How to create a birthday discount email flow in Klaviyo

Creating a birthday discount email flow in Klaviyo involves several steps, from collecting birthday data to setting up the automated flow and creating engaging email content. Here’s a step-by-step guide:

Step 1: Collect Birthday Data

1. Create a Signup Form:
   • In Klaviyo, go to Sign-Up Forms and create a new form.
   • Include fields for the customer’s name, email, and birthday.
   • Ensure the birthday field is set to the correct format (MM/DD or DD/MM).
2. Sync Data:
   • If you have existing customers, import their birthday data into Klaviyo.
   • Go to Profiles, select Import Profiles, and upload a CSV file with the necessary information.

Step 2: Create a Segment

1. Navigate to Lists & Segments:
   • Create a new segment by going to Lists & Segments and clicking Create List/Segment.
2. Define Segment Conditions:
   • Set the conditions to target customers whose birthday is in the next month.
   • Example Condition: Properties about someone - Birthday is in the next 30 days.

Step 3: Create the Email Flow

1. Go to Flows:
   • Click on Flows and then Create Flow.
2. Select a Template or Start from Scratch:
   • You can choose a pre-built template or create one from scratch.
3. Set the Trigger:
   • Choose Segment as the trigger.
   • Select the birthday segment you created earlier.
4. Build the Flow:
   • Add an email action to send a birthday greeting and discount code.
   • Set a time delay if needed to ensure the email arrives on the birthday.

Step 4: Design the Email

1. Personalize the Email:
   • Use dynamic tags to personalize the email with the customer’s name.
   • Include a warm birthday message and highlight the discount offer.
2. Create the Discount Code:
   • In Klaviyo, go to Coupons and create a unique discount code for the birthday email.
   • Ensure the code has a clear expiration date and terms of use.
3. Design Tips:
   • Use engaging visuals, such as birthday-themed images or GIFs.
   • Include a clear call-to-action (CTA) button for customers to use the discount.

Step 5: Test and Launch

1. Preview and Test:
   • Preview the email to ensure it looks good on both desktop and mobile.
   • Send a test email to yourself or your team to verify all elements work correctly.
2. Activate the Flow:
   • Once everything is set, activate the flow to start sending birthday emails automatically.

Step 6: Monitor and Optimize

1. Track Performance:
   • Monitor the performance of your birthday email flow by checking open rates, click-through rates, and conversion rates.
2. Optimize:
   • Use A/B testing to try different subject lines, email designs, and discount offers.
   • Continuously improve based on the data and feedback.

By following these steps, you can create an effective birthday discount email flow in Klaviyo that helps increase customer engagement and drive sales.