Build Highly-Targeted Klaviyo Segments Based on User Activity
Oribi’s Klaviyo integration enables you to craft highly-targeted user segments based on the actions visitors take on your site. You can then use these segments to automatically retarget customers with the perfect email campaign at exactly the right moment. For example, you can…
Send visitors discounts & reviews based on the product pages they visit
Follow up with your blog readers by sending info on products they may like
Reach out with an intro to visitors who view your About Us page more than once
In this tutorial, you’ll learn how to use Oribi events to build laser-sharp custom segments in Klaviyo, which can then be used in personalized automated campaigns.
1. Decide which event you’d like to base your segment on, and export it from Oribi to Klaviyo.
You’ll want to choose a meaningful event, one after which it makes sense to automate a specific action. Which event you choose depends on the goal of the campaign(s) you’ll be using the segment in.For example, let’s say you want to automatically send an email campaign featuring relevant reviews and discounts to customers who viewed a certain product line on your site, such as kids clothing. This event—the visits to kids clothing pages—is the one you should use in your segment. To use this event in a segment (and ultimately in an email campaign), you first need to make sure you’re exporting it to Klaviyo. In your Oribi account, click Manage Events > Manage Exported Events. Locate the event you identified above.
If the event you want to use is already being exported to Klaviyo, move on to Step 2. If not, check out this article
to learn how to export events to Klaviyo.
2. Create a new Klaviyo segment.
In your Klaviyo account, click Lists / Segments > Create List / Segment > Segment. Give your segment a name.
In the Definition dropdown menu, select What someone has done (or not done). In the Choose metric dropdown, scroll down to the API section and select the event you exported in Step 2. In the other two dropdown menus, choose the parameters that make sense for your segment. For example, if you want to target visitors who viewed any kids clothing pages more than once, choose is greater than and type 1.
You can make your segment even more focused by adding more conditions. To do so, click + AND, and then repeat the process for Step 2 above.
When you’re finished adding conditions, click Create Segment at the bottom of the screen.
3. Use your segment in a new email campaign.
Now that you’ve created your segment, it’s time to create your campaign. In Klaviyo, click Campaigns in the left side menu. Then click Create Campaign > Email > Create Campaign. Give your campaign a name. In the Send to dropdown menu of the Recipients section, choose the segment you created in Step 2. So, since our segment of visitors who viewed kids clothing pages more than once is called Example Segment, that’s what we’ll choose.
To exclude the segment of users you created from your new campaign, select it in the Don’t send to dropdown. Once you’re satisfied with your parameters, click Continue to Content.
On the next two screens, you’ll adjust the content and design of your email. For a more detailed look at crafting campaigns in Klaviyo, check out this article
When you’re finished tweaking, give your campaign a final review, and then schedule or send it.
4. Use your segment in a new flow.
You can use any Oribi event inside a flow in Klaviyo, which is perfect for ongoing, automated communication with a particular segment of visitors. For example, let’s say we want to always automatically follow up with any customers who view kids clothing pages (but don’t end up purchasing) by sending them a discount code. This can be achieved through a customized Klaviyo flow.
To trigger a flow using an Oribi event, click Flow > Create Flow > + Create from Scratch. Give your flow a name and click Create Flow. Choose Segment in the left side menu, then click the segment you created in Step 2 from the dropdown options.
After your trigger is set, simply drag and drop an action, timing, or logic block from the menu into your flow. For more details on how to adjust your Klaviyo flows, see these instructions
.It’s also worth noting that, in addition to acting as triggers, Oribi events can be used within your flows as well by using the conditional split block.
To set your entire flow live, click Manage Flow at the top, followed by Update All Action Statuses. Select Live from the dropdown menu options, then click Update Statuses. You’re good to go!