Add the team as an admin in Klaviyo, Mailchimp, or your email platform so we can build campaigns and track results.
To build your email campaigns and automations, we need admin access to the tool you use to send marketing emails. This guide covers Klaviyo and Mailchimp step by step, plus quick directions for other popular platforms.
Onboarding Guide: Email Marketing Platform Access
Before you start
This guide adds us as a user on the tool you use to send marketing emails, so we can build campaigns and read results. You stay the owner.
Not sure which email platform you use? Open a recent marketing email your business sent and scroll to the very bottom. The footer usually names the tool (for example "Sent with Klaviyo" or the Mailchimp logo). Or just ask whoever sends your emails.
You will need:
Your login for the email platform, with Owner or Admin rights (only these can add users).
Our agency email address.
Find your platform below and follow only that section.
Klaviyo
Go to klaviyo.com and click Log in.
Click your account name in the bottom-left corner.
Click Settings, then click the Users tab.
Click Add new user.
Type in our agency email address.
Leave Language as English US.
Under Role, choose Admin. We need Admin access to build flows, connect integrations, and manage the account.
Click Add User.
We get an email invitation and accept it on our side. The invite expires if not accepted in time; if that happens, go back to Settings → Users, click the three dots next to our email, and click Resend invite.
Mailchimp
Go to mailchimp.com and click Log In.
Click your profile icon (top-right corner).
Click Account & billing.
Click the Settings dropdown, then Users.
Click Invite A User.
Type in our agency email address.
Choose a user level: Admin (full access). Admin is available on the Essentials, Standard, and Premium plans.
Click Send Invite.
Watch out: Mailchimp's free plan only allows one user. If the invite button is greyed out, message us before upgrading; we may be able to connect through Mailchimp's partner program instead.
Other platforms
Most email tools work the same way: find Settings, then Users (or Team), then Invite or Add user. Here are the usual spots:
Platform | Where to add a user |
Shopify Email | Shopify admin → Settings → Users (Users and permissions) → Add users. See the Website Backend Access guide. |
Constant Contact | Profile name (top-right) → My Account → Users → Add Users |
HubSpot | Settings (gear icon) → Users & Teams → Create user |
Omnisend | Store settings → Users → Invite user |
ActiveCampaign | Settings (bottom-left) → Users → Add User |
For any of these, give us Admin (sometimes called Administrator), then click Invite or Send.
Can't find it? Search "[platform name] add user" in Google, or message us the platform name and we'll send exact steps.
Common problems:
I don't see Users or Invite: you're not the Owner or Admin. Ask whoever set up the account to add us, or to make you an Admin.
The invite says "pending" for days: tell us; the email may have gone to spam. You can also delete the invite and resend it.
Stuck anywhere else: screenshot the screen and send it to us.
More Insights
