Creating an email series for onboarding new customers in Klaviyo is a great way to welcome them, provide important information, and guide them through the initial stages of using your product or service. Here’s a step-by-step guide to setting up an effective onboarding email series:
Steps to Create an Onboarding Email Series 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 templates for common sequences, such as welcome series or onboarding flows. Select a relevant template or start from scratch by selecting “Create from Scratch.”
4. Define the Flow Trigger
- The trigger for an onboarding series is typically when a new customer makes their first purchase or signs up for your service.
- Choose “List Trigger” or “Segment Trigger” and select the appropriate list or segment for new customers.
- Alternatively, you can use “Metric Trigger” and choose “Placed Order” for first-time purchasers.
5. Set Up Flow Actions
- Welcome Email: Send immediately after the customer signs up or makes their first purchase.
- Drag and drop the “Email” action to the flow builder.
- Create a welcoming email that thanks the customer for joining and provides an overview of what to expect.
- Getting Started Email: Send after a short delay (e.g., wait 1-2 days).
- Provide detailed instructions on how to get started with your product or service.
- Educational Email: Send after another delay (e.g., wait 3-4 days).
- Share tips, tutorials, or guides to help the customer get the most out of your product or service.
- Feature Highlight Email: Send after another delay (e.g., wait 5-7 days).
- Highlight key features or benefits of your product or service.
- Check-In Email: Send after another delay (e.g., wait 10-14 days).
- Check in with the customer to see if they have any questions or need assistance.
- Feedback Request Email: Send after another delay (e.g., wait 21-30 days).
- Ask the customer for feedback on their experience so far and invite them to share any suggestions or concerns.
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 customer through the onboarding process.
7. Set Up Flow Filters (Optional)
- Add filters to include or exclude customers based on specific conditions. For example, exclude customers who have already engaged significantly from receiving further onboarding 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 Onboarding Email Series
- Email 1: Welcome Email
- Subject: “Welcome to [Your Brand], {{ first_name }}!”
- Content: Thank the customer for joining, provide an overview of what to expect, and include any necessary account information.
- Email 2: Getting Started
- Subject: “Let’s Get Started with [Your Product/Service]”
- Content: Detailed instructions on how to get started, including links to resources or support.
- Email 3: Educational Content
- Subject: “Tips for Getting the Most Out of [Your Product/Service]”
- Content: Share useful tips, tutorials, or guides to help the customer understand and use your product or service effectively.
- Email 4: Feature Highlight
- Subject: “Discover the Key Features of [Your Product/Service]”
- Content: Highlight important features or benefits, including how they can enhance the customer’s experience.
- Email 5: Check-In
- Subject: “How’s Everything Going So Far, {{ first_name }}?”
- Content: Check in with the customer, offer assistance, and provide contact information for support.
- Email 6: Feedback Request
- Subject: “We’d Love Your Feedback on [Your Product/Service]”
- Content: Ask the customer for feedback on their experience, invite them to share any suggestions or concerns, and include a link to a feedback form or survey.
Tips for Effective Onboarding Series
- Provide Value: Ensure each email provides valuable information that helps the customer get the most out of your product or service.
- 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 customer through the onboarding process.
- Segmentation: Segment your customers based on their behavior or preferences to send more targeted onboarding 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 onboarding emails, including open rates, click-through rates, and conversions.
By following these steps and tips, you can create a compelling and effective onboarding email series in Klaviyo that helps new customers feel welcomed, informed, and ready to get the most out of your product or service. If you need further assistance or have specific questions, feel free to ask!
