Klaviyo Shopify Setup: Complete Step-by-Step Guide (2026)

Klaviyo Shopify Setup: Complete Step-by-Step Guide (2026)

The KlaviyoShopify integration takes about 45 minutes to complete in 8 steps: install the Shopify app, authorize, sync catalog and orders, set up onsite tracking, configure DNS for deliverability, build forms and popups, import existing list, launch the first flow. The technical part is simple; what makes the difference is the order in which you activate features and the step-by-step verification.

Klaviyo–Shopify integration — subscriber sync panel

This guide is the technical onboarding we run on day zero with new clients. Built for anyone opening Klaviyo for the first time on an already-active Shopify store. For the broader strategic context, start with our pillar guide The Shopify Founder's Klaviyo Playbook.

What you need before starting

Pre-flight checklist (5 minutes):

  • Shopify account with admin permissions
  • Managed domain (access to DNS manager: Cloudflare, Route 53, GoDaddy, Namecheap)
  • Klaviyo account (free tier is fine, you can create it on the fly)
  • Current contact list if migrating from another ESP (export to CSV with consent records and opt-in dates)
  • 45 minutes of uninterrupted time — don't split the setup

Step 1 — Install Klaviyo from the Shopify App Store

Klaviyo on the Shopify App Store — install screen

  1. Log into Shopify Admin → Apps → Shopify App Store
  2. Search "Klaviyo" and click Install
  3. Authorize data access: Klaviyo requests orders, customers, products, checkout events
  4. Create or link a Klaviyo account on first launch

There's a 2–3 minute initial setup while Klaviyo syncs the catalog and order history. On stores with >10,000 lifetime orders, this can take up to 30 minutes. Don't close the window — let it finish.

Step 2 — Verify catalog sync

After the first import, verify everything came through:

  • Klaviyo → Analytics → Metrics → search for Placed Order. You should see the last 90 days of orders.
  • Klaviyo → Products → check the product count matches Shopify.
  • Klaviyo → Profiles → search for an existing customer. You should see the profile with order history.

If products or orders are missing: Shopify Apps → Klaviyo → Re-sync. If it persists, contact Klaviyo support — rare, but it happens.

Step 3 — Activate onsite tracking

Onsite tracking is the JS script that lets Klaviyo see site sessions: which pages, which products viewed, which carts abandoned. Without onsite tracking, browse abandonment and abandoned cart work only partially.

To activate:

  1. Klaviyo → Account → Settings → Tracking → Web Tracking
  2. Toggle On on onsite tracking
  3. Verify the script is injected in Shopify (on the Klaviyo Shopify integration this is automatic; if you have a custom theme, you may need to paste it manually in theme.liquid)
  4. Test: from your site, add a product to cart and verify on Klaviyo that the Added to Cart event appears within 30 seconds

If the event doesn't appear: it's almost always a browser-side blocker (ad blocker) or incomplete integration. Use an incognito browser for the test.

Step 4 — Configure DNS for deliverability

Klaviyo deliverability DNS configuration — DKIM and SPF records

Without SPF, DKIM, and DMARC configured, your sends land in promotions or spam on Gmail — and Yahoo and Microsoft now apply similar rules in 2026. This step is critical.

The process:

  1. Klaviyo → Account → Settings → Domains & Hosting → Dedicated Sending Domain
  2. Enter the chosen subdomain (e.g. mail.yourbrand.com — do NOT use the root domain)
  3. Klaviyo gives you 3 CNAME and TXT records to add to DNS
  4. Copy the records into your domain DNS manager
  5. Wait 15 min – 48 hours for propagation
  6. Return to Klaviyo and click Verify

For full detail on SPF, DKIM, DMARC, and warm-up, go to our guide Klaviyo Deliverability Guide: SPF, DKIM, DMARC for 2026.

US-specific note: if your store collects SMS opt-ins, you must comply with TCPA — explicit consent distinct from email opt-in, double opt-in confirmation, automatic STOP/HELP keywords, quiet hours respected. Klaviyo handles most of this by default but the consent UX has to be configured carefully.

Step 5 — Build the first popup

Klaviyo form builder — first newsletter popup on Shopify

The popup is the "faucet" that fills your list. Without a popup, every other flow operates at 10% of its potential.

Quick setup:

  1. Klaviyo → Sign-up forms → Create Form
  2. Template: Modal with Image
  3. Copy: clear incentive ("10% off your first order"), 1 email field, 1 optional phone field with SMS checkbox
  4. Trigger: Show after 15 seconds on page or Exit intent on desktop
  5. Connect to your main marketing list
  6. Design: align to brand (font, colors, hero image)
  7. Publish and check on mobile + desktop

Conversion rate target: 2–4% on mobile traffic, 1.5–3% on desktop. If lower, revise the copy.

Step 6 — Set up the first flow (welcome)

Klaviyo welcome flow canvas — newsletter signup trigger

With the popup active and sync OK, build the first flow:

  1. Klaviyo → Flows → Create Flow → Template Welcome Series
  2. Trigger: Subscribed to List: [marketing list]
  3. Filter: Has placed order = 0 times over all time (exclude existing customers who re-subscribe)
  4. Configure 5 emails (full template in Klaviyo Welcome Flow: The 5-Email Template That Converts)
  5. Before activating Live: send a test to yourself
  6. Activate Live and let it run 30 days before optimizing

Step 7 — Import existing list (if migrating)

If migrating from another ESP:

  1. Export the list from your current ESP (email + opt-in date + SMS consent + tags, in CSV)
  2. Klaviyo → Lists & Segments → Create List → Import contacts → CSV upload
  3. Map fields: email, phone number, first name, last name, date of consent
  4. Confirm profiles are "subscribed" (not unsubscribed)
  5. Klaviyo automatically deduplicates against profiles already present from Shopify

Important: if you're activating a new sending domain, run a 21-day warm-up before bulk sends.

Step 8 — Monitoring and QA

First 7 days post-activation:

  • Verify Placed Order events appear in real-time (expected latency <5 minutes)
  • Verify Checkout Started events arrive when the customer starts checkout
  • Check the welcome flow fires correctly for new subscribers
  • Deliverability: spam complaint rate must stay <0.1%

First 30 days:

  • Monitor revenue per campaign and per flow
  • Benchmark: welcome flow should generate $4–$8 RPR
  • If under 50% of benchmark: something is misconfigured

Common integration errors

Four mistakes we find in 4 out of 10 audits:

  1. Onsite tracking not enabled. Result: browse abandonment and abandoned cart don't see anonymous traffic. 30-second check.
  2. Two Klaviyo accounts linked to Shopify. Cause: legacy from testing. Result: duplicated metrics, broken attribution. Delete the secondaries.
  3. Root domain as sending domain (brand.com instead of mail.brand.com). When reputation drops, it drags down transactional Shopify emails too.
  4. Test emails sent from the final sending domain before warm-up. Generate immediate bounces (spam filters are aggressive on new domains) and ruin reputation.

FAQ

How much does the Klaviyo–Shopify integration cost?

The Shopify Klaviyo app is free. Klaviyo's usage-based plan starts at $0 (up to 250 contacts / 500 sends per month) and scales with contacts. For a brand with 10,000 subscribers, typical Klaviyo monthly cost is ~$200. No separate integration fees.

Is the sync real-time?

Almost. Events (order, checkout, add to cart) arrive in Klaviyo within 30–60 seconds. Products update within 5–15 minutes after Shopify changes. Order history imports up to 3 years back.

Do I have to uninstall my old ESP before installing Klaviyo?

No. You can have multiple ESPs connected to Shopify temporarily. During a migration it's normal to keep the old ESP active in read mode for 2–4 weeks while Klaviyo takes the primary role. Important: exclude contacts in Klaviyo flows from old ESP campaigns to avoid double sends.

Does Klaviyo work with Shopify Plus?

Yes, and even better. Shopify Plus exposes richer APIs (Script Tag, Checkout Extensions) that Klaviyo leverages for advanced personalization and Shopify Flow integration. For Plus brands, Klaviyo is the market standard choice.

What happens if Klaviyo goes offline?

Very rare (Klaviyo uptime >99.9%). During an outage, Shopify events are queued and arrive at Klaviyo once service is restored. Active flows resume automatically. Shopify continues to work normally (Shopify transactional flows are independent of Klaviyo).


Setting up Klaviyo–Shopify on your own or with a partner? In a 30-minute call we check every piece is OK and give you the first 4-week plan. Book a call.

Article updated May 2026 by the Subjectlime team — Klaviyo Platinum Partner + Shopify Partner.

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