Campaigns

Comment to DM, giveaways, and crisis mode.

What a campaign is A campaign answers people automatically when they comment, message you, reply to a story or open your link, and walks them to a code, a link or a sign-up.
Start a campaign from a template Every new campaign starts from a ready-made board. Here is what each template does and when to pick it.
Build a campaign on the flow board Add steps with the + buttons, change them in the side panel, and turn the campaign on once nothing is blocking it.
Fix what stops a campaign from going live What each line under "Before it can go live" means, and how to fix it so the Turn on button works.
The opening DM with a button, and why it matters Facebook and Instagram allow one message to someone who only commented. A button in that first message is what lets the rest of your campaign run.
Every step, and where it works What each campaign step does, and which of Facebook, Instagram, TikTok, YouTube, Threads and WhatsApp allow it, with the reason when one does not.
Yes and No branches, and Join back Send people down different steps depending on whether they clicked, follow you, replied or have a tag, then bring the lanes back together.
What can start a campaign The eight triggers, from comments and DM keywords to story replies, Live comments, chat links, ads that open a DM and Send now, and where each one works.
Answer comments with a keyword Start a campaign when someone comments a word like CODE or LINK, on your posts, your ads, or only the ones you pick.
Answer a word in a direct message Start a campaign when someone messages you a word like PRICE or RESTOCK on Facebook, Instagram, TikTok or WhatsApp.
Story replies, story mentions and Live comments Three Instagram-only triggers: answer everyone who replies to your story, thank people who tag you in theirs, and message people who comment on your Live.
Start a campaign from a chat link or QR code Make a link or QR code that opens a chat with you, print it on packaging or put it in your bio, and start a campaign when people use it.
Answer people who message you from an ad Start a campaign when someone taps an ad that opens a chat in Messenger, Instagram or WhatsApp, and greet them with the offer from that ad.
Collect emails and phone numbers in a DM Use the Ask for email or phone step to get an email or number, check it, save it to the person and send it on to Klaviyo.
Follow to unlock (Instagram) Send the link only to people who follow you on Instagram, and ask the others to follow first, with the Check they follow step.
Test two offers with an A/B split Send people down different paths at random, then read the line on the board that says which path is ahead, if any.
Send a message now to people you have talked to A campaign that starts with Send now messages the people you pick by tag. It reaches only people the platform lets you message, and the confirmation tells you who before anything is sent.
WhatsApp campaigns and message templates Run campaigns on WhatsApp, and reach people more than 24 hours after their last message with an approved template. Marketing templates never go to United States numbers.
Read the numbers on a campaign What Reached, Clicked and Converted mean on each step, what the campaign list totals count, and why some people got no message.
Pause, edit or stop a live campaign Edits to a live campaign wait until you publish them, people already in it finish the version they started, and pausing can let them finish or stop them.
How automated messages count toward your plan Every message a campaign sends on its own counts as one, together with comments. Messages you type yourself never count, and people are unlimited.