How to setting up Klaviyo's browse and cart abandonment flows
Enhance the performance of Klaviyo's flows using our server-side tracking
Setting up Klaviyo's flows with TagFly
Merchants commonly utilize two or three of these Klaviyo flows: browse abandonment, cart abandonment, and checkout abandonment. These flows are generally driven by client-side tracking and events. TagFly can enhance the performance of these flows by implementing our server-side tracking of events and enriching sessions.
To enhance the performance of browse, cart, and checkout abandonment flows using TagFly's server-side tracking, follow these streamlined steps:
- Duplicate Existing Flows: Create server-side versions by cloning each client-side flow.
- Update Triggers: Switch the trigger on the new server-side flows to TagFly's server-side trigger.
- Implement Profile Filters: Add filters to the server-side flows to exclude customers already enrolled in the corresponding client-side flows.
- Develop Custom Reports: Construct reports to analyze and compare the efficiency of client-side flows against the enhancements from TagFly-powered server-side flows.
Standard Flow Triggers:
- Browse Abandonment: "Viewed Product"
- Cart Abandonment: "Added to Cart"
- Checkout Abandonment: "Started Checkout"
TagFly Server-Side Event Triggers:
- Browse Abandonment: "Viewed Product - TagFly SS"
- Cart Abandonment: "Added to Cart - TagFly SS"
- Checkout Abandonment: "Begin Checkout - TagFly SS"
After duplicating and updating the triggers, ensure you have at least four distinct flows:
- Client-Side Browse Abandonment Flow: Triggered by "Viewed Product"
- Client-Side Cart Abandonment Flow: Triggered by "Added to Cart"
- Server-Side Browse Abandonment Flow: Triggered by "Viewed Product - TagFly SS"
- Server-Side Cart Abandonment Flow: Triggered by "Added to Cart - TagFly SS"
Finally, ensure to include a profile filter in the server-side flows to prevent customers from being enrolled in both the server-side and client-side flows, maintaining exclusivity in flow participation.
Configuring flows
To evaluate the revenue impact and confirm the effectiveness of TagFly's performance, follow these steps to set up your flows:
- Navigate to the Flows section.
- Next, locate a flow that uses the "Added to Cart" event as its trigger.
- Next, we aim to create a clone of this flow that activates only if the user doesn't trigger your existing flow. Click "Clone" on your existing flow.
- When the Clone window appears, select the "Added to Cart - TagFly SS" event as shown, and update the name of the flow accordingly.
- Click "Clone Flow." Once inside the flow, add an additional filter to exclude users who will trigger your existing flow.
- Ensure that you filter out your legacy event, not the TagFly server-side event.
- You now have a new flow that can run alongside your existing flow.
Updated on: 02/06/2025
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