How to set up Klaviyo for feedback request emails

Setting up Klaviyo for feedback request emails involves several steps. Here’s a step-by-step guide to help you through the process:

Step 1: Sign Up and Log In

1. Sign up for a Klaviyo account if you don’t already have one.
2. Log in to your Klaviyo dashboard.

Step 2: Integrate Klaviyo with Your E-commerce Platform

1. Go to Integrations in the left-hand menu.
2. Find and select your e-commerce platform (e.g., Shopify, WooCommerce).
3. Follow the instructions to connect your store to Klaviyo. This usually involves entering API keys or installing a Klaviyo app/plugin.

Step 3: Create a Feedback Request Email Template

1. In the Klaviyo dashboard, go to Email Templates under the Content tab.
2. Click on Create Template and choose Email Template.
3. Select a Basic Template or a Pre-built Template that suits your needs.
4. Customize the template:

• Add a catchy subject line.
• Include a personalized greeting using Klaviyo’s dynamic variables (e.g., {{ first_name }}).
• Craft your message asking for feedback.
• Add a call-to-action (CTA) button linking to your feedback form or survey.
• Use a feedback form provider (like Google Forms or Typeform) if you don’t have an integrated feedback solution.

Step 4: Create a Flow for Automated Feedback Requests

1. Go to Flows in the left-hand menu.
2. Click on Create Flow.
3. Choose a pre-built flow (like “Post-Purchase Follow Up”) or start from scratch.
4. Name your flow (e.g., “Feedback Request Flow”).
5. Set up the trigger for the flow. Common triggers include:

• Placed Order
• Fulfilled Order
• Shipped Order

1. Add a time delay before sending the email. For example, set a delay of 7 days after order fulfillment to give customers time to use the product.
2. Add an Email action to the flow:

• Select the feedback request email template you created earlier.
• Customize the email as needed within the flow.

1. Set up conditional splits if you want to target specific customer segments (e.g., repeat customers, first-time buyers).

Step 5: Test Your Flow

1. Turn on your flow by toggling the switch at the top right of the flow builder.
2. Test the flow with a few orders to ensure emails are sent correctly and links work as intended.

Step 6: Monitor and Optimize

1. Go to Analytics to monitor the performance of your feedback request emails.
2. Track key metrics such as open rates, click-through rates, and response rates.
3. Use the insights to optimize your emails and flows for better engagement.

Example Template

Subject Line: We Value Your Feedback!

Email Body:

Following these steps will help you effectively set up Klaviyo for sending feedback request emails to your customers.