Klaviyo Flow Templates for Gatsby

When connecting Gatsby with Klaviyo, you will automatically have receive the following two Flow templates in your Klaviyo Flow Library

Gatsby Klaviyo Flow Template How To Access

To access these new flow templates, simply select 'Gatsby' from the dropdown shown in the 'Create Flow' screenshot above. This option will automatically appear after connecting Gatsby with Klaviyo.

Followed You Instagram

Reward customers for following your brand on Instagram with this simple Flow designed to surprise and delight them.

What to know:

Important:  Gatsby can only identify that a Social Contact follows you at the following times:

  • When a Social Contact sends you a DM
  • When a Social Contact tags you in their Instagram Story

If the Social Contact simply follows you on Instagram but then doesn't send you a DM, the Follows You event will be delayed until the next time they send you a DM or tag you in their Story. This is a great use-case for asking customers to DM you!

  • This flow will only be triggered the first time Gatsby identifies that they follow you, starting when Klaviyo is integrated.
  • Generate a coupon code in Klaviyo and insert that coupon variable in the email's dotted box and in the SMS.
  • If you don't have a loyalty program integrated with Gatsby, consider editing or deleting that "Maximize Your Rewards" section.
  • The logo, header and footer should automatically populate your Klaviyo defaults. If you want to customize a graphic, open these Figma templates.

Instagram UGC

Acknowledge your customers' support on Instagram with this simple Flow, triggered each subsequent time they tag you in their Story, Post, or Reel.

Official Klaviyo Flow Template - UGC

What to know:

  • This will be triggered when a Social Contact in your Gatsby account tags you on their Instagram Story, Post, or Reel.
  • This flow will be triggered the first time they tag you in content, starting when you activate this Flow. The first time they tag you they will receive a coupon code reward.
  • Generate a coupon code in Klaviyo and insert that coupon variable in the email's dotted box and in the SMS.
  • This will be triggered every subsequent time a Social Contact in your Gatsby account tags you on their Instagram Story, Post, or Reel - but with the following limitations:
    • Only once per 7 days (can change this in Flow Filters)
  • There is no coupon code variable for subsequent mentions because the same Contact may receive that email multiple times. To reward for subsequent mentions, create another flow that is triggered specifically for a 2nd mention. Or enlist the help of one of our preferred agencies, like ebusiness pros who have a package to help with Gatsby Flows.
  • If you don't have a loyalty program integrated with Gatsby, consider editing or deleting that "Maximize Your Rewards" section.
  • The logo, header and footer should automatically populate your Klaviyo defaults. If you want to customize a graphic, open these Figma templates.

 


 

Additional Klaviyo Flows for Automated Ambassador Program

The following flows are not automatically added to your Klaviyo account, but you can invite 'klaviyoflows@gatsby.ai' as a Manager to receive them.

Included below:

1. Video overviewing the flow templates

2. Which discount codes to create

3. The triggers for each flow

4. How to receive these flow templates.

Gatsby Flow Template 3

The above 10 minute video walks through the flow templates. It also briefly shows the process for creating dynamic Shopify coupon codes in Gatsby and embedding these in the Klaviyo flow emails.

For more detail on creating and using the discount codes, check out this guide.

Quick Preview

For example, Flow 1 invites your customers to follow you on Instagram

Gatsby Flow Template 1

Flow 2 thanks them for following, then invites them to post an Instagram Story:

Gatsby Flow Template 2

Then, Flow 3 Rewards them when they post that Story for you

Gatsby Flow Template 3

Discount Code Sets To Create

To use all 11 of these flow templates, please create the following code sets in Gatsby:

Coupon Code Sets

For help creating your codes, please refer to this guide.

Code Set 1 - Reward for Instagram Story

 Template suggests $10 off next order, included in Flow 3.

Code Set 2 - Referral Codes

Template suggests 20% off, one use per customer, included in Flow 4.

Code Set 3 - Reward for TikTok Video

Template suggests $10 off next order, included in Flow 6.

Code Set 4 - Reward for Instagram Reel

 Template suggests $20 off next order, included in Flow 8

Code Set 5 - Reward for Referring Sales

Template suggests $50 coupon code after referring $250 in sales, included in Flow 9.

Note: The above are suggestions & should be considered a starting point.

Your codes should be proportional to your product prices. You also can offer additional codes for additional mentions and for one-off collabs. Have fun with it!

Screenshot 2024-02-23 at 11.41.19 AM

How to Get The Templates

Invite klaviyoflows@gatsby.ai to your Klaviyo account as a 'Manager' and we'll sync over the following flow templates for you and work with you on the trigger setup. 

Tip 1: All flows come with Email and SMS templates as well, so its easy to get up and running. Just customize the branding and insert your coupon code variables.

Tip 2: Clone the emails in the flow and have them resent as reminders days and weeks later to remind your customers to take the desired social action.

Flow Triggers:

Flow 1 Segment Trigger

  • Instagram_Handle_Gatsby is set
  • Is a member of the appropriate Klaviyo List (optional, see below)

When to use a list? If you're collecting social contacts from DMs and other sources unrelated to your ambassador program, be sure to specify in this Segment builder to only include contacts that filled out your Ambassador Signup form. You can accomplish this by having your ambassador signup forms sync with a unique and corresponding list.

Flow 2 Segment Trigger

  • Instagram_Verified_Gatsby is true AND
  • Instagram_Follows_You_Gatsby is true AND
  • (optional) in the appropriate list

Screenshot 2024-04-11 at 11.04.51 AM

Flow 3 Event trigger: Mentioned You

With the following Trigger Filters and Flow Filters:

  • Caption is not set
  • Instagram_Verified_Gatsby is true
  • Instagram_Follows_You_Gatsby equals True
  • Has not been in this flow at any time before

Screenshot 2024-04-11 at 11.07.07 AM

Flow 4 Segment Trigger

  • Received Email from Flow 3 before AND
  • Has the referral code in their properties

Screenshot 2024-02-21 at 4.32.08 PM

Flow 5 Segment Trigger

  • Received email from Flow 4 AND
  • TikTok_Followers_Gatsby is at least 1

Screenshot 2024-02-21 at 3.56.00 PM

Flow 6: Event trigger: Mentioned_you_tiktok_gatsby

With the following flow filters:

  • Received email from Flow 5 before
  • Has not been in this flow anytime before

Screenshot 2024-02-21 at 4.05.11 PM

Flow 7 Segment Trigger

  • Received email from Flow 6 before OR
  • Received email from Flow 3 at least 14 days ago

Note: The "OR" criteria for Flow 3 is to help in case the ambassador doesn't have a TikTok profile or chooses not to post a TikTok video and you still want to encourage them to do more Instagram engagement

Screenshot 2024-02-22 at 1.23.00 PM

Flow 8 Event Based: Mentioned you

With the following trigger filters & flow filters:

  • Caption is set
  • Received email from flow 7
  • Has not been in this flow before

Screenshot 2024-02-21 at 4.15.16 PM

Flow 9 Segment Trigger:

  • Net_sales_gatsby is at least 250

Screenshot 2024-02-21 at 4.16.55 PM

Flow 10 Event Trigger: Mentioned you

With the following flow filters:

  • Received email from flow 8 before
  • Has not been in this flow in the past 7 days

Note: If you're not using TikTok then instead of the filter looking for flow 8 it might be flow 6

Screenshot 2024-02-21 at 4.18.16 PM

Flow 11 Event Trigger TikTok_mentioned_you_gatsby

With the following flow filters:

  • Received email from flow 6 before
  • Has not been in this flow in the past 7 days

Screenshot 2024-02-21 at 4.20.59 PM

Please let us know if you have any questions! And if you don't already have a Gatsby account, create one here.


Questions? Contact us for support. Or consider bringing on one of our preferred agency partners who can set up your Gatsby Flows for you.

ebusiness pros has a tailored package to set up your Gatsby flows for you.