When connecting Gatsby with Klaviyo, you will automatically have receive the following two Flow templates in your Klaviyo Flow Library
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.
Instructions on using this Flow
This flow triggers when a Social Contact in your Gatsby account follows you on Instagram.
Conditions to Trigger a "Follows You" Event in Klaviyo:
- The profile must initially have the custom property
Instagram_Follows_You_Gatsby = False. - The property must then change to
Instagram_Follows_You_Gatsby = True.
How Gatsby Updates the 'Instagram_Follows_You_Gatsby' Status:
Gatsby updates the status whenever a user sends a DM to your brand on Instagram.
Suggested Workflow:
- Create a Klaviyo segment for profiles with
Instagram_Follows_You_Gatsby = False. - Set up a flow triggered when people join this segment.
- In the flow, ask members to follow you on Instagram and DM the keyword "followed."
- Configure an auto-reply in Gatsby for the keyword "followed" (e.g., "Thanks for following us! Keep an eye on your email for your reward").
- Activate the 'Followed You Instagram' Klaviyo Flow Template to automatically send rewards after they follow and DM you.
Important:
Gatsby identifies if a Social Contact follows you only when:1. They send you a DM.
2. They tag you in their Instagram Story.
If a Social Contact follows you but doesn’t DM or tag you, the "Follows You" event will be delayed until they do one of these actions.
Note: This flow triggers only the first time Gatsby confirms they follow you.
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.
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.
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
Flow 2 thanks them for following, then invites them to post an Instagram Story:
Then, Flow 3 Rewards them when they post that Story for you
Discount Code Sets To Create
To use all 11 of these flow templates, please create the following code sets in Gatsby:
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!
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
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
Flow 4 Segment Trigger
- Received Email from Flow 3 before AND
- Has the referral code in their properties
Flow 5 Segment Trigger
- Received email from Flow 4 AND
- TikTok_Followers_Gatsby is at least 1
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
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
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
Flow 9 Segment Trigger:
- Net_sales_gatsby is at least 250
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
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
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.