Add a Conditional Split to a Flow

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Overview

A conditional split is a component in the Visual Flow Builder that creates two distinct paths in a flow, branching based on defined characteristics of your recipients.

This component is helpful if you want to create a single flow but then curate different content for recipients based on what you already know about them (e.g., gender, location, past purchase history etc.).

For example, for a welcome series, you can use a conditional split to branch your flow based on whether or not a subscriber is already a customer. You may want to customize your content for new subscribers you want to convert to first-time buyers versus those that have already purchased from you in the past.

When using a conditional split, it's important to think about the placement of your time delays. For example, if you want to split based on whether someone performs a certain action within a given timeframe, such as waiting a week to see if someone placed an order before sending an email. In this case, the time delay must go before the conditional split.

Add and Configure a Conditional Split

To add a new conditional split into a flow series, drag the component from the sidebar and drop it where you would like to create this split. After you drop the conditional split into your flow, you will automatically see a YES and NO path appear below it.

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 (three dots) and choose Flip Split.

In the left-hand 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, click here.
  • 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.

Just as you can click on any email and see who's waiting to receive it -- along with the scheduled time the email will send out -- 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.

If you select any conditional split, in the lefthand sidebar you will see a snapshot count of how many people are waiting and how many have been evaluated YES and NO.

To dive deeper into these statistics and view those who fall into these buckets, click View all Activity. You will be taken to an Evaluation Activity page. To return to the main flow canvas, click Done in the upper righthand corner.

 

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