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The Welcome flow is triggered by the master list when a person submits a pop-up, and they’re added to the master list. However, when a non-subscriber visits the site and abandons the checkout while checking the opt-in box, they are also added to the same master list. This triggers both the Welcome flow and the Abandonment flow for that person.

Given this situation, should I change the list structure—such as where new subscribers go or where opt-in box tickers are added—or would it be more effective to create filters in the Welcome flow to remove people who have entered an Abandonment flow? I’m looking for the best approach to ensure that customers are only entered into the appropriate flow without causing overlap or confusion.

Hi @GV123 

Good question.

My approach is to have that contact enter both the list-triggered welcome flow and the abandoned checkout flow.

My logic is that the welcome flow is usually longer - emails are sent over several days - and those cover incentives to purchase (discount) plus brand values and general information to drive them to checkout/purchase.

The abandoned checkout flow is shorter - typically emails at 4hrs and 24hrs after checkout started. It is transactional and relates to the items in their cart.

The welcome flow is more of an onboarding journey and complements the abandoned checkout messages.

I set the welcome flow so that the initial email (with the discount) is sent immediately, and each email after that is set to smart send. I do not enable smart send for the abandoned checkout messages.

The outcome is:

  • A contact who starts checkout and opts-in receives the welcome flow discount email immediately.
  • If they purchase, they exit the welcome and abandoned checkout flows (both have a profile filter ‘placed order zero times since starting this flow’) and enter a post-purchase flow.
  • If they abandon checkout (no purchase), they start to receive the abandon checkout emails and will continue to receive the 2nd, 3rd etc welcome flow emails.

If you set the abandoned checkout emails at 4hrs and 24hrs and the 2nd welcome flow email at, say, 2 days, they won’t receive multiple flow messages on the same day. Smart send on the welcome flow ensures a contact won’t receive both flow emails within the default 16hr window (preference will be given to the abandoned checkout emails if that occurs).

That all said...if you prefer to move contacts out of the welcome flow once they’ve received that initial message (discount) when they start checkout, just add a filter to each 2nd, 3rd etc welcome flow emails of ‘checkout started zero times since starting this flow’ so they are skipped.

Hope that helps

Regards

Andy


In this situation, where the Welcome flow and Abandonment flow are both triggered by the same master list, it's essential to ensure that customers receive the appropriate messaging without confusion or overlap. Here’s how you can address this:

1. Adjust the List Structure
One approach is to refine your list structure by creating separate lists or segments for new subscribers and those who have ticked the opt-in box during checkout. Here’s how:

Create a Separate List for New Subscribers: Instead of adding everyone to the same master list, you can have a dedicated list for new subscribers who sign up via pop-ups or forms. This way, only those who explicitly subscribe will trigger the Welcome flow.
Use Segments for Opt-In Tickers: For those who opt in during checkout, you can create a segment based on the condition that they checked the opt-in box but didn’t complete the purchase. This segment can then trigger the Abandonment flow.

2. Use Filters in the Welcome Flow
If you prefer to keep the same master list, you can add filters to the Welcome flow to prevent it from being triggered by those who have entered the Abandonment flow:

Set Up Conditional Filters: In the Welcome flow, add a filter that checks whether a person is currently in the Abandonment flow. If they are, the Welcome flow won’t be triggered for them. You can set up this filter based on a specific condition, such as checking if the customer has an abandoned checkout within a certain timeframe.

3. Best Practice Recommendation
Combining both methods might give you the most control and flexibility:

Refine List Structure: This ensures that the Welcome flow is only triggered for those who genuinely subscribed through the pop-up or form.

Implement Flow Filters: Adding filters to the Welcome flow provides an additional safety net, ensuring that even if someone ends up on the wrong list, they won’t receive overlapping emails.

By refining your list structure and using filters in the flows, you can ensure that customers only receive the appropriate messaging, enhancing their experience and avoiding any confusion.

I hope this will be helpful for you.

Best regards


Thanks so much @bluesnapper this blended approach could suit great.

 

My only concern is the conflicting the flows strategies of the flows (which I sould have mentioned -apologies)

 

The welcome flow has the discount front and centre as you know…

 

But the Checkout abandon I’m creating is actually 6 emails long - split into two separate sections. The first 3 emails are sent without a discount, instead builds social proof and value props for the brand, then after a 4 day ‘break’ -- a discount is introduced and more urgency driven emails are sent. 

 

Getting the discount in the welcome flow would lessen the effect of the abandoned cart emails and discount emails.

I’m wondering if there is a workaround here of if they should be just kept separate?


Thanks @nomanabdullah256 for your detailed answer


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