Creating a Klaviyo account and sending admin access to others involves several steps. Here’s a step-by-step guide to help you through the process:
Step 1: Create a Klaviyo Account
- Go to Klaviyo’s Website:
- Visit Klaviyo.
- Sign Up:
- Click on the “Sign Up” button.
- Fill in the required information such as your name, email address, company name, and password.
- Click “Create Account.”
- Verify Your Email:
- Klaviyo will send a verification email to the address you provided. Open this email and click on the verification link.
- Set Up Your Account:
- After verifying your email, log in to your new Klaviyo account.
- Follow the prompts to complete the setup, including setting up your business information, connecting your e-commerce platform (e.g., Shopify, WooCommerce), and other necessary details.
Step 2: Send Admin Access
- Log In to Klaviyo:
- Go to Klaviyo and log in with your credentials.
- Navigate to Account Settings:
- Click on your account name in the bottom left corner.
- Select “Account” from the dropdown menu.
- Manage Users:
- In the Account settings, go to the “Users” tab.
- Add a New User:
- Click on the “Add New User” button.
- Enter the email address of the person you want to give admin access to.
- Set User Role:
- Select the role you want to assign. To give admin access, choose the “Admin” role from the dropdown menu.
- Send Invitation:
- Click the “Send Invite” button. Klaviyo will send an invitation email to the specified address.
Step 3: Accept the Invitation
- Invitee Receives Email:
- The person you invited will receive an email from Klaviyo with an invitation link.
- Accept Invitation:
- The invitee should click on the invitation link, which will direct them to Klaviyo.
- Set Up Their Account:
- If they don’t already have a Klaviyo account, they’ll be prompted to create one.
- If they have an account, they can log in and accept the invitation.
Tips for Managing Users
- Review Permissions Regularly:
- Periodically review user permissions to ensure the right people have the appropriate access levels.
- Revoke Access When Necessary:
- If an admin no longer needs access, you can remove their permissions from the same “Users” tab in Account settings.
By following these steps, you can easily create a Klaviyo account and grant admin access to others, enabling effective collaboration on your email marketing campaigns. If you have any further questions or need assistance with specific steps, feel free to ask!