Contributor I

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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

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David To

Klaviyo Employee

Hey @Agolab,

I hear you and I can certainly see the benefit of this feature.

Although such a feature may seem simple in theory, there is a lot that goes on in our code’s backend!

In addition, there is also the deliverability and consent aspect to consider. Users are only added to a list automatically if they share explicit consent to subscribe to the list.

It’s also typically best practice to have a single main list you are subscribing users to as mentioned in our Why Having a Single Main List is Beneficial Help Center article. Not only does having a single main list allow for better list organization within an account, but it also helps make list cleaning easier in the long run!

David

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aussiepr

Contributor I

David To, you’re missing the point - one Single Main List is what I want, but I need it to be automatically updated once a new Customer fulfils a condition in a flow.

In my scenario (just migrated/integrated from Shopify) they are already subscribed (via free offer) but they haven’t purchased yet.

I don’t want 2 or 3 lists that I have to manually import into the main list because your flow doesn’t have this basic capability.

David To

Klaviyo Employee

Hey @aussiepr,

Do you mind providing more details on your use case to be shared with our Product Team?

The scenario you’re describing “they are already subscribed (via free offer) but they haven’t purchased yet” - wouldn’t these users already be captured in an existing list if they were subscribers?

David

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JoMcKee

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.

Really surprised to discover this when I went to build it out today. I had told the client to use Klaviyo, thinking it’s a cheaper start than ActiveCampaign. But it’s costing me time in lost features that I’m used to in ActiveCampaign. Will be recommending AC in future until features are like-for-like as we use those types of automations a lot.

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Andra

Contributor I

I am also missing this feature. I would like to be able to link a welcome flow to another drip-campaign flow. I sell many products and have various offers through which customers subscribe to a list. Each list is linked to the welcome series. How do I link the subscribers of these various lists to my content flow (value-driven emails) from the welcome flow? Now I am forced to create never-ending drip flows for each welcome flow.

T

Todd M

Contributor I

Moving people from one list other should be a stock feature in Klaviyo like it is in every other email provider. This is very important to people that have a blog as well as an ecommerce shop on their site. We should be able to move people from a warm-up flow to a general email or sales flow once they finish the welcome series.

L

Leo Prodz

Contributor I

How come in Klaviyo I cannot move someone from an opt-in sequence into another list? ActiveCampaign does this as a basic feature… How can I do this?!

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Michele

Contributor I

We also need this - so for example - someone signs up for a lead magnet (free download) which is delivered by email when they join the list.

Once they have completed the automated email sequence associated with the free download, we want to move them to our main list for weekly newsletters. (they’ve obviously opted in and this is a fairly standard way to grow email databases).

As we’re creating many free download options, we will have many lists and don’t want to have to manage these manually.

Please can you help on how we can achieve this?

P