How to create a multi-step email workflow in Klaviyo

Creating a multi-step email workflow in Klaviyo involves setting up a sequence of emails triggered by specific events or conditions. Here’s a step-by-step guide to help you create a multi-step email workflow:

Step 1: Create a New Flow

1. Log in to Klaviyo: Access your Klaviyo dashboard.
2. Navigate to Flows: Click on the “Flows” tab in the left sidebar.
3. Create Flow: Click on the “Create Flow” button.

Step 2: Choose a Template or Start from Scratch

1. Select Template: Klaviyo offers pre-built templates for various purposes. Choose a relevant template or start with a blank flow.
2. Name Your Flow: Give your flow a meaningful name, such as “Welcome Series” or “Post-Purchase Follow-Up”.

Step 3: Set Up the Trigger

1. Choose Trigger: Select a trigger event for your flow. Common triggers include “Subscribed to List”, “Placed Order”, “Viewed Product”, etc.
2. Configure Trigger: Set any specific conditions for the trigger. For example, you might want the flow to start only when a customer subscribes to a particular list.

Step 4: Add Email Steps

1. Drag and Drop Email Action: Drag an “Email” action from the sidebar into your flow canvas.
2. Configure Email Timing: Set a delay for when the email should be sent after the trigger event. For example, send the first email immediately, and the next one 3 days later.
3. Design Email Content: Click on the email action to design the content. Personalize the email with dynamic tags and relevant information.

Step 5: Add Additional Steps

1. Add More Emails: Repeat the process of adding email actions and setting delays to create a sequence of emails. For instance, you can add a second email to be sent 3 days after the first one and a third email a week later.
2. Include Other Actions: Besides emails, you can add other actions like SMS messages, webhooks, or updating customer properties.

Step 6: Add Conditional Splits

1. Conditional Splits: Add conditional splits to create branches in your workflow based on customer behavior or attributes. For example, you can send different emails based on whether a customer opened the previous email.
2. Configure Conditions: Set the conditions for the split, such as “If opened email”, “If purchased product”, etc.

Step 7: Add Filters and Branches

1. Filters: Apply filters to further segment your audience. For example, you might want to send certain emails only to VIP customers or those who purchased specific products.
2. Branches: Use branching to create different paths within your flow. For example, send a different series of emails if a customer has not made a purchase after a certain number of days.

Step 8: Test Your Workflow

1. Review and Test: Go through the entire workflow to ensure all steps and conditions are correctly configured.
2. Send Test Emails: Use the “Preview” and “Send Test Email” features to see how your emails will look to recipients.

Step 9: Activate Your Flow

1. Turn On Flow: Once you are satisfied with your setup and testing, activate the flow by switching it from “Draft” to “Live”.

Tips for Effective Multi-Step Email Workflows

• Personalization: Use dynamic tags to personalize emails with the customer’s name, purchase details, and more.
• Value-Adding Content: Include helpful tips, product care instructions, or user-generated content to engage customers.
• Clear Call to Action: Ensure each email has a clear call to action, whether it’s to leave a review, explore related products, or make another purchase.
• Monitor and Optimize: Regularly monitor the performance of your flow and make adjustments as needed to improve open rates, click rates, and conversions.

By following these steps, you can create a comprehensive multi-step email workflow in Klaviyo to enhance customer engagement and drive desired actions. If you need further assistance with any specific part of the process, feel free to ask!