Avoiding wlecome flow being triggered when importing subscribers
Hi,
I’m spent a lot of time reading Kalviyo help pages, chatting with support and had some great help from this community. Thanks. I just need to figure out two more things and I think I’m good :)
I wondered if anyone can help?
I have a mailchimp list of subscribers to import (the are all double opt in subscribed), I need to import them to Klaviyo, but I don’t want my welcome flow to be triggered (a mistake I made previously). Can I deactive the welcome flow, import the subscribers CSV and then reactive the welcome flow after the subscribers all in Klaviyo? Will this avoid them being sent the flow?
An aside, I have lists and segments set up for various list and I have a rule saying ‘ has subscribed at least once over all time’ - I just wanted to check that the term ‘over all time’ won’t mean that unsubscribed profiles get included still because they subscribed at least once over all time despite unsubscribing…. i hope that makes sense. Obviously I’ll exclude unsubscribed profiles from campaigns anyway, but wanted to ensure things are as water tight as I can make them.
Thanks so much!
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Hi there,
It's great to hear that you've been finding the Klaviyo help pages, support team, and community resources beneficial! I'd be happy to help you with your questions.
Importing Subscribers without Triggering the Welcome Flow
To import your Mailchimp list of double opt-in subscribers into Klaviyo without triggering the Welcome Flow, you can follow these steps:
Deactivate the Welcome Flow:
Go to the Flows tab in Klaviyo.
Locate your Welcome Flow and click on it.
Toggle the flow to “Draft” mode to temporarily deactivate it.
Import Your Subscribers:
Navigate to the Lists & Segments tab and select the list you want to import subscribers to.
Click on the “Manage List” dropdown and select “Import Contacts”.
Upload your CSV file and ensure all data is mapped correctly.
Re-activate the Welcome Flow:
Once the import is complete and you've confirmed the subscribers are in Klaviyo, go back to the Welcome Flow.
Toggle it back to “Live” mode.
By following these steps, you should be able to import your subscribers without triggering the Welcome Flow for them.
Ensuring Unsubscribed Profiles Are Not Included
Regarding your rule "has subscribed at least once over all time," this condition will indeed include profiles that have subscribed at least once, even if they are currently unsubscribed. However, Klaviyo automatically excludes unsubscribed profiles from receiving any campaigns or flows.
To make your segmentation even more water-tight, you can add an additional condition to exclude unsubscribed profiles explicitly:
Create a Segment:
Go to the Lists & Segments tab and create a new segment.
Set the conditions as follows:
Condition 1: Properties about someone > has subscribed at least once over all time.
Condition 2: Properties about someone > is not suppressed for email = true.
This way, your segment will include only active subscribers and exclude any unsubscribed profiles.
If you have any further questions or need additional clarification, feel free to ask.
Thank you so much for your quick an detailed response :)
You are welcome
Happy you found it helpful
You are free to reach out if you need any further assistance.
Thanks, I’ve just done it and I havent even turned the welcome flow back on and I’ve noticed a new segment called ‘current welcome flow subscribers’ which I swear wasn’t there before, and its populating with the people from my import… what is this and why is that happening please?
Hi @JennaMcNa - this could be a segment created by another team member, or Klaviyo support if you were working with them on this issue. A segment wouldn’t be created from an import.
For future reference, if you are importing to a list that would trigger an unwanted welcome flow (like your import example to a “Newsletter List”), and you only want your welcome flow to trigger from on-site sign up (certain pop ups, embedded forms, etc), you could place a conditional split filter to only send to those with a $source equal (or contains) part of the form source (which you set up in the form). This way you can import your list and those profiles would be split out of the flow because they did not pass the $source requirement. So you wouldn’t have to turn off your flow.
I use this $source conditional split filter to only send a discount welcome flow version to those that signed up from a served pop up that offered a discount. If someone signed up in the footer of our website, they get regular welcome flow without a discount.
For example, I have this filter in place because my pop up $source name is “Email & SMS Discount Pop Up”
Hi @JennaMcNa - this could be a segment created by another team member, or Klaviyo support if you were working with them on this issue. A segment wouldn’t be created from an import.
For future reference, if you are importing to a list that would trigger an unwanted welcome flow (like your import example to a “Newsletter List”), and you only want your welcome flow to trigger from on-site sign up (certain pop ups, embedded forms, etc), you could place a conditional split filter to only send to those with a $source equal (or contains) part of the form source (which you set up in the form). This way you can import your list and those profiles would be split out of the flow because they did not pass the $source requirement. So you wouldn’t have to turn off your flow.
I use this $source conditional split filter to only send a discount welcome flow version to those that signed up from a served pop up that offered a discount. If someone signed up in the footer of our website, they get regular welcome flow without a discount.
For example, I have this filter in place because my pop up $source name is “Email & SMS Discount Pop Up”
Thanks, this is really helpful.
I don’t know where the segment came from, maybe it was already there, but I don’t remember it being. It’s just me and I don’t think support accessed my account and I’m pretty sure they would have told me if they set anything up. I’m guessing however, that it can just sit there as a segment. I can include it in a send or exclude it, but turning the welcome flow back on after importing contacts shouldn’t then trigger anything?
I’ll have a look into the conditional split you mentioned.
Sounds good @JennaMcNa - you can control hidden fields in forms by clicking on the submit / sign up CTA button in the form editor and applying hidden fields in “submit hidden fields” to append to the profile, then you can use conditional filters
This is also helpful for things like discount or other variant testing in pop ups. So each pop up variation could have it’s own custom field, then you can put conditional splits in the flow to ensure the right message goes to the right person based on the test variant they were shown.
Sounds good @JennaMcNa - you can control hidden fields in forms by clicking on the submit / sign up CTA button in the form editor and applying hidden fields in “submit hidden fields” to append to the profile, then you can use conditional filters
This is also helpful for things like discount or other variant testing in pop ups. So each pop up variation could have it’s own custom field, then you can put conditional splits in the flow to ensure the right message goes to the right person based on the test variant they were shown.
It’s a bit of a learning curve, but looks like I can do a lot with it. Thanks so much for the tips!