Creating a survey email flow in Klaviyo

Creating a survey email flow in Klaviyo is a great way to gather valuable feedback from your audience. Here’s a step-by-step guide on how to set up an effective survey email flow:

Step 1: Define Your Survey Goals

1. Identify Purpose:
   • Determine the purpose of the survey. Are you looking to gather feedback on a recent purchase, understand customer satisfaction, or gain insights into product preferences?
2. Choose a Survey Tool:
   • Select a survey tool that integrates with Klaviyo, such as Google Forms, SurveyMonkey, Typeform, or Klaviyo’s native survey capabilities.

Step 2: Create the Survey

1. Design Your Survey:
   • Create the survey using your chosen tool. Keep it short and focused to increase completion rates. Include a mix of question types (e.g., multiple-choice, rating scales, open-ended questions).
2. Generate Survey Link:
   • Once the survey is created, generate a link to the survey that you can include in your emails.

Step 3: Create a New Flow in Klaviyo

1. Navigate to Flows:
   • In Klaviyo, go to the Flows tab.
2. Create Flow:
   • Click on Create Flow and select Create from Scratch.
3. Name Your Flow:
   • Give your flow a relevant name, such as “Customer Feedback Survey”.

Step 4: Set Up Your Trigger

1. Choose a Trigger:
   • The trigger should be based on an action that signifies a good time to request feedback. Common triggers include:
     • Metric Trigger: When someone places an order (e.g., “Placed Order”).
     • Date-Based Trigger: After a certain number of days post-purchase.
2. Configure Trigger:
   • Set the trigger conditions to start the flow when someone meets the criteria (e.g., 7 days after placing an order).

Step 5: Design Your Survey Email Sequence

1. Add Email Steps:
   • Drag and drop email blocks into your flow.
2. Email Content:
   • Email 1: Survey Invitation:
     • Subject Line: “We Value Your Feedback!”
     • Body:
       • Introduction: Briefly explain the purpose of the survey and why their feedback is important.
       • Survey Link: Provide a clear call-to-action (CTA) button or link to the survey.
       • Incentive: If applicable, mention any incentive for completing the survey (e.g., discount code, entry into a giveaway).
   • Email 2: Survey Reminder (if no response):
     • Subject Line: “Reminder: We’d Love to Hear from You”
     • Body:
       • Introduction: Remind them about the survey and reiterate its importance.
       • Survey Link: Include the CTA button or link to the survey.
       • Incentive: Reiterate the incentive, if any.

Step 6: Customize Each Email

1. Edit Email Content:
   • Click on each email block to design and customize the email content using Klaviyo’s drag-and-drop email builder or HTML editor.
2. Personalization:
   • Use dynamic tags to personalize emails (e.g., {first_name}).
3. Images and CTAs:
   • Include relevant images and clear call-to-action buttons.

Step 7: Add Delays Between Emails

1. Add Delays:
   • Drag and drop the delay block between email steps.
2. Set Delay Times:
   • Configure the delay times based on your strategy. For example, send the reminder email 3 days after the initial survey invitation.

Step 8: Test Your Flow

1. Review and Test:
   • Thoroughly review the flow and email content.
2. Send Test Emails:
   • Send test emails to yourself or a test list to ensure everything looks and works correctly.

Step 9: Activate Your Flow

1. Activate Flow:
   • Once you’re satisfied with the setup, activate the flow by toggling the switch in the top right corner of the flow builder.
2. Monitor Performance:
   • After activation, monitor the flow’s performance in Klaviyo’s analytics dashboard. Track key metrics such as open rates, click-through rates, and survey completion rates.

Step 10: Optimize Your Flow

1. Analyze Data:
   • Use the data from Klaviyo’s analytics and your survey tool to understand what’s working and what’s not.
2. Make Adjustments:
   • Based on your analysis, make necessary adjustments to improve the flow’s effectiveness. This could involve tweaking subject lines, email content, timing, or survey questions.

Example Survey Email Flow

Email 1: Survey Invitation

1. Email Subject Line: “We Value Your Feedback!”
2. Email Body:
   • Header: Your logo and headline (“Help Us Improve!”).
   • Introduction: Hi [First Name], thank you for your recent purchase! We’d love to hear your thoughts about your experience.
   • Survey Link: [Button: “Take the Survey” linking to the survey]
   • Incentive: As a thank you, you’ll receive a 10% off coupon for your next purchase.
   • Footer: Standard footer with contact info, social media links, and unsubscribe option.

Delay

• 3 days.

Email 2: Survey Reminder (if no response)

1. Email Subject Line: “Reminder: We’d Love to Hear from You”
2. Email Body:
   • Header: Reminder about the survey.
   • Introduction: Hi [First Name], we noticed you haven’t had a chance to complete our survey yet. Your feedback helps us improve.
   • Survey Link: [Button: “Take the Survey” linking to the survey]
   • Incentive: Remember, you’ll receive a 10% off coupon for your next purchase as a thank you.
   • Footer: Standard footer with contact info, social media links, and unsubscribe option.

By following these steps, you can set up an effective survey email flow in Klaviyo that helps you gather valuable feedback from your customers and improve their overall experience.