Setting up a Klaviyo post-purchase review flow (Less design restrictions)

Objective

This article outlines the steps to create a email flow based on item count for a more flexible email design.

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Key Steps

1. Create a New Flow 0:40

• Name the flow: Post-Purchase Review Flow Item Count Example.
• Create the flow manually.

2. Set Trigger for the Flow 0:53

• Use the place-order roadmap metric as the trigger.
• Optionally add filters if necessary, especially for B2B.

3. Add Time Delay 1:22

• Set a time delay of 14 days (recommended).
• A minimum delay of 7 days should be allowed to ensure customers receive their products.

4. Create Splits Based on Item Count 1:47

• Use trigger split with dimension item count.
• First split: If item count = 1, send the first email.
• Second split: If item count = 2, send the second email.
• Third split: If item count > 2, send the final email.

5. Design the Email 4:01

• Select a pre-designed template for the first email.

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Next up: Design the email.

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Cautionary Notes

• Ensure that customers who have already left a review do not receive reminder emails.
• Avoid creating too many splits to maintain a manageable and effective flow.

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Tips for Efficiency

• Regularly check the help centre for updates on dynamic content and best practices.

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Common Questions

• Can I customise the timing of review requests?
  • Yes. With Roadmap’s Klaviyo integration, you have complete control over when review request emails are sent. Simply use a 'time delay' within your flow to create the desired delay.

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