How to create automated email reminders in Klaviyo

Creating automated email reminders in Klaviyo can help you maintain engagement with your audience and ensure important actions or deadlines are not missed. Here’s a step-by-step guide to setting up automated email reminders in Klaviyo:

Step 1: Identify the Purpose of Your Reminder

1. Determine the Reminder Type:
   • Abandoned Cart Reminders
   • Upcoming Event Reminders
   • Payment Due Reminders
   • Subscription Renewal Reminders
   • Appointment Reminders
2. Define the Timing:
   • Decide when the reminder should be sent (e.g., 24 hours after cart abandonment, one week before an event).

Step 2: Create the Email Template

1. Navigate to Templates:
   • Go to Email Templates and click Create Template.
2. Design Your Template:
   • Use Klaviyo’s drag-and-drop editor to create a professional-looking email.
   • Include dynamic content (e.g., {{ first_name }}, {{ event_date }}) to personalize the reminder.
3. Save the Template:
   • Save your template with a descriptive name so you can easily find it later.

Step 3: Set Up a Flow for the Reminder

1. Navigate to Flows:
   • Click on Flows in the sidebar and then Create Flow.
2. Name Your Flow:
   • Give your flow a descriptive name, such as “Abandoned Cart Reminder” or “Event Reminder”.

Step 4: Choose a Trigger for the Flow

1. Select a Trigger Type:
   • List Trigger: When a customer is added to a specific list.
   • Segment Trigger: When a customer enters a specific segment.
   • Metric Trigger: Based on specific actions like purchases or site visits.
2. Configure the Trigger:
   • Example for Abandoned Cart Reminder:
     • Choose Started Checkout as the trigger.
     • Set conditions if needed (e.g., checkout started but not completed).

Step 5: Add Actions to the Flow

1. Add Time Delay:
   • Click on Add Action and select Time Delay.
   • Set the delay time (e.g., 24 hours after the trigger event).
2. Add Email Action:
   • Click on Add Action and select Email.
   • Choose the email template you created for the reminder.
3. Additional Actions:
   • Add more emails with different delays if you want to send multiple reminders.
   • You can also add conditional splits to personalize the flow based on customer behavior.

Step 6: Customize Email Content

1. Edit Email Action:
   • Click on the email action to edit the email content.
   • Use dynamic tags to personalize the email with customer-specific information.
2. Add Dynamic Blocks:
   • Include dynamic product recommendations or other personalized content blocks as needed.

Step 7: Review and Activate the Flow

1. Review the Flow:
   • Double-check all settings, including triggers, delays, and email content.
2. Activate the Flow:
   • Click Review and Turn On to activate your automated email reminder flow.

Step 8: Monitor and Optimize

1. Track Performance:
   • Use Klaviyo’s analytics to monitor the performance of your reminder emails. Look at metrics like open rates, click rates, and conversion rates.
2. Analyze Data:
   • Analyze the data to identify trends and areas for improvement.
3. Optimize Campaigns:
   • Make adjustments to your email content, timing, and segmentation based on performance data to improve effectiveness.

Example Use Cases for Automated Email Reminders

1. Abandoned Cart Reminder:
   • Trigger: Checkout started but not completed.
   • Timing: 1 hour, 24 hours, and 72 hours after abandonment.
   • Content: Personalized message with cart details and a discount code.
2. Event Reminder:
   • Trigger: Customer registers for an event.
   • Timing: 1 week, 3 days, and 1 day before the event.
   • Content: Event details, agenda, and preparation tips.
3. Payment Due Reminder:
   • Trigger: Upcoming payment due date.
   • Timing: 7 days and 1 day before the due date.
   • Content: Invoice details, payment instructions, and consequences of late payment.
4. Subscription Renewal Reminder:
   • Trigger: Subscription nearing expiration.
   • Timing: 30 days, 7 days, and 1 day before expiration.
   • Content: Renewal benefits, special offers, and renewal instructions.
5. Appointment Reminder:
   • Trigger: Scheduled appointment date.
   • Timing: 3 days and 1 day before the appointment.
   • Content: Appointment details, preparation instructions, and contact information.

By following these steps, you can effectively set up automated email reminders in Klaviyo, ensuring timely and personalized communication with your customers to enhance engagement and drive desired actions.