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How to create a marketing automation with Klaviyo


Are you looking to create a marketing automation with Klaviyo? If so, we got you covered!

Marketing automation is the process of messages being sent automatically when a contact takes a specific action.

With Klaviyo, you can create complex automations that cover customers’ entire life cycle.

However, creating marketing automation can sound intimidating.

So we created this tutorial to guide you on how to create a marketing automation with Klaviyo.

Let’s get into it!

Set up an automation with Klaviyo


(a) To set up an automation, Go to Flows.

How to set up your first automation with Klaviyo

(b) Click Create Flow.

(c) Select the platform of your store.

How to set up your first automation with Klaviyo
  • To refine your search by a specific channel, click on one of the icons.

Build your flow with Klaviyo


If you did not find any automations that fulfill your requirements, you can create a flow from scratch.

(a) To build your custom workflow, click Create from scratch.

How to set up your first automation with Klaviyo
  • Enter a name for the flow.
How to set up your first automation with Klaviyo
  • Click Create flow.

(b) Select a trigger.

You can choose between when someone is added to a segment or a list, abandons their cart, or makes a purchase.

How to set up your first automation with Klaviyo
  • Configure the trigger.
  • Click Done.

(c) Add actions to the flow.

How to set up your first automation with Klaviyo

(d) Customize the flow by adding time delay and conditional Split.

(e) Once you finish building the flow, click Update Action Statuses.

  • Select Live to activate the workflow.
  • Click Update statuses.
How to set up your first automation with Klaviyo

(f) Click Exit.

That was it, we hope you found this tutorial helpful and learned how to create your first marketing automation with Klaviyo.


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