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Klaviyo: Building a Multi-Step Welcome Series Flow

KlaviyoTry it →Watch full video →Emiel Dingemans from Magicianly | Email MarketingEmiel Dingemans from Magicianly | Email Marketing·

Demo summary

Constructing a 7-email welcome sequence with specific time delays and content angles like brand story, bestsellers, and social proof.

Step-by-step

  1. Click Create Flow
  2. Select the Welcome Series template from the available variations
  3. Select the trigger list (e.g., Newsletter)
  4. Click Create Flow to enter the builder
  5. Add Profile Filters to exclude users who have placed an order, started a checkout, or added to cart since starting the flow
  6. Set Email 1 to deliver the promised discount code immediately
  7. Add a 1-day time delay after Email 1
  8. Configure Email 2 to focus on the Brand Story or a message from the founder
  9. Add another 1-day time delay and configure Email 3 to showcase Bestsellers

Options

  • Choose from template variations like SMS discount, unique discount with reminder, or customer vs. non-customer
  • Exclude 'Active on Site' or 'Viewed Product' users if you want to avoid overlap with browse abandonment flows

Watch out for

  • You must select a trigger list before the flow can be created
  • The default Klaviyo time delays (3-4 days) are often too long for an effective welcome sequence

Tips

  • Use profile filters to stop the flow if someone buys; they should move to a post-purchase flow instead of receiving more welcome emails
  • Exclude 'Added to Cart' or 'Started Checkout' users to prevent them from receiving both welcome and abandonment emails simultaneously
  • Include a reminder of the discount code in every single email of the series
  • Focus Email 2 on building trust through your mission or what sets you apart from competitors
  • Keep the sequence tight by sending the first three emails one day apart to maintain engagement

Highlights

“we're going to use like the default flows of claure just to show you what's like essential for your e-commerce brand”

All demos from “Klaviyo Email Marketing FULL COURSE 2026 ($300M Generated for Shopify eCommerce)”

  1. 6:061:16Klaviyo Account Creation and Shopify IntegrationWalkthrough of signing up for a Klaviyo account, selecting business type, and connecting a Shopify store URL.KlaviyoImport / migrate contacts
  2. 7:221:22Setting up a Main Subscriber ListDemonstration of creating a newsletter list and choosing between single and double opt-in settings.KlaviyoTag & manage subscribers
  3. 8:443:57Setting up a Dedicated Sending Domain and DMARCStep-by-step guide on adding NS and TXT records to DNS settings (Squarespace/Google Domains) to verify a branded sending domain in Klaviyo.KlaviyoAuthenticate sending domain (SPF/DKIM/DMARC)
  4. 12:412:04Configuring Smart Sending and Attribution SettingsAdjusting account-level settings for smart sending windows, conversion attribution, and UTM tracking parameters.KlaviyoDeliverability & setup
  5. 14:451:55Setting up the Klaviyo Brand LibraryUploading logos, selecting brand colors, and importing Google Fonts for consistent email styling.KlaviyoDesign a newsletter / email (drag-and-drop editor)
  6. 19:177:25Creating and Targeting a Popup Signup FormBuilding a popup form from a template and configuring advanced targeting rules like exit-intent, scroll depth, and URL exclusions.KlaviyoAdd an opt-in popup
  7. 26:428:36Designing a High-Converting Signup FormUsing the form editor to customize headlines, input fields, CTA buttons, and success pages while removing friction elements like the 'X' close button.KlaviyoCreate an email signup / subscription form
  8. 37:101:58Setting up a Signup Form TeaserDemonstrating how to create a persistent 'teaser' tab that allows users to reopen the signup form after closing it.KlaviyoCreate an email signup / subscription form
  9. 39:083:37Optimizing Signup Forms for MobileCloning a desktop form and adjusting button sizes, font sizes, and input field heights specifically for mobile users.KlaviyoCreate an email signup / subscription form
  10. 48:081:31Adding a 'Micro-Yes' Step to Signup FormsDemonstrating how to add an initial commitment step to a form to increase overall conversion rates.KlaviyoA/B test a campaign
  11. 56:119:34Klaviyo Flow Builder BasicsAn overview of the flow interface, including selecting triggers (Added to List, Placed Order), adding profile filters, and using conditional splits.KlaviyoBuild a welcome / drip automation
  12. 1:05:4510:54Building a Multi-Step Welcome Series FlowCurrentConstructing a 7-email welcome sequence with specific time delays and content angles like brand story, bestsellers, and social proof.KlaviyoBuild a welcome / drip automation
  13. 1:19:135:28Setting up a Site Abandonment FlowCreating a flow triggered by 'Active on Site' to target visitors who browse the home page but don't view specific products.KlaviyoTrigger emails from behavior / events
  14. 1:24:414:06Building a Browse Abandonment FlowConfiguring a flow triggered by 'Viewed Product' with filters to exclude those who have already added items to their cart.KlaviyoTrigger emails from behavior / events
  15. 1:28:477:56Creating an Abandoned Cart FlowSetting up a flow triggered by 'Added to Cart' and explaining the difference between cart abandonment and checkout abandonment.KlaviyoSet up an abandoned-cart flow (ecommerce)
  16. 1:38:5311:12Building a Post-Purchase Customer Thank You FlowDesigning a flow triggered by 'Placed Order' that uses conditional splits to distinguish between first-time and returning buyers.KlaviyoSet up a post-purchase / win-back flow
  17. 1:53:203:16Creating a Sunset Flow for Unengaged SubscribersSetting up an automation to re-engage or suppress subscribers who haven't opened emails in a long period to protect sender reputation.KlaviyoImprove deliverability / avoid spam
  18. 1:57:472:53Creating and Scheduling an Email CampaignThe process of starting a new campaign, selecting recipients, and navigating to the drag-and-drop editor.KlaviyoSend a broadcast campaign
  19. 2:34:4411:34Importing Custom Designs into KlaviyoDemonstration of taking sliced images from Figma, compressing them, and assembling them into a responsive email within the Klaviyo editor.KlaviyoDesign a newsletter / email (drag-and-drop editor)
  20. 2:49:395:43Building an Engaged Customer SegmentUsing the segment builder to define 'Engaged 120 Days' based on email opens, clicks, and website activity.KlaviyoSegment the list
  21. 3:05:320:33Bulk Suppressing Unengaged ProfilesShowing the shortcut in Klaviyo to suppress all current members of a segment to clean the email list.KlaviyoTag & manage subscribers
  22. 3:22:321:32A/B Testing Campaign Send TimesSetting up a send-time split test to determine which hour generates the highest 'Placed Order' rate.KlaviyoA/B test a campaign
  23. Watch “Klaviyo Email Marketing FULL COURSE 2026 ($300M Generated for Shopify eCommerce)” →

Build a welcome / drip automation

  1. 1:09:243:37Building a multi-step Welcome Flow in KlaviyoThe creator builds a welcome automation from a template, adding conditional splits for non-buyers and setting specific time delays for a front-loaded sequence.Emiel Dingemans from Magicianly | Email Marketing
  2. 4:211:26Setting up automated flows in KlaviyoDemonstrates building welcome, abandoned cart, and post-purchase flows using pre-built templates and adjusting timing and logic.Uk Desi Vlogger
  3. 21:071:06Setting up Flows from TemplatesDemonstrates how to use Klaviyo's flow library to quickly build a Welcome Series and Browse Abandonment automation using pre-configured triggers.Derek Stroh
  4. 15:052:08Set up an automated welcome series flowShows how to build a welcome flow triggered by a list subscription, including adding filters (placed order zero times) and configuring time delays between emails.Walshy Mails | Sunlo Consulting
  5. 3:113:05Setting up a Welcome Flow in KlaviyoDemonstrates how to create a welcome flow from scratch, selecting a list trigger and adding time delays between initial emails.Max Sturtevant
  6. 3:332:00Building Automated Marketing FlowsShows the drag-and-drop canvas for creating automated sequences triggered by behavior, including the use of conditional splits, time delays, and profile property updates.Business Solution
  7. 8:362:57Building a pickup reminder automation flowA step-by-step walkthrough of building a custom flow in Klaviyo triggered by a 'Placed Order' event where the delivery method is 'pickup', including wait steps and conditional filters.Digimatic
  8. 2:440:14Regional paths in automation flowsDemonstrates using conditional splits and entry triggers based on Shopify Markets data to route customers through localized automation paths.Klaviyo
  9. 8:541:41Setting up a Welcome Series flowShows how to trigger an automated email series when someone signs up for a newsletter, including setting wait times between emails.Max Sturtevant
  10. 4:021:47Setting up a Welcome FlowA step-by-step walkthrough of selecting a pre-built welcome flow template and customizing the automation triggers for new subscribers.EmailTooltester
  11. 56:119:34Klaviyo Flow Builder BasicsAn overview of the flow interface, including selecting triggers (Added to List, Placed Order), adding profile filters, and using conditional splits.Emiel Dingemans from Magicianly | Email Marketing
  12. 1:05:4510:54Building a Multi-Step Welcome Series FlowCurrentConstructing a 7-email welcome sequence with specific time delays and content angles like brand story, bestsellers, and social proof.Emiel Dingemans from Magicianly | Email Marketing
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