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Giftnote for agencies

5. Prompt: build the gifting segments

A copy-paste AI prompt that builds gifters, repeat gifters, gift recipients and gift card holders as Klaviyo segments, and what to send each one.

Written By Giftnote Team

Last updated About 2 hours ago

Segments turn your client's gifting data into audiences you can email: the people who send gifts and the people who receive them. This prompt builds them in one go. Creating a segment sends nothing.

Before you run any prompt. These prompts assume your AI assistant has read and write access to your client's Klaviyo. AI tools make mistakes. Only run them for clients who've given you permission, check every number before you share it, and review every draft in Klaviyo before anything goes live. You're responsible for changes made in your client's account.

1. The segments

SegmentWho's in itWhat to send them
GiftersSent a gift or bought a gift card in the last 365 daysReminders before the client's gifting peaks, and near the anniversary of their last gift
Repeat giftersSent 2 or more gifts, everEarly access to gift guides and gift sets
Gift recipientsReceived a gift or gift card, everA welcome to the brand, then a first order for themselves (only those who've subscribed)
Gift card holdersReceived a gift card or store credit in the last 365 days and haven't redeemed one"You still have credit" reminders, and a January push
Corporate buyersSent a Multi Gift order (only if the client uses Multi Gift)Year-end client gifting, repeat orders

2. The prompt

Rules for this task:
- Work only in the Klaviyo account for [CLIENT NAME]. Before any change, tell me the account name and wait for my yes.
- Create segments only. Don't send, schedule, delete or change anything else, and don't change anyone's subscription.
- Before you create anything, list what you'll create and wait for my yes.
- Tag everything you create "giftnote-agency" and give me a list of it at the end.
- Report counts only. Never show customer names, emails or phone numbers.

Task: build gifting segments for [CLIENT NAME] from the Giftnote events in this account.

1. Check which Giftnote metrics have events. If recipient events (Received Gift Order, Received Gift Card) sit on the buyer's profile, the client is on Giftnote's old integration: skip the Gift recipients segment and tell me.
2. Build these segments:
- Giftnote - Gifters: Placed Gift Order or Purchased Gift Card at least once in the last 365 days
- Giftnote - Repeat gifters: Placed Gift Order or Purchased Gift Card at least twice over all time
- Giftnote - Gift recipients: Received Gift Order or Received Gift Card at least once over all time
- Giftnote - Gift card holders: Received Gift Card, Gift Card or Issued Store Credit at least once in the last 365 days, and Redeemed Gift Card zero times in the last 365 days
- Giftnote - Corporate buyers: any Multi Gift order event, only if those events exist
3. Once Klaviyo has counted them, give me each segment's size and how many in it are subscribed to email.
4. Check whether gift recipients can enter the client's welcome flow. If they can, tell me; don't change it.

Gift card holders is a close match, not exact. Klaviyo can't see a card's live balance, so someone who spent part of a card won't be in the segment, and someone who redeemed an older card might be. Check the total owed in Giftnote > Analytics > Gift cards.

3. After the build

  • Exclude Giftnote - Gift recipients from the client's welcome flow. It thanks them for an order they didn't place.
  • Only email marketing to recipients who've subscribed. The day-3 welcome in flow 02 (article 4) invites them to.

More segment ideas and the manual build steps are in Klaviyo + Giftnote segments.

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