Contributor I

Solved

Flow action - Move contact to another list

Forum|Forum|5 years ago
June 16, 2021
21 replies
3720 views

Hello!

I’ve designed my first welcome series, complete with conditional triggers. If a person exits the series due to meeting a condition, I’d like them to be moved from my welcome series list to my general email list. Is this possible?

Flows

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Best answer by David To

Hello @ChristinaD,

At this time, the function you are describing of using a flow to move customers from one list to another automatically is not supported. Customers are only added to a list automatically when your customers share explicit consent and sign up to the new list such as through a signup form connected to that new list.

Depending on what it is you were trying to accomplish, a workaround would be using an Update Profile Property step in your flow to tag your customers who have completed and/or removed from the flow through a conditional split. Through this strategy of tagging these customers who meet a conditional and are removed from a flow, you can capture these customers within a segment which can then be used as your recipient group along with your general email list when sending a campaign. You can learn more about using an update profile property action step from the Update Profile Property Action Use Cases and How to Add an Update Profile Property Action to a Flow articles.

Hope this helps!

David

David ToAnswer

Klaviyo Employee

Hello @ChristinaD,

At this time, the function you are describing of using a flow to move customers from one list to another automatically is not supported. Customers are only added to a list automatically when your customers share explicit consent and sign up to the new list such as through a signup form connected to that new list.

Depending on what it is you were trying to accomplish, a workaround would be using an Update Profile Property step in your flow to tag your customers who have completed and/or removed from the flow through a conditional split. Through this strategy of tagging these customers who meet a conditional and are removed from a flow, you can capture these customers within a segment which can then be used as your recipient group along with your general email list when sending a campaign. You can learn more about using an update profile property action step from the Update Profile Property Action Use Cases and How to Add an Update Profile Property Action to a Flow articles.

Hope this helps!

David

M

mkummer

Contributor I

This use case is something Klaviyo should support out of the box. I was looking for it as part of my migration from Active Campaign to Klaviyo and I’m frustrated to learn I can't replicate my automation flows.

David To

Klaviyo Employee

Hello @mkummer,

Thanks for sharing your feedback with the Klaviyo Community!

I’m sorry for the frustration that the lack of this feature has caused. I’ll share your thoughts and comments to our Product Team to explore the possibility of moving contacts from a flow through to a list. I’ll also update this thread if there is any news from our product team regarding this feature.

Really appreciate you being a member of the Klaviyo Community! Have a great day!

David

M

MattyJ

Contributor I

I could do with this feature as well.

A

Alice-RFH

Contributor I

This feature is quite important for me too. I want to have just two lists; subscribers and customers, so that if a user unsubscribes from marketing emails, they don’t then get unsubscribed from transactional emails.

David To

Klaviyo Employee

Hey @Alice-RFH,

Thanks for sharing! Based on your used case though, Klaviyo’s transactional emails already accomplish what you are trying to do. Transactional emails are essential, non-marketing email that contain pertinent information to the recipient. For this reason they are sent out event to contacts who have unsubscribed from your marketing lists and have opted out of receiving marketing emails from your brand.

I would suggest taking a look at the Guide to Using Flows to Send Transactional Emails Help Center article that goes into further details surrounding transactional emails and how to request your emails be considered transactional. There are also a number of Community posts surrounding this topic of Transactional emails as well. I’ve included a few that other Community members have found helpful to their understanding of transactional emails:

David

M

Mailbox Money

Contributor I

This use case is something Klaviyo should support out of the box. I was looking for it as part of my migration from Active Campaign to Klaviyo and I’m frustrated to learn I can't replicate my automation flows.

Same issue, want to migrate from Active Campaign to Klaviyo but so many missing features that Active Campaign has that Klaviyo cannot support.

Flows need to chain to other Flows - either as a Trigger on Flow End or inside a Flow start another Flow. Flow Chains are HUGE missing feature. Also, native Add To List or Remove From List would work, but Flow Chain probably would be a bigger win.

Also the ability to POST webhook data for customizations either to Zapier or 3rd party tools. We are liking so many reporting aspects that Klaviyo does better than Active Campaign but it’s flow builder is limited in comparison.

V

VeeWally

Contributor I

I am in the process of moving from Active Campaign as I have heard many raving reviews of using Klaviyo for eComm stores, and honestly I am really surprised that this feature/option is missing. I believe it would add a lot of value to a lot of users if it were to be added, and let’s the platform down by not having it. @David To are there any updates as to whether this feature will be added?

David To

Klaviyo Employee

Hey @VeeWally,

At present we don’t have any updates regarding this feature. However, be assure it has been shared with our Product Team to explore further!

Thanks for being a part of the Community!

David

A

Agolab

Contributor I

Yo guys.. how long should we wait for this BASIC and EASY function to be implemented ? Is like two lines of code inside your database. Can we make available automatic moving of contacts between different lists before we all die or what ? Come on

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