Flow How-Tos

Overview A flow’s changelog allows you to see what’s changed when it happened and who made the change. This makes it easier to troubleshoot issues in a flow and gives you insight into the flow’s hi...

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...

You will learn Learn how to back-populate, which allows you to retroactively add qualified recipients into a flow. If you want more details on how back-populating works, read Understand how back-po...

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 ...

You will learn Learn how to change the statuses of several actions in a flow all at once by using the Update Action Statuses button in the flow builder. This makes it simple to, for example, set an...

Overview Learn how to add an SMS action into a flow and about the settings for this action.  The SMS component in the Visual Flow Builder is used to integrate SMS messages into any automated flow s...

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...

You will learn Learn how to add a conditional split to a flow that creates two distinct paths, branching based on defined characteristics of your recipients. A conditional split is a component in t...

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 ...

You will learn Learn how to enable specific flow steps or an entire flow so that the flow starts sending out messages to qualified recipients. Flows in Klaviyo do not have an on/off switch. Each in...

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. However, it's important to note that if you delete a flow, all of the analytics ever associ...

Overview Learn how to add an update profile property action into a flow so that you can collect and track profile data. This flow action allows you to: Update an existing profile property Remove a...

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...

You will learn 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 ...

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...