Flow How-Tos

Overview When creating a back in stock flow email, it's important to set up the message so that it shows the right product data. In this article, we show you how to use pre-built templates or confi...

Overview Back-populating allows you to retroactively schedule profiles for a flow. This way, you can populate people in your flow who would have been queued if the flow was set live earlier. This f...

Overview You can A/B test different flow branches using the conditional split component. This allows you to test things like timing, discounts, and number of emails within a particular flow. In thi...

Overview The notification flow action allows you to email up to five people when someone first triggers or reaches a particular point in a flow. It sends internal notifications to your team around ...

Overview When you have several actions in a flow and you want to change their statuses all at once, you can use the Update All Action Statuses option in the Flow Builder. This makes it simple to, f...

Overview The SMS component in the Visual Flow Builder is used to integrate SMS messages into any automated flow series, including a welcome series, abandoned cart, and more. After dragging a new SM...

Overview The flow trigger setup preview tool allows you to check your trigger logic to ensure that your flow is set up the way you would like. This will help you understand how your flow is going t...

Overview The email component in the Visual Flow Builder is used 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 u...

Overview The main reason you would want to send a campaign to a group of people who were skipped by a list-triggered flow (for example, a welcome series) is if you have an existing flow, but a numb...

Overview The content of an email is how you directly communicate with your customers. With flows, this communication is automatic. In this article, we run through how to create this content for flo...

Overview The time delay component in the flow builder is used to create delays — or wait periods — between messages or other components in your flow series. If components are back-to-back, without ...

Overview 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 message by message basis, examining how ea...

Overview 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...

Overview 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 ...

Overview 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 metri...

Overview By editing a flow, you can:  Update the name Edit the content of flow messages Update the filters To edit an existing flow, click on the Flows tab, and then find the name of the flow you...

Overview A conditional split is a component in the Visual Flow Builder that creates two distinct paths in a flow, branching based on defined characteristics of your recipients. This component is he...

Overview 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 ...

Overview Flows in Klaviyo do not have an on/off switch. Each individual message in a flow has its own send status: draft, manual, or live. This allows you to build out a flow series and enable cert...

Overview Cloning a flow allows you to change the trigger of a flow or copy it to another account. In this article, we run through how to clone a flow. Cloning a Flow To clone a flow, navigate to th...

Overview The trigger and conditional splits components in the flow builder allow you to create targeted customer journeys stemming from the same initial trigger. However, as you start to branch you...

Overview Using tags to organize flows can help you sort 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...

Review a Flow Message's Settings When you click on an email card within a flow, you will see a Settings section in the lefthand sidebar. If you click the gear icon, you'll be brought to an area whe...

Overview In Klaviyo's visual flow builder, you can build out an automated series with as many emails and SMS messages as you'd like. While flows are designed to be "set it and forget it," testing a...

Overview When you delete a flow, no future recipients are queued and all queued recipients are cancelled. In addition, all of the analytics associated with the flow will be removed from your accoun...

Overview The update profile property flow action allows you to collect and track profile data as people move through flows. This flow action allows you to: Update an existing profile property Remo...

Overview 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 c...

Overview Once you have set the trigger for a flow, you cannot change it. This is because trigger filters, flow filters, additional email filters, and dynamic content in emails are all reliant on th...

Overview When A/B testing individual emails, you can test things like subject line, discounts, and email content. You can even figure out whether, say, plain-text emails perform better than image-h...

Overview If there is an instance in which you would like to prevent a specific recipient from receiving a flow email, you can cancel the email for just that one person. It's important to note that...