Setting up email sequences for lead generation in Klaviyo can help you nurture leads, build relationships, and guide potential customers through the sales funnel. Here’s a step-by-step guide on how to set up effective lead generation email sequences in Klaviyo:
Steps to Set Up Lead Generation Email Sequences in Klaviyo
1. Log into Klaviyo
- Navigate to Klaviyo’s website and log in to your account.
2. Create a New Flow
- Go to the “Flows” tab on the left-hand side of the dashboard.
- Click on the “Create Flow” button.
3. Choose a Flow Template or Start from Scratch
- Klaviyo offers pre-built templates for common sequences, such as welcome series or nurturing flows. Select a relevant template or start from scratch by selecting “Create from Scratch.”
4. Define the Flow Trigger
- The trigger for a lead generation email sequence is typically when a lead subscribes to your list or fills out a lead capture form.
- Choose “List Trigger” and select the list to which new leads are added.
- If using a lead capture form, ensure it is integrated with Klaviyo and adds leads to the appropriate list.
5. Set Up Flow Actions
- Welcome Email: Send immediately after the lead subscribes.
- Drag and drop the “Email” action to the flow builder.
- Create a welcoming and engaging email that introduces your brand and sets expectations.
- Educational Content Email: Send after a short delay (e.g., wait 1-2 days).
- Provide valuable content related to your industry, such as blog posts, guides, or tutorials.
- Product/Service Introduction Email: Send after another delay (e.g., wait 3-4 days).
- Introduce your key products or services, highlighting their benefits and features.
- Case Studies/Testimonials Email: Send after another delay (e.g., wait 5-7 days).
- Share customer success stories or testimonials to build credibility and trust.
- Call-to-Action Email: Send after another delay (e.g., wait 7-10 days).
- Encourage the lead to take a specific action, such as scheduling a demo, signing up for a free trial, or making a purchase.
6. Customize Email Content
- Use personalization tags (e.g.,
{{ first_name }}) to make your emails more relevant. - Ensure each email provides value and builds on the previous emails to guide the lead through the funnel.
7. Set Up Flow Filters (Optional)
- Add filters to include or exclude leads based on specific conditions. For example, exclude leads who have already converted from receiving further nurturing emails.
- Click on “Flow Filters” and set up conditions such as “Placed Order at least once since starting this flow.”
8. Review and Activate Your Flow
- Review the flow structure to ensure all emails and delays are set up correctly.
- Activate the flow by toggling the switch in the upper right corner of the flow builder.
Example Lead Generation Email Sequence
- Email 1: Welcome Email
- Subject: “Welcome to [Your Brand], {{ first_name }}!”
- Content: Introduce your brand, set expectations, and provide a welcome offer if applicable.
- Email 2: Educational Content
- Subject: “Top Tips for [Industry/Interest]”
- Content: Share valuable content related to your industry to educate the lead and establish authority.
- Email 3: Product/Service Introduction
- Subject: “Discover How [Product/Service] Can Help You”
- Content: Introduce your key products or services, highlighting their benefits and features.
- Email 4: Case Studies/Testimonials
- Subject: “See How [Product/Service] Helped Others”
- Content: Share customer success stories or testimonials to build credibility and trust.
- Email 5: Call-to-Action
- Subject: “Ready to Take the Next Step?”
- Content: Encourage the lead to take a specific action, such as scheduling a demo, signing up for a free trial, or making a purchase.
Tips for Effective Lead Generation Sequences
- Provide Value: Ensure each email provides valuable content that addresses the lead’s pain points or interests.
- Build Trust: Use testimonials, case studies, and social proof to build credibility and trust.
- Clear CTAs: Include clear and compelling calls-to-action in each email to guide the lead through the funnel.
- Segmentation: Segment your leads based on their interests, behaviors, or demographics to send more targeted emails.
- Testing and Optimization: Continuously test different subject lines, email content, and send times to optimize performance.
- Monitor Analytics: Use Klaviyo’s analytics to track the performance of your lead generation emails, including open rates, click-through rates, and conversions.
By following these steps and tips, you can create a compelling and effective lead generation email sequence in Klaviyo that nurtures your leads and guides them through the sales funnel. If you need further assistance or have specific questions, feel free to ask!
