Basically, the current client of mine doesn’t have any list. Since we can’t do a welcome flow without any list, I tried to create a segment first. So I created a segment named “Master list” with a condition of “person is not suppressed”. Now I want to convert this into a list and then connect that list to the sign up form and welcome flow so that I can activate the welcome flow. Is what I’m trying to achieve possible? If possible should I “snapshot the segment” or “convert to list” in the settings? Please let me know
Difference between snapshot segment and convert to list?
Best answer by David To
Hey
Great question!
Although it is recommended that a Welcome Series be triggered off of a list, it’s not unheard of for a Welcome Series flow to be triggered off of a Segment either! Using a segment rather than a list to trigger a Welcome Series flow is especially helpful if you have multiple different list and you want to serve the same welcome experience to all of your list subscribers just once.
However, I would be weary with what you’re doing since you’re only capturing all users who are not suppressed. Contacts who are in the Klaviyo account could still be considered Active (not suppressed) and may not have opted into any marketing efforts. An example of this would be a visitor that added products to their cart but changed their mind. Since this user shared their email address as part of the checkout process, they would trigger a Started Checkout event and be considered an Active profile in Klaviyo. However, this contact would not have opted into any marketing materials. With the exception of sending these users an abandoned cart email, any additional marketing emails sent to this user would be a violation of a number of regulations including CAN SPAM and GDPR.
Instead, I suggest checking to see if you can somehow cross reference these contacts in the Klaviyo account with those in your ecommerce platform and see if any of these contacts are actually opted in members. If they are then you can create a list from these profiles and continue that list going forward.
Additionally the difference between the two “snapshot the segment” or “convert to list” segment options is that taking a snapshot of the segment will create a net new list from the existing members in the segment. This leaves the existing segment also intact. The convert to list option will convert the segment to a static list; meaning the segment will automatically be converted into a segment rather than creating a net new list.
I hope this helps!
David
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