How To Change A Welcome Series By Source
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Joseph Hsieh

2 Nov 2018

If a customer comes to your store, knowing where a person came from could be pretty important. In fact, having a special landing page from your welcome page, or even a special discount specifically for certain users (because the source brings in quality traffic) might be really worth while.

Wouldn’t you want to give a better customer experience to someone who is already primed to buy vs. one who might just be looking?

Let’s look at how to do this.

The Setup Requirements

  • Klaviyo
  • Shopify Integration
  • 1 Email / Email Series

Configuring the Flow “Triggers and Filters”

First, inside of Klaviyo, click on Flows.

First, inside of Klaviyo, click on Flows.
First, inside of Klaviyo, click on Flows.

Now click “Create Flow.” (Alternatively, and this is recommended, you can simply place this in your main welcome series. You can skip to the conditional split.)

Now click “Create Flow.”
Now click “Create Flow.”

Name the flow.

Name the flow. 
Name the flow.

Click “Segment”

Click "Segment."
Click “Segment.”

Select the segment for a “New Subscriber” (It’s whatever segment or list for your new subscribers.)

Select the segment for a "New Subscriber"
Select the segment for a “New Subscriber”

Then click “Done.”

Then click "Done."
Then click “Done.”

Click CONDITIONAL SPLIT and drag it immediately after the initial “Join” trigger. (Start here if you are using your existing welcome flow.)

Click CONDITIONAL SPLIT and drag it immediately after the initial "Join" trigger.
Click CONDITIONAL SPLIT and drag it immediately after the initial “Join” trigger.

Inside the configuration of the split choose “Properties about someone”

Inside the configuration of the split choose "Properties about someone"
Inside the configuration of the split choose “Properties about someone”

Then choose “Initial Source” “equals” “{specific source}” (we’re using (referral) as the example).

Then choose "Initial Source" "equals" "{specific source}" (we're using (referral) as the example).
Then choose “Initial Source” “equals” “{specific source}” (we’re using (referral) as the example).

Then click “Save & Exit.”

Then click “Save & Exit.”
Then click “Save & Exit.”

From there, you’ll have a “Yes” path and a “No” path. The “Yes” path will be for anyone who came from that specific source, and the “No” path will be for everyone else. If you have multiple sources that would be good for this, you can string them down the “No” path until you get to a default welcome series.

How it Works

The way this works is pretty simple. Klaviyo tracks how people originally got to the website through the “Initial Source” metric.

We’re creating different welcome series for people who come from different sources.

If you know someone has come from a specific facebook campaign, and you know that people who sign up from facebook consistently convert worse than other sources, maybe you want to give them an extra discount than if they came from google.