How to create a WhatsApp welcome flow

Create a WhatsApp welcome flow to automatically message new subscribers after they opt in. A welcome flow helps you make an immediate impression and guide subscribers toward their first purchase.

Before you begin

Before you send any messages from a WhatsApp welcome flow, make sure you have:

• Set up WhatsApp in Klaviyo
• Optional: Created a coupon

Build a WhatsApp welcome flow from scratch

Use these steps to create a simple 1-message WhatsApp welcome flow.

1. Click Flows.
2. Click Create Flow.
3. Click Create From Scratch.
4. Name the flow (e.g., WhatsApp-only welcome).
5. Click Create Flow.
6. Choose Metric as the trigger type.
7. Click the trigger dropdown.
8. Select Subscribed to WhatsApp Marketing.
9. Click Flow Filters.
10. Click Add a Flow Filter.
11. Select Has not been in this flow.
12. Leave the second dropdown as at any time.
13. Click Save.
14. Click Done.
15. Drag a WhatsApp message after the trigger.
16. Click Edit in the sidebar.
17. Add your message content. Keep it short and direct.
18. Click Save Content.
19. Click Review and Turn On.

Personalize your WhatsApp welcome flow

Start with a simple flow, then personalize it as your subscriber list grows.

Consider splitting your flow based on:

• Repeat vs. first-time buyers
• Purchase history
• Profile or custom properties

WhatsApp welcome flow best practices

Keep these best practices in mind:

• Limit your welcome flow to 1–3 messages.
• Keep messages concise and action-oriented.
• Introduce your brand and set expectations clearly.

If needed, review your quiet hours settings to ensure your first message sends at the right time.

Next steps

Now that your WhatsApp welcome flow is live:

1. Review your WhatsApp message performance metrics.
2. Add conditional splits to personalize future messages.
3. Test different offers or calls to action to improve conversions.