---
title: Enrichment Post Onboarding Checklist
description: Post onboarding checklist for enrichment
---
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1. [Checkmate FAQ](https://faqs.usemate.ai/?hsLang=en)
2. [Enrichment](https://faqs.usemate.ai/enrichment?hsLang=en)
# Enrichment Post Onboarding Checklist
## Use this list to ensure your Klaviyo flows are optimized and ready to launch with Checkmate Enrichment.
---
#### **1. Create Your Core Flows (4–8 Minimum)**
For a full list of enrichment events, please visit the [Checkmate Enrichment Events Guide](https://faqs.joincheckmate.com/checkmate-enrichment-events-guide?hsLang=en).
For details on how to create enrichment flows, please visit [Creating Enrichment Flows](https://faqs.joincheckmate.com/checkmate-creating-enrichment-flows?hsLang=en).
To maximize performance, set up at least 4–8 automated Klaviyo flows triggered by Checkmate Enrichment events.
Recommended starting flows include:
- **Browse Abandonment** (trigger: *Product Viewed \[Checkmate\]* or *Collection Viewed \[Checkmate\]*)
- **Cart Abandonment** (trigger: *Product Added to Cart \[Checkmate\]*)
- **Checkout Abandonment** (trigger: *Checkout Started \[Checkmate\]*)
- **Post-Purchase Thank You / Review Request** (trigger: *Checkout Completed \[Checkmate\]*)
- **Price Drop or Back-in-Stock Notifications** (trigger: *Product Viewed \[Checkmate\]*)
These flows ensure you’re engaging shoppers at key points in their journey - from first interest to purchase follow-up.
---
#### **2. Craft Clear, Compelling Emails**
Each email in your flows should include:
- **A clear CTA** (e.g., *Shop Now*, *Complete Your Order*, *Claim Your Discount*)
- **Discount in the subject line** for incentive-based flows (*“Get 20% Off - Your Cart is Waiting”*)
- **Persuasive copy** that reinforces urgency (*“Your favorite item is almost gone”*) and value (*“Save $20 when you spend $100”*).
---
#### **3. Follow Klaviyo Best Practices for Timing & Frequency**
Set wait times and touch points based on industry benchmarks:
- **Browse Abandonment** → 30–60 minutes after the event, with 1–2 follow-up emails within 12–24 hours
- **Cart Abandonment** → 1 hour after the event, then follow-ups at 12 hours and optionally 36 hours
- **Checkout Abandonment** → 30 minutes after the event, then follow-ups at 12 hours, 24 hours, and optionally 48 hours
- **Post-Purchase** → Immediate confirmation, shipping confirmation as triggered, then review/upsell emails at 5–10 days
This balance prevents over-emailing while keeping your brand top of mind.
---
#### **4. Offer Competitive Discounts (and Test Them)**
Ensure your offer stands out - but isn’t negated by an existing site-wide sale or intro offer.
Run A/B tests in Klaviyo to see which discount format drives better conversion:
- **$20 Off $100** (threshold-based)
- **20% Off** (percentage-based)
Monitor results to optimize performance.
---
#### **5. Track Key Metrics in Klaviyo**
Monitor:
- **CTR (Click-Through Rate)** – Are shoppers engaging with your content?
- **Open Rate** – Is your subject line and sender name compelling?
- **# of Emails Sent** – Are flows triggering as expected?
If a metric dips, check your targeting, subject lines, and creative.
---
#### **6. Use the Checkmate Dashboard for Deeper Insights**
Refer to your [Checkmate Dashboard](https://admin.shopify.com/store/checkmate-savings-test-store/apps/checkmate-5/app/analytics-v2/) for a detailed view of how your flows are performing.
Your dashboard includes:
- **Overall performance metrics** – total Checkmate attributable sales, orders attributed to flows enriched by Checkmate, number of enriched customers, emails added to your CRM, Return on Ad Spend (ROAS), and customer acquisition cost (CAC).
- **Flow-by-flow breakdown** – revenue, average order value (AOV), and total orders for each live flow using Checkmate triggers
- **Attribution insights** – see which flows drive the most revenue and engagement.
Please visit [Understanding the Enrichment Dashboard](https://faqs.joincheckmate.com/understanding-the-enrichment-dashboard?hsLang=en) to learn more.
---
**Pro Tip:** Once your initial flows are live, revisit them every ~4 weeks to refresh creative, rotate offers, and refine triggers based on new behavior data.
- [Getting Started](https://faqs.usemate.ai/getting-started?hsLang=en)
- [Enrichment](https://faqs.usemate.ai/enrichment?hsLang=en)
- [Targeting](https://faqs.usemate.ai/targeting?hsLang=en)
- [Audiences](https://faqs.usemate.ai/audiences?hsLang=en)
- [Case Studies](https://faqs.usemate.ai/case-studies?hsLang=en)
- [FAQs](https://faqs.usemate.ai/faqs?hsLang=en)
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