How to set up Klaviyo for order confirmation emails

Setting up Klaviyo for order confirmation emails involves creating an automated flow that triggers when a customer completes a purchase. Here’s a detailed step-by-step guide to help you set up order confirmation emails in Klaviyo:

Step 1: Integrate Your E-commerce Platform with Klaviyo

1. Log in to Klaviyo:

• Go to your Klaviyo dashboard.

1. Integrate Your E-commerce Platform:

• Ensure your e-commerce platform (e.g., Shopify, WooCommerce, Magento) is integrated with Klaviyo. Follow the specific integration guide provided by Klaviyo for your platform.

Step 2: Create an Order Confirmation Flow

1. Go to the Flows Tab:

• In Klaviyo, click on the “Flows” tab.

1. Create a New Flow:

• Click “Create Flow” and select “Create from Scratch.”

1. Name Your Flow:

• Give your flow a name, such as “Order Confirmation Email.”

1. Set the Trigger:

• Choose a trigger for the flow. For order confirmation emails, you typically use the “Placed Order” event.
• Select the trigger: “Metric” > “Placed Order.”

Step 3: Design Your Order Confirmation Email

1. Add an Email Action:

• Drag and drop an “Email” action into your flow immediately after the trigger.

1. Design the Email Template:

• Click on the email action to open the email editor.
• Use Klaviyo’s drag-and-drop editor to design a professional and informative order confirmation email.

1. Include Essential Information:

• Order Summary: List the products purchased, including names, quantities, prices, and a total amount.
• Shipping Information: Include shipping address and estimated delivery time.
• Billing Information: Include billing address.
• Customer Information: Include the customer’s name and contact details.
• Order Number: Provide a unique order number for reference.
• Payment Information: Include payment method details (excluding sensitive information).

1. Personalize the Email:

• Use dynamic content blocks to personalize the email with customer details and order information.
• Use dynamic tags like {{ first_name }}, {{ order_number }}, {{ total_price }}, etc.

1. Craft a Compelling Subject Line:

• Example: “Your Order Confirmation – [Order #{{ order_number }}]”

1. Include a Clear Call to Action (Optional):

• Example: “View Your Order” with a link to the order details page on your website.

Step 4: Test Your Flow

1. Add a Conditional Split (Optional):

• If you want to send different emails based on certain conditions (e.g., shipping methods, order value), add a conditional split to your flow.

1. Test the Flow:

• Run a test to ensure everything is set up correctly.
• Use a test email address and place a test order on your e-commerce site to see how the email looks and functions.

Step 5: Activate the Flow

1. Activate the Flow:

• Once you are satisfied with the setup and testing, activate the flow to start sending order confirmation emails to customers.

Additional Tips

1. Include Customer Support Information:

• Provide a way for customers to contact your support team if they have questions or issues with their order.

1. Include Social Media Links:

• Encourage customers to follow your brand on social media by including links to your profiles.

1. Cross-Sell and Up-Sell Opportunities:

• Include recommendations for related products or special offers to encourage additional purchases.

1. Monitor and Optimize:

• Regularly check the performance of your order confirmation emails.
• Use Klaviyo’s analytics tools to track open rates, click-through rates, and any additional purchases made from these emails.
• Make adjustments to your email design or flow settings based on performance data.

By following these steps, you can set up an effective order confirmation email flow in Klaviyo that provides customers with all the necessary information about their purchase, enhancing their post-purchase experience and increasing customer satisfaction.