Klaviyo Product Certification study plan

Map the Klaviyo data model by defining profiles, events, and custom properties and writing one original example of each in your own notes

Configure a sandbox account and create three custom events with distinct property schemas to observe how event data attaches to a profile

Trace one metric from ingestion through reporting by locating it in the metrics list and confirming its appearance on a profile timeline

Draft a one-page glossary of core platform terms (profile, metric, list, segment, flow, campaign) using your own wording

Compare lists versus segments by building one of each and documenting when each is the correct tool

Set up account settings that affect deliverability, including sending domain authentication steps and a dedicated sending domain, and record each configuration choice and why it matters

Explain how the platform handles message sending infrastructure and what a candidate must know about sender reputation and bounce handling

Build a simple preference center page and connect it to a list so recipients can manage subscriptions

Diagram the trigger types available for flows and match each trigger to a realistic business scenario

Build a welcome flow with at least three messages and one conditional split, then document the logic path in writing

Configure time delays and flow filters and verify behavior by inspecting a test profile's flow history

Identify how a profile enters, waits in, and exits a flow, including suppression and skip conditions

Build an abandoned cart or browse abandonment flow that uses a dynamic event trigger and at least one product-block or dynamic content element

Add a conditional split based on profile or event properties and test both branches with seeded test profiles

Design a post-purchase flow that excludes recent buyers and handles repeat purchases correctly

Audit your flows for message frequency conflicts and document how you would prevent a profile receiving overlapping messages

Build five segments using different condition types: profile properties, event activity, list membership, and combinations with AND/OR logic

Predict segment membership before saving, then verify counts against actual results and reconcile any mismatch

Create a segment based on engagement recency and explain how engagement definitions affect who qualifies

Document how segment definitions interact with flow filters and campaign sending, including suppression lists

Plan a list growth strategy by comparing at least three sign-up form types and selecting the right one for each placement

Build a pop-up sign-up form with targeting rules, a success state, and double opt-in configured, then test the full subscriber experience

Create a campaign targeting a saved segment and configure A/B testing on subject line with a defined success metric

Write a send-time and frequency decision rationale tying audience engagement data to campaign scheduling

Design a three-email campaign series with distinct goals per message and a documented measurement plan for each

Use dynamic content or conditional blocks to personalize a campaign for two audience groups and verify rendering for each

Set up a campaign using a template with reusable blocks and document the template governance rules you would enforce

Build a reporting review routine that reads open, click, conversion, and revenue metrics and states what action each metric would trigger

Consolidate weak areas by reviewing your notes and re-building the two configurations you were least confident in

Complete timed practice sets across all four domains and log every missed question with the underlying concept

Re-explain each domain's core concepts aloud or in writing from memory without notes, then fill gaps

Verify your sandbox contains one working example of each major artifact: flow, segment, form, and campaign