Update Welcome series flow to allow more triggers/ways to enter

Question

Welcome Series flow to be triggered every time that a new customer provides their email, not just through the email sign-up pop-up form or email sign-up footer.

Can we update the existing flow someway to be triggered multiple ways, including when someone new provides their email during checkout?

Our checkout is hosted on shopify. I’m thinking maybe we merge all the leads to a single list and then make that global list as the trigger for the flow. Can anybody suggest if that’s a good idea or if there’s any other way to approach this?

Taylor Tarpley · Accepted Answer

Hi @ayushsharmaPMB,Welcome to the Community! Happy to have you, great question!Yes, having aMain List is Beneficialand considered best practice for so many reasons! That way lots of different leads can have the same singular Welcome Flow Experience and first introduction to your company.Later on, you cancreate segmentsthat will dynamically pull them into a groupingdepending on the segment conditions.You can use segmentation to find out who have purchased products, filled out the popup form, etc. and get a better understanding of who’s in your Klaviyo account and where they’re coming from.Hope this helps! Thanks for participating in the Community!-Taylor

ayushsharmaPMB · Answer

Thanks Taylor, that makes sense :)Hi@ayushsharmaPMB,Welcome to the Community! Happy to have you, great question!Yes, having aMain List is Beneficialand considered best practice for so many reasons! That way lots of different leads can have the same singular Welcome Flow Experience and first introduction to your company.Later on, you cancreate segmentsthat will dynamically pull them into a groupingdepending on the segment conditions.You can use segmentation to find out who have purchased products, filled out the popup form, etc. and get a better understanding of who’s in your Klaviyo account and where they’re coming from.Hope this helps! Thanks for participating in the Community!-Taylor

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