Build and use flows

  • Guide to Flow Triggers and Flow Filters

    The Flow Trigger A flow can be triggered when someone takes an action that is tracked by Klaviyo, or when someone is added to a list or segment. When a user meets the trigger you set, they will enter your flow at that time. Here is a list of the three different types of triggers and when they might be used: Subscribes to a list: If you have a sign up form(s)

  • How to Install Markdown Notifications for Shopify

    Learn how to install Klaviyo's markdown notifications snippet for Shopify so that your customers can subscribe to markdown alerts when an item’s price drops, as well as how to build a markdown notification flow to send out the alerts. Klaviyo's Markdown Notifications feature for Shopify stores has two key components:

  • How to add a conditional split to a flow

    Learn how to add a conditional split to a flow that creates two distinct paths, branching based on defined characteristics of your recipients.

  • How to add a list update action to a flow

    Learn how to add a list update action to a flow to add or remove a profile from a list once they reach a specific part of the flow.

  • How to add a push notification to a flow

    Learn how to use Klaviyo to send push notifications from your iOS or Android app via flows.

  • How to add a time delay to a flow

    You will learn how to add a time delay component within the flow builder which is used to create delays (or wait periods) between messages or other components in your flow series.

  • How to add a trigger split to a flow

    A trigger split is a component in the visual flow builder that creates two distinct paths in a flow, branching based on a filter applied to the flow trigger. It is only available for metric- and price drop-triggered flows.

  • How to add a virtual contact card to a flow message

    Learn how to add a virtual contact card to an SMS message in a flow so that customers can save your brand’s contact information.

  • How to add an additional filter to a single flow email

    When building a flow, you may have a particular email that you would only like to go to specific recipients. To accomplish this, you can add an additional filter to a single email within a flow. After the appropriate recipients receive this email, they will continue on the same path as all other recipients who trigger the flow.

  • How to add an email to a flow

    Learn how to use the email component in the flow builder to add automated emails into your series. After dragging a new email card into a flow, you'll be able to configure your content and update key settings on the details sidebar.

  • How to add an internal alert action to a flow

    Learn how to send an internal alert (previously called notification ) when a customer first triggers or reaches a particular point in a flow. It sends emails to your team around certain activities that require specific follow-up or attention; for example, notifying your customer experience team when someone leaves a detractor NPS score or alerting your sales

  • How to add an update profile property action to a flow

    Learn how to add an update profile property action into a flow so that you can collect and track profile data.

  • How to add past profiles to a flow

    Learn how to add past profiles to a flow, which allows you to retroactively add qualified recipients into a flow that would’ve triggered the flow before it was set to live or manual. This process is formerly known as back-population.

  • How to archive or delete a flow

    Archiving or deleting a flow cancels recipients. When you either archive or delete a flow, no future recipients are queued and all queued recipients are canceled. If you want to temporarily pause a flow and still want it to appear on your Flows tab, we advise switching all the flow actions to draft mode .

  • How to bulk update or schedule flow statuses

    Learn how to change the statuses of multiple actions in a flow simultaneously in the flow builder. This makes it simple to, for example, set an entire flow live in 1 click or pause all activity quickly by switching actions to manual or draft.

  • How to cancel a scheduled flow email for a single recipient

    Learn how to prevent a specific recipient from receiving a flow by cancelling the email for just that one person.

  • How to change a flow trigger

    Learn how to create a copy of a flow in order to create a new version with a different trigger. A copy of the original flow must be created because once you have set the trigger for a flow, you cannot change it. Trigger filters, profile filters, additional email filters, and dynamic content in emails are all reliant on the specific trigger you set for a flow

  • How to create a segment- or list-triggered flow

    Learn how to create a segment- or list-triggered flow and about their re-entry setting.

  • How to export flow analytics

    Learn how to export a CSV file of analytics for all or a specific set of flows. Exporting the analytics for a certain flow allows you to easily measure and review how successful a flow is. Further, you can analyze the data on a message by message basis, examining how each SMS or email is performing. In this article, we run through how to export a flow's anal

  • How to manually send flow messages to recipients

    Learn what manual mode is and how to use it to manually send flow messages. There are several instances where you might want to review a flow message before it sends. For instance, if you want to check who gets your messages or if you are testing a flow. In this case, setting flow messages to manual mode is your best option.

  • How to opt in and out of an internal alert action

    Learn how to opt in and out of the internal alert action in a Klaviyo flow. Someone does not need to have a profile in your Klaviyo account, or exist as an account user, in order to receive emails from an internal alert action. However, all recipients will need to opt in to receive internal alerts from your account before they start receiving any messages. T

  • How to pause an individual flow message

    Learn how to pause an individual flow message. After you create a flow, there may be cases in which you want to pause sending one or more messages within the flow. This only applies to emails or SMS that are currently live and sending out to your subscribers.

  • How to preview a flow trigger setup

    Learn how to use the flow trigger setup preview tool to ensure your flow is set up as you intended. This will help you understand how your flow is going to behave based on the trigger and profile filters you've added.

  • How to recover an archived flow

    Learn how to recover an archived flow so you can edit and use it to send messages again. A recovered flow will return to the main Flows tab view with its status set to draft. From there you can edit it and change its status to live or manual.

  • How to rejoin and disconnect a flow split

    Learn how to use trigger and conditional split components in the flow builder to create targeted customer journeys stemming from the same initial trigger. However, as you start to branch your flows, there may be instances when you'd like to bring these separate journeys back together down the same path.

  • How to resend emails in Klaviyo

    The ability to resend flow and campaign emails can be very beneficial when the need arises. Suppose that a customer reaches out because they can’t find the email with their welcome coupon from your flow. You want customers, particularly first-time customers, to receive this email. The best thing to do is resend the message. You can also resend messages if yo

  • How to review a flow email’s settings

    Learn how to view and configure the settings for a flow email which includes settings such as Smart Sending and UTM tracking.

  • How to set up virtual contact cards for flows

    Learn how to set up virtual contact cards, which will give you the ability to send contact details that a customer can save on their phone. By prompting your customers to save your number, customers will recognize future text messages, thus improving brand recognition and user engagement with SMS/MMS.

  • How to test and preview flow messages

    Learn how to test your flow after you have configured the trigger, filters, and messages. You may want to test the first few messages to make sure they look exactly right, especially if the email or SMS contains dynamic variables. There are two types of tests you can run:

  • How to use event data to personalize email and SMS flows

    You will learn Learn what dynamic event data is, when to use it, where to find it, and how to include it in your flow messages. Learn about the different actions your customers take, and how you can use that data for creating personalized messaging flows in Klaviyo . For instance, you could use event data in an abandoned cart flow message to show individuals

  • How to use tags to organize flows

    Learn how to use tags to organize flows into different groups depending on your use case. For example, you may want to tag flows with the stage they represent in the marketing funnel, or you may have similar flows that are separate for prospects vs. customers that you want to keep separate. To accomplish this, you can use tags .

  • Understanding SMS and MMS quiet hours in flows

    By default, Klaviyo applies quiet hours using the recipient’s phone number area code for US and Canadian numbers. This prevents mobile messages from sending during restricted periods (such as 9 p.m.–8 a.m.) based on area code. When phone number area code is enabled, Klaviyo can also enforce state-level rules in the US.

  • Understanding branching best practices for flows

    Learn about targeting different groups based on what they've done in order to provide a more relevant experience for each recipient. This can be especially valuable for flows, as your communications will feel more personalized to each person. In this article, we run through various ways you can branch flows in order to create a more personalized experience f

  • Understanding flow branching

    Learn how flow branching helps you personalize flows so that you can send individuals down different parallel paths depending on what you already know about them.

  • Understanding flow triggers and filters

    Learn more about Klaviyo filters which can be used to further narrow triggers or actions in flows. For example, if a flow triggers when someone places an order, a trigger filter could be added to limit this to specific product types. Trigger filters are evaluated alongside the trigger itself to only let certain people into a flow.

  • Understanding how adding past profiles works in Klaviyo

    Learn how to add past profiles to a flow which allows you to queue people for flow actions retroactively. This process is formerly known as back-population. This is useful when you create a new flow, as adding past profiles allows you to populate contacts into your flow that would have been queued in real-time had the flow existed earlier.

  • Understanding internal alert use cases

    Learn how to notify members of your internal team or external partners when a customer enters or reaches a certain point in a flow. Use cases include setting an internal alert for:

  • Understanding the absolute flow timeline and rejoining splits

    Learn why the timeline may not appear when there is a rejoined split through an example.

  • Understanding time delays near splits

    When placing time delays near a split in a flow, it's important to be mindful about where you place the delay, as it can dramatically effect how a flow behaves.

  • Understanding webhooks in flows

    Learn about webhooks in flows and how they send information from Klaviyo to your third-party tools and applications. It’s important to note that setting up webhooks can be complex. It’s advised to have development knowledge or development resources to correctly complete this setup. If you are looking for these development directions, learn how to add a webho

  • Update profile property action use cases reference

    Learn how to use the update profile property action to tag recipients when they enter a certain stage in a flow. You can also edit a profile property or delete it using this action. This article runs through examples of how you can use the update profile property action.

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