In order to create a flow based on Reveal customer events, there are 2 options:
Create a flow triggered by a previously created segment (the segment will have the set of conditions from Reveal);
Create a flow triggered by specific metrics (such as the RVL RFM Group Changed event);
Below is the step-by-step process to create a flow with alternative instructions based on which option you choose from above.
Step 1:
Go to Flows > Create Flow
Step 2:
Select “Create from Scratch”.
Step 3:
Name your flow and click on “Create Flow”.
Step 4:
Choose your flow trigger from the left.
Option A: choose "Segment" if you wish to trigger the flow from a previously created segment based on Reveal customer events.
Option B: choose "Metric" if you wish to trigger the flow by directly choosing the event.
Step 5 - Option A:
Choose your previously created segment from the dropdown list to trigger the flow and click on “Done”.
Step 5 - Option B:
Choose the metric you wish to set as trigger from the dropdown on the left then click on "Done".
You can add trigger filters to narrow down your customers entering this flow, such as Current RFM Group Name and Previous RFM Group Name.
If you’d like customers to exit the flow if they place another order, add a Flow Filter.
Select “What someone has done or not done” > “Placed order” > “zero times” > “since starting this flow” to ensure only customers that are not placing another order while being in this flow would keep receiving these emails.
Step 6:
Configure the flow with the actions you want to do for your customers. More on how to create a Klaviyo flow can be found in this Klaviyo article.
Once the flow is ready, set it live from the “Review and Turn On” button.
Note:
Use the “Back-Populate Flow Recipients” option if you wish to add to the flow the customers who were already added to the segment before creating the flow. More on this subject in this article from Klaviyo.
