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How to Setup Klaviyo Email Automation?

Aparna Seshadri
ByAparna Seshadri

6 mins read

Email automation has changed the way businesses maintain relationships with their consumers. Klaviyo is a marketing automation platform used primarily for emails and SMS. It is one of the top tools for email automation and has its fair share of benefits and limitations.

This guide discusses the steps involved in setting up a Klaviyo email automation along with the benefits of setting one up. It also offers an alternative to Klaviyo that can help you design intricate and complex workflows while being cost-effective.

Table of Contents

What is Klaviyo email automation?

Klaviyo email automation is the process of setting up automated emails within Klaviyo, a robust email marketing platform known for its effectiveness in SMS and email marketing focused on ecommerce businesses. With the sophisticated data functionality, you can automate your emails and get your emails to reach the right people at the right time.

Features of Klaviyo email automation

Here are a few benefits of Klaviyo email automation:

  1. Hyperpersonalization, a sophisticated approach rooted in the meticulous analysis of user data, creates bespoke client profiles. These profiles curate a dynamic product feed tailored for each buyer, featuring items from their cart, popular bestsellers, or products they've previously viewed.

  2. Advanced segmentation of customers based on their purchase history, online interactions, and demographics enables you to target a specific audience and create emails that speak directly to your audience’s tastes.

  3. Real-time insights from detailed analytics help readjust your email automation strategies immediately.

  4. Automated A/B testing of subject lines and content to determine what resonates best with your audience.

  5. Exceptional post-purchase experiences made possible through dynamic product recommendations generated from data help design personalized options. Customers prefer not to receive generic template emails.

How to setup Klaviyo email automation?

Here's a step-by-step guide on how to setup email automation using Klaviyo.

  • Choose a pre-built flow from the goal library if you have any flows in mind or start with the essentials option.

  • Pick your trigger. Some common triggers are list-triggered, segment-triggered, metric-triggered, date property-triggered, and
    price drop-triggered.

  • Pick your flow components from setting time delays or individual flow actions such as manual, draft, and live while logic represents the conditional and trigger splits.

  • Schedule a step in a flow based on time delays.

  • Set up the flow-action status. You are good to go.

The steps of setting up email automation in Klaviyo are simple. However, there are certain limitations of Klaviyo, which drives some users to look for a better alternative. One such alternative that you can consider is Mailmodo. It is an all-in-one email service provider with versatile capabilities in email marketing. Let’s take a look at how Klaviyo and Mailmodo compare with respect to email automation.

Klaviyo vs. Mailmodo - Which is the right pick for your team?

Criteria Mailmodo Klaviyo
Email editor Intuitive interface-packed editor that supports HTML and AMP emails Provides three different editors but supports HTML emails only.
Automation A visual journey builder packed with pre-built journeys, triggers, actions and conditions, which include webhooks They possess basic email handling capacity. Users find problems with sequencing the flows.
Integration 21 300
Ease of Access Easy to set up and start automation quickly. The drag-and-drop editor is intuitive but you should look for videos or documentation if you are new to the platform.
Customer support Hands-on customer support through email or your preferred channel. Chat support 24/7 but there’s been issues of support staff’s unavailability.
Interactive emails Improve engagement and submission rates by creating interactive AMP emails with widgets such as carts, forms, surveys, quizzes, etc Not available
Journey Advancement Basic email handling and webhooks available Basic email handling with very limited trigger and actions
Trigger options 12 trigger options and 5 categories 5 trigger options
Limitations There is only one trigger point, and you cannot continue the journey after the webhook. The API entry point is the only trigger, and there is no webhook entry point Once configured, there is only one trigger point and it cannot be changed. Flows cannot use previous email campaign stats individually.

Both Klaviyo and Mailmodo serve the same purpose of email automation, a fundamental component of email marketing. Yet, they differ in platform-specific features and advantages. Let’s discuss them.

  1. The main difference between Mailmodo and Klaviyo is that Mailmodo is a customer-focused email service provider prioritizing affordability and personalized service. At the same time, Klaviyo is primarily tailored for e-commerce businesses in the email and SMS marketing verticals.

  2. Mailmodo is easier to use, while Klaviyo has a steep learning curve. The number one complaint that most users of Klaviyo share is the steep learning curve. To get started, you need to sift through videos and documentation to navigate the platform. In contrast, Mailmodo is intuitive and user-friendly from the get-go. You can get a hang of the tool in no time.

  3. Klaviyo prides itself on being Shopify-first, while Mailmodo's Shopify integration brings interactivity to emails. Klaviyo’s one-click integration with Shopify and access to first-hand customer data seem to give it an edge. Mailmodo, on the other hand, offers interactive AMP emails that decrease the load time for separate pages since consumers can perform all activities within the email.

  4. Klaviyo offers 300+ integrations in various areas of data and technology, including payments, cart, and order management, among others. While Mailmodo’s integration with Zapier lays the road for integration with 6000+ apps, Webhooks enable immediate data sync and facilitate real-time communication and data exchange between two applications.

  5. Klaviyo’s automation faces a dip as users find it unable to sequence the steps in the journey properly, and it is a maze for beginners. While in Mailmodo, with the help of a user-friendly editor and pre-built journeys, you can easily start building through the visual automation builder.

  6. Klaviyo’s pricing is very expensive as it costs around $1380/month for 100,000 subscribers and offers limited automation features, while Mailmodo is cost-effective at $459 for 100,000. It offers complex automation with intricate flows and pre-built journeys.

To learn more about how to get started with email automation in mailmodo 👇

Hopefully, you have a clear winner after reading this section. If you’re still unsure, let’s break it down this way.

You can pick Klaviyo if

  • You want to capitalize on SMS marketing channels.

  • You don’t mind the learning curve or are familiar with the working of Klaviyo.

  • You are comfortable with the basic automation flows offered by Klaviyo.

You can pick Mailmodo if

  • You want to incorporate interactivity in your emails.

  • You want to set up complex and intricate automation with ease.

  • You are comfortable with the integrations offered by Mailmodo.

  • You want value for money for feature-rich automation with the ESP.

Takeaways

The choice ultimately boils down to your unique needs, preferences, and priorities. But the decision is pivotal for your email marketing endeavors. After evaluating your goals, team skills, budget, and desired interactivity level, choose a platform that aligns with your needs. Each platform has its strengths, so your decision should match your requirements. Whichever platform you choose, the power of email automation is at your fingertips, ready to transform your marketing strategies and drive your business toward unprecedented success.

Frequently Asked Questions

Yes, Klaviyo can send automated emails. Intelligent marketing automation allows businesses to automate their communication strategies efficiently through email marketing, SMS, and push notifications.

To set up email automation in Klaviyo, you can create flows, also known as automation or drip campaigns. The platform provides a library of flows based on specific marketing goals, ecommerce integration, and messaging channels, such as email and SMS.

Yes, Klaviyo allows you to create location-based segments. You can use these segments to run specific campaigns by region or target forms to customers in particular areas, enhancing the personalization of your email campaigns.

For e-commerce businesses, Klaviyo recommends various automated email flows tailored to boost performance. Some examples include cart abandonment emails, product recommendations, and customer winback campaigns.

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