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