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Hey everyone, how would you accomplish this flow? I want to do a welcome series to our newsletter based on what form they came in from. I want them all to end up in the same general “newsletter” list, but have a different email be sent as their welcome email. What trigger and conditional split would you do based on the 3 different forms we have on our site? 

 

Here is an image of what i am thinking for reference:

 

Hi @Cader 

In Klaviyo, a flow can have one trigger. Multiple triggers to enter a flow is not supported at the moment

Option 1

If you set the forms submissions to go to one list, then you can trigger the flow with that list and then you would split into first three emails based on the form id or $source in Klaviyo

Option 2 -

You can create 3 separate flows - one for each form and each form will have an individual list it is linked to and they will trigger each flow. 

However it is not possible for someone to enter a particular list automatically from inside the flow and that’s the reason I would suggest you go with option 1 above. You should collect all form submissions in your General “Newsletter” list and then add conditional splits based on the form id to send 3 different emails and branch it out. you can merge the branches back and send them your email #2.

Let me know if this helps

Cheers

Arpit


Welcome to the community @Cader 

I agree with @ArpitBanjara that having one email list/flow is the best approach unless there’s a compelling reason to have more than one. To keep the flow simple, I would probably use email filters rather than conditional splits. 

However, If you expect a contact may submit more than one form, considerations are:

  • contacts will only enter your list-triggered welcome flow once. So if they subscribe to more than one form, they will only enter the flow on the first form submission.
  • $source only captures the last form they submitted. I would use a list custom property (on the forms) to identify which form(s) they have submitted ie their ‘preferences’. You can then use that later for segmentation.
  • Have one form with the three options as a multi-check box so the contact can select all that apply. 
  • If a contact selects multiple preferences, would you send an email for each, or a combined email?

I or @ArpitBanjara can suggest a more specific solution once you have responded on how the above aligns with your use case.

Regards

Andy


Hello @Cader. I would definitely go with option 1 that @ArpitBanjara suggested. In general, you should have just ONE main list and then create segments for anything also you want to do (segments can also trigger flows).

And yes, the profile’s $source is the last one submitted, but this flow triggers instantly after subscription so you will not have a problem because your conditional split will also happen at the first step of your flow.

But it is a good idea to create custom profile date properties so you can track your subscriber’s signing up forms journey. That could prove really handy in the future.


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