Manage Emails within a Flow

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Overview

In Klaviyo's visual flow builder, you can build out an automated series with as many emails as you'd like.

While flows are designed to be "set it and forget it," testing and optimizing are critical as you fine-tune your marketing strategy. Any email in an existing flow can be edited regardless of its status, so you can make live updates without pausing sending. You can also add new draft emails to your series -- leaving them set to manual or draft -- without disrupting any live emails.

To review and update an existing email, click on the email card. This will open the email's configuration options on the lefthand sidebar.

Update the Timing of an Email

The timing of a flow email in a series is determined by Time Delay(s) added before it. The Time Delay component is used to create delays – or wait periods – between emails or other components in your flow.

Existing Time Delays can be updated at any time. When you change a delay, however, this will only impact new individuals entering your flow and individuals who haven't yet reached this step in your sequence. If you update the Time Delay before an email, those already scheduled in the Waiting bucket will not be rescheduled.

If you would like to update the timing of an email, you will want to consider when this email should send relative to the trigger (i.e. 10 days after someone enters the flow) as well as the timing of the email relative to the one before it (i.e. 3 days after the previous email), if applicable. While Time Delays themselves represent the waiting period between two components, you will notice "hints" on the Time Delay sidebar as well as below each email card on the canvas. This will help you keep track of how far your flow is stretching from the trigger.

Check out our guide to Time Delays article to learn more.

Update the Sending Status of a Flow Email

You can update the sending status of a flow email at the bottom of the lefthand sidebar. There are three distinct send statuses for a flow email:

  • Draft
    No recipients will be queued for this email. This is useful when you're still designing email content.
  • Manual
    Recipients will be queued for this email, but no emails will automatically be sent. Instead, emails will be marked for review. You can manually review recipients and choose to send or discard emails. 
  • Live
    Recipients will be queued and emails will be automatically sent.

Updates to the sending status are effective immediately for all new individuals entering your flow. There are a few important things to note, however, about how changing the send status of an email impacts those that have already entered your flow.

  • If an email is in manual, and there are recipients in Needs Review, turning this email live will not automatically cause these Needs Review emails to send. You will still need to manually review and send these scheduled emails.
  • If an email is live and there are individuals in the Waiting tab, turning this email to manual means these emails will not automatically send anymore. These recipients will end up in Needs Review

To learn more about how contacts move through a flow, check out our guide.

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Update the Name of a Flow Email

To update the name of a flow email, click on the name of the email in the configuration sidebar. To save your edits, hit enter/return on your keyboard.

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Clone Flow Email

You can clone a flow email by clicking the Setting icon (three dots) on either the email card itself or in the top right of the configuration sidebar.

When you clone a live flow email, the new email's send status is automatically set to manual so emails do not begin automatically sending.

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Delete Flow Email

You can delete a flow email by clicking the Settings (three dots) icon on the flow email card itself or in the lefthand sidebar. When a flow email is deleted, all future recipients are canceled. This action cannot be undone, so if you don't want to permanently delete a flow email, you can also change the sending status to draft or manual.

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Review Summary Email Analytics

If you click Show Analytics, you will see the snapshot analytics section for each email. This shows recent statistics including:

  • Waiting
    The number of emails that will be sent if they meet the flow filters and the email is live when the scheduled time comes.
  • Needs Review
    The number of emails that need to be reviewed before being sent. These will only appear for flows in manual.
  • Delivered
    The number of emails successfully delivered.
  • Open Rate
    The percentage of recipients that opened emails sent during this period.
  • Click Rate
    The percentage of recipients that clicked emails sent during this period.
  • Conversion Rate (e.g. Placed Order Rate)
    The percentage of recipients that converted due to emails sent during this period based on your account's attribution settings.
  • Conversion Value (e.g. Revenue)
    The value of the conversions from people who converted.

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If you add an ecommerce integration, we'll automatically set the conversion metric to be Placed Order. You can update the conversion metric on the Dashboard tab. What you choose for conversions is specific to your user account, so different users in the same account may have different conversion metrics at the same time.

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