Building a multi-step Welcome Flow in Klaviyo

Demo summary
The creator builds a welcome automation from a template, adding conditional splits for non-buyers and setting specific time delays for a front-loaded sequence.
Step-by-step
- Navigate to Flows in the left menu and click Create Flow.
- Search for 'welcome' and select a template that includes a trigger for your newsletter list.
- Set the Profile Filter to 'What someone has done' > 'Placed Order' > 'zero times' > 'over all time'.
- Adjust the first Time Delay to 8 hours and the second to 16 hours to front-load the first 24 hours.
- Add subsequent emails with 1-day time delays between them.
- Disable Smart Sending for each email in the flow.
- Enable UTM tracking for each email.
Options
- Use default Klaviyo flows for SMS instead of email.
- Use templates that include pre-built conditional splits for returning customers vs. non-buyers.
- Adjust the Smart Sending timeframe (e.g., 12 hours, 2 hours) if you choose to keep it on.
Watch out for
- Ensure you select the correct list (e.g., Newsletter) during the initial template setup.
- Set re-entry criteria to prevent users from entering the welcome series more than once.
Tips
- Turn off Smart Sending for flows because they are trigger-based and essential for the user to receive; keep it on for campaigns.
- Front-load the sequence with two emails on the first day to capitalize on subscriber momentum.
- Use a plain text format for the second email (Email 1B) in the sequence.
- Apply a 'zero orders' profile filter to prevent existing customers from receiving discount codes intended for new subscribers.
Highlights
“a pretty basic setup to be honest”
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