Automating RFM Segment Sync to Klaviyo
Datadrew can automatically sync your RFM (Recency, Frequency, Monetary) customer segments to Klaviyo, enabling you to build targeted email campaigns based on real-time customer behavior data.
What Is RFM Segment Sync?
RFM segmentation classifies your customers into groups such as Champions, Loyal Customers, At Risk, and Lost based on their purchase behavior. When you sync these segments to Klaviyo, each customer profile in Klaviyo is tagged with their current RFM segment, letting you create highly targeted flows and campaigns.
Prerequisites
An active Klaviyo integration connected in Datadrew (requires your Klaviyo API key).
RFM segmentation data must be available for your store (requires an Essentials or Pro plan).
Setting Up the Sync
Navigate to Integrations in the Datadrew sidebar.
Ensure your Klaviyo integration is connected. If not, click Connect Klaviyo and enter your Klaviyo private API key.
Go to the Customer > RFM Segments dashboard.
Select the RFM segment you want to sync (or choose All to sync all segments).
Click Sync to Klaviyo.
Datadrew will create an automation job that tags the selected customers in Klaviyo with their RFM segment. This is a one-time sync that you can run on demand.
Enabling Weekly Automatic Sync
For ongoing automation, Datadrew can create a weekly sync job that keeps your Klaviyo tags up to date:
When you connect Klaviyo, Datadrew automatically creates a Klaviyo Weekly Sync scheduled job.
This job runs every Monday at 9:00 AM in your store's timezone.
It syncs all RFM segments to Klaviyo, ensuring customer tags stay current as purchase behavior evolves.
What Happens in Klaviyo
After a sync completes, customer profiles in Klaviyo receive custom properties with their RFM segment tag. You can then use these properties in Klaviyo to create targeted segments, flows, and campaigns. It may take a few minutes for changes to reflect in Klaviyo after the sync completes.
Disconnecting Klaviyo
If you disconnect your Klaviyo integration in Datadrew, all Klaviyo-related automation jobs (both one-time RFM tagging and weekly sync) are automatically disabled. The tags already applied in Klaviyo will remain until you remove them manually.
Need help? Contact us at support@datadrew.io.
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