Here is the step-by-step guide to activate sending your NPS invitations through Klaviyo Events Flow, so your marketing campaigns won’t be affected by the data you would receive if the NPS invitations would be send through Klaviyo Campaigns.
First you will need to have ready your Klaviyo integration with Reveal and your NPS implementation setting done. If you somehow skipped that, for Klaviyo integration you will need to go to this article. For NPS implementation you will need to follow these articles from our Customer Voice section over here: https://www.omniconvert.com/help/kbc/customer-voice/
For more guidance on how to implement your NPS, you can reach anytime to our support team.
If you already did these steps, we can move forward and learn together how to create a Klaviyo Events Flow. Let’s start!
Step 1: NPS and Klaviyo Settings in Reveal
Go to the Store Settings > General > NPS section >NPS > pencil button and ensure your settings for NPS are enabled and with the needed values for the other fields.
Make sure that the email address from the Sending Contact Email input form is the one that will receive the emails from Klaviyo when testing how your NPS invitations will look or any errors related to the NPS, then click “Save”.
Step 2: Generate the template in Klaviyo
Then, we will need to go back to the NPS section > NPS Klaviyo Email Settings > pencil button and then select “Events” from the drop-down list:
When selected, some fields will disappear and only the Template ID field will remain, which will not be editable. After hitting the button “Save”, a template will be automatically generated inside Klaviyo.
! IMPORTANT NOTE: You will need to hit “SAVE” only once, otherwise Klaviyo will create each time a new template for you. Nevertheless, you can send how many email tests you want.
Now, your template was created in Klaviyo having the Template ID that you will be seen to be displayed in the field from above. You can send an email test and see how it looks like.
Wait a couple of minutes and check your email address (the one we discussed at step 1). You will see an email from Klaviyo – this is how your template looks for now and you will be able to edit it in the next steps.
Step 3: Creating your flow
Go inside Klaviyo to the Flows page and create a new flow. Ensure that this flow contains NPS Responses. For this example, we advise to use a flow created from scratch.
We will be naming it Klaviyo Events Tutorial and add no tags to it.
Once you’ve named it and created the new flow, you will be asked for a trigger for it. Select “Metric” then search and select the NPS Invitation Flow Trigger. Once you’ve done that press the “Done” button.
Once you’ve done that, click on TRIGGER FILTERS and press the “Add a Trigger Filter” button. From the newly presented side-bar, select the filter that best suits you. To make things easier, in this tutorial we have chosen the key email with the value is set. This will make any incoming NPSs that contain an email (that usually means all of them) to be sent further to the designated receiver. Once you set it up press the “Save” button at the bottom of the page and then the “Done” button which can also be found at the bottom of the page.
Next we will add an action for this trigger. In our case we want an email sent to the user so we will be choosing “Email” from the “ACTIONS” list. Drag and drop the Email action underneath the Trigger so that they become linked as in the image below.
Click on the three dots button found on the email action that you just dragged and press “Edit”:
In the new page, you will be given the option to choose the sender email address, sender name and subject. You can use the same address for the reply messages or choose a different one.
Click on the “Drag and Drop – Select Template” button and choose either a themed or one of your own templates. In our case, we navigated to the template library at “My Templates” and selected the automatically created Omniconvert-Reveal NPS template. In case you want to use this template and do not have it, worry not, it will be created by the end of this whole guidance and you may use it in the future so for now, you can use any template.
P.S. : if you want to use your own drag & drop template, you can follow this guide.
After clicking on a template, a page will open for you to edit it in any way you want. Depending on the template, it could be an image editor or an HTML editor. No need to change anything here, so simply press the “Save” button, followed by the “Done” button above it.
After pressing “Done”, you will be redirected to the flow’s main edit page. From here, click the “Email” action that you have just finished setting up and change its SEND STATUS to “LIVE”.
!Very Important Note: Turn off Smart Sending. Klavyio sets by default all newly created flows with the setting Smart Sending turned on, having a different use cases for the normal flow. In our case, we will need to turn this setting off.
And you are done! Now your Klaviyo events flow is all set. It’s time to send one more time a test to see how everything looks like and adjust the details where needed.
Additional details needed?
Please don’t hesitate to reach out to our amazing customer support team if you need any additional information.
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