How to add a conditional split to a flow

You will learn

Learn how to add a conditional split to a flow that creates two distinct paths, branching based on defined characteristics of your recipients.

Add and configure a conditional split

To add a new conditional split into a flow series:

1. Drag the conditional split component from the left sidebar and drop it where you would like to create this split.
2. Click on the split to view the details panel. Unconfigured splits will display a yellow warning label. Notice that there Yes and No paths are automatically added bellow the split.
   
3. If you insert a conditional split midway into a flow, all components below that point will be placed on the YES path by default. If you'd like to automatically swap all components on the YES and NO paths of your split, click the settings icon (3 dots) and choose Flip Split.
4. In the details sidebar, you will be able to define the logic for your conditional split. The workflow here is the same as what you will find in the Segment Builder and when configuring flow filters:
   • What someone has done (or not done)
     Here, you can choose from any activity tracked by Klaviyo — we call all activities "events" or "metrics." To see a list of all metrics being tracked in your account, navigate to Analytics > Metrics from the Klaviyo main navigation.
   • Properties about someone
     Here, you can choose to segment based on attributes associated with profiles in your account — custom properties can be assigned via an integration, or you can add properties to profiles manually.
   • If someone is in or not in a list
     This option is great if you want to combine two or more lists or create a segment of a specific list, which is a best practice when sending campaign emails.
   • Random sample
     Use this option if you want to A/B test two unique paths in your flow. If you select, for example, to "Only include 50% of people", every recipient entering your flow has a 50/50 chance of going down the YES or NO path of this split.

As you set the conditions for your split, keep in mind recipients that meet your conditions will go down the YES path and those that don't meet the conditions will go down the NO path.

View conditional split activity

When individuals enter your flow, they will automatically be queued in the Waiting tab for the first step only. When an individual reaches a split in a flow, they will wait at this split until the scheduled evaluation time arrives. After a recipient is evaluated at a split, they will be scheduled down the YES or NO path as appropriate.

You can click on any conditional split and see who is queued to be evaluated, along with the scheduled time for this evaluation. Recipients are scheduled for these components based on the time delay directly before them.

To view conditional split activity:

1. Click on the conditional split in the flow builder.
2. In the details sidebar, you will see a snapshot count of how many people are waiting and how many have been evaluated YES and NO.
3. To dive deeper into these statistics and view those who fall into these buckets, click View details. You will be taken to an Evaluation Activity page.
   
4. To return to the main flow canvas, click Done in the upper right.

Additional resources

• How to add a trigger split to a flow
• How to rejoin and disconnect a split
• How contacts move through a flow