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Active Contributor I
April 30, 2024
Solved

How to enter former profiles within the "1st Anniversary" flow

  • April 30, 2024
  • 15 replies
  • 725 views

Hello there,

I have just started the “1st Anniversary” flow based on the First Purchase date. The flow works fine because new clients are being added into the waiting line.

However, more than one year ago I created a flow to enter the First Order, so I have many profiles who have the first order date before I started the Anniversary flow, therefore How can I enter those former profiles into the Anniversary flow?

I mean, to do like a “refresh” in order to the Annivesary flow takes into account to those clients.

Thanks in advance.

Miguel

 

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Best answer by bluesnapper

Good approach @retention thanks for sharing!

Regards

Andy

15 replies

bluesnapper
Partner
Champion & Partner
May 2, 2024

Good approach @retention thanks for sharing!

Regards

Andy

https://bluesnapper.com - Klaviyo Champion '24 & Partner
JessFosnough
Expert Problem Solver IV
Expert Problem Solver IV
May 2, 2024

@bluesnapper - thanks for the explanation, it definitely makes sense! I think we are just getting our wires crossed, haha!

If the segment I was envisioning worked correctly, it would pull in everyone who made a purchase 366 days before “today”. (366 b/c of leap day) Of course, the customers who were added the day it is created would not go in the flow. But tomorrow, when the original customers no longer qualify, and customers are pulled in who made a purchase 366 days before “today” (which is now tomorrow), then they would go through the flow. I have screen shots of my idea and what it returns, using the Birthday field, since I don’t have a First Purchase date in my account.

Segment conditions

 

Here are the results:

 

Segment returns

 

Here is my profile with a (fake) birthday of 2023-05-02

 

Profile with birthday

 

What I don’t understand is why the other record (United - MW Newsletter) is in the segment, when the Birthday for that profile is 2023-05-03. It is another test account that I use.

So, perhaps this approach doesn’t work, either. Sigh….Well, I tried! 😂

Thank you for your help, @bluesnapper and @retention!

@mrosique - Good luck, and I hope Joseph’s idea can help you!

 

Jessica
mrosiqueAuthor
Active Contributor I
May 4, 2024

Thanks to all! Amazing community.

You are right @retention, your suggestion isn’t as snazzy as sending it on the actual date, but we are talking about First Order rather than Birthday, so may seem strange to receive and email saying “Happy Birthday” on June 1st when you were born on June 23rd 😁 However, if someone receive an email saying “Congrats! Happy 1st Order Anniversary!” on June 1st, nobody remember when was the actual date when they bought in my store. 

We provide an exceptional customer experience, but I don’t think my clients will remember the first time they purchased in my store just like they remember their birthdate 😂😂😂

Ok, so I am going to implement the suggestion of @retention , therefore, Must I create a segment for each month? How to define th flow?

Or Must I create a flow for each month?

Thanks!! Thanks @JessFosnough for your interest!

 

Contributor I
November 29, 2024

Your solution works perfectly ​@JessFosnough!  I don’t know why other people are saying it won’t.

For reference, here’s the segment I created (below) and each day new users are being automatically inserted into my flow triggered by this segment on their 1 year anniversary).  Great idea - Don’t be so quick to accept all these men telling you that you’re wrong!

 

 

JessFosnough
Expert Problem Solver IV
Expert Problem Solver IV
November 29, 2024

@garethowen,

Awesome! So glad my idea was helpful to you - thank you for letting me know! :-)

Jessica