Setting up transactional emails in Klaviyo involves configuring emails that are triggered by specific actions or events, such as order confirmations, shipping updates, and password resets. Here’s how to set up transactional emails in Klaviyo:
Step-by-Step Guide to Setting Up Transactional Emails in Klaviyo
- Log in to Klaviyo:
- Go to your Klaviyo account and log in with your credentials.
- Navigate to the Flows Tab:
- Click on the “Flows” tab in the left-hand menu.
- Create a New Flow:
- Click on “Create Flow.”
- Choose “Create from Scratch” or select a pre-built template that matches your transactional email needs, such as “Order Confirmation” or “Shipping Confirmation.”
- Set Up the Trigger:
- Choose the trigger for your transactional email. For example, if you are setting up an order confirmation email, select “Placed Order” as the trigger.
- You can also use webhooks to trigger emails based on custom events from your website or app.
- Design the Email Template:
- Drag and drop an “Email” block into the flow editor.
- Click on the email block to open the email editor.
- Design your email template to include relevant transactional information. For example, an order confirmation email might include order details, shipping information, and contact information for customer support.
- Use Dynamic Data:
- Use dynamic tags to personalize the email with specific information related to the transaction.
- For example, use tags like {{ first_name }}, {{ order_number }}, {{ shipping_address }}, etc., to dynamically insert data into the email.
- Configure Email Settings:
- Set the email’s subject line, sender name, and reply-to email address.
- Ensure the subject line clearly indicates the nature of the transactional email, such as “Your Order Confirmation” or “Shipping Update.”
- Add Additional Steps:
- If needed, add additional actions, time delays, or conditions to the flow. For example, you might want to add a follow-up email a few days after the order is shipped to ask for feedback.
- Test the Flow:
- Before activating the flow, test it to ensure that the emails are being triggered correctly and that the dynamic data is populating as expected.
- Use the “Preview” and “Send Test Email” features in Klaviyo to review the email content.
- Activate the Flow:
- Once you are satisfied with the setup, click “Review and Turn On” to activate the flow.
- The transactional emails will now be sent automatically based on the triggers you have set up.
Example Transactional Emails
- Order Confirmation:
- Triggered when a customer places an order.
- Includes order details, estimated delivery date, and contact information.
- Shipping Confirmation:
- Triggered when an order is shipped.
- Includes tracking information and expected delivery date.
- Order Delivered:
- Triggered when an order is delivered.
- Includes a confirmation of delivery and a prompt for feedback or a review.
- Password Reset:
- Triggered when a customer requests a password reset.
- Includes a link to reset the password and instructions for securing their account.
Tips for Effective Transactional Emails
- Clear and Concise Content: Ensure that the information is clear and easy to understand.
- Personalization: Use dynamic tags to personalize the emails with relevant customer information.
- Brand Consistency: Maintain your brand’s look and feel in transactional emails to provide a consistent experience.
- Timely Delivery: Ensure that transactional emails are sent promptly to keep customers informed in real-time.
- Compliance: Make sure your transactional emails comply with legal requirements, such as including your company’s physical address and an easy way for customers to contact you.
By following these steps, you can effectively set up transactional emails in Klaviyo to keep your customers informed and engaged throughout their journey.