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 important to make sure you keep them happy and coming back. This article will show you how to set up a discount ladder on Klaviyo to regain at-risk high-spenders.
In the rest of this article, we'll show you how to connect Apteo to Klaviyo with a private API key, sync your At-Risk High-Value Customers segment to Klaviyo, and set up an automated flow to target these customers with a discount ladder that's designed to get them to make a repeat purchase.
Step 1: Connect Klaviyo to Apteo with a private API key
Before you can sync customers to 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 have connected Klaviyo, you can synchronize your segment such that members of your segment in Apteo will be continuously updated to Klaviyo. In order to do so, go to your At-Risk High-Value Customers segment on Apteo and click on the button at the top right of the page, which will likely say "Not Synched".
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
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 are designed to get them to make a purchase using the minimal discount needed to get them to convert.
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 (since these are high-value customers and we really want them back, you can start with a discount amount higher than normal, we'll start at 20% in our example).
Make sure the customer will feel special after receiving the email. You can see our example below.
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.
Add a new time delay after this email for 7 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 7 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 25%, then save it. We've included an example email below.
Save your work and go back to the canvas, which should look like this.
We'll now add one more wait / trigger / email block to give the customer one last chance to make a purchase with a 30% discount. Add the time delay (we suggest another 7 days), add the trigger, and then add the new email and update it to have a 30% discount.
Our example email is below.
You can now save your content and go back to the main canvas.
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 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.