Introduction

Apteo's segments help ecommerce store owners group and differentiate their customers based on their behavior and buying patterns. By segmenting customers, store owners can send their customers targeted and personalized emails that will build engagement and improve repeat sales.

One proven strategy for growing sales and improving repeat purchases is to foster a relationship with your newest customers so that they continue to buy from you over time. This guide provides an overview of a drip campaign that helps you stay in touch with your recent first-time buyers, turn them into repeat customers, and drives more sales.

In the rest of this guide, we'll show you how to connect Apteo to Klaviyo with a private API key, sync members of your Recent First-Time Buyers segment from Apteo to Klaviyo, and set up an automated flow to target these customers with a drip campaign.

Note that if you are already sending out order confirmation, thank you, or welcome emails to customers after they make a purchase, following this guide exactly will result in the user getting multiple similar emails. Make sure you adjust your existing flow or this flow accordingly.

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 your Recent First-Time Buyers segment to Klaviyo

Once you have connected Klaviyo, you can synchronize your Recent First-Time Buyers segment such that it continuously syncs its members to a list on your Klaviyo account. To set up your sync, go to your Segments page on Apteo and click on your "Recent First-Time Buyers Segment."

While on your segment details page, click on the button labeled “Sync Customers” 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 this segment will be sent to in Klaviyo.

This will start a new sync and will also schedule your segment's members to be synched to Klaviyo periodically.

Step 3: Set up your flow on Klaviyo

You can verify your list was synchronized by browsing to your Lists page on Klaviyo. Once your list is synched, you can create a flow, or drip campaign, that will send your customers a series of emails that are designed to further engage them and grow their customer lifetime value for your store.

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.

The next step is to add a Trigger, which will act as the entry point for how your drip campaign is kicked off. Because you'll want to make sure you send a thank you email to anyone who purchases from you, the next few steps will show you how to send a standard thank you email to anyone who has made a purchase and is not in your list, and a special thank you email to those that are in your list of recent first-time purchasers.

For your trigger, first select "Metric" from the left side panel.

For the action, select "Placed Order", then click Done.

From here, drag and drop the "Conditional Split" block into the canvas under your trigger. This is how we will determine which email to send.

Next, click on the "Conditional Split" block to bring up configuration options on the left side panel. For the configuration, use the following options, then click Save:

  • If someone is in or not in a list

  • Person is in <your Apteo list name here>

Let's first click set up the email that customers will receive when they are not in the list. These will be folks who have purchased from you before, so we can keep things pretty straightforward, providing them with a simple Thank You message and then exiting the flow from there.

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: Set up the thank you email for customers not in your Recent First-Time Purchasers segment

Under Actions, drag and drop the block for Email under the block for the time delay that you added earlier. Then right click the ellipsis menu on the email block and click on Edit to start creating the first email in this flow.

On the resulting screen, enter your subject and preview text, then click Save Changes. Then select the "Drag and Drop" option under "How would you like to design your email?".

Then select your favorite template.

When the designer screen shows up, update the content of your email to thank your customer for their order. In the example below, we're personalizing the email by addressing the customer with their first name using the placeholder

{{ event.extra.customer.default_address.first_name }}

and we insert the image of the product they purchased using the image placeholder

{{ event.extra.line_items.0.product.images.0.src }}

this helps to further personalize the email.

Note that we've also included a product block to help our customers shop new products. You can see a preview of the email we've created below.

Once you're done with your design, click Save Content. Then click Done at the top right corner. That completes the email for customers that are not in our segment.

Step 5: Set up the thank you email for customers in your Recent First-Time Purchasers segment and offer a 10% discount

To create the first email for this group of customers, it's easiest to simply clone the last email you just created. On the canvas, click the ellipsis menu for the email you just created and click Clone.

When the new email block shows up, drag and drop it under the "No" block. You'll now have a new email block set up for customers in your Recent First-Time segment. Click on the ellipsis menu to edit this email.

From the email designer, update the copy of this email to thank the user for their purchase and offer them a 10% discount (or whatever makes sense for you) on their next purchase. You can see a sample email that we've recommended below.

Complete the design for this email and make your way back to the main canvas.

Step 6: Send your Recent First-Time Buyers an email with your top products

Next we'll add a delay of 3 days, after which we'll send the second email in our drip campaign, a generic email that contains our best sellers from our product catalog.

Go ahead and add the Timing Delay of 3 days, and then clone your email from the first section and place it after the timing delay. Your flow should now look something like this.

For your next email, we'll set up an email that sends your customers your top sellers. Open up the email designer and drag and drop the Products block into your designer. This will create a grid that has placeholders for your products.

Set up the rest of your email design, then save your work and make your way back to the canvas, which should now look like this.

Step 7: Send an email to ask for referrals

For the last email in this flow, we'll be asking our customers for referrals. We'll want to wait for a certain amount of time so that they've had a chance to try their product. In our case, we'll wait for 30 days after the last email so that our customers will have a chance to try their product.

When you ask for a referral, it's usually best to use a microaffiliate marketing tool that can provide your customers with a cut of your sales based on their referrals. We'll be using SocialSnowball in this example, and some of the snippets below will be specific to using the integration between SocialSnowball and Klaviyo. Don't worry if you don't use any tools for affiliate marketing, though, if your customers love your products they'll be happy to refer you to their friends, sometimes all it takes is a bit of nudging to get them to do so.

If you want to get set up with SocialSnowball, you can follow their guide at https://socialsnowball.zendesk.com/hc/en-us/articles/360061343774.

Now let's set up the rest of our flow.

We'll add our Timing Delay of 30 minutes and then clone our email to get to our final email in the flow.

We'll then go in and customize the design of the third email so that we ask our customers for a referral and offer them a personalized code that they can use to share with their friends. You can use the guide above to get your placeholders for SocialSnowball into your Klaviyo email.

Our email design looks like this.

Once you're done with your email, save the design. Ours final email will look like this.

Step 8: Set your flow live

You're now ready to activate your welcome series. Make your way back to the main canvas, and 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 9: 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 segment details page and open up the integrations sidebar by clicking on the "Synced" button at the top right.

This opens up the side bar. 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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