Using Klaviyo for post-event follow-up emails is a great way to keep your attendees engaged, gather feedback, and drive future actions. Here’s a step-by-step guide to setting up post-event follow-up emails in Klaviyo:
Step 1: Prepare Your Klaviyo Account
- Log in to Klaviyo:
- Access your Klaviyo account.
- Navigate to Integrations:
- Ensure Klaviyo is integrated with your event registration platform (e.g., Eventbrite, Zoom) to automatically import attendee data.
Step 2: Create a Segment for Event Attendees
- Go to Lists & Segments:
- Click on
Lists & Segments
in the sidebar.
- Click on
- Create a New Segment:
- Click
Create List/Segment
and selectSegment
.
- Click
- Define Segment Criteria:
- Name the segment (e.g., “Event Attendees”).
- Set the criteria to include only those who attended the event. For example, you can filter by a specific tag or event registration metric.
Step 3: Design Your Email Templates
- Navigate to Templates:
- Go to
Email Templates
and clickCreate Template
.
- Go to
- Design Follow-Up Email:
- Use Klaviyo’s drag-and-drop editor to create a professional-looking email.
- Include a thank you message, key takeaways from the event, and any promised materials (e.g., slides, recordings).
- Save the Template:
- Save your template with a descriptive name like “Post-Event Follow-Up”.
Step 4: Set Up an Automated Flow
- Navigate to Flows:
- Click on
Flows
in the sidebar and thenCreate Flow
.
- Click on
- Name Your Flow:
- Give your flow a descriptive name, such as “Post-Event Follow-Up”.
Step 5: Choose a Trigger for the Flow
- Select Segment Trigger:
- Choose
Segment Trigger
and select the segment you created for event attendees.
- Choose
Step 6: Add Actions to the Flow
- Add Time Delay:
- Click on
Add Action
and selectTime Delay
. - Set the delay time to when you want the follow-up email to be sent (e.g., 24 hours after the event).
- Click on
- Add Email Action:
- Click on
Add Action
and selectEmail
. - Choose the email template you designed for the follow-up.
- Click on
- Additional Follow-Ups:
- Add more emails with different delays if you want to send multiple follow-ups (e.g., a survey email a few days later).
Step 7: Customize Email Content
- Edit Email Action:
- Click on the email action to edit the email content.
- Personalize the email with dynamic tags (e.g.,
{{ first_name }}
) to address attendees individually.
- Add Dynamic Blocks:
- Include dynamic content blocks to show personalized content based on attendee data.
Step 8: Review and Activate the Flow
- Review the Flow:
- Double-check all settings, including triggers, delays, and email content.
- Activate the Flow:
- Click
Review and Turn On
to activate your automated post-event follow-up flow.
- Click
Step 9: Monitor and Optimize
- Track Performance:
- Use Klaviyo’s analytics to monitor the performance of your follow-up emails. Look at metrics like open rates, click rates, and feedback form submissions.
- Analyze Data:
- Review the data to identify trends and areas for improvement.
- Optimize Campaigns:
- Make adjustments to your email content, timing, and segmentation based on performance data to improve engagement and feedback.
Example Post-Event Follow-Up Email Sequence
- Immediate Follow-Up (24 Hours After Event):
- Thank attendees for joining.
- Provide a summary of key points.
- Share links to event materials (e.g., slides, recordings).
- Feedback Request (3 Days After Event):
- Ask for feedback on the event.
- Include a link to a survey or feedback form.
- Offer an incentive for completing the survey (e.g., discount code).
- Further Engagement (1 Week After Event):
- Share additional resources related to the event topic.
- Promote upcoming events or webinars.
- Encourage attendees to stay connected via social media or newsletters.
By following these steps, you can effectively use Klaviyo for post-event follow-up emails, ensuring your attendees remain engaged and providing valuable feedback and ongoing communication opportunities.