How To Set Up A Klaviyo Welcome Series Flow For Successful Onboarding

Boost your onboarding process with a Klaviyo welcome series flow. Follow this guide to set it up and start converting leads into loyal customers.

How To Set Up A Klaviyo Welcome Series Flow For Successful Onboarding
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Looking to enhance your customer engagement and boost your revenue? Dive into the world of Klaviyo email marketing with the power of Klaviyo welcome series. This powerful tool is an email marketing platform that helps you target your customers with the right message at the right time. With the Klaviyo welcome series, you can create personalized and automated emails to help you build a strong relationship with your customers and grow your business.
By incorporating Klaviyo welcome series into your marketing strategy, you can increase your sales and customer loyalty, making your business a force to be reckoned with in your industry. Klaviyo welcome series is the perfect tool to help you build a strong relationship with your customers and grow your business. From personalized emails, to automated series, Klaviyo welcome series has everything you need to take your email marketing to the next level.

What Is A Welcome Series Flow And How Does It Work?

Klaviyo Welcome Series
Klaviyo Welcome Series
When a subscriber opts into your newsletter or signs up for a form, it's a critical moment to introduce your brand through a welcome email series. The welcome email series plays a key role in helping you build relationships with your contacts. By reaching out to your subscribers with welcome emails immediately after they join your list, you show them your appreciation and highlight the value you provide.

List-Triggered Flow of Welcome Emails

Klaviyo Welcome Series are list-triggered flows. This means that the segment of emails to which you send your welcome emails must be the list that new subscribers are automatically added when they sign up. There are four key ways that new contacts can be added to a list to trigger a welcome series:
  • By signing up through a signup form
  • By signing up through a subscribe page
  • By being manually added to a list
  • Via the API
Mailsplash is an AI-powered tool created to design stunning email templates that deliver conversion. Design and create stunning and converting emails in minutes with our All-in-one Email Solution. Send with any email service provider like Mailchimp or Klaviyo. Freelancers, brands, and agencies can create personalized, converting email campaigns at a lower cost than traditional agencies.
Try our All-in-one Email Solution today for free.

Reasons Why You Send Welcome Series Flow

Klaviyo Welcome Series
Klaviyo Welcome Series
Integrating a welcome series flow is a lead nurturing method that triggers high engagement rates. According to research, 74% of new subscribers expect to receive a welcome email and are most responsive within the first 48 hours. Surprisingly, they have an average open rate of 68.6%, are 42% more likely to be read than other marketing emails, and have 33% more long-term brand engagement for subscribers compared to those not receiving welcome emails.

Welcome Emails are the Start of a Healthy Relationship and Loyalty

Leading with a welcome series flow lays the foundation for building a long-lasting relationship with clients. It sets the tone for the brand’s engagement style and offers the first touchpoint to show off the value of your product or service. Tending to your new customers in the welcome series and meeting their needs, may lead to brand loyalty, referrals, and even upselling opportunities.

Inform Your Audience About What to Expect

With a welcome series flow, you can inform your subscribers of what to expect from your future emails. This is a critical component in the nurturing process of building a relationship with your subscribers. Your leads are likely to feel more secure if they know how your emails will look, what they will contain, and what their frequency will be.

All-in-one Email Solution

Mailsplash is an AI-powered tool to create stunning email templates that convert. Design and create stunning/converting emails (campaigns, flows, all of it) in minutes. Send with any email service provider (Mailchimp, Klaviyo, etc.).
We enable freelancers, brands, and agencies to rapidly create personalized, converting email campaigns at lower cost than traditional marketing agencies, from email copywriting, to personalized branded email template design.
Try our All-in-one Email Solution today for free.

How Many Welcome Emails Should You Include In Your Flow?

Klaviyo Welcome Series
Klaviyo Welcome Series
When setting up your Klaviyo Welcome Series Flow, it’s crucial to determine the number of emails you’re going to include, as well as the optimal times to send those emails for maximum engagement.
According to Klaviyo, their research from thousands of Klaviyo ecommerce customers found that sending three emails in your welcome flow leads to optimal performance. The recommended distribution and sending times for a Standard Welcome Series Flow are as follows:

Email #1, send immediately

This email is designed to introduce new subscribers to your brand and collect their email preferences. To send subscribers an email immediately after they opt in, add an email directly after your flow's trigger with no time delay before it.

Email #2, after two days

Two days after they sign up, encourage your subscribers to like or follow you on social media.

Email #3, after four days

Four days after someone signs up, showcase your best-selling products.
You can always customize or change the goals of any of these emails based on your particular use case. You can also add more to this flow to suit your needs.

All-in-one Email Solution

Mailsplash is an AI-powered tool to create stunning email templates that convert. Design and create stunning/converting emails (campaigns, flows, all of it) in minutes. Send with any email service provider (Mailchimp, Klaviyo, etc.).
We enable freelancers, brands, and agencies to rapidly create personalized, converting email campaigns at lower cost than traditional marketing agencies, from email copywriting, to personalized branded email template design.
Try our All-in-one Email Solution today for free.

How To Set Up A Standard Klaviyo Welcome Series Flow

Klaviyo Welcome Series
Klaviyo Welcome Series

How to Add a Pre-built Welcome Flow on Klaviyo

To easily add a pre-built welcome flow titled "Welcome Series" to your account after signing up and creating a Klaviyo account, follow these simple steps:
  • Navigate to the Flows tab in your Klaviyo account.
  • On the card for Welcome Series, click Get Started.
  • In the Welcome Series Setup modal, select the list you would like your welcome series to be connected to. This should be the main list that new contacts are added to after signing up to hear from your brand.
  • Click Continue.

Personalizing Your Welcome Series Message

Continue the setup process by personalizing the email templates with your own content and branding:
  • Click on the "message icon" in the flow builder.
  • In the details panel, edit the subject line and sender details if desired.
  • In the Template section, click Edit to modify the email template.
  • Use the email template editor to change the content of the message to match your branding.
  • Repeat these steps for the other messages in the flow.

Empower Your Email Marketing

Mailsplash is an AI-powered tool to create stunning email templates that convert. Design and create stunning/converting emails (campaigns, flows, all of it) in minutes. Send with any email service provider (Mailchimp, Klaviyo, etc.).
We enable freelancers, brands, and agencies to rapidly create personalized, converting email campaigns at lower cost than traditional marketing agencies, from email copywriting, to personalized branded email template design.
Try our All-in-one Email Solution today for free.

How To Set Up An Advanced Klaviyo Welcome Series Flow

Klaviyo Welcome Series
Klaviyo Welcome Series
Creating a more advanced Klaviyo welcome series flow is simple and can be done in a few easy steps:
  • Head over to the Flows tab.
  • Click on "Create Flow" in the upper right corner to access the flows library.
  • To find different variations of pre-built welcome series flows, use the search bar to enter "welcome series."
  • Select a suitable template and customize it with your message and branding to set up your advanced Klaviyo welcome series flow.

All-in-one Email Solution

Mailsplash is an AI-powered tool to create stunning email templates that convert. Design and create stunning/converting emails (campaigns, flows, all of it) in minutes. Send with any email service provider (Mailchimp, Klaviyo, etc.).
We enable freelancers, brands, and agencies to rapidly create personalized, converting email campaigns at lower cost than traditional marketing agencies, from email copywriting, to personalized branded email template design.
Try our All-in-one Email Solution today for free.

How To Set Up A Klaviyo Welcome Series Flow From Scratch

Klaviyo Welcome Series
Klaviyo Welcome Series
To set up a Klaviyo welcome series from scratch, you can follow these steps:
  • Navigate to the Flows tab
  • Click Create Flow in the top right
  • Click Create From Scratch
  • Name your flow
  • Click Create Flow
  • In the sidebar, click List for the trigger
  • Choose your main subscriber list
  • Click Done
  • Drag an email action into your flow
  • Click the message and click Configure Content to begin editing it
  • Once you’ve edited the message to fit your brand, drag a time delay and additional messages as needed
Every flow requires a trigger event and then supports optional flow filters which can add additional restrictions on who can receive the flow email.

Mailsplash: An All-in-one Email Solution

Mailsplash is an AI-powered tool to create stunning email templates that convert. Design and create stunning/converting emails (campaigns, flows, all of it) in minutes. Send with any email service provider (Mailchimp, Klaviyo, etc.).
We enable freelancers, brands, and agencies to rapidly create personalized, converting email campaigns at lower cost than traditional marketing agencies, from email copywriting, to personalized branded email template design.
Try our All-in-one Email Solution today for free.

Welcome Series Best Practices For A Flow That Makes A Great First Impression

Klaviyo Welcome Series
Klaviyo Welcome Series
I recommend that when you set up your welcome email series, make sure to send enough emails to cover your average purchase cycle. Since there’s no one-size-fits-all for the amount of welcome emails in your series, you should send enough welcome emails to cover your average purchase cycle. Let’s say your average customer makes a purchase every two weeks. Then, you might want to have a welcome series that lasts about two weeks.
This will ensure that customers who go through your whole welcome series will be encouraged to make a purchase towards the end. The idea here isn’t to overload subscribers with emails. It’s to keep them engaged and informed so that they are likely to convert.

Time Your Welcome Email Series Just Right

Setting up your welcome email series at the right time is crucial. After all, the whole point of a welcome series is to usher in new customers. You should start your welcome series ASAP after someone subscribes. Otherwise, they might forget they signed up.
You might even lose them. If you wait until 10 minutes after a customer subscribes to send your first email, they might wonder where you’ve been. You don’t want to seem overeager, but you do want to stay fresh in your subscriber’s mind. It’s a balance.

Use Double Opt-In to Ensure Email Deliverability

Double opt-in goes a long way toward ensuring healthy deliverability rates. When someone subscribes to your list, use double opt-in by sending them an email that asks them to confirm their subscription—before you actually add them to your list.
That way you know the email addresses on your list are legitimate. You also get a clear signal that the people on your list want to hear from you—after all, they did take the time to confirm their subscription.
If you’re going to add a new subscriber to your welcome flow, you are probably going to invite them to buy something. And they are probably going to get a lot of emails from you. Make it easy for subscribers to contact you with questions. Include your support contact information in every email.
And make it easy for subscribers to unsubscribe. It’s the law in most countries, but it’s also just good practice. You don’t want subscribers who don’t want to hear from you to mark your email as spam. That hurts your sender reputation.

A/B Test Welcome Emails to Find the Perfect One

Not all welcome emails are created equal. Some encourage more purchases than others. Save yourself the headache and test welcome emails. You can test things like subject lines, email copy, and images to see what converts best. Split your list in half and send each segment a different welcome email.
Then, measure and compare the results. This will help you understand what resonates with your audience. It will also help you optimize your welcome series for future subscribers based on actual data.

All-In-One Email Solution

At Mailsplash, we provide an all-in-one email solution that helps you design and create stunning/converting emails such as campaigns, flows, all of it in minutes. Create personalized branded email templates with ease and send them with any email service provider such as Mailchimp, Klaviyo, etc.
Try our All-in-one Email Solution today for free to revolutionize your email marketing game and drive better results.

Create Impressive Welcome Series That Convert With Mailsplash

Mailsplash is an AI-powered tool designed to simplify and streamline the process of creating stunning and effective email templates, including Klaviyo Welcome Series emails. By leveraging advanced artificial intelligence capabilities, Mailsplash enables users to generate captivating email campaigns and flows within minutes. This tool is versatile, allowing users to send emails via any email service provider, including Klaviyo and Mailchimp.
Mailsplash is especially beneficial for freelancers, brands, and agencies seeking to create personalized and high-converting emails at a lower cost than traditional marketing agencies. From email copywriting to personalized template design, Mailsplash provides an all-in-one email solution for achieving greater success with Klaviyo Welcome Series emails.
Try Mailsplash for free today to experience the power of AI in optimizing your email marketing efforts.

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Saif Akram

Written by

Saif Akram

Hello, I'm Saif Akram, founder of MonetizeMail, an innovative email marketing agency. We're proud partners with Klaviyo and Customer.io, specializing in boosting MRR and reducing customer churn. Our agency has scaled over 50 brands, generating over $18M in revenue. With proven expertise in enhancing engagement and driving sales, I'm passionate about transforming businesses through effective email marketing strategies.

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