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.
Important
You might notice “Swell” listed in some trigger and metric names when using Klaviyo. Don’t worry, these are actually connected to Yotpo Loyalty & Referrals. Just keep in mind that “Swell” is simply the identifier Klaviyo uses for certain Yotpo Loyalty & Referrals events.
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. |