Choosing the Right Flow for Your Campaign
Picking the right flow is one of the most important decisions you'll make when setting up a Swapt campaign. Choose a flow that aligns with your campaign template and the goals you've set β the closer the match, the better your results.
Swapt offers three main flow templates, each available in two versions: one powered by Swapt Mail (our built-in email/SMS engine) and one with a Klaviyo integration for brands already running active Klaviyo flows.
π‘ Tip: Most brands do great with Swapt Mail β it handles welcome series, review requests, subscription nudges, and retention messaging out of the box, with no extra tools to manage. Pick the Klaviyo version only if you're a heavy Klaviyo user with established flows you want to extend.
The Three Flow Templates
1. Review Booster
Best for: Brands looking to increase star ratings, build social proof, and improve product credibility on Amazon, Shopify, Google, or other review platforms.
Automate review requests at the perfect moment β right after a customer has used your product and is most likely to leave positive feedback. Direct happy customers to public review sites and route unhappy ones to a private feedback channel so you can resolve issues before they become public complaints.
β When to use: New product launches, low-review SKUs, or any time you want to outpace competitors with social proof.
β οΈ Callout: Always comply with the review platform's Terms of Service. Amazon, for example, prohibits incentivized reviews. Swapt's Review Booster is designed to stay compliant β don't offer discounts or gifts in exchange for reviews on platforms that ban it.
2. Subscribe and Save
Best for: Consumable products, replenishables, and any brand looking to grow recurring revenue and increase customer lifetime value (LTV).
Encourage repeat purchases by offering customers a discount in exchange for subscribing. This flow is ideal for products people use up and re-order β supplements, coffee, skincare, pet food, cleaning supplies, etc.
β When to use: Products with a predictable replenishment cycle (every 30/60/90 days). The shorter the cycle, the higher the conversion rate tends to be.
π‘ Tip: Test multiple discount tiers (e.g., 10% off one-time vs. 15% off subscription) to find the sweet spot that maximizes LTV without eroding margin.
Pro tip: Use the success page to set expectations β let subscribers know when their next shipment will arrive and how to manage their subscription. This reduces support tickets and churn.
3. Product Info Delivery
Best for: Products that require setup, have multiple use cases, or benefit from education (electronics, supplements, beauty, food/beverage, complex consumables).
Deliver essential product information, how-to videos, usage tips, ingredient transparency, or care instructions directly to customers when they scan. This flow turns confused customers into loyal fans and reduces returns caused by misuse.
β When to use: Replacing printed manuals, educating on multi-step routines, or showcasing product certifications (organic, lab-tested, etc.).
π‘ Tip: Keep content scannable. Use short videos (under 60 seconds), bullet points, and bold headlines. Most customers will view this on their phone within seconds of unboxing.
Pro tip: This flow is also a stealth lead capture opportunity. Gate premium content (recipe books, advanced tutorials) behind an email opt-in to grow your list while delivering value.
Swapt Mail or Klaviyo?
Each flow template comes in two versions. Here's how to decide:
Swapt Mail (Recommended for Most Brands)
Swapt Mail is our native email/SMS engine, built right into the platform. It handles everything you need to run a successful campaign β welcome messages, review nudges, subscription reminders, retention sequences β without juggling another tool or paying a separate subscription.
β Pick Swapt Mail if you:
Don't use Klaviyo
Use Klaviyo casually but aren't running deep automated flows
Want a simpler all-in-one stack
Are just getting started with email marketing
Klaviyo Integration
The Klaviyo version syncs collected contact data into your Klaviyo lists and can trigger your existing Klaviyo flows.
β Pick the Klaviyo version if you:
Already run active, well-tuned Klaviyo flows you want to extend
Have a dedicated email/CRM team managing Klaviyo daily
Need Klaviyo-specific segmentation or analytics for compliance/reporting reasons
β οΈ Callout: Klaviyo integration requires an active Klaviyo account and API key. Connect your account in Settings β Integrations before selecting a Klaviyo-integrated flow template.
Completing Your Flow
Once you've selected a template, three steps will get you to launch:
1. Customize Your Landing and Success Pages
Your landing page is the first thing a customer sees after scanning β make it count. Match your brand colors, use high-quality product imagery, and keep copy short and benefit-driven.
Once you've designed a landing or success page you love, save it as a template. Reusable templates keep your brand consistent across campaigns and save hours of setup time when launching new flows. You can pull from your saved templates anytime instead of building from scratch.
Most users can ignore dektop view- your customers will always land on the mobile version of this page
2. Configure Your Discount Codes
Discount codes should always be generated based on the channel your customer is buying from. The format and upload process differ between platforms, and using the wrong type can cause codes to fail at checkout β a fast way to lose conversions and trust.
Selling on Amazon? Generate Amazon-format codes and upload them through Seller Central.
Selling on Shopify? Generate Shopify-format codes inside your Shopify admin.
Selling on both? Set up codes for each channel separately β never reuse one across channels.
For Amazon code creation: Follow our step-by-step guide for generating and uploading Amazon discount codes through Seller Central β Creating and Uploading Amazon Discount Codes
π‘ Tip: Use one-time-use dynamic codes instead of static codes to prevent code-sharing on coupon sites like Honey or RetailMeNot.
β οΈ Callout: Always test a code at the actual checkout (Amazon or Shopify) before launching your campaign. A code that "looks right" in your dashboard but fails at checkout is the #1 cause of bad first-day campaign performance.
3. Add Email Nodes (Optional but Recommended)
Email nodes let you continue the conversation after the initial scan β think follow-up emails, review reminders, or upsell offers. Even one well-timed email can dramatically increase repeat purchase rates and review submission rates.
βΉοΈ Note: Swapt currently supports email retention only. SMS and other channels aren't part of the email node flow today.
β When to add: Always, if your campaign goal involves repeat purchases, reviews, or long-term engagement.
Stickering Strategy: What Your Choice Means for Setup
By the time you're configuring your flow, you've already decided how to sticker your products β either each product gets its own campaign, or one campaign covers multiple products. Each path has different setup requirements. Find your route below.
Path A: Each Product Has Its Own Campaign
If you've stickered each product to its own dedicated campaign, setup is straightforward:
Assign products at the campaign level. Each campaign maps 1:1 to a product, so the product is set once and applies everywhere.
Use the Campaign Product Review Card on the success page. Because the campaign already knows which product the customer scanned, this card automatically pulls in the right product details β no extra logic needed.
π‘ Tip: You don't have to rebuild the flow from scratch for every product. Reuse the same flow template across multiple campaigns to keep messaging, layout, and node logic consistent. Just swap the product assignment per campaign.
β Best for: Brands with a small number of hero products, or brands that want completely separate analytics, discount codes, and customer journeys per SKU.
Path B: One Campaign Across Multiple Products
If you've stickered multiple products into a single shared campaign, you need to give customers a way to tell Swapt which product they actually have β otherwise the success page can't personalize.
Add a product drop-down to your landing page form. This lets the customer select their product when they scan, so downstream nodes know which SKU to reference.
Use the Product Dynamic Review Card on the success page. Unlike the campaign-level card, the dynamic card reads from the customer's drop-down selection and pulls in the matching product's name, image, and review link.
β οΈ Callout: Skipping the product drop-down in a multi-product campaign is the most common setup mistake we see. Without it, the dynamic review card has nothing to read from and customers will see broken or generic content on the success page.
π‘ Tip: Keep your drop-down list short and clearly labeled. If you're including 20+ SKUs, consider whether grouping by product line (or splitting into multiple campaigns) would give customers a cleaner experience.
β Best for: Brands with large catalogs, variant-heavy product lines, or brands running a single unified campaign across a full collection.
Email Setup Considerations
Depending on which email path you chose, a couple of extra setup steps may apply.
π If You're Using Klaviyo
If you selected the Klaviyo version of your flow, make sure you've:
Connected your Klaviyo account in Settings β Integrations (you'll need your Klaviyo API key)
Mapped your Swapt flow to the right Klaviyo list(s)
Confirmed your existing Klaviyo flows are set to trigger off the new list/event
β οΈ Callout: Don't double up on welcome emails. If Klaviyo already sends a welcome series when someone joins your list, turn off the Swapt-side welcome message so customers don't get the same email twice.
π§ If You're Using Swapt Mail (Setting Up Your Sending Domain)
If you chose a Swapt Mail flow, you'll need to decide where your emails are sent from. You have two options:
Option 1: Use a Swapt-Managed Domain (Recommended β Fastest)
Swapt provides a ready-to-go sending domain that requires zero DNS setup. Your emails go out instantly with full deliverability, and you can launch the same day. This is the path most brands take.
β When to use: You want to launch fast, you don't have a technical team, or you don't want to mess with DNS records.
Option 2: Use Your Own Branded Domain (e.g., mail.yourbrand.com)
If you want emails to come from your own domain for brand consistency, you can connect a custom subdomain. This requires a few DNS records (SPF, DKIM, DMARC) to be added by whoever manages your domain.
β οΈ Callout: A custom sending domain takes longer to set up and requires DNS access. If your team can't get DNS records added quickly, start with the Swapt-managed domain and switch later β don't let DNS delays block your campaign launch.
π‘ Tip: Whichever option you choose, send a test email to yourself before launching to confirm the "from" name, sender email, and rendering all look right on mobile.
Quick Decision Guide
Still unsure how to set things up? Use this shortcut:
"I want more reviews" β Review Booster
"I want recurring revenue" β Subscribe and Save
"I want fewer support tickets / better UX" β Product Info Delivery
"I'm not sure about email tools" β Swapt Mail version (it's all built in)
"I run deep automated flows in Klaviyo already" β Klaviyo version
"I sell on Amazon AND Shopify" β Default to Amazon as your redirect destination
"I'm running multiple products on one campaign" β Add a product drop-down to your landing page form and use the Product Dynamic Review Card