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Hi,

I'm working on creating an easy-to-use preference page that allows customers to control their email preferences.

 

One idea is to include a frequency option on the preference page, where customers can choose how often they want to receive emails (e.g., once a week, once biweekly, or once per month). This will help us avoid exhausting our list and ensure we're respecting their preferences.

 

However, I'm facing a challenge when it comes to incorporating these preferences into our existing flows. With over 10 live flows, simply using segments won't be sufficient to include all marketing communications based on these preferences. I'm wondering if there's a more effective and practical solution that I might be overlooking.

 

Do you have any insights or suggestions on the most effective and easy-to-execute approach for giving customers control over their email preferences?

Thank you,

Hi @stam_marko

 

Thanks for sharing your question with us! We’ve loved seeing you around the Community more! 

 

You are correct that our sending frequency segments only deal with campaigns, not automatic messages being sent through flows. I will share this with our team as a product feature request as I do understand this is a pain point that customers could receive more messages from your brand unintentionally through flows than they designate through email preference.

 

 While this isn’t a feature that can translate to flows at this time, a potential workaround could be excluding customers these customers from your flows entirely using a flow filter to filter out their email preference property or turning on smart sending! I wonder if any other Champions have had experience with this workaround @Kylie W, @In the Inbox, @retention ?

 

Thanks for participating in the Community!

-Taylor


@stam_marko I understand your question all to good. Flows however are most of the times triggered by customers behavior while campaigns are more push.

Personally I feel the sending frequency preferences should therefor be applied to campaigns only or some specific email flows.

Í was thinking on ways to get this done, using segments, or tagging profiles or setting up flow filters but have not been able to get a good solution yet. The combination has a frequency and has received an email at least once in the same timeframe is what you'd need to look for.

 

Regards,

 

Omar Lovert // Polaris Growth // Klaviyo Master Platinum Partner

We help with e-commerce growth through CRO, Klaviyo and CVO

   


Hi @stam_marko flows are behavioural based so you shouldn’t limit these based on sending preferences (except marketing consent depeding on the region). I totally understand the desire to make sure your customers are getting the expereince they want and signed up for and are not getting multiple emails from different flows at the same time.

I’d suggest a few ways to do this: 

  • Add “in a flow” tags at the start and end of all flows (or further customise by breaking them down into categories of flows like “funnel automations” “welcome” “post purchase”)
  • Remove the tags at the end of each flow and set up a catch all flow (with the same trigger and the longest delay in your flow) to remove the tag if they get kicked out of the flow before they go all the way through. You can then use these tags to remove people from other flows and campaigns as needed if you use them as filters, segments and conditional splits
  • For campaigns: if you’re sending to an engaged segment like brand engaged last 120D you can add a minus segment for “has received x emails in last x days” so of they start to engage (however you measure engagement) and get emails they will only hit a max number in the last x days
  • Or, you can as them if they want to only get emails with a certain theme instead of a frequency
  • Or, you can just turn on smart sending for campaigns (16hr recommended) and keep this setting off for important flows, so they won’t get them at the same time.

Options are endless here based on what you want to do, just remember flows are behavourial so should trigger based on behavour and campaigns are theme or engagement based. Hope that helps mate.


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