Using Klaviyo for sales funnel email automation

Creating a sales funnel email automation in Klaviyo involves setting up a series of automated emails designed to guide potential customers through the stages of your sales funnel, from awareness to purchase and beyond. Here’s how to set up an effective sales funnel email automation in Klaviyo:

Step 1: Define Your Sales Funnel Stages

1. Awareness: Introduce your brand and products.
2. Consideration: Provide more detailed information and address potential objections.
3. Decision: Encourage the customer to make a purchase.
4. Retention: Keep the customer engaged post-purchase and encourage repeat business.

Step 2: 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 3: Set Up the Trigger

1. Choose Trigger: Select a trigger event for your flow. Common triggers include “Subscribed to List” for new subscribers or “Viewed Product” for website visitors.
2. Configure Trigger: Set any specific conditions for the trigger. For example, you might want the flow to start only when a customer subscribes to a specific list.

Step 4: Add Emails for Each Funnel Stage

1. Awareness Stage Email:
   • Timing: Send the first email immediately after the trigger event.
   • Content: Introduce your brand, highlight key products, and provide an incentive (like a discount) to encourage the recipient to learn more.
2. Consideration Stage Email:
   • Timing: Send 2-3 days after the awareness email.
   • Content: Share detailed product information, customer testimonials, case studies, and address common objections.
3. Decision Stage Email:
   • Timing: Send 3-5 days after the consideration email.
   • Content: Highlight a specific product, include a clear call to action, offer a limited-time discount or free shipping, and create a sense of urgency.
4. Retention Stage Email:
   • Timing: Send 5-7 days after the decision email.
   • Content: Thank the customer for their purchase, provide product usage tips, request a review, and offer a discount on the next purchase.

Step 5: Add Conditional Splits and Filters

1. Conditional Splits: Add conditional splits to create branches based on customer behavior or attributes. For example, if a customer hasn’t opened the awareness email, you can send a follow-up reminder.
2. Filters: Apply filters to segment your audience further. For example, you can send different emails to VIP customers or those who purchased specific products.

Step 6: Test Your Workflow

1. Review and Test: Go through the entire workflow to ensure all steps and conditions are correctly configured.
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 Sales Funnel Automation

• 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.

Example Flow Diagram

1. Trigger: Customer subscribes to the newsletter.
   • Email 1 (Awareness): Welcome email with brand introduction and discount offer.
   • Delay: 3 days.
   • Email 2 (Consideration): Product benefits and customer testimonials.
   • Delay: 4 days.
   • Email 3 (Decision): Limited-time offer on best-selling products.
   • Delay: 7 days.
   • Email 4 (Retention): Post-purchase thank you and next purchase discount.

By following these steps, you can create an effective sales funnel email automation in Klaviyo that guides your leads through the customer journey and increases conversions. If you need further assistance with any specific part of the process, feel free to ask!