Get started with Retention.com's AutoReactivate feature to easily manage and re-engage your dormant contacts in Klaviyo. This guide walks you through each step, helping you leverage automated segmentation for better campaign results.
By the end of this guide, you'll:
Effortlessly generate four segments in Klaviyo directly from your existing segments, giving you valuable insights into engagement and activity levels.
Learn how to effectively use these new segments in your campaigns to boost engagement.
Table of Contents
What You’ll Need:
An enabled Klaviyo integration.
An unengaged segment created in Klaviyo.
Learn how to create an unengaged segment from Klaviyo’s Help Center.
Get Ready to Setup AutoReactivate
In general, the overview of the setup can broken down into 3 main steps.
Step 1: Open AutoReactivate in the Retention App.
Step 2: Activate for segment insights in the Retention App.
Step 3: In Klaviyo, manage the new Reactivate Segments.
Step-by-Step Setup Guide
You’ll need to create a segment in Klaviyo consisting of your unengaged contacts.
Learn how to create an unengaged segment from Klaviyo’s Help Center.
Step 1: Locate the AutoReactivate Tab in the Retention App
Open Retention.com.
Go to the Reactivate tab.
Toggle to the AutoReactivate tab located at the top.
Step 2: Activate AutoReactivate for Segment Insights
In the AutoReactivate tab, select Add New.
Choose your Klaviyo integration from the dropdown (in most cases, this will be the default integration). If you have more than one instance of a Klaviyo integration, choose one.
A new dropdown will appear with all the segments in that Klaviyo account.
Select the segment and click Add.
A new row will be generated with details like the segment name and sync status.
Wait for the sync status to show Completed before proceeding to Step 3. This indicates that your segments are ready for use.
❗️IMPORTANT: You'll need to manually refresh the page to update the sync status. While waiting for the sync to complete, feel free to work on other tasks, as it may take some time depending on the list size. Eg: A list with 20,000 contacts can take up to 5 minutes to process.
Sync Statuses
Pulling Profiles | The app is working to pull profiles into the system. You can leave the page and let it complete the process. |
Processing | The app is working to process the activity status for each of the contacts in your segment. |
Completed | When the sync status is complete, the last synced date will be displayed, and you will find four new segments in your Klaviyo account. Each segment will have contacts sorted accordingly. |
Failed Pulling Profiles | There was an interruption with pulling the profiles from your Klaviyo segment. Try again—if the error persists, contact support for more help. |
Failed Generating File | We experienced an issue while processing the activity status of the contacts in your segment. You may try again or contact support for more help. |
Failed Batch Updating Klaviyo | We we experienced an issue with updating the contacts from your segment. You may try again or contact support for more help. |
Step 3: Manage the New Reactivate Segments
Once the sync is completed, your original segment will be sorted into four new segments in Klaviyo, which will be labeled as follows:
Original Segment Name - Retention Reactivate (No Signal): These are the email addresses that showed no activity in the last six months. Depending on your brand's strategy, you may choose to suppress these contacts or exclude them from campaign sends.
Original Segment Name - Retention Reactivate (Suppress): These contacts have been identified as potential spam traps. Suppress these email addresses immediately to protect your sender reputation and deliverability.
Original Segment Name - Retention Reactivate (30 Day - Send to): These contacts have shown activity within the last 30 days. You can add this segment to a re-engagement (win-back) campaign or to trigger a re-engagement flow.
Original Segment Name - Retention Reactivate (Over 30 Days): These contacts have activity signals from more than 30 days ago. You can manually modify or clone this segment to drill down on a specific date range by including a custom profile property for Reactivate last clicked or Reactivate last opened.
❗️IMPORTANT: Depending on the list size, the segments in Klaviyo may take some time to fully populate with all profiles.
Using Custom Properties for Filtering
To make filtering contacts easier, we've added a custom property called "Reactivate Status" to each contact. This property helps you quickly identify which contacts fall into specific categories:
Active: Contacts with a known activity signal from our network. These signals can go as far back as a couple of years. To create custom segmentation to target activity from specific time frames (ex: last 60 or 90 days), for any active profile we will also include the following:
Reactivate last clicked (month/day/year)
Reactivate last opened (month/day/year)
No Signal: Contacts that have shown no activity signals from our network, helping you decide whether to suppress them or attempt a different approach.
Spam Trap: Contacts identified as potential spam traps, which should be excluded from campaigns to protect your deliverability.
This guide is designed to help you set up and use AutoReactivate effectively. If you have questions or need additional help, feel free to reach out!