How to Create a Flow on Klaviyo

With Klaviyo, you can set up an automated sequence that can be activated by setting up a specific trigger. This is what is known as Flow. Flows can be built to send timely communications to recipients, or they can simply apply certain actions, like updating a specific field on a profile. Klaviyo Flows are designed to make it easy to initiate and nurture relationships with your subscribers and customers over the course of their lifecycle.

Flows allow you to trigger an email, or series of emails, based on when someone joins a list, is added to a segment or takes any other action — such as making a purchase or abandoning a cart. Any data syncing to your Klaviyo account can be used to trigger and target automated email flows.

Now let us walk you through in creating a Flow on Klaviyo.

 

Create a Flow on Klaviyo

1. Login to your Klaviyo account at www.klaviyo.com

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2. Once you’re in, click the Flows section on the left side. This is where you should see all of the flows that are available to use.

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3. To get started, click the Create Flow button on the top-right. 

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4. You can select a flow from Klaviyo’s flow library. You can also filter them out by checking the boxes on the left. For this tutorial, we will be starting from scratch so click the Create From Scratch

 

5. For this example, we will be creating a Shopify Abandoned Cart US flow. So, name your flow, select the tags and click the Create Flow button.

 

6. The first thing that we need to do is to select a trigger. A flow’s trigger is what sets the automated series in motion. Since this is for an abandoned cart, then we will select Metric then look for the Checkout Started

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  • You can select a trigger value if you want to set a specific amount before this flow can be triggered.
  • You can also filter the flow trigger. For my example, I will only trigger this flow for my US customers. You can always explore other filters and play around with it.
  • Once you’re all set, click the Done button.

 

7. The next thing that needs to be done is to add Timing. Just drag the Time Delay on the left to your flow on the right. 

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  • After you have dragged it, set the time delay located on your left.
  • Then click the Save button.

 

8. Next is to create the first email that you will be sending. 

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  • Drag the Email to your flow on the right.
  • Name the title of your email then click the Configure Content button to edit the email that you will be sending.
  • The next page is where you will be creating the content of the email that you will be sending. We won’t go to specifics on how to create your email you can just view our tutorial on the link below.
  • Just click Done once you finished creating your email.
  • Set the send status.
    • Draft s the default status for a new email and is the status you should use while you’re still configuring your content and adjusting settings. When an email is in Draft, nobody will get queued up or receive the email.
    • When an email is in Manual, it is active in your flow but no emails will trigger automatically at send time; you will need to manually review and send all scheduled emails.
    • A Live email is active in your flow and is sending automatically.
  • Just click the Done button once you’re set.

 

9. The next 2 steps are to add another time delay and an email action. So just do the same thing that we did earlier in adding a time delay and a second email.

 

10. Once you’re all set, click the Save button on the top-right.

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You should your new flow added to your flow list. Since we set all the emails to live, the sending of emails is active once triggered. You can always click the flow and start editing from there.

So that ladies and gent’s are the steps on how to create a flow.

Want us to walk you through it? Watch the video here!

 

 

Do You Want To Expand Your E-commerce Business?

If you want to expand your e-commerce business on different platforms, check out our other E-commerce Tutorials.

Just to let you know, we have a couple of experts who have excelled in E-commerce and are willing to share their knowledge. You can out check their blogs at https://blog.sellerschoice.digital/

If you want to hear them live, just sign up for our webinar.New call-to-action

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