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 important segment to focus on is your Big Spenders. This group of customers is especially important for all ecommerce stores, as they are the source of the majority of sales that ecommerce stores make. It's critical to focus some of your marketing efforts on satisfying this segment in order to increase their sales volume and brand loyalty.

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 Big Spenders segment from Apteo to Klaviyo, and set up an automated email flow to target these customers.

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

Before you can set up your flows 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 Big Spenders segment to Klaviyo

Once you've connected Klaviyo, you can synchronize your Big Spenders segment so 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 "Big Spenders" 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 your flow. For this flow, we want to begin by sending emails to customers who are new to our Big Spenders segment.

For your trigger, select “List” from the left side panel.

Then select the “Big Spenders” list from the drop down menu.

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.

Since we don't to send an email to customers immediately after they join this segment, we will now add in a time delay. Drag and drop the “Time Delay” block into the canvas under your trigger.

You must configure the time delay on the left side menu. Select 7 days as the time delay. As well, you can also choose to delay sending the email until a specific time of day or specific days of the week, if you wish.

Under Actions, drag and drop the block for Email under the block for the time delay that you just added. 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.

On the design screen, create an email that provides your big spenders with a special incentive or gift. This can be specific to your business, like a low-cost add-on item, or it can be more generic, like offering free or reduced shipping. Make sure to let your customers know that this is a special offer picked for them since they're such great customers. After reading this email they should feel better about your brand.

Once you are done with your changes, save your work. You'll see your new email on the main canvas.

Step 4: Set your flow live

You're now ready to activate your flow. 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 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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