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Setting Up Per Product / Per Category Branching
Setting Up Per Product / Per Category Branching
Updated over a week ago

Overview

Reuse your product or category specific campaign emails in this Repeat-powered Cross-sell flow to deliver a highly personalized (and automated!) cross-sell experience to your customers.

It’s like a mini campaign series that’s scalable and automated, ensuring you get additional merchandising touches to customers who are most likely to buy that product. Limit the need for a campaign-heavy calendar to achieve the same results!

Branching based on Repeat-powered segments allows you to efficiently target the best customers to receive messages highlighting products or categories they have not yet purchased, encouraging them to explore more of your catalog.

What Customers Experience

If Repeat predicts a customer is likely to be interested in a certain product, they will receive a few targeted emails about that product at the right time when they’re most open to cross-sell messaging.

Here is an example of a product-specific email that Ten Thousand uses in their Cross Sell flow:

Example of a product specific email that Ten Thousand uses in their Cross-sell flow

Setting It Up

1. In Klaviyo, create a flow using Repeat's “Primed for Cross-sell” trigger. (Note: if you already have one live, you can add these new emails at the end of that flow.)

2. Add a conditional split into your flow. Make sure that the logic of your conditional split follows the same logic as the image above. In the blank space highlighted in red, enter the name of a specific product or category that you want to drive cross-selling for.

Note: the spelling must exactly match the name of the product. If you want to test the segment, use Klaviyo’s segment builder to check that the segment generates results. For example, in the image below, we are creating a segment using the same logic as our conditional split and we see that there are 340K customers in the selected segment which means the split is configured properly. In this example, there are 340K customers predicted to be interested in products containing “Toilet Paper.”

3. After the conditional split, in the “Yes” branch, add 3 emails with time delays between each. Add in 3 email templates that dive deep on that product or category. We recommend finding existing emails you have sent out as campaigns in the past.

4. Once you set up the first branch, then do the same thing for branch #2:

This process can be repeated as many times as you want, as each product/category will need its own conditional split.

If a customer does not fit in any of these segments, you can add more generic messaging.

5. Once the branches are set up, you’ll want to rejoin the branches so that a customer gets all relevant cross-sell messaging until they make a purchase. For example, if a customer might be interested in both Toilet Paper and Paper Towels, and you have a branch built for both products/categories, you’ll want to send them through both branches until they make a purchase.

Make sure to click “rejoin” for all branches. Here’s how to rejoin the branches:

Measuring Performance

When you click on any of your conditional splits, you will see data that can help you gauge how many customers are entering your “Yes” branches and how many customers are being passed down the line.

With this, you can ensure that an adequate amount of customers are entering your “Yes” branches before making it to the end of the flow. If there are 0 customers entering a branch, this likely means your conditional branches are not configured correctly, so please refer back to step two of the set-up process.

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