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.
How to create a multi-step email workflow in Klaviyo

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”.
Choose a Template or Start from Scratch

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.
How to create a multi-step email workflow in Klaviyo

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.
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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.
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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!

Md Tangeer Mehedi
Md Tangeer Mehedi

I'm Md Tangeer Mehedi, an email marketing specialist with extensive experience running multiple blogs, service-based businesses, and e-commerce stores. On this website, I'm fully focused on developing e-commerce email marketing systems designed to boost sales and create flawless flowchart automations, helping businesses maximize their revenue through effective email strategies.

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