When a customer asks for a quote they get the first revision as their $event_id. So in our case we used their quote id and a revision number to fill the $event_id field (e.g. Just a quick note to say that this system now works pretty much the way I thought it would in the previous post.įor those playing along at home we used the quote’s unique id as the $event_id which is a no-no if you need to keep taking quote out of the flow and restarting them. What I would like to know is does the 3 day Time Delay reset every time the Approved Quote metric is sent effectively triggering the flow or do we need to program that in some way?

On some occasions this can take several days. However there are some customers that may change their quote or ask for a better deal after Approved Quote which results in a back and forth between them and our team.

We have a flow set up that is triggered by the Approved Quote and three days later if they haven’t Converted Quote we send them a reminder email. We’re sending a metric to Klaviyo for when they submit their quote (Placed Quote), when our team sends the adjusted quote back to them (Approved Quote) and when they purchase the products in the quote (Converted Quote). The customer then accepts the quote and pays for it. Our team looks at the quote, makes any pricing changes and sends it back to the customer. They put products into their cart then submit that cart as a quote. We have a custom flow with custom metrics that has to do with customer submitted quotes.

Reset quote