Explain the power of automated flows
Automations (called flows in Klaviyo) let you get in touch with your client's guests based on what they're doing and how they're interacting with your client's brand. See how you can set up automations that give you more time to focus on what matters most to your client's business, while still delivering exceptional digital marketing experiences.
Build key flows for your client's customer journey
Flows play a crucial role in the customer journey, from onboarding new subscribers to automating post-purchase messages. Use the following 5 flows to improve customer engagement, retention, and overall satisfaction.
Welcome series
State of the customer journey:
Person subscribes to your client's list.
How to use this flow?
Introduce your client's brand to subscribers immediately after they sign up for your client's marketing list.
What’s the benefit?
This is a great opportunity to share a signup incentive offer that encourages new email or SMS subscribers to make a purchase.
Note: We recommend having separate flows for email and SMS, since subscribers can only enter a list triggered flow once. As email and SMS opt-in sometimes happen at separate times, two flows are necessary.
Learn more on how to create a welcome series for each channel:
Browse abandonment
State of the customer journey:
Person views products on your client's website without adding any products to their cart.
How to use this flow?
Capture potential customers who browsed an item on your client's site, but did not start or complete their checkout.
What’s the benefit?
Gently remind browsers about the products they like and nudge them to return to your client's site.
Abandoned cart
State of the customer journey:
Person abandons product in cart.
How to use this flow?
Send a message or sequence of messages reminding potential customers about the items in their cart.
What’s the benefit?
Life happens. A potential customer could start the checkout process and get distracted, lose internet service, or decide they aren’t ready to buy yet. In any of these scenarios, a simple reminder can encourage them to complete the purchase.
For step-by-step instructions, bookmark how to create an abandoned cart flow
Post-purchase thank you
State of the customer journey:
Person makes their first purchase.
How to use this flow?
Show appreciation for your client's customers as soon as they make a purchase.
What’s the benefit?
Save time by automating thank you messages from your client's brand. Additionally, within your message you can:
- Ask for a customer review.
- Share your client's social media links to build a brand community.
- Promote related products.
Learn how to build this flow within How to create a post-purchase flow.
Winback
State of the customer journey:
Person bought something, but never returned for a follow-up purchase.
How to use this flow?
Re-engage customers who purchased in the past, but have not bought again in a while.
What’s the benefit?
This flow is customizable based on the products a customer has purchased and how many purchases they have made.
For step-by-step instructions, bookmark How to create a winback flow.
Find step-by-step instructions in your project plan
Unsure which flow to create and when? That's why we developed our Onboard a Client to Klaviyo project plan. Phase 5 of this plan provides step-by-step guidance for implementing key flows for your client during the critical onboarding phase.