Manage Emails within a Flow

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Overview

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

While flows are designed to be "set it and forget it", testing and optimization is critical as you fine-tune your marketing strategy. Any email in an existing flow can be edited regardless of it's status, so you can even 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 which 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, as those already moving through your flow will be pre-scheduled and "waiting" to get each email based on the existing delays.

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). While Time Delays themselves represent the wait period between two components, you will notice "hints" on the Time Delay sidebar as well as below each email card on the canvas to help you keep track of how far your flow is stretching from the trigger.

For more information on Time Delays, check out this article.

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 of being sent, 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 take effect 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 Draft, and you turn it to Manual or Live, no individuals that have already entered your flow will get automatically scheduled for this email. Only new individuals entering your flow will get scheduled for it. If you want to retroactively schedule those already moving through a flow to receive a new email (or an email you've only recently turned to Manual or Live) you will need to back-populate your flow.
  • If an email is Manual, and there are recipients in "Needs Review", turning this email to Live will not automatically trigger 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 "Waiting", turning this email to Manual means these waiting emails  will not automatically send anymore; these recipients will end up in "Needs Review" to reflect the manual status.

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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 cloned email's send status is automatically set to Manual so emails will 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 it's their time to send.
  • 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 on emails sent during this period.
  • Click Rate
    The percentage of recipients that clicked on emails sent during this period.
  • Conversion Rate (e.g. Placed Order Rate)
    The percentage of recipients that converted on 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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