Master Klaviyo Flow Creation: Step-by-Step Tutorial

Master Klaviyo Flow Creation: Step-by-Step Tutorial

Table of Contents

  1. Introduction
    1. Overview of building Clavio flows
    2. The importance of customized flows
  2. Getting Started with Clavio Flows
    1. Signing into Clavio
    2. Creating a flow from scratch
    3. Using default templates
    4. Understanding trigger options
  3. Creating Unique Flows
    1. Naming and tagging flows
    2. Setting up triggers
    3. Exploring trigger filters
  4. Understanding Flow Filters
    1. The purpose of flow filters
    2. Configuring flow filters
    3. Exiting contacts from flows
  5. Using Actions, Timings, and Logics
    1. Sending emails and SMS
    2. Updating profile properties
    3. Implementing notifications
    4. Setting time delays
  6. Leveraging Conditional Splits
    1. Differentiating messaging based on user behavior
    2. Enhancing customer thank you flows
    3. Optimizing abandoned flows
  7. Advanced Tricks for Building Flows
    1. Back-populating flow recipients
    2. Pushing flows live
  8. Conclusion
    1. Recap of Clavio flow building process
    2. Benefits of customized flows for e-commerce businesses

Building Effective Clavio Flows for Your E-commerce Business

In today's tutorial, we will delve into the world of Clavio flows and the process of creating customized flows for your Shopify drop shipping business. Clavio is a powerful platform that allows you to automate your email marketing campaigns, making it an essential tool for running a successful e-commerce store. By leveraging the various features and functionalities of Clavio, you can build out flows tailored to your specific business needs. Whether you want to target abandoned carts, welcome new subscribers, or engage with your existing customers, Clavio provides the flexibility to create flows that convert.


Overview of building Clavio flows

When it comes to building out Clavio flows, the first step is to sign into your Clavio account and navigate to the flows section. Here, you can create a flow from scratch or choose from a variety of default templates provided by Clavio. Customizing your own flow gives you the freedom to design unique customer journeys that align with your brand and business goals. However, the default templates can be a great starting point for new users or those looking for quick setup options.

The importance of customized flows

While the default templates offered by Clavio are beneficial, they may not provide the level of personalization and customization that your business requires. By creating your own flows, you can tailor the messaging, timing, and logic to suit your specific audience and objectives. Customized flows allow you to establish a stronger connection with your customers, deliver relevant content at the right time, and ultimately increase engagement and conversions.

Getting Started with Clavio Flows

To get started with Clavio flows, you need to sign into your Clavio account and navigate to the flows section. From there, you have the option to create a flow from scratch or choose from the available templates provided by Clavio. Creating a flow from scratch gives you complete control over the design and customization of the flow, while templates provide pre-configured settings that you can modify to fit your needs.

Creating Unique Flows

When creating a flow, it is important to give it a name and assign relevant tags. This allows for easy categorization and organization of flows, especially when managing multiple flows for different purposes such as acquisition, retention, or list cleaning. Once you have named your flow and assigned tags, you can proceed to set up the trigger.

Triggers are the events or actions that initiate a flow. Clavio provides different types of triggers, including list triggers, segment triggers, metric triggers, price drop triggers, and date and property triggers. Understanding the different trigger types and their functionalities is crucial for building effective flows.

Understanding Flow Filters

Flow filters play a vital role in ensuring the efficiency and effectiveness of your flows. These filters allow you to exclude contacts from certain stages of the flow or based on specific actions they have taken. By filtering out contacts who have already placed an order or moved to the next stage of the customer journey, you can prevent overlapping flows and deliver a more streamlined and personalized experience.

Using Actions, Timings, and Logics

Once the trigger and flow filters are set up, you can start configuring the actions, timings, and logics of your flow. Actions include sending emails, SMS, updating profile properties, and setting up notifications. Timings refer to the delays between sending out these actions, which can be customized based on days, hours, or even minutes. Logics, such as conditional splits, allow you to further personalize the flow based on user behavior.

Leveraging Conditional Splits

Conditional splits are a powerful tool for targeting your messaging based on user behavior. By using conditional splits, you can differentiate the content and offers based on factors such as the customer's buying history, engagement level, or specific actions they have taken. This allows for a more tailored approach in delivering relevant and engaging content to your customers.

Advanced Tricks for Building Flows

In addition to the essential flow-building techniques mentioned above, there are a few advanced tricks that you can employ to enhance the effectiveness of your flows. Back-population of flow recipients enables you to include contacts who would have qualified for a flow in the past. This ensures that new flows include relevant contacts from the start. Pushing flows live is the final step in activating your flows and making them operational, allowing you to start engaging with your customers.


Building effective Clavio flows is a crucial component of a successful e-commerce business. By customizing your flows, you can deliver targeted and personalized content to your customers, increasing engagement, and ultimately driving conversions. With the right understanding of triggers, flow filters, actions, and logics, you can create flows that automate your marketing efforts and maximize the potential of your e-commerce store. So, start exploring the possibilities of Clavio flows and unlock the full potential of your e-commerce business.


  • Clavio flows provide automated and personalized email marketing campaigns for e-commerce businesses.
  • Customizing flows allows for tailored messaging, timing, and logic to suit specific business objectives.
  • Creating flows from scratch or utilizing default templates offer flexibility in flow design.
  • Flow filters exclude contacts based on certain actions to prevent overlapping and streamline the customer journey.
  • Conditional splits enable targeted messaging based on user behavior, enhancing engagement and conversions.
  • Advanced tricks like back-population and pushing flows live optimize the effectiveness of flows.
  • Customized flows provide a stronger connection with customers, resulting in increased engagement and conversions.


Q: Can I use Clavio flows for other types of businesses besides e-commerce?

A: While Clavio flows are primarily designed for e-commerce businesses, the principles and techniques discussed in this tutorial can be applied to other industries as well. However, some features may be more specific to the e-commerce context.

Q: How often should I review and update my flows?

A: It is recommended to regularly review and update your flows to ensure they align with your current business goals and customer behaviors. This can include revisiting trigger settings, adjusting flow filters, and optimizing messaging based on performance data.

Q: Can I track the effectiveness of my flows within Clavio?

A: Yes, Clavio provides detailed analytics and reporting features that allow you to track the performance of your flows. This includes metrics such as open rates, click-through rates, and conversions, giving you insights into the effectiveness of your email marketing campaigns.

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