In this article, you will learn about:
💡 First, connect Okendo to Klaviyo. See Getting started with Klaviyo and Okendo.
Set up SMS with Klaviyo
Before configuring your flow, you'll need SMS enabled in your Klaviyo account. Follow Klaviyo's SMS setup instructions to get started.
Configure your Klaviyo flow
Set a flow trigger
Create a new flow in Klaviyo using the Eligible for Okendo Review Request metric as the flow trigger.
Then add a Flow Filter using the Ineligible for Okendo Review Request metric, set to zero times since starting this flow.
Add a conditional split
Add a conditional split using the condition If someone is or is not consented to receive SMS.
On the Yes path: drag and drop a new SMS action
On the No path: drag and drop a new email action
Connect the endpoint below your email to the endpoint below your SMS so both paths merge.
💡 Turn off Smart Sending on both your SMS and email actions so all eligible customers receive the review request. See Klaviyo's guide to managing Smart Sending.
Create reminders
Add a wait time after the conditional split to set how long customers wait before receiving a reminder.
💡 You can set the wait time to delay until a specific day of the week and/or time of day — useful for controlling when reminders land in inboxes.
Next, add a conditional split using What someone has done (or not done) and select:
Action: Created Okendo Review
Frequency: at least once
Timeframe: since starting this flow
On the No path, repeat the steps from Add a conditional split above to build a reminder review request for customers who haven't yet left a review.
⚠️ Reminders aren't required, but they do meaningfully increase the number of reviews you collect.
Customize your SMS
Click your SMS action, then select Edit in the left panel. Write the message text you want customers to receive.
Add the following variable to your SMS to include a unique, per-customer review link:
{{ event.Products.0|lookup:'Review Url'|default:'' }}
This generates a direct link for each customer to review their specific product.
Customize your email
For the email path, follow the instructions in Send review request emails from Klaviyo to configure the email content and add a product table block.
Activate your flow
Change message statuses to Live
In your Klaviyo flow, change the status of both your SMS and email actions from Draft to Live.
💡 Use the Manual status if you want to preview messages before they go live. See Klaviyo's documentation on manually sending flow messages for details.
Start your Okendo sequence
In your Okendo app, go to Mail > Sequences. Select New sequence, choose Forward to Klaviyo, and follow the on-screen steps to configure your sequence elements.
Once your sequence is configured, click Start.
⚠️ Only one Okendo sequence can run at a time. Starting a new sequence automatically moves any existing running sequence to a completing status.