How to create a personalized campaign plan

Learn how to use Klaviyo’s campaign planner to create a personalized campaign plan. The campaign planner will populate your campaign calendar with placeholders after you provide information about your brand.

Placeholders on the calendar are not actual draft campaigns. They are informational guides to inspire campaign creation. 

You can use a campaign plan to help determine:

• The type of content to send
• How frequently you send to subscribers
• What channels to use for different content (Email/SMS)

Create a campaign plan

1. Navigate to the Campaigns tab.
2. Click the calendar icon in the top right to access the campaign calendar.
   
3. Click Plan campaigns above the calendar.
4. On the first step of the planner, answer the questions about your business.
   
5. Click Next to generate a plan preview based on your answers.
6. View the preview calendar with the newly added campaign placeholders. Here you can edit the types of campaigns you want on your calendar and the frequency at which you’ll send them.
7. If you’re satisfied with the planner calendar, click Add to calendar at the top.

You’ll now see the placeholders added to your calendar alongside any actual campaigns you have.

Edit a campaign plan

The campaign planner preview shows 3 types of campaigns in the Content types section:

• Customer education
  Content that shares tips or guides with customers.
• Product feature
  Content that highlights new releases or features.
• Promotion
  Content that provides details on an upcoming deal.

To edit the content types:

1. In the Content types section, click the edit (pencil) icon.
2. Change one or more of the following:
• The date you want placeholders of this content type to start appearing on the calendar.
• How frequently you want placeholders of this content type to appear.
• Which channel(s) you want to include (Email, SMS, or both).
3. Click Save.

You can add or delete content types from your plan:

• Click the plus icon to add a content type to the plan.
• Click the trash can icon to delete a content type from the plan.

Show or hide all placeholders

After creating the placeholder calendar, placeholders will automatically show on your calendar view.

To hide the placeholders:

1. Click the action icon (3 dots) above the campaign calendar.
2. Select Add calendar.
3. Click the X next to Campaign planner. This will hide the placeholders from your calendar view, but won’t delete them.
4. Click Save.
   

To show the placeholders again:

1. Click the action icon (3 dots) above the campaign calendar.
2. Select Add calendar.
3. From the dropdown, choose Campaign planner.
4. Click Save.

Create a campaign from a placeholder

To create a campaign using a placeholder:

1. 1. Click on the placeholder on the calendar to show a pre-built draft.
      
   2. If you’re happy with the pre-built name, description, and audience, click Use this draft to open the campaign editor for this message to edit further.
   3. For more options, click the action icon (3 dots) and select one of the following:
      • Clone previous campaign
        Choose an existing campaign to replace the placeholder.
      • Browse library
        Choose a pre-built campaign from the campaigns library.
      • Build your own
        Built a campaign from scratch.
      • Delete placeholder
        Remove the selected placeholder from the calendar.

Follow these guides for more information on creating campaigns:

• How to create and send an email campaign
• How to create and send an SMS campaign

Additional resources

• How to use the campaign calendar
• Understanding campaign calendar options