How to set up the conditions correctly in the workflow?

[tracy_xoxo]

I want to set up the automation so that after a client submits the form, they will receive an initial email with the guide. Then, based on their actions, the next emails will differ depending on three conditions:

1. If the client opens the email and clicks to download the guide, they will be matched with one condition and receive a specific follow-up email.

2. If the client opens the email but doesn’t click to download, a different follow-up email will be sent.

3. If the client does not open the email at all, they will receive another follow-up email.

Each email in the automation flow is unique depending on the condition, and I want to make sure that this logic is correctly implemented. 

Could someone please guide me on how to adjust it so the workflow works as intended?

[rajweb]

Hey @tracy_xoxo ,

Email Automation Logic (Behavior-Based Flow)

Platform Example: Klaviyo

Goal: Send different follow-up emails based on client actions after submitting a form.

Follow these steps:

1. Trigger: User submits a form → enters the flow.

2. Email 1: Send them a welcome email with the guide download link.

3. Wait: Add a 2–3 day wait to track engagement.

4. Conditional Split #1:

- Did they click the guide link?

- Yes → Send Email 2A (Download follow-up).

- No → Go to next condition.

5. Conditional Split #2:

- Did they open the email?

- Yes → Send Email 2B (Reminder to download).

- No → Send Email 2C (Re-send or re-engage).

You’ll Need:

- A trackable link for the guide.

- Emails 2A, 2B, and 2C with personalized messaging.

- An email platform that supports automation logic (Klaviyo, Mailchimp Advanced, etc.)

Example Flow Structure (Visualized)

[Start: Form Submission]
          ↓
[Email 1: Send Guide]
          ↓
    [Wait 2–3 Days]
          ↓
 [Conditional: Did Click Guide?]
       ├── Yes → [Email 2A: “How’s the guide working?”]
       └── No
              ↓
     [Conditional: Did Open Email?]
           ├── Yes → [Email 2B: “Need help downloading?”]
           └── No → [Email 2C: “Still want your guide?”]

Want me to help set this up in your platform step by step? Just tell me which one you're using. 

Best Regards,

Rajat

Shopify Expert

[J_mah]

Hi Tracy,

Thanks for your query.

Could you please share your website URL? I would love to check.

to build an automated email workflow with conditional branching based on user engagement. you'll need to use an email marketing or marketing automation platform that supports conditional logic based on email opens and link clicks. to achive this goal you can consider hubspot to klaviyo. 

steps to be followed:

When the client submits the form  Trigger the event

Send Initial Email with Guide to download

configure 2 conditions based on the activity of the users

Opened AND Clicked

Opened BUT Didn’t Click

More steps to be followed. 

Feel free to ask if you have any questions.

Thanks

[tracy_xoxo]

Hi How can I link an existing Shopify form to Klaviyo, so that I can continue setting up follow-up actions based on the form submission?