add more information
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So let's say I have to add a drop shadow. I can do that
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Then below that, let's say I also want to add some more text. I'm going to drop that content block down below
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So let's say I want to place it over here. and then I can start adding some text over here, whatever the sale is, I can advertise it
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And once I have completed the general stylization, you can click on your styles on the top right
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and you have your template background that you can also alter. So let's say I want it to be maybe a navy blue color like this
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So I can choose this color, and then you will have your style options within each section as well
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So if you click on your section, you have your styles of the section, and you scroll down
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you can actually edit all of the background colors as well so I can enable background color and I can choose the background color that I want so let's say I want it to be a pink color
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I can add it like so but I'm just going to disable it because I want it to be black now let's say for this section I want a background color I can click on the section and click on display options and scroll into our styles scroll down and click on background color and I can choose the background color that I want let's say I wanted to be
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be a navy blue like this. They can enter this color over here
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Now, once you have completed the design of your email, you're going to click on preview and test on the top right
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And then you can preview this email what it's going to look like. Now, after that, you can click on send test on the top right to send a test email
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So you can send a test email to yourself or to your spare email as well just to check out what your email is going to look like And once you have completed that you can click on the top right and click on done and then just click on save to save this
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email now this is just one email so let's say i want to send this to all of my shopify customers
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how can i do that well for that you can go into flows or campaigns so you can go into your campaigns
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over here and click on create campaign now this is going to be a email
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campaign so you can click on email over here and then click on save and continue now
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after that you're going to choose a segment so you can choose what kind of you know
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what kind of email segmentation this is going to target this is going to be
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potential purchasers and let's say engaged people that are you know taking
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interest new subscribers newsletters to all of those people and you can also
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choose a segment that you don't want to send this to let's say I don't want to send
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to my VIP customers and then you can also choose to skip a recently emailed profile so people
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that you recently emailed can be skipped now i don't want to skip that i want to send this to everyone
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and then you can include tracking parameters as well and you can customize these parameters as well
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to see you know whether or not the emails are being opened and you know this allows you to do tracking
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within third-party reporting tools such as google ytics now after that you can click on continue
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to content on the bottom right and then you you're going to enter your subject line you can enter your preview text so we're going to add
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winter is here and then our preview text like this and then you're going to click on continue to
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review and then after that you're going to select your template so you can click on over here and you
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can choose the email you want to select you can choose the one that you just created or you can also
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choose a pre-existing one to further edit but i'm going to use the one we created so
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we can go into content templates over here and this is one of our saved templates so i'm going to
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click on this and then we're just going to enter that and we're going to click on edit template
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and we can just select this particular template in our clavio mail so we're going to click on save
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and go back to our campaigns that we are building so in our campaign we're going to keep on
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editing so we're just going to open up our campaign making sure we have added all of the basic
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parameters adding our content then you are going to design your email and use this as our
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auto reply continue to review now i might want to let's say i might want to just use the drag and drop
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editor go into my saved templates and use this template so you can click on use template over here and
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once you click on use template you can go into the next step you can just click on save and continue
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and now you will have your subject line, preview text, the email, and then you have a B testing
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that you can do to see whether or not your emails are being sent. So now you have the schedule
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or send options. You can schedule this for a fixed send time or gradual send over several hours
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or you have a send now feature that can just send it immediately. So I like to go, let's go with
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send now. Usually it is better to schedule your emails or your promotional emails beforehand as well
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Now this is all that we're doing with Clavio. You might be wondering, hey, I want to check it out on Shopify
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So you can open up Shopify, open up your apps. And then you can click on Clavio over here
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You can click on Open Application. And then you will also be able to see your contact info, you know
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all of the activity that you have had with this particular app or Shopify
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Now, this is our store URL that has been connected. And I can even create sign-up forms to integrate into
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to my Shopify store. Now I can click on create form over here and once I create my form
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I can choose whether it be SMS or email based. Now before that, let's take a look into flows
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which can be great for automation in your Shopify store. So we have a welcome series and I'm going
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to click on just get started on this welcome series because it's a very basic welcome email that is
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sent to your new customers whenever they sign up. So whenever someone signs up
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in the newsletter so after this we're going to click on next then all new signups will get this you know
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email so new signups who have never purchased or new signups who all new signups are not offering a
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coupon to whether or not you're going to be offering a coupon let's say i am not offering a coupon it's
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just a thank you for signing up message and i will click on continue and then you can click on continue
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over here. Now our welcome series flow is now being built and then now whenever someone
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signs up to our newsletter on Shopify, people will receive an email. So whenever someone
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subscribes to the newsletter list. Now you're going to click on newsletter list and you're going
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to be able to see your sign-up forms. From here you can create a new sign-up form or just
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you know, a welcome sign-up form. So this is going to be to collect emails and this is going to be
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to be subscribed for a coupon or you know get a first order discount and the people would be added to
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the newsletter list and then this is going to be create form we're just going to click on create form over
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here and you want to make sure to add these to your Shopify store so we're going to edit this text
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because i'm not providing a coupon like this so whatever is you know your strategy and then you can
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click on your side image over here and you can edit the side image
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as well so I can click on replace, upload my own image like this
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So let's take this image over here and I'm going to click on select image once this has been uploaded
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And now after this you're going to go into your next step which is actually going to be publishing
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You're going to click on publish on the top right and once you click on publish you will see this is just a very basic pop-up and you have your style, targeting in behavior, add blocks
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add blocks now email opt-ins can be different if you want to add more fields so if you want to add
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something more interesting you can also add that now after that if we take a look at our next step
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we going to click on publish changes over here and this is just you know a live pop form that we have now created So in our pop form once you have created your pop you have your basic little email opt
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Now you can clone this and create more public, you know, more edits as well
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but we're just going to exit this for now. And then you can go into your sign-up forms
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and then this is going to be in your newsletter. And you can go on ahead and create an AB test to see whether or not this is
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working then you can also go back into your Shopify store to see whether or not the pop-up is
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appearing on time whether or not it has any delays within your Shopify store so you guys can see this
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is our pop-up it is slightly delayed this could probably improved probably be improved with my
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store speed and however it's not too delayed i would say it's all right it's not really that bad
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so i can go on ahead and you know continue with the rest of
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of my clavio tools. So this is just a very, you know, it's actually showing that the performance on
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this newsletter is poor because it's pretty slow, but this can be improved later on as well
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Now, once you have built emails, you have built some sign-up forms, and you have built some flows
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It's really time to start segmenting your audiences because not all of your customers are the same
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Some of your customers might be VIP, some of your customers are regular customers, and some people are just potential leads
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So you need to make sure that you are segregating them accordingly so you can provide them with the best value options for that segmentation
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You can go into your audience and go into lists and segments over here
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And once you go into lists and segments, you will see some basic lists that Clavio creates
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So in this, you can create a new list or segment from the top
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right now this can be a segment that can be based on a particular activity and you can add a condition so
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let's say when someone so this is going to be when someone has done maybe opened email at least once
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over let's say in the last 30 days and someone has not done maybe maybe someone has not
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placed order so someone opens my emails but they're not placing order at least once over all the time
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or in the last 30 days then i can create this segment now what is this segment this is my
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interested leaves but not customer segment so these people are interested in my products they're
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opening my mail they're seeing the products but they are not purchasing from me so this can be a
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great segment for you to target to incentivize to purchase so this is going to be
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potential customers and now I'm just going to create this segment now this is going to be a singular segment
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obviously depending on your business you might even have hundreds of customer segmentation
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I can go into a lot of depth about how customer segmentation is going to actually be because
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you don't want a carnivorous customer segmentation marketing strategy where a new marketing offer
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that you're promoting ends up eating up onto your pre-existing offers So if you're offering your VIP customers a 5% discount on every purchase that they make
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they, you know, and they see that you're also offering a 5% discount on one, you know, new purchasers
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They might stop buying your items simply because you're offering the same discount to new purchasers
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and they are not feeling as though the discount is valid. So they don't have to remain in the VIP bracket
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They can move down to a lower customer segmentation. So all of these are considerations you need to make with your business strategy that you're moving along with
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Now, after this, you're going to go into campaigns, and you can actually see our basic campaign created
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And now another great ytical tool that you get with Clavio, once you have integrated it into Shopify
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is that you have your business performance summary. So this is the total revenue I've generated
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Then you can also see the clavio attributed revenue. So what does that exactly entail for you
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Well, this is the revenue that you're generating simply because clavio has helped you in your marketing
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This would be per recipient, how many dollars you're getting, how many of that is coming from campaigns, how many of that is coming from flows
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and whether or not it's email campaigns or SMS campaigns or flows
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Then you will also have your top performing flows, so maybe your welcome flow works
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the best maybe your thank you for your product purchase flow works the best so you're going to be
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able to see those over here then you'll also have your recent campaigns now in your recent campaigns
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you can actually see the placed order the open rate and the click rate for all of your email
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marketing campaigns so you can better improve your content accordingly now this is how you can get
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started with one of the most premium Shopify email marketing tools called clavio it's easy to
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integrate and it helps you improve the day to days of your business. You will be able to do a mind map of your potential business and you can also see that
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using clavio can help you in marketing into different segmentations as well as increasing
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the overall reach for your brand. Now after you have started your segmentation, after you have set up clavio like this, you're
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going to be able to scroll down on clavio and actually take a look at you
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your ytics. You have a separate ytics dashboard where you can find all of your data
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Then you will have some metrics, benchmarks, deliverability, and custom reports that you can build
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So you can actually see, you know, what kind of metric is working. So how many orders are we
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fulfilling? What our growth is looking like, whether or not, you know, our experimental emails
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or our experimental offerings are paying off or not. So whether or not a campaign is working
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or not a campaign is increasing our profits all of these tools can be accessed in clavio i hope you
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guys found this video helpful and you're now able to get started with shopify and clavio and
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integrating both altogether so if you did find this video helpful make sure to leave a like
26:40
and subscribe to our youtube channel and if you have any questions or queries leave those in the
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comment box down below i would love to help you guys out and i will catch you guys in the next video
26:52
video
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#Email