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Pop-up flow vs welcome flow

  • February 14, 2025
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I currently have two lists/Welcome Series flows set up and I am not sure if I this is the correct way to do it, as I cant seem to find any information on other people doing it this way

Flow #1 (pop-up flow) - Subscribers who sign up for a discount code through a pop-up (they enter my “Pop-up” list) and get their unique discount code and a welcome introduction series of emails.

Flow #2 (welcome flow) - Subscribers who are added automatically through Shopify, either by entering their email in the sign up field in my site footer, or by agreeing to marketing when placing an order (they enter my “Newsletter” list). This flow is almost exactly the same as the pop-up flow.

So my questions are:

Firstly, are is there a way to combine these flows to make it more streamlined?

Secondly, the ‘sign up at checkout’ is really throwing me, because how do I make sure that someone who has just completed the pop up flow before buying doesn’t get basically the same flow again after checking the box at checkout?

Also, how to I avoid the same newsletter welcome flow from clashing with a post-purchase flow if someone does sign up at checkout?

​​​​​​​Thanks so much for your help!
​​​​​​​

 

Best answer by zacfromson

Hi there - thanks for you questions. 

 

For the first question, yes, you can combine them into a single flow. Create a single list for all new subscribers (e.g., “Main Subscribers List”). The have the popup set to add to this list. For Shopify, go opt-in at checkout, go to Integration>Shopify> and then select this same list. If you are collection SMS, you may want to create a separate list and can do the same setup for that popup form and select that list in the Shopify integration as welll

See how to do this for Shopify in the screenshot below:

 

Since Welcome Series are typically just to support first purchase you could add a profile filter to exclude anyone who have purchased all time, and you can also add a filter of placed order zero times since starting this flow. See the example below. You can add this by selecting the trigger at the start of the flow. These should keep existing purchasers and anyone who purchases after they enter flow flow from being removed so you can then successfully move them to the post purchase nurture after purchase without any overlap. 

If you have any additional questions or need help with flow filters please let me know and I can surely assist.

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zacfromson
Problem Solver III
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  • February 14, 2025

Hi there - thanks for you questions. 

 

For the first question, yes, you can combine them into a single flow. Create a single list for all new subscribers (e.g., “Main Subscribers List”). The have the popup set to add to this list. For Shopify, go opt-in at checkout, go to Integration>Shopify> and then select this same list. If you are collection SMS, you may want to create a separate list and can do the same setup for that popup form and select that list in the Shopify integration as welll

See how to do this for Shopify in the screenshot below:

 

Since Welcome Series are typically just to support first purchase you could add a profile filter to exclude anyone who have purchased all time, and you can also add a filter of placed order zero times since starting this flow. See the example below. You can add this by selecting the trigger at the start of the flow. These should keep existing purchasers and anyone who purchases after they enter flow flow from being removed so you can then successfully move them to the post purchase nurture after purchase without any overlap. 

If you have any additional questions or need help with flow filters please let me know and I can surely assist.


Adunni
Active Contributor II
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  • February 14, 2025

Hi ​@racheleunson ,

You're on the right track with your flows, but there’s a way to streamline them for better efficiency and a smoother customer experience.

1. Combining the Flows

Yes! Instead of having two separate welcome flows, you can use one flow with conditional splits based on how the subscriber joined.

  • Trigger: “Someone joins a list” (Include both "Pop-up" and "Newsletter" lists).
  • Conditional Split:
    • If in Pop-up List → Send the discount code email.
    • If in Newsletter List → Send a general welcome email.
  • From here, both paths can merge into a single welcome series.

2. Avoiding Repeat Emails at Checkout

To prevent someone from getting a second welcome series after signing up via pop-up, use a profile property filter:

  • Add a custom property when someone completes the pop-up flow (e.g., popup_signup = true).
  • In the checkout welcome flow, exclude people who already have this property.

3. Preventing Clashes with Post-Purchase Flow

  • Add a time delay in the welcome flow to give space for post-purchase emails.
  • Use Smart Sending in Klaviyo to prevent subscribers from receiving too many emails in a short time.

If you need help setting this up, let me know—I’d be happy to guide you! 🚀

Cheers,
Adunni


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  • February 14, 2025

Thank you for your responses!

A few more questions:

I’m also running an A/B test in my pop up welcome flow, testing between offering a discount or a free gift. Can I still run an A/B test if the newsletter and pop up flows are combined?

Would you recommend that I get rid of the specific ‘pop up’ list and just have my pop up for add contacts directly into my main newsletter email list?

Thanks!
 


zacfromson
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  • February 14, 2025

Yes, you can still run the A/B test. You would just need to have a conditional split to funnel users to the discount vs free gift email options. I would still add everyone to the same list but you will need to use a hidden profile property to tag each to build the conditional split properly. Here is the step by step documentation on how to do this. I’d advise following these step to properly set this up.

 

I’d break down the step by step but it was done already by the Klaviyo team!