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Hi everyone,

I’m trying to set up First Purchase Anniversary Flow for my brand but I got confused.

Months ago, I started collecting First Purchase data with this flow:


Now, I want to create the flow. I used the default flow map in Klaviyo:
 


I have 2 questions/concerns.

-Since I started obtaining data months ago, is there any way to remove the 365-day time delay and start sending it right away? E.g., I have some customers who purchased in February 2024 already and we have this profile property in Klaviyo. If I set the flow live, they will need to wait 365 days, right? But I want to send it in February 2025. I don’t think removing the time delay entirely would work for the new recipients. But is there any way to manage it?

-My other concern is about the conditional split here. It does not seem right to me because we have some customers place orders more than once in a year. E.g., If someone places an order in March 2024 and July 2024, when the time comes, the conditional split will send it to the YES path. However, these orders are in a year and he should receive the 1st year anniversary message. I’m a bit confused.

Is there anyone managed it before?

Hi,

You could manually backfill their purchase anniversary dates.....as such have to will not have to wait another full year to receive their anniversary email...and for new recipients, keep the 365 day delay in place

I noticed you had a Flow Filter set to “Placed Order equals 1 over all time” - this will limit this Date triggered Flow to only first time customers since anyone who Placed Order more than once will be excluded from the Flow.  So your second conditional split will not work as you intended.  

I would remove that Filter so that past customers (and repeat customers) will continue to stay in this Flow as it repeats yearly.

Then, to separate folks between the first year, or subsequent anniversaries, use a conditional split on the “First Purchase Date” to see if the day was in the last 366 days.  If it is (Yes), then it is their First Anniversary.  If it’s greater than 366 days, then it’s past their one year so it’s in the “Repeat Annivesary” branch. 

See here:

 

Alternatively, you can also use a Profile property update (like you did with the First Purchase Date) to set a custom property (e.g. first_annivesary = True) after the First Anniversary message is sent, so that subsequent date triggers will check that property if that value is previously set.  If the profile has that property set to True, then it will go to the Repeat Anniversary branch.

 

I noticed you had a Flow Filter set to “Placed Order equals 1 over all time” - this will limit this Date triggered Flow to only first time customers since anyone who Placed Order more than once will be excluded from the Flow.  So your second conditional split will not work as you intended.  

I would remove that Filter so that past customers (and repeat customers) will continue to stay in this Flow as it repeats yearly.

Then, to separate folks between the first year, or subsequent anniversaries, use a conditional split on the “First Purchase Date” to see if the day was in the last 366 days.  If it is (Yes), then it is their First Anniversary.  If it’s greater than 366 days, then it’s past their one year so it’s in the “Repeat Annivesary” branch. 

See here:

 

Alternatively, you can also use a Profile property update (like you did with the First Purchase Date) to set a custom property (e.g. first_annivesary = True) after the First Anniversary message is sent, so that subsequent date triggers will check that property if that value is previously set.  If the profile has that property set to True, then it will go to the Repeat Anniversary branch.

 

​@retention , that works! thank you so much!

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