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How to send past email to NEW people added automatically into segment


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  • Contributor I
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Hello! I’ll start by saying I'm pretty new to Klaviyo and really struggling with it, so I apologize in advance for my cluelessness…

We have two totally different subscription box products that we offer on our Woocommerce site. We have two different segments set up, one for each subscription box, and customers who purchase one of the boxes get added to their respective box segment. We then have an automatic welcome email that goes out to new customers once they are added into that segment. A couple weeks ago, we created a new email campaign that went out to one of our segments, let’s call it Segment Box A, that provided some important shipping updates and a few product reveal photos. 

Since that email went out, we have had a number of new subscribers, who were then, of course, added automatically to the Segment Box A segment. They got the automatic Welcome flow email as soon as they purchased and were added to the list, but now how do I ensure they get the shipping update email we sent out recently? That one isn’t an automatic email, because the email will only be relevant for a couple more weeks. Do I have to manually send it to new subscribers who are added to the segment? Is there a way to select them from a segment list and send it to them directly? I’ll admit, I really don’t understand segments, so there’s probably a really easy way to get the email to go out to people on the segment list who haven’t gotten it yet, but I cannot seem to figure it out.

Anyone willing to help on this would be greatly appreciated! 

Best answer by retention

Hi ​@smags, I think you’re on the right track here.  I think there’s two ways to go about it:

Create the Shipping Update Message as part of the “Welcome Flow” 

You can simply add that new Shipping Update email as an additional message in of your “Welcome Email Flow” for Segment Box A.  For example, you can set it to be sent 1 hour after the first “Welcome Email” is sent. You just have to remember to disable this message (or delete it) when it is no longer relevant.  Now, every new profile that is added to this Segment will get the Shipping Update email (right after the initial welcome message).

Create a Segment of People who have not received the Shipping Update Email  

You can also clone your “Segment Box A” into a new Segment but add the additional condition where “Has not Received Campaign Email” with the given Campaign Name (or Subject Line).  This will show everyone in your current Segment that haven’t received the Campaign yet.  (Make sure you either use the same Campaign Name, or Subject Line each time) for this to work.  Here’s an example:

Now you can clone the Shipping Update Campaign, and send to that Segment (audience) which will automatically remove anyone that has received the Campaign already for each Campaign.  You still have to do this manually and periodically - so you can schedule this once a week or whatever cadence you prefer ahead into the future.  

Hope this helps!

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retention
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  • 2025 Champion
  • 920 replies
  • Answer
  • January 20, 2025

Hi ​@smags, I think you’re on the right track here.  I think there’s two ways to go about it:

Create the Shipping Update Message as part of the “Welcome Flow” 

You can simply add that new Shipping Update email as an additional message in of your “Welcome Email Flow” for Segment Box A.  For example, you can set it to be sent 1 hour after the first “Welcome Email” is sent. You just have to remember to disable this message (or delete it) when it is no longer relevant.  Now, every new profile that is added to this Segment will get the Shipping Update email (right after the initial welcome message).

Create a Segment of People who have not received the Shipping Update Email  

You can also clone your “Segment Box A” into a new Segment but add the additional condition where “Has not Received Campaign Email” with the given Campaign Name (or Subject Line).  This will show everyone in your current Segment that haven’t received the Campaign yet.  (Make sure you either use the same Campaign Name, or Subject Line each time) for this to work.  Here’s an example:

Now you can clone the Shipping Update Campaign, and send to that Segment (audience) which will automatically remove anyone that has received the Campaign already for each Campaign.  You still have to do this manually and periodically - so you can schedule this once a week or whatever cadence you prefer ahead into the future.  

Hope this helps!


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  • Author
  • Contributor I
  • 7 replies
  • January 20, 2025

Hi Joseph! Thank you so much for taking the time to help with such a detailed response. I really appreciate it.

If you have the time, I’d love to ask you a couple more questions?

First, say I go with your first option of sending as part of the welcome flow. Once I add it and set it up, will it go to the people who signed up a few days ago? I know that moving forward it would catch any of the NEW subscribers who are added from that point onward, but what about the ones in the last couple of weeks who will, of course, be outside that one-hour window? 

I’m wondering if a combination of the two would maybe make sense? So in other words, I’d create the new clone segment that weeds out people who have already received it and then clone and send out that email to this new segment, which will ensure that no one who already got it receives it again. Then, as soon as we finish creating our second shipping update email, I’d add it right away to the Welcome flow email so from that point on, anyone new gets that right away without me having to keep creating and running new segments? I feel like maybe I’m overthinking this? 🤣


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  • Author
  • Contributor I
  • 7 replies
  • January 22, 2025

@retention 

Hi Joseph! Thank you so much for taking the time to help with such a detailed response. I really appreciate it.

If you have the time, I’d love to ask you a couple more questions?

First, say I go with your first option of sending as part of the welcome flow. Once I add it and set it up, will it go to the people who signed up a few days ago? I know that moving forward it would catch any of the NEW subscribers who are added from that point onward, but what about the ones in the last couple of weeks who will, of course, be outside that one-hour window? 

I’m wondering if a combination of the two would maybe make sense? So in other words, I’d create the new clone segment that weeds out people who have already received it and then clone and send out that email to this new segment, which will ensure that no one who already got it receives it again. Then, as soon as we finish creating our second shipping update email, I’d add it right away to the Welcome flow email so from that point on, anyone new gets that right away without me having to keep creating and running new segments? I feel like maybe I’m overthinking this?