Trigger (Klaviyo metric)
Klaviyo metric: Subscribed to List (Newsletter). Also add the popup form as a second trigger path: Submitted Form (Email and SMS Popup).
Q4 email program · Flows
Automation flow · 6 emails
Welcome upgrade with customer branch
Fixes the biggest hole in the audit: the current welcome flow filters out anyone who has ordered, so about 3,400 checkout opt-ins never got a welcome. New subscribers who have never ordered get the 15% code over 7 days plus an SMS on day 1. Existing customers get the brand story and a cross sell, no coupon.
Flow spec
Trigger filters
None at the trigger. The old filter "Placed Order zero times over all time" is removed; the split below handles it.
Flow filters
Has not been in this flow in the last 30 days.
Exit conditions
Placed Order at any point removes the profile from the prospect branch (Klaviyo profile filter re-checked before each send: Placed Order zero times since starting this flow). Customer branch has no coupon so no exit needed.
Timing
Prospect branch: Day 0, Day 1 SMS, Day 2, Day 4, Day 7. Customer branch: Day 0, Day 3.
Smart sending
Off for email 1 only (it carries the code). On for everything else.
Build notes
Replace the literal WELCOME15 with a Klaviyo unique coupon block so the 15% cannot be shared. Stop showing the 15% corner badge on PDPs to paid traffic so the code is not double discounted (audit).
Steps, with every message rendered
Trigger
Trigger · Subscribed to List: Newsletter (or Submitted Form: popup)
Conditional split
Conditional split · Has Placed Order at least once over all time?
YES: existing customer
SubjectWelcome back. Here is the whole story.
PreviewYou have already tasted it. Here is where it comes from.
| MADE FRESH IN RIGBY, IDAHO. PACKED COLD. SHIPS MON TO WED. | |||||||||||
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The Caramel Tree Made fresh in Rigby, Idaho. Real butter, real cream. Caramel apples · Caramels · Corporate gifts |
Wait
Wait 3 days
SubjectThe other half of the menu.
PreviewApple people, meet the pouches. Pouch people, meet the apples.
| MADE FRESH IN RIGBY, IDAHO. PACKED COLD. SHIPS MON TO WED. | |||||||||||||
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The Caramel Tree Made fresh in Rigby, Idaho. Real butter, real cream. Caramel apples · Caramels · Corporate gifts |
Exit
End
NO: never ordered
SubjectYour 15% is inside.
PreviewRidiculously good caramel, made fresh in Rigby, Idaho. Code inside.
| MADE FRESH IN RIGBY, IDAHO. PACKED COLD. SHIPS MON TO WED. | ||||||||
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The Caramel Tree Made fresh in Rigby, Idaho. Real butter, real cream. Caramel apples · Caramels · Corporate gifts |
Wait
Wait 1 day
Split
SMS consent? · Consented to receive SMS
SMS · Day 1, 11am local, only if SMS consent
The Caramel Tree: Welcome. Your 15% code is {% coupon_code '15PercentOff' %}. Good on your first order of apples or caramels. thecarameltree.com Reply STOP to opt out.
135 characters · Phone mock
Wait
Wait 1 day. Check: Placed Order zero times since flow start, else exit
SubjectThe one almost everyone picks first.
PreviewFour jumbo apples, seven flavors, you choose. Ships free.
| MADE FRESH IN RIGBY, IDAHO. PACKED COLD. SHIPS MON TO WED. | ||||||||
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The Caramel Tree Made fresh in Rigby, Idaho. Real butter, real cream. Caramel apples · Caramels · Corporate gifts |
Wait
Wait 2 days. Check again
SubjectIt ships cold. Here is how.
PreviewPacked cold in Rigby. Ships Monday to Wednesday.
| MADE FRESH IN RIGBY, IDAHO. PACKED COLD. SHIPS MON TO WED. | |||||||||||||
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The Caramel Tree Made fresh in Rigby, Idaho. Real butter, real cream. Caramel apples · Caramels · Corporate gifts |
Wait
Wait 3 days. Check again
SubjectLast call on your 15%.
PreviewYour welcome code expires in 3 days.
| MADE FRESH IN RIGBY, IDAHO. PACKED COLD. SHIPS MON TO WED. | ||||||||||||
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The Caramel Tree Made fresh in Rigby, Idaho. Real butter, real cream. Caramel apples · Caramels · Corporate gifts |
Exit
End. One code per customer, first order only