Setting up anniversary emails in Klaviyo

Setting up anniversary emails in Klaviyo involves creating a flow that automatically sends emails to customers on the anniversary of a specific date, such as their signup date or their first purchase date. Here’s a step-by-step guide on how to set up anniversary emails in Klaviyo:

Step 1: Create a Custom Profile Property

1. Log in to Klaviyo:

• Go to your Klaviyo account dashboard.

1. Navigate to Lists & Segments:

• Click on “Profiles” and select “Lists & Segments.”

1. Add a Custom Property:

• Find a customer profile and scroll down to the “Custom Properties” section.
• Click “Add Property.”
• Name this property something relevant, like “Signup Date” or “First Purchase Date.”
• Manually enter the dates for a few profiles to start. Klaviyo will automatically track these properties moving forward if set up correctly in your forms or integration.

Step 2: Create the Anniversary Flow

1. Go to Flows:

• Click on “Flows” in the main navigation menu.

1. Create a New Flow:

• Click “Create Flow.”
• Choose “Create from Scratch.”

1. Name Your Flow:

• Give your flow a name like “Anniversary Email Flow.”

1. Select a Trigger:

• Choose “Date Property” as the trigger.
• Select the custom property you created (e.g., “Signup Date” or “First Purchase Date”).

1. Set the Timing:

• Set the timing to trigger the email exactly on the anniversary date or a few days before if you prefer to send an early reminder.

Step 3: Design the Anniversary Email

1. Drag and Drop an Email Block:

• In the flow builder, drag an email block to the timeline.

1. Customize the Email:

• Click on the email block to open the email editor.
• Design your email with a celebratory theme. Include personalized content that acknowledges the anniversary.
• Example content:
  • “Happy 1-Year Anniversary with Us!”
  • “Celebrating Your First Purchase Anniversary!”
  • Include special offers or discounts to thank the customer for their loyalty.

1. Add Dynamic Content:

• Use Klaviyo’s dynamic content features to personalize the email with the customer’s name and other relevant information.

Step 4: Set Up Flow Filters and Splits (Optional)

1. Add Flow Filters:

• If you want to target specific segments, add flow filters. For example, you might want to send anniversary emails only to customers who have made multiple purchases.

1. Create Conditional Splits:

• Use conditional splits to create different paths within the flow. For example, you can send different emails to customers based on their purchase history or engagement level.

Step 5: Test the Flow

1. Test Your Flow:

• Use the “Preview” and “Send Test Email” features to see how your emails will look.
• Check that the dynamic content and timing are correct.

1. Activate the Flow:

• Once you’re satisfied with the setup, activate the flow.

Step 6: Monitor and Optimize

1. Monitor Performance:

• Keep an eye on the flow’s performance metrics, such as open rates, click-through rates, and conversions.

1. Make Adjustments:

• Based on the performance data, make any necessary adjustments to improve the effectiveness of your anniversary emails.

By following these steps, you can set up an effective anniversary email flow in Klaviyo that helps build customer loyalty and encourages repeat business.