Get the latest Klaviyo Certificates Answer Keys with Explanations here.  Klaviyo certificates are professional freecredentials offered through the Klaviyo Academy. Upon completion, you receive a digital badge and a certificate that can be shared on LinkedIn or added to a resume.

As a Klaviyo account owner, you want to add a user to assist you with account operations, but don’t want to give the user permission to close your account. Which of the following user roles would be best to add to your team?

• Manager
• Admin
• Coordinator

Explanation: The Admin role has broad access to manage account operations, such as creating campaigns, managing flows, and adjusting settings, but does not have permission to close the account. This makes it the best choice when you want to give someone significant control without the ability to take critical actions like account closure.

Beantown Coffee uses Meta Advertising to reach new audiences with targeted ads. What are 2 reasons why Beantown should integrate this tool in Klaviyo? (Select 2.)

• They can update their Klaviyo user role through integrating
• They can increase the effectiveness of their ad targeting by syncing Klaviyo segments into Meta
• They can sync lead ad submissions into Klaviyo for lifecycle marketing

Explanation: Integrating Meta Advertising with Klaviyo helps improve both acquisition and lifecycle marketing efforts. By syncing Klaviyo segments into Meta, the brand can target more relevant audiences, such as high-value customers or engaged subscribers, which improves ad performance. By syncing lead ad submissions into Klaviyo, the brand can automatically add new leads to their email or SMS flows and nurture them through the customer journey.

Once you’ve integrated a tool that you use with Klaviyo, what will happen?

• The integrated tool will build custom segments for you in Klaviyo
• Klaviyo will begin building automations for you
• Data will begin syncing from that tool into Klaviyo

Explanation: When you integrate a tool with Klaviyo, the primary outcome is that data from that tool starts syncing into your Klaviyo account. This data can include customer information, events, purchases, or leads, depending on the integration.

Which of the following settings pages allows Klaviyo account owners to add a new user?

• Other
• Account
• Email

Explanation: User management, including adding or removing users and assigning roles, is handled in the Account settings page. This is where account owners control permissions and access levels for their team members.

Which form type is the most intrusive to a shopper's experience on your site since it will expand to fill the entire webpage until that user either submits or closes the form?

• Flyout
• Popup
• Full page

Explanation: A full-page form expands to cover the entire webpage, requiring the visitor to either submit the form or close it before continuing to browse. Because it interrupts the shopping experience more than other form types, it is considered the most intrusive.

What are 2 ways to create a sign-up form in Klaviyo? (Select 2.)

• Build an email template in the email template editor
• Build a form from scratch in the form editor
• Customize a pre-built form template from the form library

Explanation: Klaviyo provides two main ways to create sign-up forms: You can build a form from scratch using the form editor to fully customize the design, fields, and behavior. You can start with a pre-built template from the form library and modify it to match your brand and goals.

Within the Targeting and behavior section of your form editor, what setting gives you control over when to trigger and display your form on your site?

• Display timing
• Form dismissal
• Display frequency

Explanation: The Display timing setting controls when a form appears on your site, such as after a certain number of seconds, when a visitor scrolls to a specific point, or when exit intent is detected. This allows you to time the form’s appearance to balance visibility with a smooth user experience.

Beantown wants to allow visitors to close a popup form and reopen it once they are ready to submit their information. Which of the following widgets should they add to their form?

• Form template
• Double opt-in
• Form teaser

Explanation: A form teaser is a small, minimized version of the form that remains visible on the page after a visitor closes the popup. It allows users to reopen the form whenever they’re ready to submit their information, without interrupting their browsing experience.

What is a multi-step form?

• A form that collects more customer data in a single-step form
• A form that collects more customer data through a sequence of steps
• A form that collects more customer data using multiple text fields

Explanation: A multi-step form breaks the data collection process into several smaller steps instead of asking for all information at once. This approach makes the form feel less overwhelming, improves user experience, and can increase completion rates while still gathering valuable customer data.

What are 2 best practices to follow when A/B testing your forms? (Select 2.)

• Create 2 to 4 variations
• Test 4 emails at a time
• Test 1 element at a time

Explanation: Effective A/B testing requires a clear, controlled approach: Creating 2 to 4 variations keeps the test manageable and ensures you can gather meaningful results. Testing 1 element at a time (such as the headline, offer, or button color) makes it easier to understand exactly what caused any change in performance.

In the Overview tab, which metric should you look to monitor and improve?

• Form submit rate
• Form deliverability rate
• Form publish rate

Explanation: The form submit rate measures the percentage of visitors who see your form and successfully submit their information. This is the key performance indicator for sign-up forms because it shows how effective the form is at converting visitors into subscribers.

Which of the following is a best practice for managing healthy list growth and maintenance? (Select the best answer.)

• Create multiple lists for each of your marketing goals
• Avoid creating lists; only have one main segment per channel
• Manage one main list for each marketing channel

Explanation: A best practice for healthy list growth and maintenance is to keep one main list per marketing channel (for example, one for email and one for SMS). This keeps your account organized, simplifies consent management, and makes segmentation and targeting more efficient. Creating multiple lists for different goals can lead to confusion, duplicate contacts, and inconsistent messaging, while relying only on segments without a clear main list can make consent tracking more difficult.

Under what 2 circumstances does Klaviyo automatically suppress a profile? (Select 2.)

• When a customer subscribes
• When an email soft bounces 7 times
• When an email hard bounces

Explanation: Klaviyo automatically suppresses profiles to maintain strong deliverability and protect sender reputation. A hard bounce indicates a permanent issue (such as an invalid email address), so the profile is immediately suppressed. A soft bounce is a temporary issue (like a full inbox), but if it happens 7 times, Klaviyo will automatically suppress the profile.

What is the difference between lists and segments in Klaviyo?

• Lists only grow and shrink as people subscribe or unsubscribe, while segments grow and shrink as people meet a certain criteria
• Segments only grow and shrink as people subscribe or unsubscribe, while lists grow and shrink as people meet a certain criteria
• Segments are manually created by the Klaviyo user, while lists are automatically created by Klaviyo in your account

Explanation: In Klaviyo, lists are primarily used to manage subscriber consent. People are added when they subscribe and removed when they unsubscribe. Their membership changes only based on these actions Segments, on the other hand, are dynamic groups of profiles created based on specific conditions, such as purchase behavior, engagement, or location. Profiles automatically enter or leave a segment as they meet or stop meeting the defined criteria.

Which of the following is an example of a custom property that you may decide to collect from subscribers?

• Phone number
• Birthday
• Email

Explanation: A custom property is additional information you choose to collect about a subscriber beyond the standard contact fields. Email and phone number are standard contact fields used for communication. Birthday is an example of a custom property because it’s optional information that brands collect to personalize messaging, such as sending birthday offers or special promotions.

Which of the following ensures a new subscriber confirms their subscription before joining a list?

• Consent opt-in
• Single opt-in
• Double opt-in

Explanation: Double opt-in requires a new subscriber to confirm their subscription, usually by clicking a link in a confirmation email or text message, before they are officially added to a list. This process helps ensure that the subscriber truly wants to receive messages and that the contact information is valid.

Which 2 reports can help you analyze audience growth and engagement within the Lists & segments tab of your account? (Select 2.)

• List growth report
• Campaign performance report
• Engagement report

Explanation: Within the Lists & segments tab, these two reports help you understand how your audience is developing and interacting with your messages: The List growth report shows how your subscriber base is increasing or decreasing over time. The Engagement report provides insights into how active and responsive your audience is, helping you monitor list health and deliverability.

Beantown wants to group all of their 90-day customers who either spend more than $500 or place more than 5 orders. Which of the following segments should they build? (Select the best answer.)

• Include customers who have made a purchase in the last 90 days AND have spent more than $500 OR have placed more than 5 orders
• Include subscribers who have made a purchase in the last 90 days AND spend more than $500 AND made more than 5 orders
• Include customers who have made a purchase in the last 90 days OR have spent more than $500 AND made more than 5 orders

Explanation: This segment captures customers who meet either of the desired high-value criteria: They have made a purchase in the last 90 days, or. They have spent more than $500 and placed more than 5 orders.This logic ensures the segment includes both recently active customers and long-term high-value customers, making it effective for targeting loyal or high-spending audiences.

What are the 2 list cleaning actions that can enhance the performance of your brand's list? (Select 2.)

• Delete all active lists
• Exclude soft bounces from sends
• Suppress unengaged profiles

Explanation: List cleaning helps maintain strong deliverability and engagement rates. Excluding soft bounces from sends prevents repeated delivery issues and protects your sender reputation. Suppressing unengaged profiles removes inactive contacts who are unlikely to open or click, which improves overall performance metrics and inbox placement.

Why is it important to choose a fallback font for each custom font that you upload?

• Many email inbox clients don't render custom fonts.
• Your custom font may accidentally get deleted.
• Screen readers cannot read certain custom fonts.

Explanation: Not all email clients support custom fonts. When an inbox provider can’t render your custom font, it will display a fallback font instead. Choosing a fallback font ensures your email still looks clean, readable, and on-brand even when the custom font isn’t supported.

Which product feed criteria would help you convert visitors who were recently active on your site, but have never added anything to their cart and never purchased?

• Show a generic list of best-sellers.
• Show the user's recently viewed items.
• Show items the user added to cart.

Explanation: Visitors who were active on your site but didn’t add anything to their cart or make a purchase have already shown interest in specific products. Displaying their recently viewed items makes the message more relevant and personalized, increasing the chances of converting them into customers.

What is the primary benefit of using personalized product feeds in emails?

• To avoid having to choose which products to include in every email campaign.
• To increase conversions by providing more relevant product recommendations.
• To remind users of items that they recently purchased so they can leave a review.

Explanation: Personalized product feeds use customer data—such as browsing behavior, past purchases, or preferences—to show items that are most relevant to each individual subscriber. This increased relevance makes emails more engaging and helpful, which typically leads to higher click-through rates and conversions.

What are the 3 main content pillars that you should incorporate into your email campaign sending strategy?

• Newsletter, abandoned cart flow, and transactional flows
• Newsletter, promotion/sale, and new/featured offering
• Newsletter, new/featured offering, and welcome series flow

Explanation: A strong email campaign strategy is built around three core content pillars: Newsletter: Provides value through educational, entertaining, or brand-focused content to keep subscribers engaged.Promotion/sale: Drives revenue with discounts, special offers, and time-sensitive deals. New/featured offering: Highlights new products, collections, or key items you want to promote.

Let’s say you drag a saved universal content block into a template, but you want to edit it slightly to be specific to that singular message. What should you do? (Select the best answer)

• Klaviyo does not have the ability to edit just one block instance
• Click the block and choose Unlink and Edit Independently
• Duplicate the block, then save it as a new saved block

Explanation: When you use a saved universal content block, it’s linked to the original version. Any changes made to it would normally update all instances of that block. By selecting “Unlink and Edit Independently,” you can modify that specific block for a single message without affecting the original saved block or other emails that use it.

You want to apply a background image to only one section of your email, and you want to place text and buttons on top of it. What is the best way to achieve this layout?

• Change the background of the entire email to an image, and then change the background color of specific blocks to a different color.
• Drag a section layout block into the template and set a background image just for that section, then drag text and button blocks into the section.
• Add an image block to the template, and use a third-party photo editing tool to create an image that looks like it has text and clickable buttons on it.

Explanation: Using a section layout block allows you to apply a background image to just one part of the email while still placing live text and buttons on top of it. This keeps the content accessible, responsive, and clickable across different devices and email clients.

You want to include the static discount code ‘WELCOME10’ in the first email of your welcome series. This discount code will be exactly the same for all users. How would you add this discount code to the email?

• Set up the code in your ecommerce platform, then type WELCOME10 into the email where you want to display the code.
• Create a new static discount code within Klaviyo, then use a template tag to add the code to the email.
• Upload WELCOME10 to Klaviyo as an Uploaded Coupon, then use a template tag to add the code to the email.

Explanation: Since WELCOME10 is a static discount code that will be the same for every user, it should be created and managed in your ecommerce platform. You can then simply type the code directly into the email content where you want it to appear. The other options involve creating or uploading codes in Klaviyo, which is only necessary when you’re using unique or dynamic coupon codes for each recipient.

You want to design an email that has 3 columns that are all the same width and that allows you to drag-and-drop buttons into each column. How would you achieve this desired outcome?

• Add a dynamic table block to the email and specify 3 columns.
• Use the column layout block to split the section into 3 columns.
• Use a split block to split the block into 3 columns.

Explanation: The column layout block is designed specifically for creating multiple columns within a section of an email. By choosing a three-column layout, you can easily create equal-width columns and then drag and drop buttons or other content blocks into each column.

Which of the following statements about show/hide logic in templates is true?

• By default, all blocks in a template are hidden unless you mark them to show.
• You cannot apply device-specific and property-specific logic to the same block.
• Show/hide logic is case-sensitive regarding how you type profile property names.

Explanation: When using show/hide logic based on profile properties, the property names must be typed exactly as they appear in the profile, including capitalization. Because the logic is case-sensitive, even small differences in spelling or capitalization can prevent the condition from working correctly.

What does the calendar view for campaigns allow you to do? (Select 2.)

• Access a list of previous and published forms
• Find opportunities or gaps for customer engagement
• View scheduled campaigns by day, week, or month

Explanation: The campaign calendar view helps you visualize your messaging schedule so you can plan more effectively. It lets you view scheduled campaigns by day, week, or month, giving you a clear timeline of your communications. It also helps you identify gaps or opportunities where you may need additional campaigns to keep customers engaged.

When creating an email campaign, how can you capture your subscribers’ attention right away? (Select the best answer.)

• Include relevant offers in the copy
• Create enticing subject lines
• Use a clear CTA in the email

Explanation: The subject line is the first thing subscribers see in their inbox, and it determines whether they open the email. An enticing, relevant, and clear subject line captures attention immediately and increases open rates.

Which of the following strategies can help your text message stand out from other brands? (Select 2.)

• Include product reviews
• Include long descriptive text
• Share fun pictures or GIFs

Explanation: To make your text messages stand out, you should focus on engaging, eye-catching, and trust-building content. Including product reviews adds social proof, which can increase credibility and encourage purchases. Sharing fun pictures or GIFs makes messages more visually appealing and memorable, helping them stand out in a crowded inbox.

If you create an email campaign and add a text message, what type of campaign are you now sending?

• An email campaign
• A single-channel campaign
• A multi-channel campaign

Explanation: When you include both email and text messages in the same campaign, you’re communicating with customers through more than one channel. This makes it a multi-channel campaign. Multi-channel campaigns help reinforce your message, reach customers on their preferred platforms, and improve overall engagement.

Which 2 variables can you A/B test to improve email conversion rates? (Select 2.)

• Videos
• Copy
• Call-to-action button

Explanation: To improve email conversion rates, it’s effective to A/B test elements that directly influence user decisions. Copy can impact how clearly and persuasively the offer is communicated. The call-to-action (CTA) button affects how easily subscribers know what to do next and how motivated they feel to click.

Beantown notices low click rates on their most recent email campaign. Which variable can they A/B test to help them increase the percentage of recipients who click on a link within their email?

• Social media icons
• Contact information
• Length of email copy

Explanation: The length of email copy can directly affect how many recipients click on links. Shorter copy can make the message easier to read and get to the point quickly, while longer copy can provide more context and persuasion. A/B testing different lengths helps determine which approach drives more clicks for your audience.

Which of the following best describes the purpose of a flow trigger?

• Sets your flow in motion
• Adds contacts to your flow retroactively
• Filters people out from receiving messages

Explanation: A flow trigger is the event or action that starts an automation. It determines when someone enters the flow, such as subscribing to a list, placing an order, or abandoning a cart. Once the trigger occurs, the flow begins and sends the appropriate messages based on its setup.

If you want to create a flow that automatically sends someone a happy birthday message, what kind of flow trigger should you select?

• Segment
• Metric
• Date

Explanation: A date-based trigger is used when you want a flow to start on a specific date tied to a profile property, such as a customer’s birthday or anniversary. By using a date trigger, Klaviyo can automatically send a birthday message each year based on the subscriber’s stored birthday information.

Before setting a flow live, you want to ensure that the right people will enter the flow based on specific criteria you’ve set. What should you do to confirm that your flow will send to the correct audience?

• Conduct an A/B test of your first flow message
• Review flow benchmark KPIs
• Preview your flow trigger setup

Explanation: Previewing your flow trigger setup lets you confirm exactly which profiles will enter the flow based on the criteria you’ve defined. This helps ensure the automation will send to the correct audience before you set it live. A/B testing or reviewing benchmark KPIs are useful later for optimization, but they don’t confirm whether the right people will enter the flow.

To ensure that your flow begins sending automatically, which status should you set all flow components to in Klaviyo?

• Manual
• Draft
• Live

Explanation: Setting all flow components to Live ensures that the automation will send messages automatically when someone meets the flow’s trigger conditions. Draft means the message is still being worked on and won’t send. Manual requires you to approve each message individually before it sends.

Say you want to add a dynamic product image and price into your flow message based on the specific product someone has expressed interest in (e.g., when browsing your site or after placing an order). Which kind of flow can you add that to?

• List-triggered flow
• Metric-triggered flow
• Date property-triggered flow

Explanation: A metric-triggered flow is based on specific customer actions, such as viewing a product, adding an item to a cart, or placing an order. These actions carry event data, including details about the specific product involved. Because this product information is available, you can insert dynamic product images, names, and prices into the flow messages.

What flow action should you include in your flow to pass information from Klaviyo to another system you use, like your ecommerce store or third-party integrations?

• SMS
• Webhook
• Notification

Explanation: A webhook is used to send data from Klaviyo to another system, such as your ecommerce platform or a third-party integration. It allows information—like customer actions or flow events—to be passed automatically to external tools, enabling further automation or updates outside of Klaviyo.

Bola’s Baked Goods wants to split their flow based on characteristics about someone in order to send a specific set of messages to gluten-free shoppers. What kind of split should they drag into their flow?

• Flow split
• Conditional split
• Trigger split

Explanation: A conditional split is used to divide people in a flow based on specific criteria or profile properties, such as preferences, behaviors, or attributes. In this case, Bola’s Baked Goods can use a conditional split to check whether someone is a gluten-free shopper and send them a tailored set of messages.

What Klaviyo tool can you use to test out different variations of your flow message or pathways to help improve your flow performance over time?

• Custom reports
• A/B testing
• Segments

Explanation: A/B testing allows you to compare different versions of a flow message or different paths within a flow to see which performs better. By testing elements like subject lines, copy, timing, or message sequences, you can identify what drives higher engagement and conversions, then optimize your flow based on the results.

Which of the following attribution models does Klaviyo utilize? (Select 2.)

• Last touch
• First touch
• Multi-touch

Explanation: Klaviyo uses both last-touch and multi-touch attribution models to measure the impact of marketing messages on conversions.Last-touch attribution gives credit to the final message a customer interacted with before making a purchase. Multi-touch attribution distributes credit across multiple messages that influenced the customer along their journey. First-touch attributio.

You want to better understand how your marketing performance compares to companies similar to you. Which of the following areas of your account would best provide this insight?

• Dashboards
• Benchmarks
• Custom reports

Explanation: The Benchmarks area of your account shows how your marketing performance compares to similar businesses based on factors like industry, company size, and region. This helps you understand whether your metrics—such as open rates, click rates, and revenue—are above, below, or in line with industry standards.

Which of the following plays a major role in calculating your benchmarks?

• Intended audience
• Industry and vertical
• Branding and style

Explanation: Benchmarks are primarily calculated based on industry and vertical, because performance metrics like open rates, click rates, and conversion rates can vary significantly between different types of businesses. Comparing your results to companies in the same industry provides more accurate and meaningful insights.

When tracking the path to revenue for an email recipient, key metrics flow in a particular order. Of the options below, which accurately represents this order?

• Open rate > click rate > conversion rate
• Click rate > conversion rate > open rate
• Click rate > open rate > conversion rate

Explanation: When tracking the path from email delivery to revenue, metrics follow a logical sequence: Open rate – The recipient opens the email. Click rate – The recipient clicks a link within the email.Conversion rate – The recipient completes the desired action, such as making a purchase.

Which of the following custom report types provides data exclusively related to the performance of selected metrics and does not take into account message attribution?

• Flow performance report
• Single metric deep dive report
• Campaign performance report

Explanation: A single metric deep dive report focuses only on the performance of a specific metric, such as placed orders or viewed products. It analyzes that metric’s trends and data without considering message attribution from campaigns or flows.

You notice that your successful deliveries are down and you are sending fewer emails. Which of the following strategies would best help you increase successful deliveries?

• Exclude a soft bounce segment
• A/B test your message content
• Write more compelling email copy

Explanation: If successful deliveries are down, it often means your list contains contacts who are experiencing delivery issues. By excluding a soft bounce segment, you prevent emails from being sent to addresses that are temporarily failing, which helps improve your overall delivery rate and sender reputation.

You notice that your conversion rate has gone down and fewer people are purchasing despite making it to your site. Which of the following strategies would best help you increase your conversion rate? (Select the best answer.)

• Improve the checkout experience
• Enhance your subject line copy
• Adjust your sending frequency

Explanation: If people are reaching your site but not completing purchases, the issue is likely happening during the checkout or purchase process. Improving the checkout experience—such as simplifying steps, reducing friction, or fixing technical issues—can directly increase the conversion rate.

How can you use a full page form on your website? (Select the best answer.)

• Use this form as a landing page to collect emails for an early access list to a new product
• Provide a less intrusive experience for shoppers in addition to any pop-up or fly-out
• Allow a visitor to browse your website without forcing them to first interact with or close the form

Explanation: A full page form takes over the entire screen, making it ideal for use as a dedicated landing page. This is especially effective for collecting emails for purposes like early access, product launches, or special promotions, where you want the visitor’s full attention.

Let's say you want your sign-up form to appear as soon as the page loads for a website visitor. Where in the form builder should you go to to accomplish this?

• Targeting and behavior
• Form styles
• Add blocks

Explanation: The Targeting and behavior section of the form builder controls when, where, and how your form appears to visitors. To make the form show as soon as the page loads, you would adjust the display timing settings within this section.

When creating a sign-up form that collects text message consent, how can you ensure you stay in compliance with GDPR and CCPA? (Select 2.)

• Check for text message campaign alerts
• Include a link to your privacy policy
• Include your text message disclosure text

Explanation: To stay compliant with regulations like GDPR and CCPA when collecting SMS consent, you must clearly inform subscribers about how their data will be used and what they are agreeing to. Including a privacy policy link ensures transparency about data collection and usage. Adding the text message disclosure explains message frequency, possible charges, and how to opt out, which is required for proper consent.

Which of the following metrics are available in the Overview tab of a sign-up form to help you monitor its performance? (Select 2.)

• Submit rate
• Viewed form
• Open rate

Explanation: In the Overview tab of a sign-up form, you can monitor key performance metrics such as: Viewed form – the number of times visitors saw the form. Submit rate – the percentage of viewers who completed and submitted the form.

If your forms fall into the Fair or Poor benchmarks categories, what should you do to improve form performance? (Select 2.)

• Analyze form performance
• Create an A/B test for forms
• Use campaigns instead

Explanation: If your forms are performing in the Fair or Poor benchmark categories, you should focus on understanding the issues and testing improvements. Analyzing form performance helps identify problems such as low submit rates, poor timing, or unclear messaging. Creating an A/B test allows you to experiment with different elements—like headlines, offers, or timing—to see what improves results.

Where in your Sign-up forms tab can you track the overall performance of a particular form?

• Campaign Reports tab
• Overview tab
• A/B test results tab

Explanation: The Overview tab within a specific sign-up form shows its overall performance. This includes key metrics like views, submit rate, and total submissions, helping you understand how well the form is converting visitors into subscribers.

Which tool within the Audience tab stores information about a particular user?

• Profile
• List
• Segment

Explanation: A profile stores detailed information about an individual user, such as their contact details, properties, behaviors, and activity history. It acts as the central record for each person in your audience. Lists and segments, on the other hand, are groups of profiles organized by subscription status or specific criteria.

If Beantown wants to group together customers who recently made a purchase on their website, what should they create?

• Sign-up form
• List
• Segment

Explanation: A segment is used to group profiles based on specific criteria, such as behavior or activity. To gather customers who recently made a purchase, Beantown would create a segment that includes profiles who meet that condition.

Let’s say you want to collect and store your subscribers' birthdays in Klaviyo. Which type of property would you use?

• Company properties
• Custom properties
• Klaviyo default properties

Explanation: irthdays are not part of Klaviyo’s default contact fields, so they must be stored as custom properties. Custom properties allow you to collect and save additional information about subscribers, such as birthdays, preferences, or interests, which can then be used for segmentation and personalized messaging.

What are 2 benefits of creating a single main list for each channel? (Select 2.)

• It reduces the complexity of managing multiple lists
• It automatically duplicates a profile in your account.
• You can more easily create a welcome series for each channel

Explanation: Using a single main list per channel (such as one for email and one for SMS) helps keep your account organized and efficient. It reduces the complexity of managing multiple lists, preventing duplicates, confusion, and inconsistent consent tracking. It also makes it easier to create and manage welcome series for each channel, since new subscribers are all entering the same primary list.

Which connector expands your segment by allowing any of the specified conditions to be met?

• AND
• OR
• Filter

Explanation: The OR connector expands your segment because it includes profiles that meet any of the specified conditions. This means a profile only needs to satisfy one of the rules to be added to the segment, which increases the total number of profiles included.

Which report shows how subscribers joined a list?

• Custom report
• List growth report
• A/B test report

Explanation: The List growth report shows how subscribers joined a list over time. It breaks down where new subscribers came from—such as signup forms, imports, integrations, or manual additions—so you can understand which sources are contributing to your list growth.

When building product feeds in Klaviyo, what are the 2 types of feeds you can choose between? (Select 2.)

• Classic
• Static
• Personalized

Explanation: When building product feeds in Klaviyo, you can choose between Classic and Personalized feeds: Classic feeds show the same set of products to everyone. These are typically based on fixed criteria, such as “bestsellers,” “new arrivals,” or a specific collection.Personalized feeds dynamically display products tailored to each individual recipient, based on their browsing behavior, purchase history, or other profile data.

Choose the template type that best matches the description: A message with space for several high-quality images that showcase the unique features and details of your product offering. Include easy-to-understand language that makes the value proposition clear, and a CTA to shop or learn more.

• Promotion or sale
• Newsletter
• New or featured offering

Explanation: A New or featured offering template is designed to highlight a specific product or service. It typically includes: Multiple high-quality images that showcase the product’s features and details Clear, easy-to-understand language that communicates the value proposition A strong call-to-action (CTA) to shop, explore, or learn more

Let’s say you want to edit a universal content block that you previously created, but you only want the changes to apply to the email template you’re currently working on. What should you do?

• Add the universal block to your template and then choose “Unlink and Edit Independently”
• Create a brand new block modeled after the universal block since you cannot unlink universal content
• Add the universal block to your template and then duplicate it to create a copy that you can edit separately

Explanation: Universal content blocks are designed to sync across all emails where they’re used. If you want to make changes that apply only to a specific email, you need to: Add the universal block to your template. Select the option “Unlink and Edit Independently.”

Which statement accurately describes the difference between the split block and column layout?

• The split block will always put your image on the left and text on the right, while the column layout supports 3 evenly spaced columns where the width cannot be changed.
• The split block supports text or image content within 2 columns, while the column layout supports up to 4 columns and can contain more elements like buttons and product blocks.
• The split block allows you to drag-and-drop any element from the builder into a 3 column layout, while the column layout supports only text and images across up to 2 columns.

Explanation: In Klaviyo’s email builder: The split block is a pre-structured layout designed specifically for 2 columns. It is typically used for one image and one text area, making it ideal for simple, side-by-side content. The column layout is more flexible. It allows you to create up to 4 columns and place various content types inside them, such as text, images, buttons, product blocks, and more.

Suppose you are selling pet food and you want to create show/hide logic that displays a block only to recipients who have said they own a dog. The profile property name in your Klaviyo account is “pet_type”. Which show/hide logic string is formatted correctly?

• person.pet_type = dog
• person|lookup:’pet_type’ == ‘dog’
• person|lookup:’dog’

Explanation: Klaviyo’s show/hide logic uses a specific templating syntax: person refers to the recipient’s profile.|lookup:'property_name' is used to access a custom profile property. == 'value' checks whether the property matches the specified value. So in this case: pet_type is the custom property. dog is the value you want to check for.

Which of the following template tags will populate a dynamic coupon code in a template?

• {% coupontype_dynamic ‘CouponName’ %}
• {% coupon_code 'CouponName' %}
• { person|lookup:coupon_code == ‘CouponName’ }

Explanation: is the correct Klaviyo template syntax used to insert a dynamic, single-use coupon code from a specified coupon pool into an email or SMS. coupon_code is the built-in Klaviyo template tag for dynamic coupons. 'CouponName' refers to the name of the coupon pool you created in Klaviyo.

Which of the following user roles in Klaviyo can make changes to other users’ roles in an account? (Select 2.)

• Admin
• Support
• Owner

Explanation: In Klaviyo, only users with the highest permission levels can manage other users’ access and roles: Owner. Has full control of the account. Can add, remove, and change roles for any user. Typically the person who created the account or was assigned ownership. Admin. Has nearly full account access. Can manage user permissions, including changing roles and inviting new users.

What step should you take to allow data from any other tools you use to sync directly into Klaviyo? (Select the best answer.)

• Upload a CSV of this data manually
• This is not currently possible in Klaviyo
• Integrate those tools with Klaviyo

Explanation: To have data from other platforms (such as e-commerce stores, CRMs, help desks, or subscription tools) automatically sync into Klaviyo, you need to set up an integration between those tools and your Klaviyo account.

What are 2 ways to visualize your campaigns? (Select 2.)

• Calendar view
• Analytics view
• List view

Explanation: Klaviyo allows you to visualize your campaigns in two primary ways: Calendar view. Displays campaigns in a calendar format.Helps you see when campaigns are scheduled or sent. Useful for planning, spacing out sends, and avoiding overlap. List view. Shows campaigns in a sortable, filterable list. Lets you quickly review performance metrics like open rate, click rate, and revenue. Ideal for analyzing and managing multiple campaigns at once.

Which of the following lets you run tests to determine the best time to send your emails?

• Smart Form Sending
• Smart Send Time
• Smart Schedule Campaign

Explanation: Smart Send Time in Klaviyo allows you to test different send times to determine when your audience is most likely to engage with your emails. It analyzes historical engagement data (opens, clicks, conversions) and identifies the optimal time to send future campaigns.

If Beantown wants to improve text message performance, what should they do? (Select the best answer.)

• Keep the copy short, direct, and fun
• Remove the text message disclosure for extra space
• Write long and detailed copy

Explanation: Text messages are meant to be quick, easy to read, and engaging. Short, direct, and fun copy increases the chances that recipients will read the message and take action, since SMS is typically consumed quickly on mobile devices.

Say you want to create an A/B test to improve your email open rates. Which of the following is the best variable to test?

• The color of your text
• The call-to-action button
• The subject line

Explanation: Email open rates are primarily influenced by what the recipient sees in their inbox before opening the email. The subject line is the most important factor because it determines whether someone decides to open the message or ignore it.

What term best describes a sequence of automated messages and actions that start when a customer performs a specific action?

• Segment
• Flow
• Campaign

Explanation: A flow in Klaviyo is a sequence of automated messages and actions that are triggered when a customer performs a specific action or meets certain criteria. Flows run automatically in the background and send messages at the right time based on behavior or data.

Which of the following elements of a flow sets the series of actions and messages into motion?

• Flow trigger
• Flow filter
• Conditional split

Explanation: The flow trigger is what starts a flow. It determines the specific event or condition that causes someone to enter the automated sequence of messages and actions. Common examples of flow triggers: Someone subscribes to a list (welcome flow). Someone places an order (post-purchase flow). Someone starts checkout (abandoned checkout flow). A specific date occurs (birthday flow)

Which of the following elements can you drag into a flow in order to send information from Klaviyo to another third-party tool you use?

• Integration
• Conditional split
• Webhook

Explanation: A webhook is a flow action that allows Klaviyo to send data to an external system or third-party tool automatically when someone reaches that step in the flow. How it works: When a profile reaches the webhook step, Klaviyo sends a data payload (like email, event data, or custom properties) to a specified URL. That URL belongs to another platform or integration, which then uses the data to perform an action.

If Bola’s Baked Goods wants to create 2 distinct pathways for customers moving through a flow based on a recipient's distance to their brick and mortar location, what should they add to their flow to build this experience?

• Trigger filter
• Trigger split
• Conditional split

Explanation: A conditional split is used in a flow when you want to create different paths for recipients based on specific profile data, behaviors, or properties. In this case, Bola’s Baked Goods wants to: Separate customers based on their distance from the physical store. Send different messages depending on that condition

Which of the following is a list-triggered flow that will send to subscribers once they join your main list?

• Happy birthday flow
• Welcome series flow
• Abandoned cart flow

Explanation: A list-triggered flow starts automatically when someone is added to a specific list — for example, when a new subscriber joins your main email list. The purpose is usually to introduce your brand, set expectations, and nurture new subscribers, which is exactly what a welcome series does.

Beantown Coffee plans to try out multiple variations of the same flow message to ensure they’re sending content that yields the highest conversion rate possible. What Klaviyo tool should they use to perform this experiment?

• A/B testing
• Flow previewing
• Growth reporting

Explanation: A/B testing lets you create multiple variations of the same flow message (for example, different subject lines, designs, or offers) and automatically send each version to a portion of your audience. Klaviyo then tracks performance metrics like opens, clicks, and conversions so you can see which version performs best and optimize future messages.

Which type of flow in Klaviyo can you add a dynamic table of product information to in order to showcase an item someone was interested in after they’ve viewed it on-site, started a checkout, etc.?

• List-triggered flows
• Segment-triggered flows
• Metric-triggered flows

Explanation: Metric-triggered flows are activated by a specific action (metric) someone takes — such as Viewed Product, Added to Cart, or Started Checkout. Because these flows are tied to behavioral events, Klaviyo can automatically pull in dynamic product data (like name, image, price, and link) and populate a dynamic product table that shows the exact item the person interacted with.

Bola’s Baked Goods has seen a low click rate recently across their abandoned cart flow emails. They want to make sure to increase clicks going forward; what is one thing they can do to try to improve this metric?

• Edit the call-to-action (CTA) of these emails to be more engaging
• Start sending campaign emails for this content instead
• Send texts and push notifications instead of emails

Explanation: If click rates are low, improving the CTA is one of the most effective optimizations. Making buttons clearer, more action-oriented (e.g., “Return to your cart”, “Get your treats before they’re gone”), visually prominent, and easy to tap can encourage more subscribers to click through and complete their purchase.

Which of the following attribution models does Klaviyo use?

• First touch
• Multi-touch
• Last touch

Explanation: Klaviyo uses a last-touch attribution model, which means revenue is credited to the most recent message or interaction a customer engaged with before making a purchase — as long as it falls within the attribution window (e.g., after clicking or viewing an email/SMS).

You are reviewing this month’s benchmark data and see your conversion rate has a “Fair” performance rating. This indicates that the given metric is performing:

• Between the 50th and 75th percentile for your peer group
• Between the 25th and 50th percentile for your peer group
• Less than the 25th percentile for your peer group

Explanation: In Klaviyo’s benchmark ratings, a “Fair” performance label means your metric is performing below average compared to similar brands, but not at the very bottom. Specifically, it falls between the 25th and 50th percentile of your peer group.

Let’s say that you’re planning an upcoming holiday email campaign that is similar to the one you ran last year. Which of the following custom report types would be best to create to review past performance? (Select the best answer.)

• Multi-metric report
• Product performance report
• Campaign performance report

Explanation: A campaign performance report is specifically designed to analyze how your past email campaigns performed — including metrics like open rate, click rate, conversion rate, and revenue. Since you’re planning a new holiday campaign and want to review last year’s results, this report gives the most direct and relevant insights to guide your strategy.

You notice your conversions are down and want to boost your conversion rate. Which of the following strategies would best help you increase your conversion rate? (Select 2.)

• Evaluate performance of other KPIs
• Create a new soft bounce segment
• Improve your checkout experience

Explanation: valuate performance of other KPIs → Conversion rate is influenced by earlier steps in the funnel (opens, clicks, deliverability, engagement). If these supporting metrics are low, conversions will naturally drop. Reviewing KPIs helps you identify where users are falling off so you can optimize effectively. Improve your checkout experience → Even if people click your emails, a slow, confusing, or lengthy checkout process can prevent purchases. Streamlining checkout, reducing friction, and improving mobile usability can directly increase conversion rates.

Which definition accurately describes owned revenue?

• All revenue carried over from a previous ESP
• The revenue gained through purchased leads
• The revenue attributed to messages sent through Klaviyo

Explanation: Owned revenue refers to the money your business earns from customers who purchase after interacting with messages you own and send through Klaviyo, such as email or SMS campaigns and flows. It measures how much revenue your owned marketing channels generate.

When tracking the path to revenue for an email recipient, key metrics flow in a particular order. Of the options below, which accurately represents this order?

• Click rate > open rate > conversion rate
• Open rate > click rate > conversion rate
• Click rate > conversion rate > open rate

Explanation: These metrics follow the natural journey a subscriber takes from receiving an email to making a purchase: Open rate → First, someone has to open your email. This measures subject line effectiveness and inbox placement. Click rate → After opening, they need to click a link or CTA inside the email, showing interest in your offer. Conversion rate → Finally, after clicking through to your site, they complete a desired action (usually a purchase).

Bola’s Baked Goods started using Meta Ads to connect with a wider audience on social media. Why should their team integrate this tool with Klaviyo? (Select 2.)

• They can expand their analytics and reporting capabilities in Klaviyo
• They can only update their team’s user roles in Klaviyo once they’ve integrated
• They can use Meta Ads data to build segments and flows

Explanation: Expand analytics and reporting → Integrating Meta Ads allows Klaviyo to track conversions, revenue, and engagement from your Meta campaigns alongside your email and SMS data. This gives a more complete picture of marketing performance. Use Meta Ads data for segments and flows → You can create segments based on ad engagement (like clicks, page views, or purchases from Meta Ads) and trigger automated flows for these audiences, improving personalization and targeting.

Why is it important to preview your flow functionality in Klaviyo?

• To make sure every site visitor receives a message without exception
• To decide whether this content is better suited for campaign sending
• To make sure the right people are entering and moving through your flow

Explanation: Previewing your flow in Klaviyo allows you to test the logic, triggers, and filters before the flow goes live. This ensures: Only the intended audience enters the flow. Messages send in the correct order and at the right times. Conditional splits and delays work as expected

After setting a flow live, where can you go in Klaviyo to monitor how folks are engaging with this automated content? (Select 2.)

• Click View All Analytics within your flow to view message-specific data
• Build a campaign performance report to view all flow data
• Click into the Flows tab where you’ll see a performance overview

Explanation: View All Analytics within your flow → Lets you see message-level metrics like open rates, click rates, and conversion data for each email or SMS in the flow. Flows tab performance overview → Provides a high-level snapshot of the entire flow’s performance, showing how many people entered, progressed, or converted.

Which of the following settings are you able to customize under the “Account” settings page? (Select 2.)

• Your message attribution windows
• Your personal and organization's contact information
• Users within your account

Explanation: Personal and organization contact information → You can update things like your name, email address, company name, address, and other contact details under the Account settings. Users within your account → Account settings allow you to manage team members, including adding/removing users and adjusting permissions.

You want to make an update to your consent pages to improve your customer’s unsubscribe experience. Which settings page will you use to manage these pages?

• Email
• Other
• Account

Explanation: In Klaviyo, consent pages — such as unsubscribe pages, update preferences pages, and subscription forms — are managed under the Other settings tab. This is where you can customize the messaging, layout, and options your customers see when they manage their email preferences or unsubscribe.

What is the default attribution window for Clicked SMS?

• 5 days
• 1 day
• 12 hours

Explanation: In Klaviyo, the default attribution window for Clicked SMS is 5 days. This means that if someone clicks a link in your SMS and then makes a purchase within 5 days, the revenue will be attributed to that SMS message.

Bola’s Baked Goods has been working on improving their open rate over the last several months. They have seen improvement, but want to see how the open rate compares to that of their peers. Which analytics tool would be best to use to see how they are performing?

• Benchmarks
• Dashboards
• Custom reports

Explanation: The Benchmarks tool in Klaviyo lets you compare your performance metrics — like open rate, click rate, and conversion rate — against similar businesses in your industry or peer group. This helps Bola’s Baked Goods understand not just absolute improvement, but how their performance stacks up relative to others.