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Best Practices for Setting Up Herb Reconnect Flows on Klaviyo

  • Updated

To help brands fully capitalize on Herb Reconnect 2.0, we recommend implementing four strategic Klaviyo flows designed to re-engage high-intent, anonymous shoppers through precise, event-triggered messaging. These include:

  • Session Abandonment, which targets users who viewed products but took no action
  • Product Abandonment, engaging those who showed product-level interest without adding to the cart
  • Cart Abandonment Reminder flow, nudging cart abandoners who didn’t initiate checkout
  • Checkout Abandonment flow, focused on recovering users who started—but didn’t complete—the checkout process. 

Each flow leverages Herb-specific custom metrics, strict cross-provider filters, and dynamic email paths tailored to buyer status, ensuring maximum personalization, deliverability, and conversion.

Tip: Boost Your Abandonment Flow Performance on Klaviyo with SMS & Email Targeting Using Herb Reconnect Flows

General Notes

  • Klaviyo Flows: Triggers use Herb-specific custom metrics
  • Filtering: Strict exclusion of events from the default flows and other similar tools tracking events/metrics
  • Tracking: UTM tracking must be enabled

🔄 1. Session Abandonment Flow (Herb Reconnect)

To implement this flow, we recommend either cloning your existing flow for the same event and adjusting the configuration as outlined below, or creating a new flow from scratch if one doesn't already exist.

🔹 Trigger:

  • Custom Metric: Herb Reconnect Device Profile Detected

🔹 Profile Filters (ALL conditions must be met):

  • Default Klaviyo metrics = 0 times since starting this flow:
    • Placed Order, Added To Cart, Viewed Product, Started Checkout, Active On Site
  • Other tools metrics = 0 times since starting this flow, e.g.:
    • Tool 1: Viewed Product, Added to Cart, Checkout Started
    • Tool 2: Viewed Product, Added to Cart, Checkout Started
    • Similarly, excluding metrics from any other identity providers you are using
  • Other Herb Reconnect metrics:
    • Herb Reconnect Viewed Product, Herb Reconnect Added to Cart, and Herb Reconnect Started Checkout = 0 times since starting this flow
  • Received Email = 0 times in the last 7 days from
    • Default flows: Session Abandoned, Browse/Product Abandoned, Abandoned Cart, Abandoned Checkout
    • Other tools flows: Session Abandoned, Browse/Product Abandoned, Abandoned Cart, Abandoned Checkout
    • Other Herb Reconnect flows: Browse/Product Abandoned(Reconnect), Abandoned Cart(Reconnect), Abandoned Checkout(Reconnect)
  • Flow exclusion: Not in this flow within the last 7 days

🔹Flow Dynamic Content Update:

For the Session Abandonment Email, no e-commerce event data will be used or accessible. Default email templates should be used as currently configured.

🔹 Actions:

  1. Profile Property Update:
    1. Key: Browse Abandoned Reconnect - Herb
    2. Value: true (Boolean)
  2. Time Delay: This is something relative to your other flows, but the best practice is:
    1. Keep Session Abandonment last in the priority with the higher time delay, e.g. 3 hours +
    2. Add more time delay on the Reconnect Session Abandoned flow relative to your default Session Abandonment flow
    3. Ideally, add less time delay on the Reconnect Session Abandoned flow relative to the other tool's Session Abandonment flow
  3. Conditional Split: Has Placed Order (Shopify) at least once (all time)
  4. Emails: Add separate flows for buyers vs non-buyers
  5. Wait Time Between Emails: 1–2 days
  6. Set Flow Live ✅

 

🛍️ 2. Browse/Product Abandonment Flow (Herb Reconnect)

To implement this flow, we recommend either cloning your existing flow for the same event and adjusting the configuration as outlined below, or creating a new flow from scratch if one doesn't already exist.

🔹 Trigger:

  • Custom Metric: Herb Reconnect Viewed Product

🔹 Profile Filters (ALL conditions must be met):

  • Default Klaviyo metrics = 0 times since starting this flow:
    • Placed Order, Added To Cart, Viewed Product, Started Checkout
  • Other tools metrics = 0 times since starting this flow, e.g.:
    • Tool 1: Added to Cart, Checkout Started
    • Tool 2:  Added to Cart, Checkout Started
    • Similarly, excluding metrics from any other identity providers you are using
  • Other Herb Reconnect metrics = 0 times since starting this flow:
    • Herb Reconnect Added to Cart, and Herb Reconnect Started Checkout
  • Received Email = 0 times in the last 7 days from
    • Default flows: Browse/Product Abandoned, Abandoned Cart, Abandoned Checkout
    • Other tools flows: Browse/Product Abandoned, Abandoned Cart, Abandoned Checkout
    • Other Herb Reconnect flows: Abandoned Cart(Reconnect), Abandoned Checkout(Reconnect)
  • Flow exclusion: Not in this flow within the last 7 days

🔹Flow Dynamic Content Update:

To ensure your Herb Reconnect Browse/Product Abandonment emails display personalized content correctly, follow these steps in Klaviyo:

  1. Open the relevant email template in Klaviyo.
  2. Click “Preview & Test” on the email you want to customize.
    (You’ll see a preview window open with test data options.)

  3. Select an event from the test data – Klaviyo will display the corresponding dynamic variables you can use directly in your email content.

🛒 Example: Browse Abandonment Email content to use

(Triggered by  – “Herb Reconnect Viewed Product” Event)

You can use the following dynamic variables in your email content:

  • Product Image URL:
    {{ event.items.0.image_url | default:'' }}
  • Product Page URL:
    {{ event.items.0.url | default:'' }}
  • Product Title:
    {{ event.items.0.item_name | default:'' }}
  • Product Price:
    {{ event.items.0.price | default:'' }}

💡 Tip: Always use the | default:'' filter to prevent blank outputs if a variable is missing from the event data.

🔹 Actions:

  1. Profile Property Update:
    1. Key: Product Abandoned Reconnect - Herb
    2. Value: true (Boolean)
  2. Time Delay: This is something relative to your other flows, but the best practice is:
    1. Keep Product Abandonment 3rd in the priority with the higher time delay, e.g. 1.5 hours +
    2. Add more time delay on the Reconnect Product Abandoned flow relative to your default Product Abandonment flow
    3. Ideally, add less time delay on the Reconnect Product Abandoned flow relative to the other tool's Product Abandonment flow
  3. Conditional Split: Has Placed Order (Shopify) at least once (all time)
  4. Emails: Add separate flows for buyers vs non-buyers
  5. Wait Time Between Emails: 1–2 days
  6. Set Flow Live ✅

 

🛒 3. Cart Abandonment Flow (Herb Reconnect)

To implement this flow, we recommend either cloning your existing flow for the same event and adjusting the configuration as outlined below, or creating a new flow from scratch if one doesn't already exist.

🔹 Trigger:

  • Custom Metric: Herb Reconnect Added to Cart

🔹 Profile Filters (ALL conditions must be met):

  • Default Klaviyo metrics = 0 times since starting this flow:
    • Placed Order, Added To Cart, and Started Checkout
  • Other tools metrics = 0 times since starting this flow, e.g.:
    • Tool 1: Checkout Started
    • Tool 2: Checkout Started
    • Similarly, excluding metrics from any other identity providers you are using
  • Other Herb Reconnect metrics = 0 times since starting this flow:
    • Herb Reconnect Started Checkout
  • Received Email = 0 times in the last 7 days from
    • Default flows: Abandoned Cart, Abandoned Checkout
    • Other tools flows: Abandoned Cart, Abandoned Checkout
    • Other Herb Reconnect flows: Abandoned Checkout(Reconnect)
  • Flow exclusion: Not in this flow within the last 7 days

🔹Flow Dynamic Content Update:

To ensure your Herb Reconnect Cart Abandonment emails display personalized content correctly, follow these steps in Klaviyo:

  1. Open the relevant email template in Klaviyo.
  2. Click “Preview & Test” on the email you want to customize.
    (You’ll see a preview window open with test data options.)

  3. Select an event from the test data – Klaviyo will display the corresponding dynamic variables you can use directly in your email content.

🛒 Example: Cart Abandonment Email content to use

(Triggered by – “Herb Reconnect Added to Cart” Event)

You can use the following dynamic variables in your email content:

  • Product Image URL:
    {{ event.items.0.image_url | default:'' }}
  • Product Page URL:
    {{ event.items.0.url | default:'' }}
  • Product Title:
    {{ event.items.0.item_name | default:'' }}
  • Product Price:
    {{ event.items.0.price | default:'' }}

💡 Tip: Always use the | default:'' filter to prevent blank outputs if a variable is missing from the event data.

🔹 Actions:

  1. Profile Property Update:
    1. Key: Cart Abandoned Reconnect - Herb
    2. Value: true (Boolean)
  2. Time Delay: This is something relative to your other flows, but the best practice is:
    1. Keep Cart Abandonment 2nd in the priority with the time delay, e.g. 1 hour +
    2. Add more time delay on the Reconnect Cart Abandoned flow relative to your default Cart Abandonment flow
    3. Ideally, add less time delay on the Reconnect Cart Abandoned flow relative to the other tool's Cart Abandonment flow
  3. Conditional Split: Has Placed Order (Shopify) at least once (all time)
  4. Emails: Add separate flows for buyers vs non-buyers
  5. Wait Time Between Emails: 1–2 days
  6. Set Flow Live ✅

 

🧾 4. Checkout Abandonment Flow (Herb Reconnect)

🔹 Trigger:

  • Custom Metric: Herb Reconnect Started Checkout

🔹 Profile Filters (ALL conditions must be met):

  • Default Klaviyo metrics = 0 times since starting this flow:
    • Placed Order, and Started Checkout
  • Received Email = 0 times in the last 7 days from
    • Default flows: Abandoned Checkout
    • Other tools flows: Abandoned Checkout
  • Flow exclusion: Not in this flow within the last 7 days

🔹Flow Dynamic Content Update:

To ensure your Herb Reconnect Checkout Abandonment emails display personalized content correctly, follow these steps in Klaviyo:

  1. Open the relevant email template in Klaviyo.
  2. Click “Preview & Test” on the email you want to customize.
    (You’ll see a preview window open with test data options.)

  3. Select an event from the test data – Klaviyo will display the corresponding dynamic variables you can use directly in your email content.

🛒 Example: Checkout Abandonment Email content to use

(Triggered by – “Herb Reconnect Started Checkout” Event)


When using the Table widget to show multiple rows and products in an email with dynamic content, set event.items as the row collection and item as the row alias.

You can use the following dynamic variables in your email content:

  • Checkout URL:
    {{ event.checkout_url|default:'' }}
  • Product Image URL:
    {{ item.image_url|default:'' }}
  • Product Page URL:
    {{item.url}}
  • Product Title:
    {{ item.item_name|default:'' }}
  • Product Price:
    {{ item.price|default:'' }}

💡 Tip: Always use the | default:'' filter to prevent blank outputs if a variable is missing from the event data.

🔹 Actions:

  1. Profile Property Update:
    1. Key: Checkout Abandoned Reconnect - Herb
    2. Value: true (Boolean)
  2. Time Delay: This is something relative to your other flows, but the best practice is:
    1. Keep Cart Abandonment 2nd in the priority with the time delay, e.g. 30 minutes +
    2. Add more time delay on the Reconnect Checkout Abandoned flow relative to your default Checkout Abandonment flow
    3. Ideally, add less time delay on the Reconnect Checkout Abandoned flow relative to the other tool's Checkout Abandonment flow
  3. Conditional Split: Has Placed Order (Shopify) at least once (all time)
  4. Emails: Add separate flows for buyers vs non-buyers
  5. Wait Time Between Emails: 1–2 days
  6. Set Flow Live ✅

 

📊 Klaviyo Flows and Metrics Optimization

To fetch Reconnect Klaviyo metrics/reports based on Herb Reconnect flows, please ensure:

  1. Enable UTM Tracking .


  2. Ensure all URLs in email templates direct to the client’s store

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