Build your Klaviyo reminder flow

Klaviyo’s date-triggered flows read the gift_N_date properties that Gift Owlerts adds to each profile. One flow per slot sends a reminder before every occasion, every year.

Before you start, connect Klaviyo and sync your occasions, so at least one profile has a gift_1_date property.

Create the flow for slot 1

  1. Create a flowIn Klaviyo, go to Flows → Create flow → Build your own. Name it something like “Gift reminder – slot 1”.
  2. Set the triggerChoose Date property and select gift_1_date. Set it to send 7 days before (or whatever suits your shipping times) and repeat Yearly.
  3. Add the opt-in filterClick the trigger, then under Profile filters choose Properties about someone → gift_1_opt_in → is true (type Boolean). Without it, shoppers who didn’t tick the box still get the email.
  4. Add your email above the Wait stepKlaviyo adds a Wait until gift_1_date step automatically. Place your email above it (see the warning below).
  5. Turn off Smart SendingIn the email’s settings, switch off Smart Sending so reminders aren’t skipped because the shopper got another email from you recently.
  6. Test, then go liveSend a test to yourself, check the details render, then set the flow to Live.
The most common mistake

An email placed below the Wait until gift_1_date step is sent on the day of the occasion, which is too late to buy a gift. Put the email above the Wait step so it goes out the number of days before that you set in the trigger.

Also check the trigger’s time unit: it can default to Weeks instead of Days.

Personalise the email

Use these variables in your Klaviyo email to show the occasion details for slot 1:

ShowsVariable
Recipient’s name{{ person|lookup:'gift_1_name' }}
Occasion{{ person|lookup:'gift_1_occasion' }}
Relationship{{ person|lookup:'gift_1_relationship' }}
Date{{ person|lookup:'gift_1_date' }}

For example: “{{ person|lookup:'gift_1_name' }}’s {{ person|lookup:'gift_1_occasion' }} is coming up!” becomes “Benny’s Pet Birthday is coming up!”

The finished flow in Klaviyo: trigger with Profile filters, the email, then the Wait until gift_1_date step

Repeat for slots 2 to 5

A shopper can have up to 5 occasions, so create the same flow four more times. The quickest way is to clone the slot 1 flow and change every gift_1_ to gift_2_, gift_3_ and so on: in the trigger, the filter and the email variables.

Most shoppers save one or two occasions. If you’re just starting, slots 1 and 2 cover most people; add the rest when you’re ready.