Best practices for delivering two different lead magnets

Hi Lina, 

Thanks for sharing this on the Community forum. What I’d likely do here is have them both go to their separate lists and then create a SEGMENT that is “Profile is in list A and is in list B”. This would allow you so still know who signed up for which, but have a “main” list of both. 

Separately, if these magnets are on product pages, or are labeled as products you could use the “viewed product” or “placed order” metric as well. 

Hopefully this helps!

Taylor Clark thank you for your response. Not sure what do you mean by creating a segment? 
If I will have two lists (A and B) in which one should I create a SEGMENT for further regular emails?

I have another question. 

How should I set up a flow if person, who is subscribed via freebie A, opt-ins again to get freebie B? A Welkom series will not start because the person is already on the list.

@Lina Two ways to setup “Multiple Welcome Series” based on which form was submitted depending on your needs and how much (or little) complexity you prefer.  Like @Paul S and @Melissa.Matusky stated, earlier, you can specify a different source for each Form or simply use two separate Lists.  For example, you can have one form where the Source is “Giveaway1” and the other form the Source is “Giveaway2” or you can have a “Giveaway List 1” and “Giveaway List 2.”  

Both Forms Goes to the Same List

Then, you’re absolutely right that if both forms goes to the same List, then they will only trigger that Flow exactly once (unless they are deleted or unsubscribed) if your Welcome Series is a “Flow Triggered” List. 

What you can do, is create a new Segment called “Giveaway 2” where it segments all users whose Source = “Giveaway2.”  Then, you can create a New Flow that is “Segment Triggered” based on that Segment.

To take a step further, perhaps you have a “general welcome series” for the List, and two segments (one for each Giveaway Form) that triggers the Segment Flow Freebie email for each Form. 

The nice thing about this approach is you’ll have a “General Welcome Series” that applies to anyone that enter your main List, and then if they came in through either Forms (or both!) they can also get those Freebies without you having to duplicate all the same emails in your general Welcome Series Flow.

This method means you have the following Flows:

• List Triggered Welcome Series Flow 
• Segment Triggered Freebie 1
• Segment Triggered Freebie 2

If you were to add new Forms and Freebies, you simply just add a new “Segment Triggered Flow” and the respective email that’s unique to that new Segment.   This is the approach I recommend to keep things clean and extensible into the future and minimize duplicate message/effort and coordination.  

Each Form Goes to Separate Lists (Simpler Approach)

The other approach, is to simply have two separate Lists.  One for each “Freebie” and they each trigger a separate “List Triggered Flow” that has their respective Freebie and subsequent Flow Messages (that might be cloned or similar).  Since there’s a chance that someone might sign up for both Freebies, you should add some Message Filters (or Conditional Branches) so they don’t get subsequent emails that may be duplicative.  For Marketing purposes, you would combine the two Lists into a Segment called “Main List” (and any other rules), so that you can send to both “Lists” in one audience.

This is a slightly simpler approach, but a bit harder to maintain since any changes to one Flow have to be mirrored in the other.  And if you should ever adda “third” Freebie, you would have to do this a third time with yet more places that may have duplicate emails.

Hope this helps!

P.S. Here is some additional documentation about the difference between Segment vs List Triggered Flows:
Setting Trigger Filters

Recently I did exactly this, that my “freebie” subscriber was added to my main list, and to the specific segment based on “$source”.

But I had a delay issue: my test email was added instantly to my main list, but the segment was updated 13 min later. Which meant that my segment triggered flow did not send out the welcome email with a freebie until 13 min later. 

Is this normal, that the segments are updated with delay? If yes, then “segment triggered flows” don’t work well :( If the person wants to get the ebook, subscribes, and the email does not arrive instantly to the inbox, then it probably disappoint many. 

I tried to search about the segment updates but the only generic information which did not answer my issue was here “how segments update”: https://help.klaviyo.com/hc/en-us/articles/115005233488-How-Segments-Update

Am I missing something or there’s something I can change in setting so the segments are updated at the same time the person subscribes to the main list?

Thank you!

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Thank you for the clarification! 

So if I have two different pages and each has its own freebie, and to receive the download link with the first email, then I should still have two different lists:

• List - Freebie 1
• List - Freebie 2

And both should have their own flows:

• List triggered flow - freebie 1 (gets an email with a download link to freebie 1)
• List triggered flow - freebie 2 (gets an email with a download link to freebie 2)

But after that, both freebie subscribers should start receiving the same “welcome email” flow.

If I understand correctly, then I should create only one

• Segment triggered flow

(segment conditions would be “include people in both lists (freebie 1 and freebie 2)”

And then I don’t have any duplicates, and only one “welcome email” flow.

At least I think this is one possible option.

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