How do I create a Welcome flow for Predictive Opt-In?

  1. Proceed to your Klaviyo dashbard, and click on "Flows" in your sidebar.
  2. On your existing welcome flow, click on the three dots and click on Clone.
  3. Add Instant Audiences as the prefix on your new flow name. Click on Continue.
  4. In the modal that shows up, click "Clone Flow".
  5. Click onto your newly cloned Instant Audiences welcome flow.
  6. Click into the Trigger of the flow, and click Add.
  7. Add a profile flow filter as follows: "Properties about someone, Opted-In Via Instant Predictive Opt-In is set". Ensure any existing filters are not removed.

    Ensure the type of the property is set to "Text", and click Save.

    This filter ensures that only profiles opted-in through Instant triggered pop-ups are enrolled into this flow, making it easy to attribute revenue and track your results.
  8. Click Review and turn on in the top right of your screen, and click Save in the screen that follows. Once this is done, click Exit.
  9. Click into your existing welcome series flow.
  10. Click into the Trigger of your flow, and click on "Add" next to Profile filters.
  11. Add a profile flow filter as follows: "Properties about someone, Opted-In Via Instant Predictive Opt-In is not set". Ensure any existing filters are not removed.

    Ensure the type of the property is set to "Text", and click Save.

    This filter ensures that profiles opted-in through Instant triggered pop-ups are not enrolled into this flow, instead they will be enrolled into the cloned flow created earlier. This makes it easy to attribute revenue and track your results.