How to set up Klaviyo for review request emails

Setting up Klaviyo for review request emails involves creating an automated flow that sends emails to customers after they’ve made a purchase. This guide will walk you through the steps to set up and optimize your review request emails in Klaviyo.

Step 1: Integrate Your E-commerce Platform with Klaviyo

1. Log in to Klaviyo: Access your Klaviyo dashboard.
2. Integrate Your Store: Ensure your e-commerce platform (e.g., Shopify, WooCommerce) is integrated with Klaviyo. Go to the Integrations tab, find your platform, and follow the prompts to connect it.

Step 2: Create a Segment for Recent Purchasers

1. Create a Segment:

• Go to Lists & Segments.
• Click on Create List / Segment.
• Select Segment and name it (e.g., “Recent Purchasers”).

1. Define Segment Criteria:

• Set conditions such as “Placed Order” in the last 30 days (or any other time frame suitable for your business).
• Example criteria: What someone has done (or not done) > Placed Order > at least once > in the last 30 days.

Step 3: Create a Review Request Email Template

1. Email Templates:

• Go to the Email Templates section under the Content tab.
• Click on Create Template and choose Email Template.
• Select a Basic Template or a Pre-built Template that suits your needs.

1. Customize the Template:

• Add a catchy subject line (e.g., “We Value Your Feedback!”).
• Include a personalized greeting using Klaviyo’s dynamic variables (e.g., {{ first_name }}).
• Craft your message asking for feedback and include a clear call-to-action (CTA) button linking to your review page.
• Example CTA: “Leave a Review”

Step 4: Create an Automated Flow

1. Create a Flow:

• Go to the Flows tab and click on Create Flow.
• Choose Create From Scratch or use a Pre-built Flow (e.g., “Post-Purchase Follow-Up”).

1. Set Up Trigger:

• Set the trigger for the flow based on the segment you created earlier (e.g., “Recent Purchasers”).

1. Add a Time Delay:

• Add a time delay to allow customers enough time to use the product before requesting a review. Common delays are 7, 14, or 30 days after the purchase.

1. Add Email:

• Add an email action to the flow.
• Select the review request email template you created.
• Customize the email within the flow if needed.

1. Conditional Splits (Optional):

• Add conditional splits to tailor the flow based on customer behavior. For example, send different emails if the customer has already left a review.

Step 5: Test and Activate the Flow

1. Test the Flow:

• Test the flow to ensure emails are sent correctly and links work as intended.
• Send test emails to yourself or a team member to review the content and functionality.

1. Activate the Flow:

• Once the test is successful, activate the flow by toggling the switch at the top right of the flow builder.

Example Template

Subject Line: We Value Your Feedback!

Email Body:

Step 6: Monitor and Optimize

1. Monitor Performance:

• Go to the Analytics tab to monitor the performance of your review request emails.
• Track key metrics such as open rates, click-through rates, and review submission rates.

1. Optimize:

• Use the insights from your analytics to optimize your emails and flows.
• Test different subject lines, email content, and timing to see what works best for your audience.

By following these steps, you can effectively set up Klaviyo for sending review request emails, helping you gather valuable customer feedback and improve your products and services.