• DAYS
  • MIN
  • SEC
[Interactive workshop] Strengthen customer relationships with birthday flows in Klaviyo

About this event: [Interactive workshop] A working session where you’ll design, build, and activate features in your account by following the guidance of a Klaviyo expert.

Event description: Let’s get the party started! It’s time for a celebration, and who better to celebrate than your loyal customers? Birthday emails not only strengthen your customer relationships; they also translate to revenue. Birthday emails generate 342% higher revenue per email than regular promotional emails, so this is an opportunity you don’t want to miss. In this session, we’ll show you how to build a form to collect birthdays, create a property-triggered flow, and design birthday content with best practices in mind.

Intended audience: Register for the session that best matches your business size and region from the dropdown menu above.

Need help selecting the training that is the best fit for you? Read through the descriptions below, and choose the session that makes the most sense for you:

Entrepreneurs: Are you an entrepreneur, founder, or co-founder who wants to let your loyal customers know how much you appreciate them, but you need maximum results with minimal time? Join this training, and you’ll be automating thoughtful, personalized birthday messages in no time!

Small to medium-sized businesses: Are you an email marketer at a small or medium business who wants to ensure you’re building and maintaining strong customer relationships? Automatically send your customers an offer or discount on their special day, and increase your repeat purchase rate and customer lifetime value.

Large & mid-market businesses: Are you an email marketing or CRM manager at a large or mid-market business who wants to increase customer lifetime value in a simple way? Ensure you have a strong data collection and birthday content strategy in place, and don’t miss out on the revenue you can generate with this touchpoint on the customer journey.

In this session, we will:

  • Create a signup form collecting customer birthdays

  • Build a birthday property-triggered flow

  • Review best practices for birthday flows

  • Share some creative birthday messages for inspiration

Session requirements: In order to create a birthdate-triggered flow, at least one profile needs to have this property. During this session, we will show you how to create a signup form to collect customer birthdays and ensure that all workshop participants have at least one available profile to work with, but it may be more beneficial if you’ve collected birthdays in advance. That way, you can set this flow live right after the session, and begin letting your customers know how much you appreciate them.

If you would like to begin collecting customer birthdays prior to this workshop, set up a birthday field on a Klaviyo form or add this field on your subscribe page.

Tips for success

  • Use a second monitor or separate device so you can view both the webinar and your account

  • Complete the session requirements

  • Come logged into Klaviyo and ready to build

  • Bonus: If you are new to Klaviyo flows, check out our Academy course, Build your first Klaviyo flows.

  • When: Eastern Time (US & Canada)
  • Duration: 1 hour
  • Price: Free
  • Language: English
  • Who can attend? Everyone
  • Dial-in available? (listen only): Not available.
To invite people, share this page: