Ecommerce Growth

How to Send a Test Email in Klaviyo in 5 Easy Steps

Ecommerce Growth

How to Send a Test Email in Klaviyo in 5 Easy Steps


In the world of email marketing, sending a test email remains a crucial step before finalizing any campaign or automated flow. Klaviyo, a leader in this domain, provides comprehensive tools for this very purpose, ensuring that your emails not only look impeccable but also resonate with your audience. For businesses looking to refine their e-commerce strategies, understanding how to leverage Klaviyo's test email features is indispensable.

Sending test emails serves a dual purpose: first, it acts as a safeguard against potentially costly mistakes, and second, it offers a window to fine-tune your emails for optimum engagement. Given the diverse range of email clients and devices, previewing how your email renders across different platforms can prevent formatting or deliverability issues, thus safeguarding your brand's reputation.

Whether you're a seasoned CMO, marketing executive, or a forward-thinking business owner, integrating Klaviyo's test email capabilities into your workflow epitomizes best practice. It allows for a meticulous review of content, design, and user interactions—elements that are pivotal for achieving high-performance outcomes in today’s digital marketplace.

Quick Guide to Sending a Test Email in Klaviyo: 1. Navigate to your email in Klaviyo, and choose the "Preview" option. 2. Use the "Send a Preview Email" feature to send the email to yourself or a team member. 3. For live campaigns, create a preview list to send and review the email in a real-world scenario. 4. In Flows, edit your message content and utilize the preview function. 5. Remember to review and adjust based on the test email's rendering on different email clients.

Step-by-step infographic on sending a test email in Klaviyo - how to send a test email in klaviyo infographic process-5-steps-informal

Understanding Test Emails in Klaviyo

Sending test emails in Klaviyo is like taking your car for a spin before a long journey. It’s all about making sure everything works perfectly, so when it's time to hit the road—or in this case, send your campaign—you're confident it'll run smoothly. Let’s break down why sending test emails is a crucial step in your email marketing strategy.

Why Send Test Emails?

Imagine sending out an email to thousands of subscribers, only to realize there was a typo in the headline or a broken link. That's every marketer's nightmare. Sending test emails helps you catch these mistakes before they reach your audience. It's about ensuring your first impression is as polished as it can be.

Ensuring Content Accuracy

Accuracy is key. Your email content represents your brand. A test email allows you to review every word and image, ensuring they convey the right message. It's not just about catching typos; it's also about making sure the tone and message align with your brand's voice and campaign goals.

Testing Visual Elements

People are visual creatures. The layout, colors, and images in your email play a huge role in grabbing attention. But what looks good in one email client might look off in another. Sending a test email through Klaviyo lets you see exactly how your email will appear in different email clients and devices, ensuring your design looks great everywhere.

Verifying Links

Your email likely has a goal: to drive traffic to your website, promote a product, or encourage participation in an event. Links and CTA buttons are your tools to achieve this. But if they don’t work, your email fails its mission. Test emails allow you to check every link and CTA, making sure they lead exactly where they should.

Sending test emails in Klaviyo isn't just a step in the process; it's an opportunity to refine and perfect your campaign. It's about making sure that when your audience opens your email, they see a message that's visually appealing, error-free, and effective in driving action. This careful preparation sets the stage for more successful campaigns, helping you connect with your audience in a meaningful way.

In the next section, we'll guide you through the step-by-step process of how to send a test email in Klaviyo, ensuring you have all the tools and knowledge at your disposal to make your emails shine.

Step-by-Step Guide to Sending a Test Email in Klaviyo

Sending a test email in Klaviyo is a fundamental step to ensure your email campaigns hit the mark every time. Let's break down the process into manageable steps, making it easier for you to follow along and apply.

Previewing in Klaviyo

Design: Start by designing your email within Klaviyo. Use the drag and drop builder to create an email that aligns with your brand's aesthetic and message.

Preview Feature: Utilize the built-in preview feature in Klaviyo. This allows you to see how your email looks across different devices and email clients, ensuring consistency and visual appeal.

Sending a Preview Email

Crafting Your Email: After designing your email, it's time to send a preview. This step is crucial for getting a real-world view of how your email appears in an inbox.

Preview and Send: Select the option to send a preview email to yourself or team members. This is your chance to review everything from the layout to the copy, ensuring everything is spot-on before the final send.

Testing via Live Campaign

Create a "Preview" List: Before sending your email to your entire list, create a dedicated "Preview" list. Add yourself and any team members who need to review the email.

Configure Your Email as a Template: Make sure your email is saved as a template in Klaviyo. This ensures you can easily select it for the campaign.

Initiate Your Campaign: Go to the Campaigns section in Klaviyo and start a new campaign. Choose your "Preview" list as the recipient.

Select Your Template and Preview: Pick the template you've designed and use the preview tool to send a test email to your "Preview" list. This gives you one last look before the actual campaign launch.

Testing within a Flow

Access Flows: Navigate to the Flows section in Klaviyo. Here, you'll find automated email sequences that trigger based on specific customer actions.

Select and Edit Your Flow: Choose the flow you want to test and edit the email content within that flow. This is where you tailor your message to fit the context of the flow.

Initiate Preview: Use the preview option to send a test email from your flow. This step is vital for ensuring that emails within your automated sequences are up to par and ready to engage your audience effectively.

By following these steps, you're not just sending an email; you're crafting an experience tailored to your audience. The goal is to make your emails so compelling that your audience looks forward to receiving them. Testing with Klaviyo's robust features is your pathway to achieving that goal, ensuring your emails look great, function flawlessly, and resonate with your recipients.

In the next section, we'll delve into analyzing the results of your test emails in Klaviyo. Understanding how to interpret these results is key to refining and optimizing your email campaigns for maximum impact.

Analyzing Test Email Results

After sending a test email through Klaviyo, it's time to roll up our sleeves and dive into the results. This step is where the rubber meets the road—figuring out if our email hit the mark or missed it by a mile. Let's break it down into three main areas: Open Rates, Click Rates, and Visual Rendering.

Open Rates

The open rate tells us how many eyes saw our email. A high open rate? That's like a standing ovation—it means our subject line was compelling enough to get people to open the email. But if the open rate's low, it's a sign we might need to go back to the drawing board with our subject lines. The goal is to make your subject line irresistible, something that piques curiosity or offers value that's too good to pass up.

Click Rates

So, they opened the email. Great! But did they click on anything? The click rate measures how many people were engaged enough with our content to take action. This could be clicking on a link to read a blog post, checking out a product, or taking advantage of a special offer. If the click rate is high, give yourself a pat on the back—you've created content that resonates. But if it's low, consider tweaking your call-to-action (CTA) or making your offer more compelling.

Visual Rendering

Ever opened an email that looked like a jigsaw puzzle with missing pieces? That's a visual rendering issue. Our emails need to look good and function well on all devices—computers, tablets, and especially smartphones. With more people reading emails on the go, if our email doesn't render well on mobile, we're missing out. Use Klaviyo's preview feature to check how your email looks across different devices and email clients. If something's off, adjust your design to ensure everyone gets the full picture.

By analyzing these three key areas, we can get a clear picture of what's working and what's not. Open rates and click rates give us insight into our audience's engagement, while visual rendering ensures our emails are accessible to everyone, no matter how they're checking their inbox.

The goal isn't just to send emails—it's to send emails that people look forward to receiving. Use the insights from your test email results to refine and optimize your campaigns. Keep testing, keep tweaking, and most importantly, keep listening to what the data tells you. That's how you turn good emails into great ones.

In the next section, we'll explore best practices for Klaviyo test emails, ensuring we're not just sending out emails, but we're sending out the best possible emails every single time.

Best Practices for Klaviyo Test Emails

When it comes to Klaviyo test emails, there's a lot you can do to make sure your emails hit the mark every time. Let's dive into how to optimize your content, ensure your visuals are on point, get the most out of A/B testing, and use post-test insights to keep improving.

Optimizing Email Content

Captivating Communication: Your words are powerful. Use them wisely. Make sure your message is clear and engaging. You're not just sending an email; you're talking to a person on the other side of the screen. Keep it simple, keep it interesting.

Refinement Tools: Don't shy away from using tools like grammar checkers and readability analyzers. They're like your backstage crew, making sure your star (the email content) shines bright. A well-polished email can make a big difference in how your message is received.

Visual Elements and Formatting

Consistent Display Across Clients: Your email should look good no matter where it's opened—on a phone, tablet, or computer. This means paying attention to how your email renders across different email clients. Consistency is key. It reassures your audience that you're professional and reliable.

Mobile Optimization: With more people reading emails on their phones, mobile optimization isn't just nice to have; it's a must. Make sure your emails are responsive, meaning they adjust to the size of the screen they're viewed on. This ensures everyone has a good experience, no matter the device.

Klaviyo A/B Testing

Methodology: One change at a time. If you're testing the color of your CTA button, don't mess with your subject line at the same time. This way, you know exactly what caused the change in your results.

Segmentation: Different strokes for different folks. Segment your audience to tailor your tests. Maybe your long-time customers react differently than your new sign-ups. Testing with segments helps you understand these nuances.

Analyzing Results: Look at the numbers. Which version had a higher open rate? Which one led to more clicks? Use this data to guide your decisions. The goal is to learn what works best for your audience.

Post-Test Email Insights

User Feedback: Don't just look at the numbers; listen to what people are saying. If you get feedback about your emails, take it seriously. Maybe there's something you overlooked that your audience can point out.

Consistency Across Campaigns: Once you find something that works, keep using it. But don't get complacent. Always be on the lookout for ways to improve. What worked today might not work tomorrow. Stay curious, keep testing, and always be ready to adapt.

By focusing on optimizing your email content, making sure your visuals are up to snuff, leveraging Klaviyo's A/B testing capabilities, and paying attention to post-test insights, you're setting yourself up for success. Email marketing is an ongoing process of learning, tweaking, and adapting. Keep your audience at the center of your efforts, and you'll be on your way to creating emails that not only look great but also resonate with your recipients.

Common Questions on Sending Test Emails in Klaviyo

When diving into email marketing with Klaviyo, it's natural to have questions, especially about sending test emails. Here's a straightforward breakdown to address some of the most common inquiries.

Can I send a test email without creating a new campaign?

Yes, you can. Klaviyo allows you to send test emails directly from the 'Templates' section. This feature is incredibly useful for quick checks or when you're in the early stages of designing your email and aren't ready to launch a full campaign yet. It simplifies the process, allowing you to focus on creating and refining your email content without the additional steps of setting up a campaign.

How do I analyze the open rates of my test emails in Klaviyo?

To get insights into how your test emails are performing, head over to the ‘Reports’ section of Klaviyo. Here, you'll find detailed metrics, including open rates. Although test emails are primarily for design and content checks, analyzing open rates can give you a preliminary idea of how engaging your subject line might be. The main goal of a test email is to ensure everything looks and works as intended before sending it to your broader audience.

What should I look for in the Klaviyo preview window before sending an email?

The Klaviyo preview window is your best friend for catching issues before they reach your audience. Here are key things to check:

  • Visual Consistency: Ensure your email looks good across different devices and email clients. Klaviyo's preview feature can simulate how your email will appear on various screens, helping you spot and fix any layout issues.

  • Functional Links: Click on every link to confirm they lead to the correct pages. Broken or incorrect links can frustrate recipients and harm your campaign's effectiveness.

  • Clear Calls to Action (CTAs): Your CTAs should stand out and be easy to find. They're your direct line to encouraging subscriber engagement, so make sure they're compelling and clear.

A/B Testing Effectiveness

Klaviyo's A/B testing capabilities are a powerful way to improve your email campaigns over time. By testing different versions of your emails, you can learn what resonates best with your audience. Whether it's tweaking your subject line, adjusting your email layout, or experimenting with different content styles, A/B testing provides concrete data to guide your decisions. Always analyze the results of your tests to understand which variations perform the best and apply those learnings to future campaigns.

In summary, sending test emails in Klaviyo is a crucial step in ensuring the success of your email marketing efforts. Whether you're checking for visual consistency, ensuring links work correctly, or using A/B testing to refine your approach, these practices help create more effective and engaging email campaigns. Every test and tweak brings you closer to achieving email marketing excellence.


Embarking on the journey of email marketing, especially with Klaviyo, is akin to setting sail towards the vast horizon of digital success. It's not just about sending emails; it's about forging deeper connections with your audience, understanding their needs, and continuously refining your strategies to serve them better. This is where the concept of continuous improvement plays a pivotal role. Each test email sent, each campaign launched, and every feedback loop closed is a step forward in optimizing your email marketing efforts.

At First Pier, we understand the critical importance of this ongoing process. Our expertise in Shopify development, combined with a profound grasp of Klaviyo's capabilities, positions us uniquely to help e-commerce businesses thrive. We don't just stop at setting up your email marketing platform; we dive deep into the analytics, segment your audience, personalize your messaging, and continuously test and tweak your campaigns for maximum engagement and conversion.

First Pier Shopify and Klaviyo Integration - how to send a test email in klaviyo

Our approach is grounded in the belief that your success is our success. We leverage Klaviyo's powerful features, from A/B testing to detailed analytics, to ensure your email marketing campaigns are not just good, but great. We're not just consultants; we're your partners in navigating the complex landscape of e-commerce email marketing. Through our collaboration, we aim to unlock the full potential of your email marketing efforts, driving meaningful engagement and substantial growth for your business.

In the realm of e-commerce, the landscape is changing, and so are the tools and strategies at our disposal. Klaviyo offers a robust platform for businesses to connect with their customers in the most personalized and impactful way possible. However, harnessing this power requires expertise, strategic thinking, and a commitment to ongoing improvement. This is where our team at First Pier shines, blending our deep knowledge of Klaviyo with our comprehensive Shopify development skills to chart a course for success.

For businesses looking to elevate their email marketing game, we invite you to explore our partnerships and certifications with Klaviyo. Let's embark on this journey together, leveraging the best of Klaviyo's capabilities, informed by strategic insights and driven by the quest for continuous improvement. Your voyage towards email marketing excellence starts here, with First Pier as your trusted guide.

There's more where that came from

Enjoyed the read? There’s a heap more where that came from! Hit the ‘Subscribe’ button below, it’s a two-second affair, but the bounty of e-commerce wisdom we share is endless. You’d be silly not to!