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Recap discussion: [Interactive workshop] Strengthen customer relationships with birthday flows in Klaviyo (for entrepreneurs)

  • May 4, 2023
  • 1 reply
  • 211 views

Emily Shea
Klaviyo Employee
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Thank you for attending today’s session, [Interactive workshop] Strengthen customer relationships with birthday flows in Klaviyo (for entrepreneurs). 

You can view the replay of this training below: 

There was a technical issue during the flow build demo, so please view this supplemental video for guidance building and structuring your flow. Note: you need to have at least one birthdate property in your Klaviyo account, in order for the birthday trigger to appear in the flow builder. You can manually add a birthday to your profile in your Klaviyo account. Those instructions are explained in the supplemental video. When you input a custom birthday property manually, the date needs to be written MM/DD/YYYY or YYYY-MM-DD. If there are any questions about this, leave your comments below, and I will get back to you! 

In this training, we did the following: 

  • Created a signup form collecting customer birthdays
  • Built a birthday property-triggered flow
  • Reviewed best practices for birthday flows
  • Shared some creative birthday messages for inspiration

You can find some helpful resources below. 

Klaviyo Blog: 

Klaviyo Help Center: 

Klaviyo Academy:

Information on creating coupons: 

Share your tips, tricks, and any successful birthday message strategies below! 

Happy sending, 

Emily 

 

 

Did this topic or the replies in the thread help you find an answer to your question?

1 reply

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  • Contributor I
  • 2 replies
  • November 2, 2023

Hi Emily, 

Thank you so much for this recording it was very helpful. I have come across an issue though however. I already had a email sign-up pop-up so used the step of adding in a birthday addition. However when I went to publish it, it says that there is an alert as I need to select a list for button - your form needs a list visitors can subscribe to. (the one on the birthday add on). However, when I go to edit the block there is not a ‘list to submit’ section. 

 

Please help, I have added pictures of my dilemma to help explain.