Automate return emails using Klaviyo

Learn how to create and activate a custom Klaviyo email flow tailored for shipping notifications and other automated actions. This guide will walk you through the process step-by-step.

Getting Started

1. Navigate to Flows:

   • In your Klaviyo account’s main navigation sidebar on the left, click on Flows.

   • Next, click the “Create Flow” button.

2. Choose Your Flow Type:

   • While Klaviyo offers existing flow templates, this guide focuses on building your own flow for full customization.

Build Your Own Flow

1. Assign a Name and Tag:

   • Give your flow a descriptive name and tag. For example:

     • Name: LS Return Initiated

     • Tag: LateShipment Returns Notification

2. Select the Flow Creation Method:

   • Klaviyo provides two options: Create with AI and Create Manually.

   • Click Create Manually to access the builder for custom triggers and flow actions.

3. Set Your Trigger:

   • Under Select Trigger, you’ll find three options: Recommended, Your Metrics, and All Triggers.

   • Click on All Triggers, navigate to Metric, and search for the specific metric you want to use for your flow.

   • Example: For this guide, select the metric LS-Return Initiated.

   • Once selected, click Save and confirm your trigger.

Pick a Template

1. Add the Email Action:

   • In the left-hand navigation bar of the flow builder, find Email under the list of actions.

   • Drag and drop it into your flow.

2. Select a Template:

   • Click on the email action (titled Email #1 by default) to open Email Details.

   • Scroll down to the Template section and click Select Template.

   • Choose a pre-saved template for your flow, such as LS Return Initiated.

   • Once selected, click Use Template, then Exit to return to the flow.

Fill in the Details

1. Rename and Customize:

   • Rename Email #1 and add a relevant subject line that reflects the flow's purpose.

   • Example: "Your Return Has Been Initiated"

2. Transactional Settings:

   • Before activating your flow, navigate to Email Details.

   • Scroll down to find the Transactional section.

   • Click Apply Transactional and submit the email for review.

     • Why? This setting ensures non-promotional messages like shipping updates bypass marketing filters, significantly boosting open rates.

3. Review and Activate:

   • Once your email receives transactional status, select Review and Turn On.

   • Change the action status to Live.

   • Finally, click Turn On to activate your flow.

   • And don’t forget to log in to your LateShipment.com account and activate the respective flows that you’ve enabled in Klaviyo. 

That’s It!

You’ve successfully created and activated a custom Klaviyo email flow for shipping notifications. Your customers will now receive personalized updates seamlessly.