Merchants using Klaviyo Customer Segments can now integrate their data into Rebuy Data Sources! Leverage the power of Klaviyo's segments and Rebuy's rules engine to create a fully personalized customer experience that converts and retains shoppers.
The introduction of Customer Segments into Rebuy also empowers merchants to track customer-specific data such as previously purchased and recently viewed products. Start using Klaviyo Customer Segments in Rebuy Data Sources to tailor shopping experiences to each and every customer.
How to Enable Customer Segments
Once in the Rebuy Admin Dashboard, navigate to the "Integrations" and then click the "Klaviyo" integration card.
If you haven't already enabled the Klaviyo Integration, read this help doc to do so.
Once the integration is turned on, toggle on the "Klaviyo Segments Integration" then click "Continue" and "Allow" on the following information access pages.
Click the "Resync" link that will appear under the segments toggle and then click "Resync" when the popup window appears.
A message in the bottom right-hand corner of the screen will display, indicating that your data resync will then occur in the background!
If you'd like to purge segment data, you can do so by clicking the "Purge Segment data" link that will be displayed under the "Resync" link.
Click the link and then click "Purge Segment data" when the popup window appears.
How to Apply Customer Segments to Data Sources
Klaviyo Customer Segments can easily be applied to Rebuy Data Sources, just like any other rule would be applied.
To start, navigate to the "Data Sources" tab in the Rebuy Admin Dashboard and select the ruleset you'd like to update or click the "New Ruleset" button.
Then select the rule that you'd like to apply the Customer Segments to and update the following:
Change the "Anything" option to "Klaviyo Segment"
"Select Segment" and then choose your desired customer segment
Select"Contains user" or "Does not contain user"
Leverage the "OR IF" rule to find customers in any of the selected segments:
Or leverage the "AND" rule to find customers that are in all of the selected segments:
After the "IF" section has been fully updated, configure the "RETURN" section as you'd like. You can change the endpoint, select specific products/collections to be returned, and more.
Preview Your Data Source
Once you've configured both sections of the Data Source, you'll be able to preview what product(s) the Data Source will return! To do so, click the "Preview Ruleset" button at the top of the Data Source.
You'd be redirected to a new page, where you can select different options such as input products, cart input, cart details, and customer ID.
After updating your desired inputs, click the "Simulate" button to preview what the Data Source will return.
Klaviyo Customer Segments Data Source Examples
The following Data Source examples provide use cases for how Customer Segments can be used when surfacing product recommendations. Notice how the "RETURN" sections further personalize the widgets to return a custom super title, title, and discount:
FAQs
What does "Resync" mean?
This process will remove your segments from Rebuy and do a fresh sync.
What does "Purge Segment Data" mean?
This allows you to delete segment data from Rebuy, which can be used if there is an issue (missing segment) or if you disable segments. The primary use case for this would be to troubleshoot any issues. The "Purge Segment Data" button should only show when you have segment data stored on Rebuy.
Disabling the segment integration will not automatically purge segment data.
What does "Contains User" mean?
This Data Source option will recommend products to customers who meet the criteria for the defined Klaviyo segment (i.e user email).
What does "Does Not Contain User" mean?
This Data Source option will recommend products to customers who do not meet the criteria for the defined Klaviyo segment.
Where are the Data Source segments pulled from?
Rebuy will pull Customer Segments from Klaviyo and then match emails from the Klaviyo profiles (associated to the segment) to Rebuy customer emails.
Data Source segments in Rebuy will only render the segments created in each merchant's instance, meaning the available segments in Rebuy will mirror the segments created in Klaviyo. Merchants should continue to update and manage segments in Klaviyo.
Read these help articles for more information on the available Klaviyo segments:
Looking for a compiled list of all the Klaviyo integration help docs? We got you!
Check out this guide: Email & SMS Personalization | Rebuy + Klaviyo