How Do You Set Up a Transactional Email for Pre-Order?

Hi @AniKum, just looking for some clarifying information. It seems like you’re trying to set up your transactional email to be sent through Klaviyo which you can do. Are you looking to send this email to a customer based off of a placed order metric and what information would you want to display?

I’m adding in some information from one of our knowledge article on how to create a transactional email in Klaviyo (non marketing/informational email) in case this might help but if there is more information you would want to provide in terms of the purpose of the email and what information you would want to be included in the email that could be helpful.

How to Create a Transactional Email

Create the Flow

If you want to use a metric to trigger the flow that isn't synced through your ecommerce integration, you will need to create a new custom metric. Klaviyo has an open API that you can leverage to set this up. For example:

• An order confirmation email could be triggered by the Placed Order metric
• However, a password reset email would need a corresponding "Password Reset" event, which would need to be configured as a custom metric

When building out these emails, if the flow is triggered by an event that's synced through the integration, like Placed Order, then you can use a post-purchase flow as a starting point in terms of the information that you will pull into the template (e.g., a link to the item, an image of the item, the name of the item).

Otherwise, you can leverage our guide to personalizing flows with dynamic data to learn how to pull event data into your email templates.

Contact Klaviyo Support

Once you have configured all the content in your flow, you must first contact our Customer Success team and use the subject line "Transactional Email Request" so that the email(s) reach the appropriate team for review. In your message, include:

• URL link(s) to the flow(s)
• Flow name(s)
• Subject line of the email(s) that are transactional

The internal review process for transactional emails is stringent. Because a transactional email will still send to unsubscribed recipients, it is important that only essential, non-marketing emails have this status enabled.

Once support verifies that your email is transactional, you will see a green badge on the email card. You will also see the transactional status enabled for a given email under the email’s settings.

Be sure to turn Smart Sending off for transactional flow emails. This ensures that your customers will receive the transactional message, regardless of any other marketing or transactional messages they have received within your Smart Sending window. Additionally, you can turn Smart Sending off for all transactional emails at the account level. To do this, navigate to Account > Settings > Email Settings and find the Smart Sending Period section. Here, check the Ignore transactional messages box.

On the main flows page, you will notice a marker on each flow that contains a transactional email, with the count of how many emails are transactional.