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How to use Klaviyo templates
How to use Klaviyo templates

A step-by-step guide on how to setup, configure and adjust transactional email templates and use Klaviyo Flows.

Grzegorz Zielinski avatar
Written by Grzegorz Zielinski
Updated over a week ago

Introduction

We've prepared a set of email templates for you to use with Klaviyo.

Thanks to this, you can personalize messages per customer and send them when the customer performs specific actions.

This article will guide you through setting up Vendo-supported HTML templates in Klaviyo.

Importing templates from Github to Klaviyo

  1. Log in to Klaviyo:

    Go to the Klaviyo website (www.klaviyo.com/login) and log in to your account.

    Navigate to the Templates tab (1):
    Once logged in, click the "Templates" tab in the top navigation menu. This will take you to the Templates section, where you can manage your email templates.

  2. Create a new template:

    Click the "Create Template" button to create a new HTML template. You'll be presented with different options for creating a template. Select the "Import" (2) and "Paste HTML" (3) options to use the custom HTML code.

  3. Find the HTML template in Github:

    Go to the Vendo GitHub repository https://github.com/vendo-dev/klaviyo-email-templates/tree/main. You will find there are five templates to be used for Klaviyo Flows.

  4. Copy HTML code

    Access the selected file and use the "Copy Raw File" button to copy the HTML code.

  5. Enter HTML code

    Go back to the Klaviyo template editor, paste the HTML code, and name your template. Remember to click the "Save template" button at the bottom of the screen. Please check the "Only check this box if this template will be used for triggered emails that are not marketing-related."
    Please note: imported e-mail templates will not be editable with Klaviyo's Drag&Drop feature. You can, however, modify the HTML by navigating to the Templates page and clicking on the imported template.

    Create Flows

  6. Navigate to the Flows tab:

    Once logged in, click the "Flows" tab in the top navigation menu. This will take you to the Flows dashboard.

  7. Create a new flow:

    Click the "Create Flow" button on the Flows dashboard, and choose "Create from Scratch." Name your new flow, and click the "Create Flow" button. You will be directed to the flow creation page.

  8. Select a trigger:

    Choose the trigger that will start your flow. Vendo provides several transactional triggers, such as "Order completed," "Checkout Email Entered," "Order shipped," "Order canceled," etc. You can select the appropriate trigger as a cornerstone for the transactional email flow. You can find more information on triggers in our other article. Optionally, you can just set up the trigger conditions. E.g., if you choose the "Order Completed" trigger, you can set the condition to trigger the flow when an order value exceeds a certain amount.

    (we will focus on creating an abandoned checkout flow as an example)

    In the flow editor, you'll see the trigger section. Click on the "metric" button and search for the "Checkout Email Entered" event in the dropdown (1). Select it as the trigger for this flow. Save by clicking "Done" (2).

  9. Design the flow:

    It's time to design the flow by adding and configuring the desired flow elements. Klaviyo offers various flow elements, such as actions (emails), delays, splits, and conditional filters. You can read more on flows on Klaviyo's Help Center, but the basic building blocks are:
    -- Email: Add an element to send your audience a specific email. You can use the Vendo templates from GitHub
    -- Delay: Insert a delay element to pause the flow for a specific duration. This can be useful for spacing out emails or creating time-based sequences.
    -- Split: Use a split element to create different paths within the flow based on conditions. For example, you can split the flow based on whether a customer clicked a specific link in an email.
    -- Filter: Add a filter element to further segment your audience based on specific conditions. This allows you to personalize the flow based on customer attributes or behaviors.
    -- Action: Include an action element to perform specific actions like applying a tag, updating a customer property, or subscribing/unsubscribing from a list.

    In the case of our Abandoned Checkout example, we have to add three elements:
    -- Time delay on one day
    -- Conditional Split, with "Order completed" event
    -- Email template (Abandoned Cart)
    Let's add those elements in the next five steps.

  10. Configure the delay:

    Usually, the "Abandoned Checkout" templates use a delay of one day before sending the first email. If you want to change the delay time, you can adjust it according to your preference. Additionally, you can add filters based on specific conditions, such as order value or product category, to target a more specific audience of abandoned checkouts.

    Drag and drop the time delay element under the trigger.

  11. Configure the "Conditional Trigger":

    Next, you have to set up a Conditional split element, so that system can end the flow in case the client finishes the checkout.

    Set up the trigger like on the screenshot below, using the "What someone has done" and "Order Completed" at least once.

    Lastly, please take a look at the exit paths. Yes, the path will end the flow, and we want to add an email to the no path.

    13. Add "Email" action:

    Drag and drop the "Email" action from the left part of the screen.

    Next, click the three dots icon and select the edit option to configure the email.

  12. Configure the email:

    Fill in all the fields on the left to establish the name of the email, subject line, sender name, and email address. We recommend using something like the following:

    {{ event.bill_address.name|default:'' }} we’ve saved your item(s) for you. 

    As {{ event.bill_address.name|default:"}} will ensure that you include a customer name and last name in the subject line. Alternatively, you can use{{ event.ship_address.first_name|default:'' }} for first name only

  13. Choose the "Abandoned Checkout" email template.

    Click on the "Drag and Drop" method, and select "My Templates," and later, the newly added template from the list. Confirm using it for this flow.

  14. Preview and test:

    You can use Preview on the edit screen to test the email with live data from the event. You can use arrows to change events. Click on the buttons on the top of the screen to switch from desktop to mobile preview. You can also send a trial email to your inbox to check it on various devices and resolutions.

  15. Review and go live

    Remember to switch off other abandoned cart flows before going live with the new one. You can go live from the flow edit screen. The button is in the top-right corner.


    Based on this example, you are ready to create more straightforward flows for other transactional emails. For instance, to inform customers about their made purchase, you need to use "Order Completed" as a trigger and attach an email template without any additional elements or splits.

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