What is Klaviyo?
Klaviyo is a unified customer platform that helps you build stronger relationships with your customers by giving you full control over your data and interactions. It tracks shopper behavior across your site—what they click, where they drop off, and what drives them to buy. With this insight, you can create and automate personalized emails and SMS messages—like cart reminders, price drop alerts, and product recommendations—using Klaviyo’s built-in templates and workflows. It integrates seamlessly with your tech stack and scales with your growth.
Integration Overview
Merchants using Klaviyo segments can 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 Klaviyo Segments into Rebuy also empowers merchants to track customer-specific data such as previously purchased and recently viewed products.
Installation Instructions
Prerequisites
Before you begin, ensure the following:
Rebuy x Klaviyo Integration: Your Rebuy and Klaviyo accounts are connected.
Klaviyo Segments: At least one customer segment is created in Klaviyo.
Integration Installation
Step 1: Enable Klaviyo Segments in Rebuy
Access Rebuy Dashboard:
Log in to your Rebuy Admin Dashboard.
Navigate to the Integrations tab.
Configure Klaviyo Integration:
Click on the Klaviyo integration card.
If not already connected, follow the prompts to enable the integration.
Enable Segments:
Toggle on the Klaviyo Segments Integration.
Click Continue and then Allow to grant necessary permissions.
Resync Segments:
Click the Resync link that appears under the segments toggle.
In the popup window, click Resync to initiate the process.
A confirmation message will appear, indicating the resync is occurring in the background.
Optional - Purge Segment Data:
If needed, click the Purge Segment Data link under the Resync option.
In the popup window, click Purge Segment Data to delete existing segment data from Rebuy.
Step 2: Apply Klaviyo Segments to Data Sources
Navigate to Data Sources:
In the Rebuy Admin Dashboard, go to the Data Sources tab.
Select or Create a Ruleset:
Choose an existing ruleset to update or click New Ruleset to create a new one.
Configure Rules:
In the IF section:
Change the condition from Anything to Klaviyo Segment.
Select the desired customer segment from the dropdown.
Choose Contains user to target customers in the segment or Does not contain user to exclude them.
Combine Multiple Segments:
Use OR IF to target customers in any of the selected segments.
Use AND to target customers who are in all selected segments.
Define Return Actions:
In the RETURN section, specify the actions to take when conditions are met, such as:
Changing the endpoint.
Selecting specific products or collections to recommend.
Step 3: Preview Your Data Source
Access Preview:
Click the Preview Ruleset button at the top of the Data Source page.
Simulate Conditions:
In the preview page, set parameters such as:
Input products.
Cart input and details.
Customer ID.
Run Simulation:
Click Simulate to see the products the Data Source will return based on your configurations.
Customer Examples
The following Data Source examples provide use cases for how 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?
What does "Resync" mean?
Resyncing removes your current segments from Rebuy and performs a fresh sync with Klaviyo to update segment data.
What does "Purge Segment Data" do?
What does "Purge Segment Data" do?
Purging deletes segment data from Rebuy. This is useful for troubleshooting issues like missing segments or when disabling the segment integration. Note that disabling the integration does not automatically purge data.
What does "Contains User" mean?
What does "Contains User" mean?
This option targets customers who meet the criteria for the selected Klaviyo segment, typically identified by their email address.
What does "Does Not Contain User" mean?
What does "Does Not Contain User" mean?
This option targets customers who do not meet the criteria for the selected Klaviyo segment.
How does Rebuy identify customers in a segment?
How does Rebuy identify customers in a segment?
Rebuy matches customer emails from Klaviyo segments to those in Rebuy. For first-time visitors, identification occurs after they enter their email on your site. This information is stored in a cookie, allowing Rebuy to recognize returning customers without requiring them to sign in, as long as the cookie remains and the email address matches Shopify's user information. Rebuy’s Klaviyo Segment data updates hourly, on the hour.
Where are the Data Source segments pulled from?
Where are the Data Source segments pulled from?
Rebuy pulls segments directly from your Klaviyo account. The available segments in Rebuy mirror those created in Klaviyo. Manage and update your segments within Klaviyo to reflect changes in Rebuy.
Read these help articles for more information on Klaviyo segments: