I’m new to Klaviyo and using the Klaviyo Multi-step signup form template for email and then SMS opt-in. For the SMS opt-in offer, I am offering 5% off your next purchase. How should I set up the welcome flow to account for this delayed SMS 5% offer which triggers after the first purchase? I am still building out my first flows so I’m not sure what best practices are for something like this. Thank you!
Multi-step Signup Form How to Set Up Flow For Delayed SMS Text Offer
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Best answer by Taylor Tarpley
Hi
Thanks for your additional reply, it was helpful information I needed!
Essentially, I would create two flows. One Flow triggered when someone signed up for your email List to receive the email discount offer and creating a conditional split to see if they have also consented to receive SMS. If ‘YES’ you could send an additional email that congratulates them for signing up and to encourage them to use this discount on their second purchase. However, if they haven’t consented to SMS and travel down the ‘NO’ path, I would send an email encouraging them to sign up for SMS to get the second discount available.
The second flow to create would be triggered by the SMS ‘Consented to receive SMS’ metric, however, to ensure this is for users who have have also signed up on your email list through the multi-step signup form, you can add a Flow filter ensuring the users who will enter this flow are also on your specified email list. You can additionally build off conditional splits in the flow to see if this is the user’s first purchase or not.
Finally, you cannot use dynamic or unique coupon codes in forms, only static codes can be used.
Hope this helps! Thanks for being a part of the Community!
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