Setting up a Klaviyo post-purchase review flow (Dynamic table-styled email)

Build a Klaviyo post-purchase review flow using the Roadmap: Eligible for Review Request trigger, with a Review Submitted conditional split and follow-up email.

Build a post-purchase review flow that reaches only customers with reviewable products.

What you'll build

• Trigger: Roadmap: Eligible for Review Request

• Timing: A 10-day time delay

• Action: A review request email

• Follow-up: A 3-day delay, a conditional split, and an email on the No branch

About the trigger: Roadmap: Eligible for Review Request

This flow uses Roadmap: Eligible for Review Request, not a Shopify order trigger. It fires when an order is fulfilled and contains products eligible for a review.

An order or item is excluded when:

• The customer already reviewed the product and the review limit prevents another review.

• You permanently excluded the product or variant using Filter Products.

The metric respects the Review limit in Roadmap review settings. One review per product excludes products the customer already reviewed. One review per product per order lets customers review a reordered product.

Use Roadmap admin → Klaviyo integration → Metrics → Filter Products to exclude products or variants. Exclude gift wrapping and sample swatches permanently.

If every item is excluded, the metric does not fire.

Set up the flow

1

Create the flow

Open Flows, then select Create Flow. Select Build your own.

Name the flow. For example, use Roadmap: Eligible Post Purchase Dynamic Table Review Flow.

Click the Trigger card. Under Select a trigger → Your metrics, choose Roadmap: Eligible for Review Request.

In Confirm your trigger selection, confirm the metric and select Confirm and save. The trigger card becomes When someone Roadmap: Eligible for Review Request.

2

Add timing before requesting a review

Under Timing, drag Time delay below the trigger. Open Time delay details.

Set the delay to 10 Days. Optionally restrict delivery to specific days and times. Select Save.

The metric fires at fulfillment. A 10–14-day delay gives customers time to use the product.

3

Add the review request email

Under Actions, drag Email below the time delay. Configure your review request message. See How to create your email design (Dynamic Table).

4

Add a follow-up for customers who haven't reviewed

The Roadmap: Review Submitted metric records each submitted review.

Add another Time delay below the review request email. Set it to 3 Days.

Under Logic, drag Conditional split below the delay. In Conditional split details, set:

What someone has done (or not done) → Person has Roadmap: Review Submitted → at least once → since starting this flow

Add an Email action to the No branch. These customers have not reviewed since entering the flow.

Let the Yes branch end. These customers already submitted a review.

You can trigger a separate thank-you flow from Roadmap: Review Submitted.

5

Optional: filters and splits

Use Trigger filters to limit events. Use Profile filters to limit profiles.

For example, exclude B2B customers when they should not receive review requests.

Use Filter Products in Roadmap for permanent product exclusions. The eligible-review metric already excludes ineligible and reviewed items.

6

Use a dynamic table for multi-item orders

Use a dynamic table when customers can purchase several products. It lists each item and offers a review link for each one.

Troubleshooting

The trigger does not appear in Klaviyo

• Confirm the Roadmap Klaviyo integration is connected.

• Open Your metrics when selecting the trigger.

• Check that Roadmap metrics have synced to Klaviyo.

Customers do not enter the flow

• Confirm the order was fulfilled.

• Check that it contains at least one reviewable product.

• Check the review limit and product exclusions.

The follow-up sends after a review

• Set the split to at least once and since starting this flow.

• Place the follow-up email only on the No branch.

Frequently asked questions

Why use the eligible-review trigger?

It only adds customers with reviewable products. Ineligible orders never enter the flow.

Can I thank customers after they submit a review?

Yes. Trigger a separate flow with `Roadmap: Review Submitted`.

Related guides

• How to set up your review form landing page for your Klaviyo flow

• Setting up a Klaviyo post-purchase review flow (Less design restrictions)

• Introduction to Klaviyo review flow setup

• How to create your email design (Dynamic Table)