Use the Dedicated Automation strategy when you want every contact to go through a structured, consistent introduction.
Using Klaviyo?
When to use a flow
A flow is a good fit if you want to:
Send a structured introduction to your brand
Automate early touchpoints
Create a consistent experience for every contact
What this strategy does
With a flow:
Every contact receives the same 3-email sequence
The first email is sent shortly after identification
Step 1: Create an automation
Set up an automation that is triggered when a new contact is added to your ESP
Step 2: Send the first email quickly
Send within 30 minutes
Step 3: Build the 3-email sequence
Email 1 → brand introduction
Email 2 → best sellers + social proof
Email 3 → offer or next step
Space emails over the next few days.
Important: Add a conditional split so only contacts who opened Email 1 continue on to receive Emails 2 and 3. Anyone who did not open Email 1 should not move on to Email 2.
Step 4: Use the right messaging
Prioritize:
Clear brand introduction
Best-selling products or key content
Social proof
Simple CTA (browse, shop, explore)
Offer (if appropriate)
Avoid:
"Thanks for subscribing"
"Welcome to the family"
Any language that assumes signup
Step 5: Keep messaging relevant
These contacts are new to your brand.
Focus on:
Clear, recognizable messaging
Consistent brand experience
Content similar to ads or site experience
Avoid overly assumptive or highly personalized messaging early on.
Step 6: Send frequently
Send the first email quickly
Avoid long gaps between emails
Recency and consistency drive performance.
Step 7: Control who continues receiving emails (Warm vs Cold)
When sending marketing emails, you need to decide who should keep receiving messages based on engagement. This creates your Warm and Cold segments.
We define a Warm contact as someone who meets these criteria:
Identified by Retention in the last 14 days
OR have received 3 or fewer emails
OR have opened in the last 30 days
We define a Cold contact as someone who meets these criteria:
Identified by Retention
AND have received more than 3 emails
AND have not opened any emails
Important:
The Warm contacts should be included when scheduling future marketing emails. The Cold contacts should be excluded from receiving future marketing emails.
It ensures:
Warm contacts keep hearing from you
Cold contacts are filtered out
Your deliverability stays healthy
What success looks like
The first email sends quickly
The sequence is simple and consistent
Engaged contacts continue receiving emails
Unengaged contacts are filtered out
Quick summary
Use the Dedicated Flow strategy when:
You want a structured experience
You want control over the first 3 emails
Core setup:
Trigger an automation when a contact is added
Send the first email within 30 minutes
Build a 3-email sequence
Continue emailing engaged contacts
Stop sending after 3 emails with no engagement