Intern
What you actually do
Run steps 01 and 02 this week. Do not add a feature. On paper. Today.
Library / Guides / Klaviyo exclusions without jargon
Exclusions are the craft. A buyer should not get cart. A subscriber should not get acquire coupons. Browse should not clone cart. You do not need a certification to understand this. You need a picture of who should not get which email, then you click the same picture into Klaviyo.
Draw four people: subscriber who never bought, person with a cart, person who just bought, person who bought last year. They should not get the same email today.
Draw four people: subscriber who never bought, person with a cart, person who just bought, person who bought last year. They should not get the same email today.
Each flow has a 'do not enter if' list. That list is the product.
If Placed Order is dirty, exclusions cannot save you. Fix the event first.
Intern
Run steps 01 and 02 this week. Do not add a feature. On paper. Today.
Operator
Protect the sequence. Each flow has a 'do not enter if' list. That list is the product.
CEO
Do not fund more traffic or more seats until the scoreboard in this lesson is a number you will defend. If Placed Order is dirty, exclusions cannot save you. Fix the event first.
On paper. Today.
Why: Settings without a picture are how you miss a collision.
Done when: A sketch you could show an intern.
They already have a post-purchase job.
Why: A coupon after payment is clumsy.
Done when: A test purchase does not get cart.
Different copy. Lower frequency. Does not clone.
Why: Window shoppers are not abandoners.
Done when: The two flows do not look like twins.
They skipped that chapter.
Why: Welcome-after-purchase is a bug.
Done when: A test order is out of welcome.
Finite. Then sunset.
Why: Forever we-miss-you is how you become wallpaper.
Done when: A stop rule you can point at.
Create a test profile. Buy. Wait an hour. See which emails arrive. If cart or welcome arrives, the exclusion is wrong. Fix that before any creative brief.
Global frequency hides collisions. The buyer still gets the wrong story. Exclusions are precise. Caps are a seatbelt, not a map.
Campaigns do the work flows should do.
Open the playbook ↗Working notes
Score your Klaviyo and lifecycle system the way an operator would. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Email and WhatsApp stay open. A call is for installing the system.