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Learn how to use the flow trigger setup preview tool to ensure your flow is set up as you intended. This will help you understand how your flow is going to behave based on the trigger and profile filters you've added.
Learn how to create a segment- or list-triggered flow and about their re-entry setting.
Learn how to add additional filters to a specific email within a flow.
Learn more about Klaviyo filters which can be used to further narrow triggers or actions in flows. For example, if a flow triggers when someone places an order, a trigger filter could be added to limit this to specific product types. Trigger filters are evaluated alongside the trigger itself to only let certain people into a flow.
Learn how to test your flow after you have configured the trigger, filters, and messages. You may want to test the first few messages to make sure they look exactly right, especially if the email or SMS contains dynamic variables. There are two types of tests you can run:
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 a flow, you cannot change it. Trigger filters, profile filters, additional email filters, and dynamic content in emails are all reliant on the specific trigger you set for a flow. Most likely, if you change the trigger for an existing flow, this will cause conflicts with your filters and content that are challenging to identify and correct.
Learn how to set up virtual contact cards, which will give you the ability to send contact details that a customer can save on their phone. By prompting your customers to save your number, customers will recognize future text messages, thus improving brand recognition and user engagement with SMS/MMS.
Learn how to add a virtual contact card to an SMS message in a flow so that customers can save your brand’s contact information.
Learn about webhooks in flows and how they send information from Klaviyo to your third-party tools and applications. It’s important to note that setting up webhooks can be complex. It’s advised to have development knowledge or development resources to correctly complete this setup. If you are looking for these development directions, learn how to add a webhook action to a flow.
Learn about targeting different groups based on what they've done in order to provide a more relevant experience for each recipient. This can be especially valuable for flows, as your communications will feel more personalized to each person. In this article, we run through various ways you can branch flows in order to create a more personalized experience for your recipients.
Learn why the timeline may not appear when there is a rejoined split through an example.
Learn how to use the update profile property action to tag recipients when they enter a certain stage in a flow. You can also edit a profile property or delete it using this action. This article runs through examples of how you can use the update profile property action.
Learn when to place time delays before a split, and when to place them after.
Learn how to opt in and out of the internal alert action in a Klaviyo flow. Someone does not need to have a profile in your Klaviyo account, or exist as an account user, in order to receive emails from an internal alert action. However, all recipients will need to opt in to receive internal alerts from your account before they start receiving any messages. They can also opt out at any time. In this article, we explain the recipient opt-in and opt-out process for the internal alert action as well as the different statuses.
Learn how to send an internal alert (previously called notification) when a customer first triggers or reaches a particular point in a flow. It sends emails to your team around certain activities that require specific follow-up or attention; for example, notifying your customer experience team when someone leaves a detractor NPS score or alerting your sales team when someone is added to a wholesale or VIP list.
Learn how to notify members of your internal team or external partners when a customer enters or reaches a certain point in a flow. Use cases include setting an internal alert for:
Learn how to add a list update action to a flow to add or remove a profile from a list once they reach a specific part of the flow.
Learn how to use the email component in the flow builder 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 update key settings on the details sidebar.
You will learn how to add a time delay component within the flow builder which is used to create delays (or wait periods) between messages or other components in your flow series.
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 metric- and price drop-triggered flows.
Learn how flow branching helps you personalize flows so that you can send individuals down different parallel paths depending on what you already know about them.
Learn how to use Klaviyo to send push notifications from your iOS or Android app via flows.
Learn how to add a conditional split to a flow that creates two distinct paths, branching based on defined characteristics of your recipients.
Learn how to use trigger and conditional split components in the flow builder to create targeted customer journeys stemming from the same initial trigger. However, as you start to branch your flows, there may be instances when you'd like to bring these separate journeys back together down the same path.
Learn how to view and configure the settings for a flow email which includes settings such as Smart Sending and UTM tracking.
Learn how to add an update profile property action into a flow so that you can collect and track profile data.
Learn what dynamic event data is, when to use it, where to find it, and how to include it in your flow messages. Learn about the different actions your customers take, and how you can use that data for creating personalized messaging flows in Klaviyo. For instance, you could use event data in an abandoned cart flow message to show individuals what product they left behind, an image of the item, and more. This allows for a more personalized experience for the customer, as well as a higher chance of conversion.
Learn about Klaviyo quiet hours for SMS and MMS flows.
Learn how to add past profiles to a flow, which allows you to retroactively add qualified recipients into a flow that would’ve triggered the flow before it was set to live or manual. This process is formerly known as back-population.
Learn how to add past profiles to a flow which allows you to queue people for flow actions retroactively. This process is formerly known as back-population. This is useful when you create a new flow, as adding past profiles allows you to populate contacts into your flow that would have been queued in real-time had the flow existed earlier.
Learn how to recover an archived flow so you can edit and use it to send messages again. A recovered flow will return to the main Flows tab view with its status set to draft. From there you can edit it and change its status to live or manual.
Learn how to export a CSV file of analytics for all or a specific set of flows. 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 a message by message basis, examining how each SMS or email is performing. In this article, we run through how to export a flow's analytics.
Learn how to use tags to organize 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 funnel, or you may have similar flows that are separate for prospects vs. customers that you want to keep separate. To accomplish this, you can use tags.
Learn how to archive or delete Klaviyo flows that are no longer in use.
Learn how to change the statuses of multiple actions in a flow simultaneously in the flow builder. This makes it simple to, for example, set an entire flow live in 1 click or pause all activity quickly by switching actions to manual or draft.
Learn about the two methods for resending flow and campaign emails in Klaviyo.
Learn how to pause an individual flow message. 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 out to your subscribers.
Learn what manual mode is and how to use it to manually send flow messages. 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 case, setting flow messages to manual mode is your best option.
Learn how to prevent a specific recipient from receiving a flow by cancelling the email for just that one person.