How to Send a Test Email in Klaviyo (Step-by-Step)

Are you new to Klaviyo and eager to learn the ropes of sending test emails?

To get results with online marketing, sending test emails is a crucial step to ensure your campaigns are error-free and effective.

With my 15 years of email marketing experience, I’ll guide you through the simple process step by step.

I’m ready to help you master Klaviyo’s test email feature, are you?

Here are 7 easy steps to quickly send a test email in Klaviyo:

  1. Log In: Sign in to your Klaviyo account or create one.
  2. Create a New Email: Access the “Campaigns” section, select “Emails & SMS,” and click “Create Email.”
  3. Choose a Template: Pick an email template that suits your campaign.
  4. Customize Content: Add text, images, and links to personalize your email.
  5. Personalize: Use tokens and segmentation to make the email more personal.
  6. Preview and Test: Review how your email looks on different devices, and send a test email to yourself.
  7. Final Review: Ensure everything is perfect before hitting the send button for your live campaign.

Understanding Klaviyo

Imagine you’re in a room filled with talented musicians. Each instrument is perfectly tuned, and the stage is set for an unforgettable performance.

Klaviyo is like the conductor, helping you orchestrate your email campaigns with precision.

Klaviyo is more than just an email marketing platform; it’s an asset for marketers like us. It’s the tool that allows us to create harmonious email campaigns that resonate with our audience.

Pros and Cons of Klaviyo for Sending Emails

This table breaks down the pros and cons of Klaviyo:

Robust Email MarketingPricing can be relatively high
Advanced SegmentationA limited selection of templates
PersonalizationLimited selection of templates
Analytics and ReportingCustomer support may be lacking

Accessing Your Klaviyo Account

Before we dive into the details of sending a test email, let’s make sure you have your conductor’s baton ready.

If you’re new to Klaviyo, don’t worry; I’ll walk you through it.

Step #1: Logging In

  • Open your web browser and go to Klaviyo’s website.
  • Click on the “Login” button, and enter your credentials or create a new account.

Step #2: Setting Up Your Profile

  • Once logged in, take a moment to complete your profile. A professional appearance goes a long way in email marketing.

Now that you’re inside, let’s explore the dashboard. Think of it as the stage where you’ll create and manage your email campaigns.

Dashboard Overview

  • The dashboard is your central control panel. Here, you’ll find all the tools and options you need.
  • It’s like having a soundboard with sliders to adjust the volume; each element impacts your campaign’s performance.

Creating an Email Campaign

Picture this: You’re a chef preparing a new dish. An email campaign is your recipe, and Klaviyo is your kitchen.

Campaign Types

  • Klaviyo offers various campaign types: email, SMS, and more. For now, we’ll focus on email.
  • Just as a chef chooses the right recipe, select the email campaign type that suits your goal.

Key Features of Klaviyo for Sending Emails

The table below summarizes the key features of Klaviyo for sending emails:

Email TemplatesChoose from a variety of professionally designed templates.
PersonalizationEasily personalize emails with recipient data.
Testing and PreviewPreview emails across devices and send test emails.
SegmentationSegment your audience for targeted messaging.
Deliverability ToolsTools to improve email deliverability and avoid spam folders.
Analytics and ReportsDetailed insights to optimize your campaigns over time.

Building Your Test Email

Now, let’s create your masterpiece – the test email.

Step #1: Start a New Email

  • Click on “Campaigns” in the top menu.
  • Select “Emails & SMS” and click “Create Email.”

Step #2: Choose a Template

  • Klaviyo offers stunning templates. Pick one that matches your message’s flavor.
  • It’s like selecting the perfect dishware for your culinary creation.

Step #3: Customize Your Content

  • Add your text, images, and links. Make it your own.
  • This is where your experience in content creation shines, just like crafting a mouthwatering menu description.

Personalizing Your Test Email

Personalization is the secret ingredient to a memorable email.

Step #1: Personalization Tokens

  • Use tokens like {{ First Name }} to greet recipients by name.
  • It’s akin to the friendly server who remembers your name at your favorite restaurant.

Step #2: Segmentation

  • Segment your audience based on their preferences or behavior.
  • Think of it as recommending dishes based on your customer’s past orders.

Testing Your Email

Before you serve your email to the world, let’s taste-test it.

Step #1: Preview Mode

  • Use Klaviyo’s preview mode to see how your email will appear on different devices.
  • It’s like ensuring your dish looks appealing on every plate.

Step #2: Send a Test Email

  • Click the “Send Test” button and send a sample to yourself.
  • This is the moment when you take a bite to check if the flavors are just right.

Troubleshooting and FAQs

Now, let’s address a few common challenges.

Issue: Emails Going to Spam

  • Ensure your sender’s reputation is strong. Just like a restaurant’s hygiene rating, it matters.
  • Monitor your engagement rates – high opens and clicks show that your emails are a crowd-pleaser.

Issue: Low Open Rates

  • Experiment with subject lines and preview text. It’s like changing the signage outside your restaurant to attract passersby.
  • Segment your list for more personalized content. A personalized recommendation always garners attention.

Klaviyo vs. GetResponse vs. Convertkit

Let’s quickly compare some alternative email marketing platforms to Klaviyo

Robust Email Marketing✔️✔️✔️
Advanced Segmentation✔️✔️✔️
Analytics and Reporting✔️✔️✔️


Sending a test email in Klaviyo may seem like a small step, but it’s a crucial one.

It’s your chance to ensure that your email hits the right note with your audience, just like a well-rehearsed performance.

Remember, the more you practice, the better your campaigns will become.