Klaviyo Pack — Ultimate Starting Point
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Issues
Coda lets you collaborate as a team on issues related to your Klaviyo account.
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40
Issues
Name
Label
Responsible
Status
Type
Notes
Due
Estimated Time
Created By
Modified By
Created On
Modified On
1
Create Coda Doc
Required
To Do
Task
System Writer
11/1/2022, 1:00 PM
12/6/2022, 7:53 PM
2
Create Klaviyo Account
Required
To Do
Task
System Writer
11/1/2022, 9:05 AM
12/6/2022, 7:53 PM
3
Add New Users
Optional
To Do
Task
System Writer
10/31/2022, 8:05 PM
12/6/2022, 7:53 PM
4
Enable Require Multi-Factor Authentication (MFA) for All Users.
Recommended
To Do
Task
System Writer
10/31/2022, 8:05 PM
12/6/2022, 7:53 PM
5
Add Klaviyo Pack to Coda Doc
Required
To Do
Task
System Writer
11/1/2022, 1:01 PM
12/6/2022, 7:53 PM
6
Install Klaviyo Code Snippet for Web Tracking
Recommended
To Do
Task
System Writer
11/1/2022, 1:03 PM
12/6/2022, 7:53 PM
7
Upload Brand Images
Recommended
To Do
Task
System Writer
11/1/2022, 1:12 PM
12/6/2022, 7:53 PM
8
Create Required Lists
Required
To Do
Task
System Writer
11/1/2022, 1:15 PM
12/6/2022, 7:53 PM
9
Configure SMS Settings
Optional
To Do
Task
System Writer
11/1/2022, 1:16 PM
12/6/2022, 7:53 PM
10
Configure Email Settings
Required
To Do
Task
System Writer
11/1/2022, 1:16 PM
12/6/2022, 7:53 PM
11
Configure Push Notification Settings
Optional
To Do
Task
System Writer
11/1/2022, 1:16 PM
12/6/2022, 7:53 PM
12
Create Product Feed(s)
Optional
To Do
Task
System Writer
11/1/2022, 1:16 PM
12/6/2022, 7:53 PM
13
Install Integrations
Recommended
To Do
Task
System Writer
11/1/2022, 1:17 PM
12/6/2022, 7:53 PM
14
Set Account Contact Info to Comply with the CAN-SPAM act
Required
To Do
Task
System Writer
11/1/2022, 1:25 PM
12/6/2022, 7:53 PM
15
Set Account Timezone
Required
To Do
Task
System Writer
11/1/2022, 1:27 PM
12/6/2022, 7:53 PM
16
Set Account Industry
Recommended
To Do
Task
System Writer
11/1/2022, 1:27 PM
12/6/2022, 7:53 PM
17
Set Account Currency Symbol
Required
To Do
Task
System Writer
11/1/2022, 1:28 PM
12/6/2022, 7:53 PM
18
Set Account Plan
Required
To Do
Task
System Writer
11/1/2022, 1:29 PM
12/6/2022, 7:53 PM
19
Set Account Billing Address
Required
To Do
Task
System Writer
11/1/2022, 1:30 PM
12/6/2022, 7:53 PM
20
Set Account Billing Email
Required
To Do
Task
System Writer
11/1/2022, 1:30 PM
12/6/2022, 7:53 PM
21
Set Account Tax Id
Optional
To Do
Task
System Writer
11/1/2022, 1:30 PM
12/6/2022, 7:53 PM
22
Set Brand Logo
Required
To Do
Task
System Writer
11/1/2022, 1:37 PM
12/6/2022, 7:53 PM
23
Set Brand Colors
Required
To Do
Task
System Writer
11/1/2022, 1:37 PM
12/6/2022, 7:53 PM
24
Set Brand Font
Recommended
To Do
Task
System Writer
11/1/2022, 1:37 PM
12/6/2022, 7:53 PM
25
Add Brand Header Links
Optional
To Do
Task
System Writer
11/1/2022, 1:37 PM
12/6/2022, 7:53 PM
26
Add Brand Social Icons
Required
To Do
Task
System Writer
11/1/2022, 1:37 PM
12/6/2022, 7:53 PM
27
Flow for Customer Birthdays
Recommended
To Do
Task
System Writer
11/1/2022, 1:37 PM
12/6/2022, 7:53 PM
28
Flow for Customer Welcome Series
Recommended
To Do
Task
System Writer
11/1/2022, 1:39 PM
12/6/2022, 7:53 PM
29
Flow for Out of Stock Reminders
Recommended
To Do
Task
System Writer
11/1/2022, 1:39 PM
12/6/2022, 7:53 PM
30
Attend Live Klaviyo Training
Recommended
To Do
Task
System Writer
11/1/2022, 1:40 PM
12/6/2022, 7:53 PM
31
Customize Preference Page
Required
To Do
Task
System Writer
11/1/2022, 1:42 PM
12/6/2022, 7:53 PM
32
Customize Subscribe Page
Required
To Do
Task
System Writer
11/1/2022, 1:42 PM
12/6/2022, 7:53 PM
33
Customize Email Confirmation
Required
To Do
Task
System Writer
11/1/2022, 1:43 PM
12/6/2022, 7:53 PM
34
Customize Email Unsubscribe Page
Required
To Do
Task
System Writer
11/1/2022, 1:43 PM
12/6/2022, 7:53 PM
35
Set Up Dedicated Sending Domain
Recommended
To Do
Task
System Writer
11/1/2022, 1:43 PM
12/6/2022, 7:53 PM
36
Configure UTM Tracking Settings
Required
To Do
Task
System Writer
11/1/2022, 1:44 PM
12/6/2022, 7:53 PM
37
Configure Klaviyo Branding Options
Optional
To Do
Task
System Writer
11/1/2022, 1:44 PM
12/6/2022, 7:53 PM
38
Connect E-Commerce Store
Recommended
To Do
Task
System Writer
11/1/2022, 2:05 PM
12/6/2022, 7:53 PM
39
Migrate Any Former Email Service Provider
Optional
To Do
Task
System Writer
11/1/2022, 2:06 PM
12/6/2022, 7:53 PM
40
New Event
To Do
Task
10/30/2022, 11:00 AM
11/4/2022, 5:08 PM
11/4/2022, 5:09 PM
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