Differences Between Klaviyo Flow Filters And Trigger Filters

Confused when to use Klaviyo Flow Filters vs.Trigger Filters? Let's break down the differences between the two and leverage them effectively.

Differences Between Klaviyo Flow Filters And Trigger Filters
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Unlock the full power of Klaviyo email with Klaviyo flow filters. Take your email marketing campaigns to the next level with this feature that allows you to segment audiences based on more detailed behavior, preferences, and engagement. Mastering this tool will see a significant increase in your open and conversion rates. Dive into the details and explore advanced techniques to make the most of Klaviyo email for your business. Learn everything you need to know to start using Flow filters successfully today.

Understanding Klaviyo Flow Filters

Klaviyo Flow Filters
Klaviyo Flow Filters
Flow filters are useful when one wants to target specific subscriber behaviors or attributes. Flow filters operate at the profile level, meaning they will evaluate whether or not someone qualifies based on properties about them or actions they have previously taken. Flow filters are checked when someone first enters a flow and before each action takes place.
If someone fails an element in a flow, they will continue to move through the flow, but they will be skipped from each step until they exit the flow or depending on the flow, they will be skipped for the step they missed and still be prepared for the next step. Klaviyo reevaluates them each time they hit another “actionable” element and if the subscriber fails the initial trigger, they will simply not start the flow itself.

Using Flow Filters in Klaviyo's Automation Workflows

One can add multiple filters to better target the audience. A common example of using a flow filter can be found in the abandoned cart flow. Adding a flow filter at the top such as ‘has started checkout zero times since starting this flow’, will mean that before each email, the flow filter will be applied to check if the subscriber has taken that action since starting the flow. This will ensure that people only receive a flow email after they started a checkout but did not place an order.
To see who entered the flow but failed the flow filter before an action, navigate to Analytics (Last 30 Days) > Recipient Activity > Other. Here, you will find the Skipped: Fails Flow Filters bucket.

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Understanding Klaviyo Trigger Filters

Klaviyo Flow Filters
Klaviyo Flow Filters

List Trigger

With the List trigger in Klaviyo, you can set up a series of automated emails that will be sent to each new subscriber. This feature ensures that all new subscribers receive a specific series of emails from you, allowing you to maintain a consistent communication strategy.

Segment Trigger

The Segment trigger in Klaviyo allows you to define a group of conditions that will influence the growth or reduction of your segment. By setting up a flow based on when someone new is added to a segment, you can ensure that everyone who meets a specific set of conditions is queued for the flow.

Metric Trigger

The Metric trigger enables you to send people through a flow when they take a particular action. This action can be any event activity captured through an integration or events created via the Klaviyo API. By utilizing the Metric trigger, you can set up automated flows that respond to specific actions taken by your contacts.

Price Drop Trigger

The Price Drop trigger allows you to alert contacts when an item they viewed or initiated checkout with experiences a decrease in price. This feature can be configured to notify individuals when the price drops by a certain amount or percentage, providing a valuable opportunity to re-engage potential customers with personalized notifications.

Date Property Trigger

Klaviyo's Date Property trigger is a versatile tool that enables you to initiate flows based on specific dates or date ranges. Whether you want to start an automated flow on a predetermined date or before a specific date, this trigger makes it easy to schedule and automate your email campaigns around important dates and events.

Trigger Filters in Klaviyo

When setting a trigger, such as a price drop, Klaviyo allows you to apply trigger filters to narrow down the scope and target a specific subset of your contacts. These trigger filters evaluate the data from the event that activates the flow, focusing on factors like price drops or other metrics rather than profile properties. By using trigger filters, you can refine your automated flows to reach a more targeted audience and improve the effectiveness of your email campaigns.

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Differences Between Klaviyo Flow Filters And Trigger Filters

Klaviyo Flow Filters
Klaviyo Flow Filters

1. Use case

Klaviyo filters are used to narrow down triggers and actions within flows, a flow filter is used in the following instances
  • When you want to target a specific group of people
  • When you want to target a specific behaviour within that group.
Flow filters are used to ensure that only specific persons are eligible to receive emails. It may be used whenever users enter the flow, as well as before each email that is sent.
When a person joins the flow, both trigger and flow filters are applied. If they fulfill the trigger but not the flow filter requirements, they will be unable to enter the flow and will not get any of the scheduled emails.

2. Trigger filters are all about one event

A trigger filter is only evaluated when an event occurs and only concerns itself about that event. So, if someone starts a flow with merely a trigger filter, they will enter the flow. It makes no difference what they do after they enter this flow. They just have to satisfy this requirement once.

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How To Set Up Klaviyo Filters

Klaviyo Flow Filters
Klaviyo Flow Filters
After creating a new flow in Klaviyo, you can set up the trigger filter and the flow filters.
To set up your trigger, you need to select one of the five types of triggers, such as:
  • List-triggers
  • Segment-triggers
  • Price-drop triggers
  • Date property-triggers
It's important to note that only price drop- and metric-based flows can have trigger filters. With this, you can allow people to enter a flow based on the selected trigger. You can create conditions to filter the flow. Conditions like: all those who fail to meet the trigger and flow filter will be filtered out at once and won’t receive your emails.
Those who get past the flow trigger and flow filter can enter the flow and receive messages based on the time period that you have specified. Flow filters can be checked one more time before sending an email or an SMS to ensure that your clients meet the necessary criteria. When your SMS or email is ready to send, Klaviyo will automatically apply the flow filter for those who are eligible and will skip those who fail the filter.

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Setting An Additional Filter For A Single Flow Message

Klaviyo Flow Filters
Klaviyo Flow Filters
Additional filters are like flow filters but only apply to a single message within the scope of the entire flow. Klaviyo flow filters, I know that these additional filters can be essential in tailoring specific messages after a person has triggered a broader event. So, for instance, if you want to send an email to everyone who has signed up for your newsletter, but exclude those who have already made a purchase - you can use additional filters to narrow your audience to a single message.
By clicking on the message card and scrolling down to the additional filters section in the email details panel, you can set up the filter conditions in the same way as flow filters. Once you've defined the conditions for the additional filters, make sure to click Save at the bottom of the panel.

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Daniel Kwon

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Daniel Kwon

Hi! I'm Dan Kwon, a growth hacker and digital innovator who first gained social proof by hitting a million social media followers at 17. I founded an AI writing tool startup, propelling it to $1M ARR and over a million users in just 3 months, leading to a successful exit. My specialty lies in creating viral brand identities and understanding Gen Z’s digital marketing landscape. I'm always ready to share practical, real-world insights in digital marketing.

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