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devinsta — design and development agency
Funnels, CRM & Automation

Klaviyo Email and SMS Flows

Email and text flows built on your store data, so each message matches what the customer did.

01 What it is

Klaviyo Email and SMS Flows: what it is

Klaviyo email and SMS flows are automated message sequences that Klaviyo sends when a customer does something in your store, such as joining your list, leaving a cart or placing a first order. Klaviyo is a marketing platform built for e-commerce. It syncs customers, orders and products from Shopify and other store platforms, then lets you build segments and trigger messages from that data.

The platform has two sending modes. Flows run on triggers and keep working once you switch them on: a welcome series, abandoned cart and browse abandonment reminders, post-purchase follow-up, and a winback sequence for lapsed buyers. Campaigns are one-off sends to a segment, such as a product launch. Sign-up forms feed both, and Klaviyo reports revenue per flow and per message.

A flows engagement with us covers the account foundation, the core sequences, the segments behind them and the templates your team reuses. We write the logic first, including who gets excluded from each message, then design and build.

02 Who it's for

Who it is for

Klaviyo suits online stores with repeat purchase potential. It fits Shopify stores well, because Klaviyo's Shopify integration passes order, product and browsing events with little custom work. Skin care brands are a good match: a customer finishes a bottle and needs another, so you can time a replenishment reminder to the size they bought. Routine education after a first order also fits the channel, as long as the copy avoids medical claims.

Two groups should look elsewhere. A business that sells by appointment or by sales call, such as a clinic or a contractor, gets more from a CRM with pipelines, like GoHighLevel. A store with a small list and one product may find a basic email tool enough until volume grows. Klaviyo bills email by the number of active profiles and SMS by credits, and its prices change, so check the vendor's pricing page against your list size.

A B2B wholesaler with long quote cycles should set up a CRM first and add Klaviyo second.

03 How to use it

How a project runs with devinsta

Book a free 30-minute strategy call on our contact page. We ask about your store platform, list size, current sending tool and the products customers reorder. That call ends with a plain answer on fit. We then audit your current setup. In an existing Klaviyo account we review flow logic, segment definitions, form performance, sending domain records and consent status for email and SMS. For a move from another tool we list the automations and templates worth carrying over. You receive the findings in writing with a proposed build order.

Build work runs in two-week sprints with a weekly demo. The build starts with the integration, sending domain, consent capture and a master template in your brand. Flows follow in order of expected value, with welcome and abandoned cart first. During demos you receive test messages on your own phone and inbox and approve copy before anything goes live.

At handover your team gets a flow map, a segment glossary, a campaign checklist and a recorded walkthrough.

04 How to deploy

How we deploy it

We set up a branded sending domain with SPF, DKIM and DMARC records before launch. Gmail and Yahoo require that authentication from bulk senders, along with one-click unsubscribe in marketing email. If you are moving from another tool, we import profiles with their consent status and suppression list intact, then ramp volume over several sends, starting with engaged subscribers. Unsubscribed and bounced addresses stay suppressed. Tracking comes next. We confirm that store events reach Klaviyo, including viewed product, started checkout and placed order, and we add UTM parameters so your analytics agree with Klaviyo's reports.

Compliance differs by country. US email follows CAN-SPAM, which calls for a postal address and a working unsubscribe link in each message. Canada's CASL requires consent before you send, and the UK applies PECR and UK GDPR, so forms for those visitors record opt-in. Marketing texts in the US need prior written consent under the TCPA and a registered sender, such as a 10DLC number or a verified toll-free number. Klaviyo offers SMS in a set list of countries that includes the US, Canada and the UK, so check its list if you sell elsewhere. We build separate consent capture for SMS. Treat this as general information and take legal advice on your own case.

Handover covers admin access for your staff and the documentation they need to run sends without us.

05 What we provide

What you get from us

  • Klaviyo account setup with store integration and event tracking checks
  • Branded sending domain with SPF, DKIM and DMARC records
  • Core flows: welcome series, abandoned cart, browse abandonment, post-purchase and winback
  • Replenishment and back-in-stock flows where your catalog supports them
  • Segments for engagement, purchase history and suppression
  • Sign-up forms with separate email and SMS consent capture by region
  • Reusable branded email templates and SMS message templates
  • Flow map, segment glossary and recorded training for your team

FAQ

Common questions

Do you write the emails or only build the flows?

We do both. Each flow comes with copy and design in your brand, and you approve the text before launch. If you have an in-house writer, we build the logic and templates and your writer fills them.

When is Klaviyo the wrong choice?

Klaviyo fits poorly if you sell by appointment or sales call, because it has no pipeline or booking features. A store with a small list and few repeat purchases can start on a simpler email tool. If your store platform has no Klaviyo integration, budget for custom event tracking before you commit.

Who owns the Klaviyo account and the subscriber list?

You own both. The account sits under your business email and billing, and we join as invited users. Your profiles, consent records, templates and flows stay with you if the engagement ends.

Can you move us from Mailchimp or another tool without hurting deliverability?

Yes. We export subscribers with consent and suppression data, rebuild the automations in Klaviyo, and ramp sending volume in stages on the new domain. Expect a short period of smaller sends to engaged subscribers before full-list campaigns resume.

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