Insurance broker will give us a client list. On the excel sheet, they will have a few segments such as what each clients business activity, net revenue, etc. I’ll need an automated system, to send our client an email every week that fits their criteria.
Hi
Thank you for posting your question in the community.
I assume the clients in the list provided by your broker will be new each week. If this is accurate, you could set up segments or lists based on the client business activity.
Then, you’ll create a flow triggered by that segment or list so that when new clients are uploaded into Klaviyo, they will be automatically triggered to receive that email from that flow.
The one caveat is that with both a list or segment flow, contacts can only be triggered into the flow once, so if its likely a client could be provided by your insurance broker multiple times for the same business activity, then they would only receive the email the first time they are uploaded.
I’d love to invite my fellow champions to share their thoughts and recommendations as well.
I hope this helps!
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