How to use Klaviyo for survey emails

Using Klaviyo for survey emails can help you gather valuable feedback from your customers, improve your products and services, and enhance customer satisfaction. Here’s a step-by-step guide to setting up and sending survey emails using Klaviyo:

1. Create a Survey

• Choose a Survey Tool: Use a survey tool like SurveyMonkey, Typeform, Google Forms, or Klaviyo’s built-in survey features.
• Design Your Survey: Create a survey with clear and concise questions. Focus on specific areas you want feedback on, such as product satisfaction, customer service, or website usability.

2. Create a Segment in Klaviyo

• Define Your Audience: Decide who you want to send the survey to (e.g., recent purchasers, long-term customers, inactive customers).
• Create a Segment: In Klaviyo, go to the “Lists & Segments” tab and create a new segment based on your criteria.

3. Design Your Survey Email

• Email Template: Create a new email template in Klaviyo or use an existing one.
• Compelling Subject Line: Write a subject line that encourages customers to open the email (e.g., “We Value Your Feedback – Take Our Survey!”).
• Personalized Greeting: Use Klaviyo’s personalization features to address customers by their first name.
• Clear Call-to-Action (CTA): Include a prominent CTA button or link that directs recipients to the survey (e.g., “Take the Survey Now”).
• Incentives: Consider offering an incentive for completing the survey, such as a discount code or entry into a giveaway.

4. Set Up Automated Flows in Klaviyo

• Create a Flow: Go to the “Flows” tab in Klaviyo and create a new flow for your survey campaign.
• Add Trigger: Set the trigger based on your criteria (e.g., after a purchase, after subscribing, or specific time intervals).

Step-by-Step Flow Setup:

Survey Email

• Trigger: Set the trigger based on your chosen criteria (e.g., 7 days after a purchase).
• Email Content:
  • Subject: “We Value Your Feedback – Take Our Survey!”
  • Message: “Hi [First Name], we’d love to hear your thoughts on your recent experience with us. Your feedback helps us improve and serve you better.”
  • CTA: “Take the Survey Now”
  • Incentive: “Complete the survey and receive a 10% discount on your next purchase!”

5. Personalize Your Survey Emails

• Dynamic Content: Use dynamic content to personalize the email based on customer data, such as recent purchases or interaction history.
• Segmentation: Tailor the survey content to different segments for more relevant feedback.

6. A/B Test Your Survey Emails

• Test Subject Lines: Experiment with different subject lines to see which ones generate the highest open rates.
• Test Email Content: A/B test different email designs, CTAs, and incentives to determine what resonates best with your audience.

7. Monitor and Optimize

• Track Performance: Use Klaviyo’s analytics to monitor the performance of your survey email campaign (e.g., open rates, click-through rates, completion rates).
• Analyze Feedback: Analyze the survey responses to gain insights and identify areas for improvement.
• Optimize: Use the feedback and performance data to optimize future survey campaigns and make data-driven decisions.

Sample Survey Email Template

Example Automated Flow

1. Flow Name: Post-Purchase Survey
2. Trigger: 7 days after a purchase
3. Email 1: Survey Request

• Timing: Immediately after trigger
• Content:
  • Subject: “We Value Your Feedback – Take Our Survey!”
  • Message: “Hi [First Name], we’d love to hear your thoughts on your recent purchase. Your feedback helps us improve and serve you better.”
  • CTA: “Take the Survey Now”
  • Incentive: “Complete the survey and receive a 10% discount on your next purchase!”

1. Email 2: Reminder

• Timing: 3 days after Email 1 if no response
• Content:
  • Subject: “Reminder: We’d Love Your Feedback!”
  • Message: “Hi [First Name], just a reminder to complete our survey and receive a 10% discount on your next purchase. Your feedback is important to us!”
  • CTA: “Take the Survey Now”

By following these steps, you can effectively set up and execute a survey email campaign in Klaviyo to gather valuable customer feedback and improve your business. If you need more detailed instructions or have other questions, feel free to ask!