Workflows Best Practices and Welcome Series

Using Klaviyo Workflows effectively can greatly enhance customer engagement and retention through strategic communication. Klaviyo’s flows, like email and push welcome series, allow brands to automate customer interactions, driving personalized experiences based on customer behavior and preferences.

Pairing this with a Gravity Form and our Gravity Forms for Klaviyo plugin will help capture, create and foster your email marketing list. With Gravity Forms for Klaviyo, you can setup your forms and map your fields to your Klaviyo account, and enhance your personalization efforts. This also allows the use of custom triggers and tracking events to help create more customized workflows.

If you are not using Gravity Forms you can achieve similar results with on of the other popular form building plugins like, WP Forms, or Ninja Forms for Klaviyo.

For more details, check Klaviyo’s Flow best practices and examples

Creating an Email Welcome Series

An email welcome series is a sequence that introduces new subscribers to the brand, building rapport and encouraging first purchases.

  1. Start with a Warm Welcome: The first email typically thanks the subscriber for joining and introduces the brand.
  2. Educate and Engage: Follow-up emails can highlight core values, popular products, and any loyalty or rewards programs.
  3. Include an Offer or Incentive: A discount code or exclusive offer can be effective in encouraging initial purchases.
  4. Highlight Best Sellers or Relevant Content: Emails should be visually appealing, showcasing top products or recent blog posts, and include CTAs to drive conversions.

For more details, check Klaviyo’s How to create an email welcome series

By implementing these practices, your can use Klaviyo Workflows to nurture leads effectively, increase conversions, and build long-term loyalty.