8. Create automated flows

First, you should be familiar yourself with Flow Glossary here.

Head to the Flows tab in the main navigation sidebar > Click the Create Flow button. If you aren't sure where to start, browse the Flow Library for innovative automation ideas spanning the customer lifecycle.

According to the recent strategy, there are four flows as four scenarios that are required to activate first. In order, they are:

- A welcome series flow. Refer to this article to know how this flow function and way to set up.

- An abandoned cart flow. Refer to this article to know how this flow function and way to set up.

- A transactional flow (as named “Order confirmation”). Refer to this article to know how this flow function and way to set up.

- A win-back flow. Refer to this article to know how this flow function and way to set up.

Each flow will have a trigger event (a specific action from customers will lead to the activation of the flow. That’s why it named Automated Flow[XNTTM1] ). If the customer fails the initial trigger, they will simply not start the flow itself.

Beside the trigger event, there is another concept – flow filters. Flow filters operate at the profile level, meaning they will evaluate whether or not someone qualifies based on properties about them or actions they have previously taken. Flow filter is used to reevaluate the customers each time they hit another “actionable” elements. Check out this article to have clearer understanding of them or sign yourself up in this course.

For example: Customers will enter the Welcome Series Flow if they have signed up the pop-up earlier. From that time on, they will receive emails in the Welcome Series Flow in a chronological order.

Whether you choose to create your flow from scratch or from the Flows Library, you'll first need to name the flow. The name of the flow should be easily understood by you — as you start to use Klaviyo more and more, the number of flows can add up quickly.

You'll then select a trigger for your new flow.

- Those who fail the trigger and flow filters at this time will be filtered out immediately and will not be scheduled for any actions in the flow series.

- Everyone who passes the flow's trigger and flow filters will officially enter the flow and be scheduled for messages and splits based on the delay period you've set.

- Before each step (email, SMS, split, etc.), flow filters will be checked once more to ensure that recipients still meet the criteria of the flow. Trigger filters are not checked again at send time.

After you create a new flow, select a trigger, and add any desired trigger and/or flow filters, you are ready to start adding additional components into the flow series.

Click on the component in the sidebar and drag it onto the visual canvas > Every "droppable" location for an email will turn green as you drag it onto the canvas, and a light green drop zone will appear as you get close to a drop point. Once a message is dropped onto the canvas, it can be configured in the left-hand sidebar.

- For the SETTINGS fields:

o Smart Sending: should be turned off

In case you want to understand what Smart Sending is, check out this article from Klaviyo

o UTM tracking: should be turned on

In case you want to understand what UTM tracking is, check out this article from Klaviyo.