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Managing Welcome Flow & Abandoned Checkout Flow – Best Practices?

  • March 3, 2025
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Hey everyone,

Curious to hear your thoughts on this… 

Right now, our Welcome Flow and Abandoned Checkout Flow both offer a 10% discount, but the abandoned flow only introduces it from Email #3 onwards (out of 4 emails total).

Currently, we have a "Started Checkout" filter at the top of the Welcome Flow, which blocks people from receiving it if they start checkout right after signing up. The logic behind this was to ensure they only get the Abandoned Checkout Flow instead. But I’m wondering if this is the best approach…

My Concerns:

  • If someone starts checkout but doesn’t buy, they might completely miss the Welcome Email (which could impact conversions).
  • If we allow them to receive both flows, does it feel like too many emails?
  • Would it be better to remove them from the Welcome Flow only after receiving Email #1 or #2, so they still get some onboarding content?

How do you guys handle this? Do you let customers receive both flows, or do you have logic in place to prevent overlap? Would love to hear what’s worked for you!

Thanks in advance!

Best answer by retention

Hi ​@leo.lai, first of all, welcome to the community!

Just starting out, every merchant and their audience are unique and so it’s hard to say there’s a definitive answer.  But from my experience, the way I typically recommend is to keep both Flows on because they are responding to different user actions (one is for recently subscribing, and the other is starting a checkout).

If you are concerned with too many emails, you can designate certain messages to have “Smart Sending” turned on or use Additional Filters for a message for more precise handling of the rules. 

Finally, if this works with your delivery cadence, you can set Welcome Flow messages to send on certain days (e.g. Mon/Wed/Fri) and Abandoned Checkout (for messages beyond the first message) to be only sent on other days to reduce overlap of emails.  

Of course this all varies with what other Campaign emails you are sending, if your brand has a receptive and engaged audience, or one that’s less engaged (or enthused) about receiving emails.  For example, there are some brands where the audience clearly doesn’t mind high volume of emails because the messages have a lot of value or are entertaining.  There are some brands that even when we send infrequently, we still get people complaining about the frequency (or the data shows they don’t engage or unsubscribe).  

So I would test this and adjust as necessary.  Hope this helps!

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  • March 4, 2025

Hi ​@leo.lai, first of all, welcome to the community!

Just starting out, every merchant and their audience are unique and so it’s hard to say there’s a definitive answer.  But from my experience, the way I typically recommend is to keep both Flows on because they are responding to different user actions (one is for recently subscribing, and the other is starting a checkout).

If you are concerned with too many emails, you can designate certain messages to have “Smart Sending” turned on or use Additional Filters for a message for more precise handling of the rules. 

Finally, if this works with your delivery cadence, you can set Welcome Flow messages to send on certain days (e.g. Mon/Wed/Fri) and Abandoned Checkout (for messages beyond the first message) to be only sent on other days to reduce overlap of emails.  

Of course this all varies with what other Campaign emails you are sending, if your brand has a receptive and engaged audience, or one that’s less engaged (or enthused) about receiving emails.  For example, there are some brands where the audience clearly doesn’t mind high volume of emails because the messages have a lot of value or are entertaining.  There are some brands that even when we send infrequently, we still get people complaining about the frequency (or the data shows they don’t engage or unsubscribe).  

So I would test this and adjust as necessary.  Hope this helps!