How to copy flows and templates between Klaviyo accounts

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Overview

If you use multiple Klaviyo accounts to manage multiple online stores, there may be instances when you'd like to copy content over from one account to another. If you use the multi-account login feature, you can clone both flow and email templates between accounts.

Klaviyo supports varying permissions for the same email address within separate accounts. For example, the same person could have Admin rights in one account, but be a Campaign Coordinator in another. Permissions will carry over, so if you don't have the proper permissions to access the Flows or Email Templates tabs, you will not be able to copy over a flow or email template.

If you are a contractor or an agency, please ensure that you have permission from the account Owner to copy any flows or templates into a different account.

Copy a Flow from One Account to Another

To copy a flow from one account to another, navigate to the Flows tab and click the Edit Flow dropdown arrow (not the button itself) to the right of the flow you want to copy.

Next, select Clone. A modal will appear prompting you to select two options:

  • Destination Account: The account where the new flow will be copied to. This dropdown will display all potential destination accounts for the flow. If you are an Analyst, Campaign Coordinator, or Content Creator in the destination account, you won't see the option to copy over the flow. If you want to clone the flow within the same account, simply select the account that you are currently working in.
  • Trigger: Klaviyo will attempt to auto-match the initial trigger to the corresponding trigger in the second account, but you can also configure this manually.

Modal showing the name of the flow being cloned and options to change the destination account and trigger

You will also have the option to give the cloned flow a different name from the original. Changes made to the original flow will not be reflected in the copied flow once you have already created it. If you are working between accounts that have different branding, make sure to change the email templates in the copied flow before you set it live.

Flows with list-based filters

When you clone a flow into another account, if you have filters related to specific lists applied to a flow in the first account, lists with those names will be created in the second account. This will not upload the members of those lists into the other account, but only create empty lists based on the names used in the filters.

In the example below, the flow contains filters related to the lists "VIP List" and "Donor List."
Flow with flow filters for 'is in VIP List' and 'is not in Donor List'

When the flow is cloned into another account, empty lists are created with the names "VIP List" and "Donor List" to match the filters of the cloned flow.

List & Segments page with new lists named VIP List and Donor List

Copy an Email Template from One Account to Another

To copy an email template from one account to another, navigate to the Email Templates tab and click the Edit dropdown to the right of the template you would like to copy over. Next, click Clone.

A modal will appear prompting you to optionally rename for the cloned template and select the destination account. This is the account where the new template will be copied to. Please note that if you are an Analyst in the second account, you will not be able to copy the template over because you won't have the proper permissions. If you want to clone the template within the same account, simply select the account that you are currently working in.

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Changes made to the original email template will not be reflected in the copied template. 

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