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How do I set up automation workflows in Klaviyo?

Asked 3 months ago
Setting up automation workflows in Klaviyo involves several key steps, allowing users to create targeted and effective automated email campaigns based on customer behavior. To begin, users should navigate to the 'Flows' section in their Klaviyo account. This area is where all automation workflows are managed. Once in the 'Flows' section, users can create a new flow by selecting the 'Create Flow' button. Klaviyo offers a variety of pre-built templates that can be customized or users can start from scratch with a blank flow. After choosing a template or starting fresh, users will enter the flow builder, a visual interface where they can add different steps to the workflow. The next step involves setting a trigger for the flow. A trigger can be an action such as a sign-up for a newsletter or a completed purchase. Klaviyo provides options to choose from a wide range of triggers, ensuring that users can customize the automation based on their specific needs. Following the selection of a trigger, users can then add various actions within the flow, such as sending emails or SMS messages, waiting for a certain duration, or performing conditional splits based on user behavior. It is essential to properly configure each element to ensure that the workflows operate smoothly and deliver pertinent content to recipients. Once the workflow is set up, it is advisable to thoroughly test the flow to ensure everything works as expected. Users can monitor the performance of their automated workflows through Klaviyo's analytics tools, which provide insights into engagement rates and conversion metrics. For further details or specific inquiries about advanced features, users may want to refer to the resources available on the Klaviyo website.
Answered Sep 3rd 2025

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