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Klaviyo

4. Ready-made Klaviyo flows from Giftnote

Our ready-made Klaviyo flows for gift orders, gift cards and Multi Gift: what each one does, a prompt that builds them in your brand, transactional status and going live.

Written By Giftnote Team

Last updated 5 days ago

Send every Giftnote email through Klaviyo, in your brand, without building flows from scratch. Giftnote sends Klaviyo an event each time something happens to a gift. Our ready-made flows turn those events into emails that already handle the gift note, the gift card code and any missing details.

1. What you get

Gift messages

  • Gift order confirmed (to the gifter): "Thanks for gifting with us", their note and what they're sending.
  • Gift message received (to the recipient): "A gift from Emma", with the note front and centre and the gift itself. One version for each send type (now, on a date, when it ships, when it's delivered), so the email never says the gift arrived before it has.
  • Gift message delivered (to the gifter): lets them know their note has been delivered.

Gift cards

  • Gift card purchased (to the gifter): confirms the card and when it lands.
  • Gift card received (to the recipient): the card, the code and the note.
  • Gift card delivered (to the gifter), Gift card with no message, Store credit issued and Gift card used (shows the balance left).

Multi Gift

  • Request received, approved, declined, confirmed and complete (to the gifter).
  • Claim your gift and claim code (to the recipient). These need a Giftnote update before they can go live.
  • New request, placed, paid and error alerts (to your team).

Bring recipients back

  • Enjoying your gift? Three days after a gift arrives, care tips, how to use it or your best sellers, plus an invite to join your list.
  • Your gift card is still waiting. 30 days after a gift card arrives, if it hasn't been used.
  • Almost a year since your last gift. Reminds gifters before the same occasion comes round again.

2. Get the flows into your Klaviyo account

We're working with Klaviyo to add these flows to the Klaviyo flow library, so you can add them from inside Klaviyo in a couple of clicks. We'll update this article when they're live.

Until then, an AI assistant can build them for you in your Klaviyo account:

  1. Check Giftnote is connected and events are firing. In Giftnote, go to Settings > Integrations > Klaviyo. It should say Connected, with Integration Enabled on and every event you'll use switched on. Select Test All under Notification Events, then in Klaviyo check the events arrived under Analytics > Metrics (search Placed Gift Order). If nothing shows up, fix the connection before going further: the flows can't be built without these events. The AI also reads them to learn your field names (see 1. How to setup Klaviyo).
  2. Connect Klaviyo to your AI assistant. In Claude, go to Settings > Connectors and add Klaviyo. Any assistant that supports Klaviyo's MCP server works.
  3. Copy the prompt below, fill in the four lines in brackets and paste it into a new chat.
  4. Approve the plan it shows you. It builds every flow as a draft, in your brand, so nothing sends until you switch it on.
I use Giftnote for gifting on my Shopify store. Giftnote sends events to my Klaviyo account. Use the Klaviyo connector to build my Giftnote email flows as drafts. Work through these steps in order.

About my store:
Gifts through Giftnote: [GIFT MESSAGES / GIFT CARDS / STORE CREDIT / MULTI GIFT]
Inbox for team alerts: [TEAM EMAIL]
Inbox customers should write to: [HELP EMAIL]
Markets and currencies: [e.g. US only, USD]

STEP 1: LOOK BEFORE YOU BUILD
- Tell me the Klaviyo account name and wait for my yes.
- List the Giftnote metrics. The integration shows as "Giftnote" or "API". Match each one by the type inside $event_id (giftOrder_confirmed, giftCard_delivered...), not by its name. If there are none, or a metric has no events, stop and tell me to press Test All in Giftnote's Klaviyo settings.
- Read recent events for each metric. Note the exact property names, every spelling of Delivery Method (e.g. "Send Now" and "sendNow"), which fields arrive empty, and whether the gift card code is masked. Build with the real names, not my guesses.
- List any flows already triggered by Giftnote metrics. Don't change them.
- Find my best live email (a thank-you, post-purchase or welcome email). Copy its header and footer, fonts, colours and button style. Check every footer link goes to my own site and socials.
- Check my default sender. If it's a no-reply address, help lines point to my help inbox, not "reply to this email".
- Read my shipping, FAQ and care pages. Use their facts; never state a policy you can't find there.

STEP 2: SHOW ME THE PLAN
List one line per flow: name, trigger, who gets it, subject line. Wait for my OK before you create anything. Klaviyo can't rename a flow later, so get the names right now.

STEP 3: BUILD
Build only the flows for the gifts I listed. Leave every flow in draft. Never set a flow live and never send an email.

01 Physical Gift - Order Confirmed (Gifter) | Placed Gift Order | Thanks for gifting with us, their note and what they're sending. Split by send type.
02 Physical Gift - Gift Message (Gift Recipient) | Received Gift Order | Their note front and centre, signed by From. Split by send type. Each branch: 3-day delay, then a marketing email with care tips, how to use it or my best sellers.
03 Physical Gift - Note Delivered (Gifter) | Gift Order Delivered | Fires when the NOTE is delivered. Split by send type.
04 Digital Gift Card - Purchased (Gifter) | Purchased Gift Card | The amount, who it's for and when it lands. Last 4 digits of the code only. Split by send type.
05 Digital Gift Card - Received (Gift Recipient) | Received Gift Card | The amount, the full code, their note, a button to my store. Day 3: join my list. Day 30: reminder, only if no Redeemed Gift Card since.
06 Digital Gift Card - Delivered (Gifter) | Gift Card Delivered | Your gift card made it to [To].
07 Store Credit - Issued (Card Holder) | Issued Store Credit | The amount and code, ready to spend.
08 Digital Gift Card - No Message (Card Holder) | Gift Card | The amount and code. Reads well with no From and no note. Same follow-ups as 05.
09 Gift Card - Used (Card Holder) | Redeemed Gift Card | Split on Gift Card Balance above 0: what's left to spend, or "Gift card, well spent".
If I run Multi Gift, also: 10 Request Submitted (Gifter), 11 New Request Alert (Internal), 12 Request Approved (Gifter), 13 Request Declined (Gifter), 14 Order Confirmed (Gifter), 15 Order Placed Alert (Internal), 16 Payment Received Alert (Internal), 17 Final Invoice (Gifter), 18 All Gifts Delivered (Gifter), 19 Order Error Alert (Internal), 20 Claim Your Gift (Gift Recipient), 21 Claim Code (Gift Recipient). Internal ones are Klaviyo internal alerts to my team inbox.

Split by send type: trigger splits on Delivery Method for Send Now, Send Later, On Fulfillment and On Delivery, each matching every spelling you found, plus a fallback email. Only On Delivery may say the gift arrived. Send Now: the note has gone, the box ships soon. Send Later: the note went out on the chosen date. On Fulfillment: the note went out as the box shipped. Fallback: only say the note went out.

RULES
- Name each flow "[emoji] Giftnote NN [Type] - [Reason] ([Audience])" in the order above: 🎁 gift orders, 💳 gift cards and store credit, 📦 Multi Gift. Keep emoji out of the email names inside a flow (Klaviyo shows them as "?").
- Send each email to the profile on the event. To is the person receiving the gift, From is the sender. Thank gifters by From, not the profile's first name.
- Property names with spaces need lookup: {{ event|lookup:'Gift Card Value' }}, not {{ event.Gift Card Value }}.
- One version of each line. Klaviyo's editor shows every hidden block, so never stack "A gift from Sam" above "A gift for you". Put the fallback inside the line: {{ event|lookup:'From'|default:'Someone special' }}. No email may show "None" or a blank gap.
- Never start a subject line with a variable. Keep subjects short, with at most one if/else.
- Never claim more than the event proves. The note was delivered, not "read". No guessed reasons, no promises of emails nobody sends.
- Money: if I sell in more than one currency, never type a currency symbol. Use {{ event|lookup:'Gift Card Currency Symbol'|default:'' }}{{ event|lookup:'Gift Card Value' }} {{ event|lookup:'Gift Card Currency'|default:'' }}.
- Dates: Klaviyo formats dates in US time. If I'm outside the Americas, don't print a computed send date. Say "on the date you picked".
- The first email in each flow or branch is the gift email: no discounts, product grids or sign-up forms, so it can be approved as transactional. Smart Sending off. Follow-ups after a delay are marketing emails, Smart Sending on.
- If an event is missing a field the email needs (a claim link, a code), build the flow anyway, keep it in draft and tell me which field is missing.
- Voice: warm, short, sounds like a gift shop. "Thanks for gifting with us", not "Your order has been processed".

STEP 4: CHECK AND REPORT
Preview each email with a real event for every send type. Confirm no field shows blank or "None", and fix any that do. Then give me a table of every flow with its name, ID and link, and the old Giftnote flows you found in step 1.

Stuck? Email support@giftnote.com.

3. Turn off the matching Giftnote email

If a Klaviyo flow and a Giftnote email both cover the same moment, your customer gets two emails. Do this on the day the flow goes live (step 8), not before.

  1. In Giftnote, open Notifications.
  2. For each notification you now send through Klaviyo, turn the Email toggle off. Leave the Klaviyo integration on.

4. Make the emails yours

Built your flows with the prompt above? They already use your logo, colours and fonts, so skip the banner, sign-up block and setup notes below.

Each email has a yellow setup note at the top. You only see it in the Klaviyo editor; it never sends.

  1. Banner: every customer email has a banner spot under your header. Swap the placeholder for your own image (1200 x 480 works best) or delete the block. Don't send the placeholder.
  2. Get the most out of your gift: recipient emails include a short sign-up block. Point its button at your sign-up page. Gift recipients often aren't on your list yet, so this is your chance to win them over.
  3. Header: replace the shop name with your logo, then right-click the block and choose Save as universal block.
  4. Footer: save it as a universal block too.
  5. Drop both universal blocks into your other Giftnote emails, so you only edit your header and footer once.
  6. Open Styles and set your fonts and colours. Every block follows them.

The emails fill themselves in. If a detail is missing, for example a gift with no message, the email hides that part instead of showing a blank.

5. Transactional or marketing?

Transactional emails reach everyone, even people who unsubscribed from your marketing. Gift recipients often aren't on your list, so this matters. Klaviyo reviews each transactional request.

Can be transactional: the first email in each gift order, gift card, store credit, gift card used and Multi Gift flow.

Always marketing: Enjoying your gift?, Your gift card is still waiting, and Almost a year since your last gift.

Klaviyo won't approve an email with a sign-up link, product recommendations, a discount or a marketing button. The "Get the most out of your gift" block in the recipient emails is a sign-up ask, so choose one:

  • Keep the block and send the email as marketing. It won't reach people who unsubscribed from you.
  • Delete the block and request transactional status. Every recipient gets it.

Our flows come with Smart Sending off on gift emails, so a second gift on the same day still arrives.

6. Text messages

Klaviyo only sends texts to people who have agreed to receive them, even transactional ones. Most gift recipients haven't, so email is the main channel for gift notifications. Giftnote can still send its own gift texts from Notifications.

7. Segment your gifters and recipients

Our flows tag each profile so you can build segments:

  • Giftnote Gifter and Giftnote last gift sent
  • Giftnote Recipient and Giftnote last gift received

For example, build a segment of recipients who haven't placed an order and send them a welcome series. See 5. Klaviyo + Giftnote segments for more ideas.

8. Go live

  1. Preview every email in Klaviyo with a test event, on desktop and mobile.
  2. Request transactional status on the first email of each flow and each send-type branch: open the email in the flow, choose Transactional and submit. Klaviyo reviews it, usually within 24 hours, and shows "Under review" until then. Editing an approved email removes its approval.
  3. Place a test order from your live store for each send type you offer, and in each currency you sell in.
  4. Once approved, set each email and then each flow to Live. In the same sitting, switch any old Giftnote flows on the same events to draft, and turn off the matching emails in Giftnote (step 3).
  5. Keep Giftnote's own email on for any flow still missing a field: today that's Multi Gift request approved, final invoice, claim your gift and claim code.

An AI assistant can do steps 2 and 4 for you. Use Prompt 2 in Prompt: build and launch all of Giftnote's Klaviyo flows.

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