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CRM & EmailKlaviyoPersonalisation Strategy

Welcome flow,
reworked.

Transforming a one-size-fits-all welcome email into a personalised customer journey - segmented by signup source, intent and purchase stage.

Role
Digital Designer / CRM Design Lead
Focus
Welcome journey redesign
Channels
Email · Klaviyo
Tools
Figma · Klaviyo
Overview

An audience, met with one generic email

The brand's welcome experience was a single, largely unpersonalised email sent to every subscriber regardless of signup source, intent or purchase stage - yet with no structured testing it still generated around £11k in weekly revenue. As part of a wider CRM transformation, I was tasked with redefining this into a more relevant, segmented customer journey designed to increase engagement, conversion and customer lifetime value.

The opportunity
~£11k weekly revenue — generated by a single, unoptimised welcome email with no segmentation or testing behind it

Existing state

  • £11k weekly revenue
  • One email for every customer
  • No segmentation
  • No signup source differentiation
  • Limited personalisation
  • No A/B testing framework
  • No journey optimisation
Existing welcome flow visual
Existing welcome flow - tap to enlarge
Discovery

One message, four very different motivations

I began by mapping how subscribers were actually entering the database. They were arriving from multiple touchpoints, each with a different mindset — yet every one of them received exactly the same message.

Key findings — subscribers were entering from:

  • Checkout opt-in
  • Website pop-up
  • Website footer
  • Social media sign-up

Despite their different motivations, every subscriber received the same message — creating a disconnect between customer intent and communication relevance.

Pop-up flow in Klaviyo — tap to enlarge
Solution strategy

A journey per entry point

The strategy replaced the single send with a set of source-aware welcome flows — each one tuned to why the subscriber joined, so the first message finally matched their intent.

See the up-close flows on Figma Open in Figma
Template designs

Four flows, one design system

Each entry point received its own welcome sequence, built from a shared, modular template system so the set stayed consistent while the messaging flexed to the audience.

01 Welcome Flow 1 — Incentivised Pop-Up

  • Subject line A: Your discount's ready to glow, 💡

    Subject line B: You're in ! Here's your discount

    Preheader: Thousands of lights, one welcome treat

  • Subject line A: 15% off the internet's favourite lights

    Subject line B: The bestsellers have entered the chat

    Preheader: Your code runs out in 5 days, get glowing!

  • Subject line A: Thousands of happy homes can't be wrong

    Subject line B: Don't just take our word for it,

    Preheader: Plus your 15% off is still up for grabs

  • Subject line A: Your code's about to switch off 💡

    Subject line B: Last orders before the lights go out 💡

    Preheader: Don't be left in the dark

Incentivised pop-up welcome sequence — tap any design to view the full email up close.

02 Welcome Flow 2 — Footer Sign-Up

  • Subject line A: Welcome to the bright side ✨

    Subject line B: Your home's about to get a whole lot brighter

    Preheader: Let's get this glow on the road

  • Subject line A: Psst... your home called us

    Subject line B: Let's talk about your lighting situation ✨

    Preheader: It's asking for better lighting

  • Subject line A: How about 15% off to sweeten the deal, ?

    Subject line B: Can we tempt you with 15% off? ✨

    Preheader: Your first ValueLights order just got even brighter

  • Subject line A: Your 15% welcome offer ends soon

    Subject line B: Last chance to save 15% on your first order

    Preheader: Use your 15% off £50 welcome offer before it disappears.

Footer sign-up welcome sequence — tap any design to view the full email up close.

03 Welcome Flow 3 — Checkout Opt-In

  • Subject line A: Welcome to ValueLights ✨

    Subject line B: Your home's about to look even better

    Preheader: Thanks for choosing us. Here's what to expect from ValueLights.

  • Subject line A: Your new light deserves some company

    Subject line B: Complete the look ✨

    Preheader: Discover lighting that works beautifully with your recent purchase.

  • Subject line A: How's your new light fitting in?

    Subject line B: Love your new light? Tell us what you think

    Preheader: Leave a quick review, show us your setup, and keep the glow going.

Checkout opt-in welcome sequence — tap any design to view the full email up close.

04 Welcome Flow 4 — Social Media Sign-Up

  • Subject line A: You're in ✨ Welcome to ValueLights

    Subject line B: From your feed to your inbox

    Preheader: Fresh lighting, interior inspiration, new launches and more are coming your way.

  • Subject line A: Meet the lights everyone's loving

    Subject line B: Customer favourites, picked for you

    Preheader: Discover bestselling styles loved for their look, quality and value.

  • Subject line A: Behind the Scenes at ValueLights

    Subject line B: The Story Behind Your Favourite Lights

    Preheader: Take a look inside the brand bringing stylish, affordable lighting to homes across the UK.

Social media sign-up welcome sequence — tap any design to view the full email up close.
Design approach

A modular email design system

The flows were built on a single, reusable system — so every send stayed on-brand and fast to produce, while remaining flexible enough to personalise and test.

The modular design system — tap to enlarge

What the system unlocks

  • Faster email production
  • Easier A/B testing
  • Consistent branding
  • Flexible customer journeys
  • Improved scalability
  • Greater personalisation opportunities
Forecasted impact

Revenue opportunity assessment

The existing single-email welcome message generated approximately £11,000 per week despite limited personalisation and optimisation.

Based on CRM best practice — increased audience segmentation, personalised content and a structured testing roadmap — the redesigned journey was projected to:

  • Improve customer relevance through signup-source segmentation
  • Increase engagement through personalised messaging
  • Create additional conversion opportunities through a multi-stage journey
  • Establish a framework for ongoing A/B testing and optimisation
  • Unlock incremental revenue beyond the existing £11k weekly baseline
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