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New Client Entry Process (Kick-off call with Daniel (getting access to all…
New Client Entry Process
Kick-off call with Daniel (getting access to all tools)
Setting up Klaviyo
Creating the 'Store Name - Default Template'
Setting up the main automated email flows
Setting up all discounts in Shopify used in flows
Activate flow emails
Setting up domain authentication (CNAME)
Migrating from other ESPs if they clients has
Setting up email segments
Start sending manual campaigns
Testing Spam rate with Glock Apps
Setting up the right Abandoned Cart code and flow, see:
https://help.klaviyo.com/hc/en-us/articles/115001396711-Create-a-Custom-Add-to-Cart-Event-for-Shopify
Integration with Shopify and setup web tracking
Setting up Google Analytics segments
Setting up Optinmonster
Embed the Optionmonster code to the website footer
Checking popups if they work
Setting up Recart
Setting up abandonment emails
Setting up Recart chatbot