How to set up Klaviyo for shipping notification emails

Setting up Klaviyo for shipping notification emails involves creating a flow that triggers when an order is shipped, ensuring customers receive timely updates about their orders. Here’s a detailed guide to help you set this up:

Step 1: Integrate Your E-commerce Platform with Klaviyo

1. Log in to Klaviyo:

• Go to your Klaviyo dashboard.

1. Integrate Your E-commerce Platform:

• Ensure your e-commerce platform (e.g., Shopify, WooCommerce, Magento) is integrated with Klaviyo. Follow the specific integration guide provided by Klaviyo for your platform.

Step 2: Create a Shipping Notification Flow

1. Go to the Flows Tab:

• In Klaviyo, click on the “Flows” tab.

1. Create a New Flow:

• Click “Create Flow” and select “Create from Scratch.”

1. Name Your Flow:

• Give your flow a name, such as “Shipping Notification Email.”

1. Set the Trigger:

• Choose a trigger for the flow. For shipping notifications, you typically use the “Fulfilled Order” event.
• Select the trigger: “Metric” > “Fulfilled Order.”

Step 3: Design Your Shipping Notification Email

1. Add an Email Action:

• Drag and drop an “Email” action into your flow immediately after the trigger.

1. Design the Email Template:

• Click on the email action to open the email editor.
• Use Klaviyo’s drag-and-drop editor to create a professional and informative shipping notification email.

1. Include Essential Information:

• Order Summary: List the products shipped, including names, quantities, and prices.
• Shipping Information: Provide shipping carrier details, tracking number, and estimated delivery date.
• Customer Information: Include the customer’s name and shipping address.
• Order Number: Provide a unique order number for reference.
• Customer Support: Include contact information for customer support in case they have any questions.

1. Personalize the Email:

• Use dynamic content blocks to personalize the email with customer details and order information.
• Use dynamic tags like {{ first_name }}, {{ order_number }}, {{ tracking_number }}, etc.

1. Craft a Compelling Subject Line:

• Example: “Your Order Has Shipped! [Order #{{ order_number }}]”

1. Include a Clear Call to Action (Optional):

• Example: “Track Your Order” with a link to the tracking page.

Step 4: Test Your Flow

1. Add a Conditional Split (Optional):

• If you want to send different emails based on certain conditions (e.g., shipping methods, order value), add a conditional split to your flow.

1. Test the Flow:

• Run a test to ensure everything is set up correctly.
• Use a test email address and simulate the flow to see how the email looks and functions.

Step 5: Activate the Flow

1. Activate the Flow:

• Once you are satisfied with the setup and testing, activate the flow to start sending shipping notification emails to customers.

Additional Tips

1. Include Customer Support Information:

• Provide a way for customers to contact your support team if they have questions or issues with their shipment.

1. Include Social Media Links:

• Encourage customers to follow your brand on social media by including links to your profiles.

1. Cross-Sell and Up-Sell Opportunities:

• Include recommendations for related products or special offers to encourage additional purchases.

1. Monitor and Optimize:

• Regularly check the performance of your shipping notification emails.
• Use Klaviyo’s analytics tools to track open rates, click-through rates, and customer feedback.
• Make adjustments to your email design or flow settings based on performance data.

By following these steps, you can set up an effective shipping notification email flow in Klaviyo that provides customers with all the necessary information about their shipment, enhancing their post-purchase experience and increasing customer satisfaction.