Here is the step-by-step guide to activate sending your NPS invitations through Klaviyo Events Flow, so your marketing campaigns won’t be affected by the data you would receive if the NPS invitations would be send through daily Klaviyo Campaigns.
First, ensure your Klaviyo account is integrated with Reveal and your NPS implementation settings are done.
Once these steps are complete, we can move forward and create a Klaviyo Events Flow for sending the NPS invitations.
Step 1: NPS Settings in Reveal
Go to the Store Settings > General > NPS section >NPS and ensure your settings for NPS are enabled and with the needed values for the other fields.
Make sure that the email address from the Sending Contact Email input form is the one where you wish to receive NPS invitation test emails from Klaviyo and / or any errors related to the NPS, then click “Save”.
Step 2: NPS Klaviyo Email Settings
Next, go back to the NPS section > NPS Klaviyo Email Settings and select "Events" from the drop-down list:
When selected, some fields will disappear and only the Template ID field will remain, which will not be editable. After hitting the button "Save", a template will be automatically generated inside your Klaviyo account.
! IMPORTANT NOTE: You will need to hit "SAVE" only once, otherwise Klaviyo will create each time a new template for you.
Now, your template was created in Klaviyo having the Template ID that you will see displayed in the "Template ID" field.
Step 3: Creating your Klaviyo flow
In your Klaviyo account, go to the Flows section and create a new flow. We recommend creating a flow from scratch.
Name this flow, without selecting any tags.
Next, you need to select the flow's trigger. Choose "Metric" then search and select the NPS Invitation Flow Trigger. Once you've done that press the "Done" button.
Next in the TRIGGER FILTERS section add the following trigger filter track_call_count =1 and click Save and afterwards Done.
Next, add an action for this trigger. In our case we want an email sent to the customers, so we will be choosing "Email" from the "ACTIONS" list. Drag and drop Email underneath the Trigger so that they become linked as in the image below.
Click on the three dots button found on the email action that you just dragged and press "Edit":
In the new page, you will be given the option to choose the sender email address, sender name and subject. You can use the same address for the reply messages or choose a different one.
Click on the "Drag and Drop - Select Template" button, navigate to the template library at "My Templates" and selected the automatically created Omniconvert-Reveal NPS template.
Don’t forget to modify the email template to accommodate your brand design and communication tone-of-voice.
If you'd like to create your own drag & drop template, you can follow this guide.
After clicking on a template, a page will open for you to edit it in any way you want. Depending on the template, it could be an image editor or an HTML editor. No need to change anything here, so simply press the "Save" button, followed by the "Done" button above it.
After clicking on a template, a page will open for you to edit it in any way you want. Depending on the template, it could be an image editor or an HTML editor. No need to change anything here, so simply press the "Save" button, followed by the "Done" button above it.
After pressing "Done", you will be redirected to the flow's main edit page. From here, click the "Email" action that you have just finished setting up and change the SEND STATUS to "LIVE".
!Very Important Note: Turn off Smart Sending. Klavyio sets by default all newly created flows with the setting Smart Sending turned on, having a different use cases for the normal flow. In our case, we will need to turn this setting off.
And you are done! Now your Klaviyo events flow is all set.
Step 4: Testing
It's time to send a test to see how everything looks like and make any final adjustments, if needed.
For this, in your Reveal account go to Store Settings > General > NPS Klaviyo Email Settings and press the "Send a Test Email through Klaviyo" button.
