Marketing automation workflows
Deliver personalized, cross-channel messages that respond to customer behavior in real time, without manual effort
What are marketing automation workflows?
Marketing automation workflows—or “flows,” as Klaviyo calls them—are coordinated, data-driven sequences that trigger messages based on customer behaviors or milestones, such as signing up for a newsletter, browsing a product, or completing a purchase. These flows help marketers deliver timely, relevant messages across channels without relying on manual execution.
With Klaviyo B2C CRM, flows are part of a centralized platform purpose-built for owned, intelligent marketing. Because Klaviyo unifies your customer data, channels, and AI-powered tools in one system, every message, whether it’s email, SMS, WhatsApp, mobile push, or in-app, is informed by real-time behavior and delivered at just the right moment.
The result? Smarter orchestration, more meaningful engagement, and better performance at scale.
Why do marketing automation workflows matter?
By streamlining repetitive tasks and reacting instantly to customer behavior, flows free up your team to focus on strategy while driving more personalized, effective engagement. This improves performance and ROI, and strengthens relationships at scale.
Here’s what flows unlock:
– Do more with less. Automate repetitive tasks and manual sends so your team can focus on strategy, not execution.
– Reach customers when it counts. Trigger timely, relevant messages based on real-time behavior to increase conversions and engagement.
– Personalize every touchpoint. Use data to tailor each message to a customer’s preferences, behaviors, and lifecycle stage—at scale.
– Reduce churn and increase retention. Automation helps you follow up consistently after purchases, prompt reorders, and re-engage lapsed customers.
– Drive more revenue with less effort. Automated flows can recover lost sales, up-sell customers, and generate repeat purchases, all while you sleep.
Why choose Klaviyo for marketing automation workflows?
1. Built for omnichannel B2C marketing
Unlike traditional platforms, Klaviyo was designed from day one to power seamless, cross-channel automation. From one intuitive platform, you can orchestrate email, SMS, WhatsApp, and mobile messages, all based on real-time customer data.
– Trigger a follow-up SMS if a customer doesn’t open an email.
– Send mobile push reminders when someone browses without buying.
– Coordinate timing across channels to prevent overlap or message fatigue.
The best part? You can handle it all through a single visual flow builder—no code required.
2. Real-time personalization, powered by customer intelligence
Klaviyo is more than a messaging tool. It’s a customer data engine. Every profile updates in real time with insights from ecommerce, marketing, and customer service. You can:
– Create highly specific audience segments (e.g. “VIP customers in New York who haven’t purchased in 30 days”).
– Personalize product recommendations and offers automatically.
– Seamlessly incorporate service and support data from tools like Gorgias or Zendesk, so your messages reflect every touchpoint, not just marketing activity.
When you know more, you can market smarter.
3. Fast set-up and flexible workflows
With Klaviyo, marketers don’t need technical support to build complex flows. Whether you’re starting with a pre-built template or dragging blocks into a custom flow, it’s easy to launch and iterate.
– Use proven templates for flows like welcome series, abandoned cart, post-purchase, win-back, and more.
– Customize logic and delays in seconds.
– Test variations to see what performs best.
Klaviyo gives your team everything they need to quickly create high-performing automations.
4. Intelligence that drives every decision
Klaviyo’s automation isn’t just about scheduling. It’s powered by a layer of intelligence that helps optimize every aspect of your marketing. From audience targeting to message timing and content, Klaviyo AI continuously learns and adapts based on real-time customer behavior and engagement patterns.
– Use Smart Send Time to automatically deliver messages when each customer is most likely to engage.
– Tap into predictive analytics to identify churn risk, next order date, and customer lifetime value.
– Let AI make dynamic decisions within multi-channel flows, such as which channel to use or which message to send, based on each individual’s behavior and preferences.
Klaviyo AI helps you orchestrate smarter, strengthen performance, and launch flows that improve themselves over time, without constant manual tuning.
Key features of Klaviyo’s marketing automation workflows
|
Feature |
Description |
Available on Klaviyo |
|---|---|---|
|
Pre-built flow templates |
Access templates for common automations like welcome series, cart abandonment, win-back, and more. | |
|
Cross-channel orchestration |
Coordinate email, SMS, push, WhatsApp, and in-app messaging in a single flow. | |
|
Real-time triggers |
Launch messages based on live customer behavior, like browsing or purchasing. | |
|
Dynamic content & personalization |
Insert personalized product recs, offers, and messaging based on each profile. | |
|
Drag-and-drop flow builder |
Visual interface lets you create and customize flows without writing code. | |
|
Advanced scheduling & delays |
Define custom delays, wait times, and conditional splits. | |
|
Smart Send Time |
AI-driven delivery optimization sends each message at the ideal time. | |
|
A/B testing and reporting |
Test flow logic, message content, and more, then optimize based on results. | |
|
Predictive analytics integration |
Use data like expected next order date or churn risk to tailor flow content and timing. | |
How to get started with Klaviyo’s marketing automation workflows
Getting started is easy, even if you’ve never built an automated flow before. With Klaviyo, you can launch powerful flows in minutes using intuitive tools and real-time customer data. Here’s how to do it:
1. Sign up for free. Create your Klaviyo account to access automation tools, templates, and support.
2. Connect your data sources. Integrate your online store and other platforms to sync real-time data into Klaviyo’s customer profiles.
3. Browse the flow library. Explore dozens of pre-built flows tailored to specific goals and industry verticals.
4. Customize your flows. Use Klaviyo’s drag-and-drop builder to tweak messaging, add filters, and personalize based on behavior or segments.
5. Turn it on and optimize. Set your flow live. Monitor results in real time, and use Klaviyo’s insights and AI suggestions to improve over time.
With Klaviyo’s marketing automation flows, you don’t have to choose between scale and personalization. You can have both—and drive more growth with less effort.