Setting up Klaviyo for event-triggered emails allows you to send automated emails based on specific actions or events that users take. This can include actions like making a purchase, abandoning a cart, or signing up for a newsletter. Here’s how to set up event-triggered emails in Klaviyo:
Step-by-Step Guide to Setting Up Event-Triggered Emails in Klaviyo
- Log in to Klaviyo:
- Go to your Klaviyo account and log in with your credentials.
- Ensure Integration with Your Platform:
- Make sure your eCommerce platform (e.g., Shopify, WooCommerce, BigCommerce) or any other website platform is integrated with Klaviyo.
- This integration is necessary to track events and actions taken by users on your site.
- Navigate to Flows:
- Click on the “Flows” tab in the left-hand menu.
- Create a New Flow:
- Click on “Create Flow.”
- Choose “Create From Scratch” to start a new flow or select a pre-built template that matches your needs (e.g., Abandoned Cart, Welcome Series).
- Set the Trigger:
- Define the event that will trigger the flow. Klaviyo allows you to choose from a variety of events, including:
- Placed Order
- Started Checkout
- Viewed Product
- Subscribed to List
- Custom Events (e.g., Completed Survey, Downloaded eBook)
- Customize Flow Actions:
- Add an email action to the flow. Drag and drop the “Email” block into your flow.
- Click on the email block to open the email editor and design your email template. Customize the content to match the event that triggered the email.
- Use Dynamic Content:
- Personalize your emails using dynamic content. For example, in an Abandoned Cart email, you can include the product name, image, and price using dynamic tags like {{ product.name }}, {{ product.image }}, and {{ product.price }}.
- Insert dynamic variables to include personalized information such as the recipient’s first name, last product viewed, etc.
- Set Delays and Conditional Splits:
- Add delays between actions if needed. For example, you might want to wait 1 hour after a cart is abandoned before sending the first reminder email.
- Use conditional splits to create different paths based on user behavior. For example, if the user opens the first email but doesn’t complete the purchase, you can send a follow-up email with a discount offer.
- Add Additional Actions:
- Besides emails, you can add other actions like updating profile properties, tagging customers, or triggering webhooks.
- This can help you track customer behavior and segment your audience more effectively.
- Test the Flow:
- Before activating the flow, test it to ensure all steps and conditions work correctly.
- Use the “Preview” and “Send Test Email” features to review the emails and flow logic.
- Activate the Flow:
- Once you are satisfied with the setup and testing, click “Review and Turn On” to activate the flow.
Example Event-Triggered Email Campaigns
1. Abandoned Cart Flow
- Trigger: Started Checkout
- Email 1: Abandoned Cart Reminder (Sent 1 hour after cart abandonment)
- Subject: “You Left Something Behind!”
- Content: Personalized message with product details and a call-to-action to complete the purchase.
- Email 2: Follow-Up Reminder (Sent 24 hours after cart abandonment)
- Subject: “Still Thinking About It?”
- Content: Reminder with additional product information or reviews.
- Email 3: Final Reminder with Discount (Sent 72 hours after cart abandonment)
- Subject: “Last Chance! Complete Your Purchase and Save 10%”
- Content: Offer a discount code to encourage purchase completion.
2. Post-Purchase Flow
- Trigger: Placed Order
- Email 1: Order Confirmation
- Subject: “Thank You for Your Order!”
- Content: Order details, shipping information, and a thank-you message.
- Email 2: Product Review Request (Sent 7 days after delivery)
- Subject: “How Are You Liking Your [Product Name]?”
- Content: Request for a product review and feedback.
- Email 3: Cross-Sell or Up-Sell (Sent 14 days after delivery)
- Subject: “You Might Also Like…”
- Content: Recommendations for related products.
Tips for Effective Event-Triggered Emails
- Personalization: Use dynamic content to personalize emails for each recipient.
- Timely and Relevant: Ensure the timing of the emails is appropriate for the event. For example, don’t send a follow-up too soon or too late.
- Clear Call-to-Actions: Make sure each email has a clear and compelling call-to-action (CTA) that guides the recipient to the desired action.
- Testing and Optimization: Continuously monitor the performance of your flows and make adjustments based on engagement metrics and customer feedback.
- Segmentation: Use conditional splits and tags to segment your audience and send more relevant messages.
By following these steps and best practices, you can set up effective event-triggered emails in Klaviyo that engage your audience and drive conversions.