EmailPilot is an AI co-pilot for email and lifecycle marketing teams. It brings campaign strategy, performance data, client approvals, and creative production into one connected workflow.
This guide walks you through the basic process of connecting your Klaviyo account and using EmailPilot to plan, approve, and produce campaigns.
1. Sign in to EmailPilot
Sign in to your EmailPilot organization and open the Brand Workspace for the brand you want to manage.
Each Brand Workspace keeps that brand’s campaign data, audience segments, goals, performance information, calendars, and integrations separated from your other brands.
2. Connect your Klaviyo account
From your brand settings, connect the brand’s Klaviyo account.
EmailPilot supports connecting Klaviyo through Klaviyo’s authorization process. After authorization, EmailPilot can use Klaviyo data to support campaign planning, reporting, audience strategy, and other EmailPilot workflows.
EmailPilot’s Klaviyo integration supports data including:
Campaign and flow performance
Attributed revenue
Lists and audience segments
Historical performance
Revenue goals and pacing
Campaign planning data
EmailPilot does not automatically send marketing messages on your behalf.
3. Review your Brand Workspace
Once Klaviyo is connected, review the Brand Workspace and confirm that the information EmailPilot will use for planning is accurate.
Depending on your configuration, EmailPilot can use information such as:
Historical campaign and flow performance
Brand voice and guidelines
Audience segments
Revenue goals
Product information
Inventory and sales velocity
Holidays and seasonal events
Previous campaign performance
The more complete the brand context, the more useful EmailPilot’s recommendations become.
4. Add your Key Events
Before generating a campaign calendar, add the important dates that should shape the month.
Key Events can include:
Promotions
Product launches
Seasonal sales
Holidays
Brand events
Multi-day promotional periods
These events act as strategic anchors for the campaigns EmailPilot recommends.
5. Generate your Flight Plan
Open Flight Plan from the Campaign Calendar.
Flight Plan is EmailPilot’s AI campaign-planning engine. It analyzes the brand’s available data and generates a strategically reasoned campaign calendar across email, SMS, and push.
EmailPilot considers inputs such as historical performance, audience segments, product information, revenue goals, seasonal context, brand guidelines, and the instructions you provide.
Rather than simply creating evenly spaced campaign ideas, Flight Plan uses a multi-stage planning process that analyzes the account, develops a strategy, builds the calendar, evaluates it for quality, and generates campaign-level creative direction.
Generation may take several minutes because EmailPilot is evaluating the underlying data before returning recommendations.
6. Review and edit the calendar
Review the campaigns EmailPilot generates before sending the calendar for approval.
You can:
Review the strategic reasoning behind each campaign
Change campaign dates
Adjust audiences
Add or remove campaigns
Modify campaign details
Review email, SMS, and push activity together
Add additional campaigns manually
AI-generated recommendations remain visually distinguishable from campaigns added manually.
Human decisions take priority over AI recommendations.
7. Send the calendar for approval
When the calendar is ready, create a shareable approval page.
Your client, manager, or other reviewer can open the page without creating an EmailPilot account.
Reviewers can:
View the planned campaign calendar
Review individual campaign strategies
Leave comments
Request changes
Approve the calendar
EmailPilot tracks both pending and resolved change requests so your team retains a record of the approval process.
8. Generate creative briefs
After campaigns are approved, EmailPilot can generate detailed creative briefs for production.
Briefs can include:
Campaign strategy
Key message
Audience
Offer details
Subject-line direction
Preview-text direction
Copy direction
Visual direction
Product focus
Performance targets
When the appropriate integrations are configured, EmailPilot can create the brief in Google Docs and create the corresponding production task in Asana.
This gives copywriters and designers a structured starting point rather than asking them to begin from a blank page.
9. Track campaign performance
After campaigns are executed, EmailPilot connects the planning process back to performance.
You can review information such as:
Sends
Opens
Clicks
Attributed revenue
Campaign performance
Flow performance
Revenue goal pacing
Historical comparisons
EmailPilot uses Klaviyo’s reporting and attribution data so the revenue displayed in EmailPilot is designed to reconcile with the numbers your team sees in Klaviyo.
Your EmailPilot workflow
The basic EmailPilot workflow is:
Plan → Approve → Produce → Measure
Use Klaviyo and brand data to build your campaign strategy.
Review and approve the calendar.
Turn approved campaigns into production-ready creative briefs.
Compare campaign execution and revenue performance against the plan.
EmailPilot automates data gathering, analysis, and first-draft strategy while keeping campaign decisions, creative judgment, and final approval in human hands.
Need help?
If you need assistance connecting your Klaviyo account or configuring your EmailPilot workspace, contact the EmailPilot support team.