Klaviyo Integration Use Case Guide

Howto

Overview

This guide provides step-by-step instructions for implementing the most effective use cases of Syncmatic’s Klaviyo integration. Learn how to create targeted email campaigns, automate customer journeys, and maximize your email marketing ROI using synchronized customer segments.

Use Case 1: VIP Customer Email Campaign

Goal

Create an exclusive email campaign targeting your highest-value customers to increase retention and encourage repeat purchases.

Prerequisites

  • •Klaviyo integration connected
  • •At least 3 months of order history
  • •Scale plan or higher for unlimited segments

Step-by-Step Instructions

Step 1: Create VIP Customer Segment

  1. •Navigate to Syncmatic → Segments → Create New Segment
  2. •Select RFM Analysis as your segment type
  3. •Configure the following criteria:
    • •Recency: Purchased within last 60 days
    • •Frequency: 3+ orders in last 12 months
    • •Monetary: Total spend > $500
  4. •Name your segment “VIP Customers”
  5. •Click Save Segment

Step 2: Sync to Klaviyo List

  1. •Go to Integrations → Klaviyo
  2. •Click Create New List or select existing list
  3. •Name the list “VIP Customer Rewards”
  4. •Select “VIP Customers” as your segment source
  5. •Enable Auto-updates for daily synchronization
  6. •Click Save & Sync

Step 3: Create Email Campaign in Klaviyo

  1. •In Klaviyo, navigate to Campaigns → Create Campaign
  2. •Select your “VIP Customer Rewards” list as the recipient
  3. •Design your exclusive offer email with:
    • •Personalized greeting using {{ person.first_name }}
    • •Special discount code for VIP customers
    • •Early access to new products
    • •Free shipping incentive
  4. •Schedule or send your campaign

Expected Results: 25-40% higher open rates and 15-30% higher conversion rates compared to general campaigns.

Use Case 2: Win-Back Inactive Customers

Goal

Re-engage customers who haven’t purchased in the last 90 days with personalized incentives.

Prerequisites

  • •12+ months of customer data
  • •Klaviyo flows feature enabled

Step-by-Step Instructions

Step 1: Define Inactive Customer Segment

  1. •Create new segment in Syncmatic
  2. •Select Custom Criteria → Purchase Behavior
  3. •Set conditions:
    • •Last Order Date: 90+ days ago
    • •Previous Orders: At least 1 order
    • •Exclude: Customers who unsubscribed
  4. •Name segment “Win-Back Target”
  5. •Save and enable

Step 2: Set Up Klaviyo List

  1. •Create Klaviyo list “Win-Back Campaign”
  2. •Connect to “Win-Back Target” segment
  3. •Enable auto-updates for daily refresh

Step 3: Create Multi-Email Flow

  1. •In Klaviyo, create new Flow
  2. •Set trigger: “Added to Win-Back Campaign list”
  3. •Design 3-email sequence:
    • •Email 1 (Day 0): “We Miss You” with 10% discount
    • •Email 2 (Day 7): Product recommendations based on past purchases
    • •Email 3 (Day 14): Last chance 20% discount
  4. •Add exit condition: Recent purchase

Best Practices:

  • •Use customer’s previous purchase data for personalization
  • •A/B test subject lines for maximum open rates
  • •Monitor unsubscribe rates and adjust frequency

Use Case 3: New Customer Welcome Series

Goal

Automatically onboard new customers with a targeted welcome email series to increase second purchase rates.

Prerequisites

  • •Recent customer acquisition data
  • •Shopify customer segments enabled

Step-by-Step Instructions

Step 1: Create New Customer Segment

  1. •Use Shopify’s native “First-time customers” segment, or
  2. •Create custom segment with criteria:
    • •First Order Date: Within last 30 days
    • •Total Orders: Exactly 1
    • •Account Created: Within last 45 days

Step 2: Configure Welcome List

  1. •Connect segment to Klaviyo list “New Customer Welcome”
  2. •Configure manual sync triggers for new customer additions
  3. •Set up time-based exclusions within Klaviyo flows

Step 3: Build Welcome Flow

  1. •Create flow triggered by “Added to New Customer Welcome”
  2. •Design 4-email welcome series:
    • •Welcome Email (Immediate): Thank you + brand story
    • •Product Guide (Day 3): General product education
    • •Community Invite (Day 7): Social media and reviews
    • •Second Purchase (Day 14): Discount for next order
  3. •Use general product recommendations (specific purchase data not available)

Success Metrics: Target 35%+ open rates and 25%+ second purchase rate within 30 days.

Use Case 4: Geographic Seasonal Campaigns

Goal

Send weather and season-appropriate product recommendations based on customer location.

Prerequisites

  • •Customer address data in Shopify
  • •Seasonal product catalog

Step-by-Step Instructions

Step 1: Create Location-Based Segments

  1. •Create multiple segments by region:
    • •“Northern Climate Customers” (Canada, Northern US states)
    • •“Warm Climate Customers” (Southern states, tropical regions)
    • •“International Customers” (by specific countries)
  2. •Use geographic filters in segment criteria
  3. •Combine with seasonal purchase history if available

Step 2: Set Up Regional Lists

  1. •Create separate Klaviyo lists for each region
  2. •Sync corresponding geographic segments
  3. •Enable auto-updates for address changes

Step 3: Create Seasonal Campaigns

  1. •Design region-specific email templates
  2. •Include weather-appropriate product recommendations
  3. •Use local imagery and seasonal messaging
  4. •Schedule campaigns based on regional seasons

Advanced Strategy: Combine geographic data with purchase history to recommend seasonal products similar to past purchases.

Use Case 5: Customer Lifecycle Automation

Goal

Automate email campaigns based on customer purchase patterns and lifecycle stage.

Prerequisites

  • •Extended purchase history (6+ months)
  • •Multiple product categories

Step-by-Step Instructions

Step 1: Define Lifecycle Segments

  1. •New Customers: First purchase within 30 days
  2. •Active Customers: 2+ purchases in last 90 days
  3. •At-Risk Customers: Last purchase 60-120 days ago
  4. •Loyal Customers: 5+ purchases, regular buying pattern
  5. •Churned Customers: No purchase in 180+ days

Step 2: Create Corresponding Klaviyo Lists

  1. •Set up five separate lists in Klaviyo
  2. •Connect each to its lifecycle segment
  3. •Configure auto-updates for daily movement between segments

Step 3: Build Lifecycle Flows

  1. •Create specific flows for each lifecycle stage:
    • •New: Welcome and education series
    • •Active: Cross-sell and upsell campaigns
    • •At-Risk: Re-engagement with incentives
    • •Loyal: VIP treatment and exclusive offers
    • •Churned: Win-back campaigns with strong incentives

Monitoring: Track customer movement between lifecycle stages and adjust segment criteria based on behavior patterns.

Advanced Tips and Best Practices

Segmentation Strategies

Combine Multiple Criteria

  • •Layer geographic, behavioral, and demographic filters
  • •Use RFM analysis for more precise targeting
  • •Create exclusion rules to prevent over-messaging

Dynamic Segments

  • •Set up segments that automatically adjust criteria seasonally
  • •Use rolling date ranges for evergreen relevance
  • •Test different segment sizes for optimal performance

Email Optimization

Personalization Beyond Names

  • •Reference past purchase categories
  • •Include location-specific content
  • •Use purchase frequency for sending frequency
  • •Customize product recommendations

Timing Optimization

  • •Send emails based on customer timezone
  • •Analyze purchase patterns for optimal send times
  • •Consider seasonal buying behavior

Performance Monitoring

Key Metrics to Track

  • •Segment growth rates
  • •Email engagement by segment
  • •Conversion rates by campaign type
  • •Customer lifetime value by segment

A/B Testing Opportunities

  • •Subject lines by customer segment
  • •Content personalization levels
  • •Send frequency for different lifecycle stages
  • •Incentive types and amounts

Troubleshooting Common Issues

Low Engagement Rates

  • •Review segment criteria accuracy
  • •Check email content relevance
  • •Verify sending frequency isn’t too high
  • •Test different subject line approaches

Segment Size Issues

  • •Adjust criteria broadness
  • •Check data quality and completeness
  • •Verify Shopify customer data accuracy
  • •Consider expanding time ranges

Support and Resources

For additional help implementing these use cases:

  • •Contact us through the in app chat support
  • •Schedule a demo for advanced automation setup

Last updated: June 2025