Hello - I’m working on a flow for a client but I’m not sure the feasibility of getting this set up and would love some help!
About the client: This client sells luxury remodels for any room of a home, and they start by asking clients what their collection (style) preference is.
What I’m trying to setup is a flow so if someone visits one of the 11 collection pages, but does not submit an inquiry form it would trigger an automation and the email would highlight whatever collection page they abandoned suggesting they get in contact to learn more.
The issue I’m running into is: 1. Can this be setup within 1 flow since it’s 11 different collection pages?
Can I pull in the dynamic content of each collection based on what they were viewing? I want each email to be specific to the collection and highlight different features.
Any help, feedback, or case studies would be greatly appreciated!
Best answer by emilytarvin
Hi @StephS_AE - thank you for your question to the Klaviyo community! This sounds like a great idea for a personalized flow based on your customers’ web behavior.
My recommendation would be to set this up as an ‘Active On Site’ Flow that uses the general metric of a customer being ‘active on site’ as the main trigger, then from there you can filter down different branches of the flow for your 11 collections using the specific collection URLs or Page Names. If you don’t have this setup yet in Klaviyo, here is an article with more detail about how to do this using the data from your website. You would also want to make sure to add a ‘flow filter’ to exclude anyone who signed up on an inquiry form as you mentioned.
For the flow setup, you can use the yes/no ‘trigger filter’ to create 11 individual branches of your flow for each collection using the filter of either ‘page’ or ‘url’. Once you setup the first one, the YES branch would then send an email for collection 1. The NO branch would then lead into another trigger filter for the URL of collection 2 and so on. Here is how this looks visually! In the end, you would have 11 total ‘branches’ all within 1 flow.
As long as your website data is flowing correctly into Klaviyo, you can definitely customize each email with dynamic content based on the collection or product they viewed. This article shares details on setting up dynamic content within a flow. You can likely create 1 email template to use on all 11 emails, but have 1 or 2 dynamic sections that pull in the collection or product specific to each branch of the flow.
I hope this helps you get a start on building this flow, I am excited to see how it goes for you! Please let me know if you have any other specific questions about what I shared here, or anything else.
Hi @StephS_AE - thank you for your question to the Klaviyo community! This sounds like a great idea for a personalized flow based on your customers’ web behavior.
My recommendation would be to set this up as an ‘Active On Site’ Flow that uses the general metric of a customer being ‘active on site’ as the main trigger, then from there you can filter down different branches of the flow for your 11 collections using the specific collection URLs or Page Names. If you don’t have this setup yet in Klaviyo, here is an article with more detail about how to do this using the data from your website. You would also want to make sure to add a ‘flow filter’ to exclude anyone who signed up on an inquiry form as you mentioned.
For the flow setup, you can use the yes/no ‘trigger filter’ to create 11 individual branches of your flow for each collection using the filter of either ‘page’ or ‘url’. Once you setup the first one, the YES branch would then send an email for collection 1. The NO branch would then lead into another trigger filter for the URL of collection 2 and so on. Here is how this looks visually! In the end, you would have 11 total ‘branches’ all within 1 flow.
As long as your website data is flowing correctly into Klaviyo, you can definitely customize each email with dynamic content based on the collection or product they viewed. This article shares details on setting up dynamic content within a flow. You can likely create 1 email template to use on all 11 emails, but have 1 or 2 dynamic sections that pull in the collection or product specific to each branch of the flow.
I hope this helps you get a start on building this flow, I am excited to see how it goes for you! Please let me know if you have any other specific questions about what I shared here, or anything else.
A great response by @emilytarvin Unfortunately, I don't think it will work as expected, Emily - please correct me if I'm wrong; it’s late and I may be frazzled!
At the moment, if a relevant profile triggers this flow, they may not receive any emails.
Active on site triggers once per session for cookied profiles. So, if they start on the home page for example, they will trigger Active on site with the home page url value then go down every NO branch as the trigger split is based on the Active on site url. Only profiles who start their session on a collection page will receive an email relevant to that collection.
@StephS_AE Is your client on Shopify? I may have a solution if needed.
Hey @bluesnapper - I have not run into this issue when running a similar flow for my business on woo commerce, but every site may be different! We have a lot of custom API data flowing into Klaviyo from our website, so maybe that is why it works for me as well.
If that is the case for @StephS_AE , you may be able to workaround the issue if you add a wait step first for an hour before the trigger split, then add an ‘and’ to each trigger split that includes the homepage AND the collection URL, so someone would still qualify if they landed first on the homepage and then also navigated to the collection pages.
