Hi Cbzhu,

Thanks for asking the Community!

When I have had to tackle this challenge in the past I have created a segment triggered Flow to cover those Profiles that I want to email immediately, as you can backdate and add everyone to the start of the Flow.

To make sure that you don’t enter Profiles into both Flows, in the Event triggered Flow make your first step a Profile Property Update - something like “Flow Participant - Placed Order More Than 75 Days”. Set this to “true”.

Then create your segment as follows:

The second and third filter options will prevent profiles who qualified for the on-going Event triggered flow. 

Let me know if I explain any further or if you have any questions.

Hi ​@ross_hopkins thank you for your insight. To clarify, how would I send the win back flow to this new segment you’re suggesting? The default winback flow is triggered by placed orders. Are you suggesting that we just send campaign emails to this new segment (instead of a flow)? Thanks again!

​@ross_hopkins to clarify on my questions above, do you mean that we should “add past profiles” if we set it up as a segment triggered flow? Otherwise the flow will only send to emails that enter the segment after we set up the flow.

Hey ​@cbzhu 

If the Flow triggered by the Placed Order event is only one email long, then a Campaign send to the Segment would work.

But otherwise, yes, you’d create essentially the same Flow but have the Segment as the trigger and then backdate.

Thanks,

Ross

Great, thank you for your quick response ​@ross_hopkins. Last question - what does the last criteria for the segment do? Properties about someone, flow participant is not set as text?

No problem!

That last check for the property ensures that no one is in the segment that has previously been through the Flow. My assumption at the start of this conversation was that the Flow was already running. Perhaps it isn’t.

But what I was suggesting in the segment and the proposed change to the Flow where the property is set was to make sure you didn’t email someone about the same thing twice.

yes got it. I only recently started running the normal winback flow, but we have almost a year of customer data. So I’ll set up a new flow specifically to capture people who can’t be captured in our normal winback flow since they purchased outside the winback flow period. I’ll use the segment set up that you have included. Thank you for your help!

Hi ​@ross_hopkins , any idea on how we can show these profiles products they have previously purchased? Since we’re using a segment trigger instead of placed order, our typical winback email block that pulls previously purchased items, doesn’t work. Thanks again!

Hi ​@cbzhu 

Sorry for the delayed response to your follow-up.

That is a tricky scenario. Do you have any other source of last order data that you could upload to Klaviyo as a Profile property, matching against email address? That way you could then use that property as the personalization token.

Otherwise you might need to compromise with the retrospective send and make the email more generic, unless someone else in the community has another approach.