Introduction

Apteo's cross-sale recommendation segments help ecommerce store owners identify which customers are likely to buy which products by using A.I. By targeting customers in these segments, retailers can increase the likelihood that their customers will come back and make additional purchases, thereby increasing their average CLV.

By targeting these segments of customers with automatic flows and campaigns in Klaviyo, businesses can send personalized campaigns to each customer, increasing the likelihood of a repeat purchase. This guide provides instructions on how to set up automatic campaigns and flows in Klaviyo from Apteo's cross-sale segments.

In the rest of the article, we'll show you how to

  1. Connect Apteo to Klaviyo with a private API key

  2. Sync customers in a cross-sale segment to a list on Klaviyo

  3. And set up an automated flow to target these customers with a discount ladder that's designed to get them to convert with the minimal discount needed.

If you follow along with this guide, then by the time you're done reading, you'll have your first automated product recommendation flow running on Klaviyo.

Step 1: Connect Klaviyo to Apteo with a private API key

Before you can use recommendations on Klaviyo, you need to make sure you've connected your Klaviyo account to Apteo. This article provides instructions on how you can use your Klaviyo API key to connect to Apteo. The rest of the steps on this article assume you have successfully connected Klaviyo.

Step 2: Synchronize customers to Klaviyo

Once you've connected Klaviyo, you can synchronize a cross-sale segment from Apteo to a Klaviyo list. After your sync is set up, Apteo will keep your list continuously up to date.

To sync a segment from Apteo into Klaviyo, go to the segment you'd like to sync and then click on the "Sync Customers" button at the top of the page.

You'll see a modal that provides a list of your active integrations. Click on the button for Klaviyo.

To set up your sync, provide a name for the list that the customers from this recommendation will be sent to in Klaviyo.

This will start a new sync and will also schedule this list to be updated to Klaviyo periodically.

After your initial sync has been completed, you'll see these customers in Klaviyo under your Lists tab. Your list will be kept up to date going forward.

Step 3: Set up your flow

Once your list is created, you can set up an automated flow that can send your customers a series of messages with incrementally larger discounts that's designed to get them to make a purchase with the optimal discount amount.

Start by navigating to your Flows section on Klaviyo and click on Create Flow.

Click the option to "Create From Scratch". Then provide a name for your flow and click Create Flow.

For your trigger, click "List".

Select the list you just created, then click Done.

Next, we'll add filters to the trigger to make sure we aren't sending emails to people who have not given us permission to do so. From the canvas, click on your Trigger, then click "Flow Filters."

From here, click on Add a Flow Filter.

We'll next add conditions to make sure that customers that we are not supposed to be emailing will not receive messages from us. We'll be adding two conditions.

For the first condition, select "Properties About Someone."

Then select "Accepts Marketing", the default value will be set to "True" so we'll be all set with this first condition.

Then click "OR", and add a new condition. For this condition, select "If someone is or is not suppressed for email".

We'll use the default value.

From here, we'll click "Save", then "Done" to be brought back to the canvas.

Step 4: Create the first email in the flow

Under Actions, drag and drop the block for Email into the canvas.

On the email block, select Edit from the ellipsis menu to update your email settings. Enter values for your sender name, email address, subject line, and preview text.

Then click Save Changes, and from the section below, start with a drag & drop template to create your first email.

On the next page, select your favorite template.

Create the content of your email in the template you've selected. Enter a discount code that you've created in your ecommerce platform (make sure to start with a low discount, we will create new emails later with higher discounts to incentivize customers who don't convert on the first email).

If you need an example, you can take a look at our starter template.

Once you're done with your changes, save your work. You'll see your new email on the main canvas. The hope is that most of your customers will convert after this email, but in order to implement the rest of the discount ladder, we'll create two more emails with increasing discount amounts. If a customer still doesn't convert after that, then we'll let them be for now.

Add a new time delay after this email for 14 days, and then add a new conditional split that tests for whether or not the customer has made a purchase of your product in the last 14 days.

Create a new email block and drag it under the "NO" condition. Create a new email, update the content to offer a discount for 15%, then save it. You'll be brought back to the canvas.

We'll now add one more wait / trigger / email block to give the customer one last chance to make a purchase with a 20% discount. Add the time delay, add the trigger, and then add the new email and update it to have a 20% discount.

Step 4: Set your flow live

You're now ready to activate your discount ladder. At the top right, click on Manage Flow. On the resulting screen, set the Action status to Live.

Once you click "Update Statuses", your flow will be set live. You can now Save and Exit.

Step 5: Resync your customers from Apteo to Klaviyo

Klaviyo's list-triggered flows will only fire when a new customer is added to the list. Above, we already created the list and added your initial segment members to that list, which means that unless we re-add your members to this list now that the flow is set up, they won't receive any emails from your campaigns.

To solve this, we've made it easy for you to "reset" the members of your list by removing them and immediately re-adding them, which will trigger your flow for your members.

To do so, go back to your recommendation modal and open up the integrations sidebar.

From here, click on the orange refresh icon with the tooltip that says "Reset List Members." Once you do so, your list's members will be re-added and your first set of segment members will receive an email.

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