Setting up follow-up emails after purchase in Klaviyo

Setting up follow-up emails after a purchase in Klaviyo involves creating automated flows that send emails to customers based on specific triggers and conditions. Here’s a step-by-step guide to help you set up these follow-up emails:

Step 1: Create a New Flow

1. Log in to Klaviyo: Access your Klaviyo dashboard.
2. Navigate to Flows: Click on the “Flows” tab in the left sidebar.
3. Create Flow: Click on the “Create Flow” button.

Step 2: Choose a Template or Start from Scratch

1. Select Template: Klaviyo offers pre-built templates for various purposes. You can choose a relevant template such as “Post-Purchase Follow-Up” or start with a blank flow.
2. Name Your Flow: Give your flow a name that makes it easy to identify, like “Post-Purchase Follow-Up”.

Step 3: Set Up the Trigger

1. Choose Trigger: The trigger for a post-purchase follow-up flow is usually an event like “Placed Order”. Select this as your trigger.
2. Configure Trigger: Specify any conditions that need to be met for the flow to be triggered. For example, you can set the trigger to activate only for certain products or order values.

Step 4: Add Emails to the Flow

1. Drag and Drop Email Action: Drag an “Email” action from the sidebar into your flow canvas.
2. Configure Email Timing: Set a delay for when the email should be sent after the trigger event. For example, you might want the first follow-up email to be sent 2 days after purchase.
3. Design Email Content: Click on the email action to edit the email content. Write a personalized thank you message, provide order details, and suggest related products.
4. Repeat for Additional Emails: Add more emails to the flow for further follow-ups. For example, you could send an email 7 days after purchase asking for a review or offering a discount on the next purchase.

Step 5: Add Conditional Splits (Optional)

1. Conditional Splits: Add conditional splits to your flow to segment customers based on their behavior or attributes. For example, you can split the flow based on whether the customer has opened the previous email or not.
2. Branching Logic: Configure the branching logic to send different emails based on the conditions met.

Step 6: Test Your Flow

1. Review and Test: Review the entire flow to ensure all steps and conditions are configured correctly.
2. Send Test Emails: Use the “Preview” and “Send Test Email” features to see how your emails will look to recipients.

Step 7: Activate Your Flow

1. Turn On Flow: Once you are satisfied with your setup and testing, activate the flow by switching it from “Draft” to “Live”.

Tips for Effective Follow-Up Emails

• Personalization: Use dynamic tags to personalize emails with the customer’s name, purchase details, and more.
• Value-Adding Content: Include helpful tips, product care instructions, or user-generated content to engage customers.
• Clear Call to Action: Ensure each email has a clear call to action, whether it’s to leave a review, explore related products, or make another purchase.
• Monitor and Optimize: Regularly monitor the performance of your flow and make adjustments as needed to improve open rates, click rates, and conversions.

By following these steps, you can effectively set up follow-up emails in Klaviyo to enhance customer engagement and drive repeat purchases. If you need further assistance with any specific part of the process, feel free to ask!