Definition:
Klaviyo birthday flow is used to wish your profiles a happy birthday X days before their actual birthday not right on their birthday so that they can purchase and receive their order before their birthday.. Additionally, you can also wish ‘em half birthday means 6 months before their birthday via Klaviyo birthday flow.
[PLUS: Don’t miss out on your GIVEAWAY of 60+ Signup forms of 7,8 figure brands at the end of this detailed birthday flow guide ]
What you will learn:
By the end of this, you will be able to set up the klaviyo birthday flow from scratch. It is one of the best flows in klaviyo. It shows you care about your customers. You can take benefit from email and SMS for birthday flow in Klaviyo. …and you can also send them a DISCOUNT as a gift from your brand. It shows stupendous engagement, which is good for your brand. Take advantage of conditional split for better personalization in birthday flow.
Steps to Set Up Klaviyo Birthday Flow:
Basically, there are two steps to set up a Klaviyo birthday series:
- Collect birthday data for your profiles (recipients)
- Set up your flow
How to Collect Birthday Data for Birthday Flow in Klaviyo?
You can collect birthday data by using:
→Signup form for existing profiles
→Campaigns
How to Collect Birthday via Signup Form?
To collect birthday data from new leads, add another step to your signup form for birthdays [For new profiles]
How to Collect from Existing Profiles or for Those Without Birthday Info?
→First, create a segment for those whose birthday is not set.
→Then, simply create a signup form to target that segment.
How to Collect Birthday via Preference Page?
If you want to collect birthday info through the preference page, follow these steps:
→Go to the list where you are collecting email addresses.
→Click on the “Subscribe and Preference Page” option.
→Ask for birthday on both subscribe and preference pages [ you can see an example added for you ]
Brand: NY Spice Shop
→Publish it, and you’re done. 🙂
How to do that?
So follow me : )
→drag and drop the DATE input field from the left side option to your subscribe or preference page
→Make settings on the left side for date property [ take a look at the below image ]
IMPORTANT:
you must format dates as either YYYY-MM-DD or MM/DD/YYYY. Note that dates cannot be formatted in the DD-MM-YYYY format For reference Source: Klaviyo
Now what …..after collecting birthday info Time to setup the BIRTHDAY FLOW IN KLAVIYO : )
How to set up birthday flow in klaviyo?
Follow the following steps:
→Go to the “Flows” option.
→Create a flow.
→Search for “Birthday Flow”.
Choose one as per your needs [ THERE you can see different birthday flows in the klaviyo flows library ].
PS: You can create a Date-triggered flow from scratch also. [ Discussed Below ]
Trigger:
Choose “Birthday” from your list. This option will only appear if you have at least 1 value for the birthday in Klaviyo.
When should this flow start?
Change settings as per your needs, such as sending 1 email 6 months before the recipient’s birthday as a half-birthday, and then the 2nd email on their actual birthday. You can strategize differently, such as sending the 1st email two weeks before and the 2nd on their birthday, or whatever strategy suits your brand. You can also send only 1 email x days before their birthday, where x can be 7 days, 14 days, or any other value.
Choose a time of day:
Specify the time of day and audience country if you wish. If your audience is based in different countries, then select the recipient’s local time zone. You can also delay your message (email) until a specific day of the week to optimize your birthday flow performance in Klaviyo.
When should this flow repeat?
This means whether you want to send these emails again monthly, annually, or never. The annual option is the best to go with.
How to set it up from scratch?
You can also create this flow from scratch.
To do so, follow these steps:
→Go to “Flows”.
→Create a flow.
→ Create from scratch.
→Name your flow, such as “Birthday Flow” or something else.
→To choose your trigger, click on “Date Property”.
→Choose “Birthday” from the list of options. (You must have at least 1 birthday to set up this flow.)
→Next steps are the same as we discussed above [when should this flow start, chose a time of delay, when should this flow repeat ]
Number of Emails:
Three emails would be ideal:
→Send a gift 6 months before their birthday.
→Offer an exclusive giveaway on their actual birthday.
→Remind them that their discount is ending soon.
PS: You can also add SMS to this flow if you are doing SMS marketing.
1st Email: (6 months before i.e. half birthday email)
In this email, wish them a happy half birthday and show them the bestsellers with an exclusive giveaway or discount. Use conditional split to personalize the email based on their profile properties and information you have collected.
Brand: Rareform
Birthday Flow SMS Template:
2nd Email:
Send an email right on their birthday, or it would be better to send it a few days before so they can purchase and receive the product before their birthday. Offer them an exclusive giveaway or discount with some urgency.
Klaviyo Birthday Flow Email Subject Line Ideas:
Here are some general examples of subject lines used in the past that contain a simple birthday message.
→Happy birthday! We got you something…
→You get 20% OFF today!
→Your Billabong birthday gift
→Haaaaappy birthday to youuuuu
→Happy birthday! Enjoy this special treat.
→Have the Best. Birthday. Ever.
→Let’s celebrate your birthday!
→A Gift For Your Birthday!
→It’s your birthday…
→Your Exclusive Birthday Gift Is Waiting for You!
→We Heard It’s Your Birthday!
→Happy Birthday! From your friends!
→It’s your birthday, you can buy what you want to!
→Happy Birthday!
FAQs:
1] How do you make birthday flow in klaviyo?
Answer: You can use birthday flow from the klaviyo library or create from scratch.
2] How can I make my birthday flow in klaviyo more personal?
Answer: To make your birthday flow more personal, use dynamic content to include the subscriber’s name and other personalized information in the email. You can also customize the design and messaging to match your brand and make the email feel more tailored to the recipient.
3] What are some best practices for a successful birthday flow?
Answer: Some best practices for a successful birthday flow include personalization, clear messaging, and a strong call to action. You should also make sure to test your flow and optimize it based on performance data to ensure that it is driving results and meeting your goals.
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Birthday Flow Email Templates:
For more ‘Birthday flow email templates’ just click here [ Uploaded on drive ]
Don’t forget to check out our other value-packed blogs:
klaviyo abandon site flow [ From scratch ]
Browse abandonment flow in klaviyo
subscribe to our YouTube channel for klaviyo related tutorials [ Marketing Chamber ]
