Tag Contest Entrants in a Welcome Series Flow

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Overview

Contests, sweepstakes, and giveaways attract a lot of signups and can be a quick way to grow your email list. However, many of those who opt in expect to only receive information about these events, and might not be interested in being part of your general newsletter list. It’s important to keep these subscribers separated from your main list until they confirm their interest.

In this article, we'll walk through best practices for emailing these subscribers as well as tagging contest entrants in order to add them to a Welcome Series.

Tagging Contest Entrants

The best option for targeting contest entrants in a Welcome Series is to tag these subscribers and then create a separate list and flow for them. This approach works well regardless of whether you are using Klaviyo or a third-party service or product to run your contest and grow your list.

While you could use tags to separate contest entrants in an existing Welcome Series, anyone who previously went through this flow wouldn’t go through it again (since this is a list-triggered flow). For instance, if someone signed up for your newsletter, and later signed up for a contest, they wouldn’t get the welcome emails for the contest as expected.

Adding Contest Entrants to a New List

First, click the List & Segments tab and then Create List / Segment > List. Name the list something descriptive (e.g., Contest Participants), and set your third-party signup form to send entrants to this list.

Tagging Contest Entrants Using a Signup Form

The steps below apply to Klaviyo signup forms. If you are using a third-party signup form, follow their documentation to add identifying or hidden properties.

You can design a signup form from scratch or use a template from the Signup Form Library, but either way, you can customize the content to suit your brand and contest. When creating a signup form, consider how you want to contact entrants and include a text input for an email address and/or phone number. 

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In addition, you need a button to submit the form and tag the entrants. Drag in a Button element and, under Button Click Action, change the Action to Submit Form. Then, choose the list that triggers your Welcome Series flow.

To tag contest subscribers, add a new or select an existing profile property under Submit Hidden Fields and give it a value. In this case, the Profile Property is Contest and the Value is Contest Entrant.

It is a best practice to always tag profiles with source information, as if someone unsubscribes from a list, you may lose context about how they got into Klaviyo.

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In addition, add a note to say that submitting this form will opt in the contact to general marketing. Including this message means that you will be able to add engaged entrants to your main list.

Creating a Flow for Contest Entrants Only

Next, create a Welcome Series flow based on this list. You can create a flow from scratch, by using a template from the Flow Library, or by cloning another flow. The last of these is the easiest option if you have already set up a Welcome Series flow. Simply copy it from the Edit Flow dropdown menu by clicking Clone Flow. Change the name to be more descriptive and set the trigger to be the list you created for your contest.

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Create or change the content and timing of the emails by following the best practices mentioned at the top of this article.

Best Practices for Crafting Content for Contest Entrants

Keep in mind that these subscribers originally signed up for information about a specific contest, giveaway, or sweepstakes, so not everyone will be as invested as someone who signed up for your general newsletter. To help prevent those who are less engaged from hurting your deliverability, there are a few best practices you can follow:

  • Reduce the number of emails in your Welcome Series (to avoid overloading these subscribers)
  • Send emails that offer high-quality content and avoid those that sell products/services
  • Include a noticeable unsubscribe link in all emails
  • Remind recipients why they are receiving these emails (e.g., because they signed up for a certain contest)

For the first email in this series, it is a good idea to say “thank you”, and to include details about the contest, giveaway, or sweepstakes. Doing so can not only serve as a reminder about why the recipient has received this email (so they know it's not spam) but also help manage their expectations about when they will receive more information.

In addition, remember that many contest entrants might have already gone through your regular Welcome Series. Adjust your content so that it is different enough to still provide value to those who received similar emails from your regular flow.

Segmenting Engaged vs. Unengaged Entrants

After this series nurtures contest entrants, you can segment them and add engaged entrants to your main list. A best practice is to wait until the contest is over, before setting up the segment.

To do so, click the List & Segments tab and then Create List / Segment > Segment. Then, add the following conditions to include only highly engaged contest entrants, typically opened 50% of emails in the contest welcome flow. Here, there are six emails in the series, so the segment is set to Opened Email is at least 3 over all time.

 

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Export the segment and then import it into your main list. By only including the most engaged users, you can more safely grow your subscriber list.

For those who are more unengaged, create a segment of those who have opened less than three emails in your contest Welcome series and then suppress them. This makes it easy to avoid accidentally emailing unengaged entrants, which could hurt your deliverability.
 

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