Glossary for Migrating to Yotpo SMS & Email: Flow Templates
- DarkLight
Glossary for Migrating to Yotpo SMS & Email: Flow Templates
- DarkLight
Article summary
Did you find this summary helpful?
Thank you for your feedback
When migrating from Klaviyo to Yotpo Email, it’s important to understand how flow templates correspond between the apps.
In this article, you’ll find a table providing a clear reference for flow templates, making your transition easier.
Flows
With Yotpo SMS & Email, you can create a flow from scratch, tailoring it to your exact needs. However, for a faster setup, you can browse the library of flow templates, which offers pre-built options designed for various use cases. These templates can help you save time and get started quickly. To open the library, go to Flows > Flow Templates.
Note
The list below is not complete. For the full list of flow triggers and how they work, see Flow Triggers in Yotpo SMS & Email.
Klaviyo | Yotpo SMS & Email | |||
|---|---|---|---|---|
Template | Trigger | Template | Trigger | Description |
Welcome Series | When someone subscribes to [List name] | Welcome Flow | New subscriber confirmation | Triggered to welcome and engage new subscribers. |
Abandoned Cart | When someone Checkout Started | Abandoned Checkout | Abandoned checkout | Triggered when a customer added at least one product to their cart, started the checkout process, but didn't complete it. |
Browse Abandonment | When someone Viewed Product | Browse Abandonment | Browsed a product | Triggered when a customer views a product in your store. |
Shipping Confirmation | When someone Fulfilled Order | Shipping Confirmation | Shipping create | Triggered when the customer's order is ready to be shipped. |
Happy Birthday | When someone Swell Customer Birthday | Loyalty Birthday Points | Loyalty birthday | Triggered on the member's birthday, alerting them of the reward received. |
Points Reminder | When someone Swell Points Reminder | Loyalty Points Reminder | Loyalty points reminder | Triggered when the member hasn't interacted with the Loyalty Program in over 30 days and doesn't have enough points to make a redemption. |
Redemption Reminder | When someone Swell Redemption Reminder | N/A | Loyalty redemption reminder | Triggered when the member hasn't interacted with the Loyalty Program in over 30 days and has enough points to make a redemption. |
Tier Earned | When someone Swell Tier Earned | N/A | Loyalty VIP tier earned | Triggered when a member enters a new VIP tier. |
Referral Share | When someone Swell Referral Share | Loyalty Refer a Friend | Loyalty referral share | Triggered when an advocate refers a friend to your store. Sent to the referred friend. |
Referral Completed | When someone Swell Referral Completed | Loyalty Referral Completed | Loyalty referral completed | Triggered when the advocate's friend completes a purchase using their referral link. Sent to the advocate. |
Enter segment | When Customer enter the Workflow when they enter a segment | N/A | Entered/Exited a segment | Triggered when the customer enters and/or exists a selected segment. Segment updates will be reflected within up to 24 hours. |
Abandoned Cart with Added to Cart Trigger | When someone added to cart | Added to Cart | Added to cart | Triggered when the customer adds a product to their cart. This trigger can only be used in 1 active flow. |
Sunset Unengaged Subscribers | When someone joins [Segment name] | Sunset Flow | Entered/exited a segment | Triggered when the customer enters and/or exists a selected segment. Segment updates will be reflected within up to 24 hours. |
Product review / cross-sell flow | When someone Fulfilled Order | Post-purchase Cross-sell | Cross-sell | Triggered to recommend other products to the customer after they place an order. Select which products will trigger the flow. |
Price Drop | When an item's price drops at least X% within the last X Days | Price Drop | Price drop | Triggered when the price of a product or variant the customer has interacted with drops by a certain amount. |
Low Inventory | When an item's inventory is low | Low in Stock | Low in stock | Triggered when the inventory of a product or variant the customer has interacted with drops by a certain amount. |
Back in Stock | When someone Subscribed to Back in Stock | Back in Stock | Back in stock | Triggered when a product the customer is following is back in stock. This trigger can only be used in 1 active flow. |
Review Request | Review Request | Product Review Request | Product review request | Triggered when a customer places an order and is eligible to receive a product review request. |
Winback | When someone Placed Order | Customer Winback | Customer winback | Triggered when the customer hasn't placed an order within a certain timeframe. |
Order Cancelled | When someone Cancelled Order | Order Canceled | Order canceled | Triggered when the customer cancels their order. |
Order Confirmed | When someone Placed Order | Order Confirmation | Order created | Triggered to notify the customer to confirm their order. |
Shipment Delivered | When someone Delivered Shipment | Order Delivered | Order delivered | Triggered when the order is delivered to the customer. |
Order Fully Processed | When someone Fulfilled Order | N/A | Order fulfillment | Triggered when the customer's order is fulfilled. |
Order Refunded | When someone Refunded Order | Order Refund | Order refund | Triggered when the customer's order is refunded. |
Was this article helpful?
