This article shows how to set up the Bring Back Lapsing Customers With Postcards. Learn more about the play here or explore all of our Plays.
Create a Klaviyo segment
Start by creating a Klaviyo Segment of customers who have recently recieved the “Repeat - About To Lapse” event. For this example, we’re looking for those who have received the event in the last 30 days. This window controls the size of your first send when you turn on the automation. You can choose a smaller timeframe to control the size of your initial send. After you turn it on, customers will be added as the event is received.
Before moving on to the next step, make sure to note the ID for your newly created segment. It’s the alphanumeric string in the URL after the final / (For example, https://www.klaviyo.com/list/SPXKi4)
Sync your Klaviyo segment to PostPilot
Head to PostPilot and navigate to Integrations > Klaviyo. Click “Manage” and then “Connect A New List Or Segment From Klaviyo.” Choose “Segment” then add your segment ID from step 1 and name your segment. Your segment is now synced to PostPilot
Create a PostPilot segment
Now you can create a PostPilot segment that matches this Klaviyo segment. In PostPilot, head to Segments > New Segment. Choose Shopify, select your store, then “DIY”. Name your segment and filter for Klaviyo Contacts in the segment you just synced. Save This segment
Create your campaign
Create a new automated campaign in PostPilot. Select the segment that you just created. Select your design and configure any other settings like trackable discount codes and return address. That’s it! You’re ready to send this postcard to customers who are about to lapse!