When using $source property what happens if someone fills out another form before the flow is finished?

This is super helpful info, thank you!

Addressing your second point first, I considered separate lists but I want to keep one main list as all our contacts will be included in our welcome series and our usual campaign emails.

From what I understand, I would need to remember to add each new list to a segment (containing all our lists) each time we create a new lead magnet - which we create often enough for this to not be the best option for us.

Your first point sounds exactly like what I need. Only issue is that we use gravity forms on our website and I’m struggling to find guides for that.

Here is what I’ve set up for the trigger in the lead magnet email series: 

I will have “GravityForms: Prepare Yours For Winter” selected from the dropdown for this lead magnet flow.

Do you know how I can create this alternate source value when using gravity forms?

Kind regards,

Maddie

Hi @maddiemhc,

Glad that the information above was helpful.

I’m afraid we do not have any information on updating the $source property with Gravity forms. I recommend checking in with Gravity to see if they’re able to pass us a net-new property akin to $source1 to pursue the first solution. And only for the ebook form. If not, you may want to consider adding a Klaviyo sign-up form for ebook signups specifically and then follow the same steps outlined in the first solution. You can use Klaviyo signup forms to target a specific page or URL for this purpose. Here a few additionally articles that you may find helpful:

• Guide to the Signup Form Builder
• Guide to Creating a Signup Form

And here is the section specifically on form targeting/behavior.

Spoken to Gravity Forms and it seems I need to switch to Klaviyo’s form builder to achieve this then, thank you for the articles.

At the moment I have everything set up using Gravity Forms to test, but I cannot get the flow to work with a contact already on my newsletter list.

I’ve attached a screenshot of the flow trigger and the form set up.

I need the flow to start for contacts signing up for the first time and those previously added to my newsletter list but signing up again to receive the lead magnet.

Any way to achieve this using one list or have I set something up incorrectly?

Many thanks,

Maddie

Hi @maddiemhc,

Thanks for update on this.

In order to place recipients who are already on the list through this flow, you will need to backpopulate the flow. Keep in mind, users can only go through a list-triggered flow once, therefore using backpopulate will only queue users up who were in your Newsletter list and never went through this flow. Since this is a flow triggered off of a list, you will be presented with two options when you click the “Back-Populate” button.

You’ll want to select the 2nd radio button: “Schedule for each step relative to when I click the back-populate button”. This will queue-up all users already present in the list from the top of the flow.

Also ensure that your flow emails are in live mode when you are actioning the backpopulation and that there are no flow filters or trigger filters that would prevent users from entering the flow. It looks like those two points are taken care of based on your screenshot. So you should be all set to follow the steps above.

Hi Dov,

Ah so this isn’t something that can’t be done automatically, only manually? 

Looks like I may need to set up two lists then, if there isn’t a way contacts can automatically go through it if they are on my newsletter list already.

There isn’t any other trigger that could be used in this situation?

Kind regards,

Maddie

Hi @maddiemhc,

Yes that will work! Very neat approach by @retention, excellent :)

It works! Thank you for all the help and information :)