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Can I stop existing profiles from receiving a welcome flow with a discount?


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Hello :)

I have a question that I can’t seem to find exactly the right answer for so here it goes!

Prior to signing up with Klayvio, our welcome emails with information in regarding delivery, orders, etc. were sent out via Automate Woo with the condition that it is the customers 1st order. It is not sent to anyone making a repeat purchase.

I basically want to replicate this in Klayvio but can’t find the right system to do so. If I add a welcome series, it wants me to select a list as a trigger, but I needed a segment. 

So, I set up a flow with the trigger “added to welcome series - non footer” as we have a flow that goes to footer subscribers who may not have purchased yet. 

In this case, I want to target people who have made their FIRST purchase. I can’t find a way to exclude existing profiles that works for me. I have seen it suggested to add a condition of “has placed an over over all time > 0” but this wouldn’t work, as they need to have placed their first order. 

I wanted to move this from Automate Woo and keep all flows and automations in one place. However, I don’t want to target anyone that has ordered before, as they will have received a welcome from Automate Woo previously and may think this is odd. I also want to ensure it isn’t sent out EVERYTIME someone places an order, just the FIRST TIME. 

 

The plan:

I think I have come up with a way to possibly to do this but need help assessing whether it will work. I set up a segment where the definition is: “what someone has done or not done > Placed order > at least once > in the last > 1 day or 1 hour” therefore ensuring this list is up to date with new orders and not cluttered with old ones. 

I will then set up a flow with the trigger as this list, with a profile filter of “Placed order equals 1 over all time” in theory ensuring that only people who have placed 1 order in total are targeted. 

Can anyone tell me if this would work? 

 

Thanks for any help :)

 

Charlotte

Best answer by bluesnapper

Welcome to the community ​@charlsmithx 

From what you describe, it's straightforward to implement in Klaviyo.

Create a post-purchase flow that triggers on the WooC placed order event. Add a profile filter 'Placed Order equals 1 over all time'

With that flow set-up, the outcome will be:

  • A new customer WILL enter the flow when they place their FIRST order because 'Placed Order equals 1 over all time' will be true as it's their first order.
  • A repeat customer will NOT enter the flow when they place 2+ orders because 'Placed Order equals 1 over all time will be false' as it's not their first order.

Once you setup the flow you can preview which profiles will enter to validate all is OK before going live.

However, if you are looking to incorporate this into a welcome flow post-list-sign-up (as you’ve mentioned a discount offer) you can do that using a conditional split with the same profile filter.

Hope that helps but let me know if I’ve misunderstood anything.

Andy
 

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4 replies

bluesnapper
Partner
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  • Champion & Partner
  • 728 replies
  • Answer
  • January 28, 2025

Welcome to the community ​@charlsmithx 

From what you describe, it's straightforward to implement in Klaviyo.

Create a post-purchase flow that triggers on the WooC placed order event. Add a profile filter 'Placed Order equals 1 over all time'

With that flow set-up, the outcome will be:

  • A new customer WILL enter the flow when they place their FIRST order because 'Placed Order equals 1 over all time' will be true as it's their first order.
  • A repeat customer will NOT enter the flow when they place 2+ orders because 'Placed Order equals 1 over all time will be false' as it's not their first order.

Once you setup the flow you can preview which profiles will enter to validate all is OK before going live.

However, if you are looking to incorporate this into a welcome flow post-list-sign-up (as you’ve mentioned a discount offer) you can do that using a conditional split with the same profile filter.

Hope that helps but let me know if I’ve misunderstood anything.

Andy
 


Mich expert
Problem Solver IV
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  • Problem Solver IV
  • 64 replies
  • January 28, 2025

Hi @Charlotte,

Thank you for providing such a detailed explanation of your setup! It sounds like you're on the right track, and I'd be happy to help refine the solution to meet your needs.

Proposed Solution

Your plan is solid, and the following adjustments will ensure everything works seamlessly:

  1. Segment Creation

    • The segment definition you mentioned is a great starting point: “What someone has done or not done > Placed order > at least once > in the last 1 day or 1 hour.”
    • This keeps your segment dynamically updated with recent first-time orders.
  2. Flow Setup

    • Use the segment as the trigger for your flow.
    • Add a profile filter:
      “Placed Order equals 1 over all time.”
    • This ensures only customers with exactly one order ever will enter the flow.
  3. Flow Behavior

    • First-Time Customers: They will qualify for the flow as they meet the condition of having placed one order.
    • Repeat Customers: They won’t qualify because the “Placed Order equals 1” condition will no longer apply.
  4. Preventing Re-entry

    • To avoid customers entering this flow multiple times, ensure that the flow setting is configured to “Flow Triggered Once Per Customer.”
  5. Preview & Testing

    • Before going live, use the Flow Trigger Setup > View Triggered Profiles option to confirm that the correct profiles will enter the flow.

Additional Recommendation

If you want to incorporate this logic into your welcome series triggered by list sign-ups:

  • Add a conditional split in the flow with the rule:
    “Placed Order equals 1 over all time.”
  • This way, only first-time customers receive the discount or welcome email, while others bypass the step.

Let me know if you need further clarification or assistance setting this up. I'd be happy to help ensure a smooth transition from AutomateWoo to Klaviyo!

Best regards,
Michael
Klaviyo Expert & Email Marketing Specialist


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  • Author
  • Contributor I
  • 1 reply
  • January 29, 2025

Thanks for the response! It is great to talk it out and make sure I am understanding how everything in Klayvio works. We had a much more simple system before that didn’t have any options like these :)

Kind regards, 

Charlotte


Mich expert
Problem Solver IV
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  • Problem Solver IV
  • 64 replies
  • January 29, 2025

You're welcome, Charlotte! 😊 Klaviyo has a lot of powerful features, and it’s great that you're exploring them. Feel free to reach out anytime if you have more questions—I’m happy to help!

Best regards,
Michael