Klaviyo + Giftnote segments

How to build them and make money from them

Written By Giftnote Team

Last updated 3 months ago

Klaviyo + Giftnote segments: how to build them and make money from them

If you use Giftnote and you’re not segmenting recipients and gifters, you’re leaving revenue on the table.

  • Most gift recipients are new to the brand. They are acquisition hiding inside your orders.

  • Gifted orders skew higher AOV. Convert recipients and you lift LTV fast.

  • These six segments take minutes to build and plug straight into your existing flows and campaigns.

  • Works in Klaviyo and can be mirrored in any ERP you have integrated with Giftnote (e.g attentive, dot digital etc)

Heads up

  • Replace any fixed date with your Giftnote go live date

  • Klaviyo can’t compare two events directly. Segment 5 is a proxy. Use it to shortlist, then open profiles to verify and tag true converters if needed

Event map used in this guide

Confirm these in your account first:

  • Received Gift Order = recipient event from Giftnote

  • Placed Gift Order = sender event from Giftnote

  • Purchased Gift Card = gift card purchase event

  • Placed Order = any order event in Klaviyo

Segment 1. Gift Recipients

Name
Gift Recipients

Why
Everyone who received a gift. Large audience for education and conversion.

Build in Klaviyo

  1. Create Segment

  2. Condition: Person has Received Gift Order at least once over all time

  3. Save

Five ways to capitalize

  • Recipient welcome that explains how gifting works on your store

  • Small store credit to trigger first purchase

  • Three best sellers plus one new arrival

  • Delivery updates opt in hook to grow consent

  • Preference capture to personalize follow ups

Segment 2. Gifters

Name
Gifters

Why
People who sent gifts. Strong repeat and corporate opportunity.

Build in Klaviyo

  1. Create Segment

  2. Condition: Person has Placed Gift Order at least once over all time

  3. OR: Person has Purchased Gift Card at least once over all time

  4. Save

Five ways to capitalize

  • Schedule your next gift in two clicks

  • Simple gift bundles for common pairings

  • Invite to use multi address corporate portal

  • Remind about seasonal gifting dates

Segment 3. Gift Recipients who have not purchased

Name
Gift Recipients • Not Purchased

Why
Recipients with no orders. Highest conversion upside.

Build in Klaviyo

  1. Create Segment

  2. Condition: Person has Received Gift Order at least once over all time

  3. AND: Person has Placed Order equals 0 over all time

  4. Save

Five ways to capitalize

  • Store credit with a short expiry

  • Guided picks email so they choose a style

  • One click opt in for delivery updates and early access

  • Social proof block with top reviews

  • Cart recovery variant that references the gift

Segment 4. Gifters with only one purchase

Name
Gifters • One time Buyers

Why
Move first time gifters to repeat.

Build in Klaviyo

  1. Create Segment

  2. Condition: Person has Placed Gift Order at least once over all time

  3. OR: Person has Purchased Gift Card at least once over all time

  4. AND: Person has Placed Order equals 1 over all time

  5. Save

Five ways to capitalize

  • Reminder to schedule the next gift

  • Pre built gift bundles with free wrap

  • Add to calendar prompt for last year’s gift date

  • Small loyalty boost for sending a second gift

  • Corporate starter pack CTA if the order looked bulk

Segment 5. Gift Recipients who became customers (proxy)

Name
Gift Recipients • Became Customers

Why
Estimate who converted after receiving a gift using your go live date as the line.

Build in Klaviyo

  1. Create Segment

  2. Condition: Person has Received Gift Order at least once over all time

  3. AND: Person has Placed Order at least once after [your Giftnote go live date]

  4. Replace the date with your implementation date

  5. Save

Accuracy note
Klaviyo cannot say first purchase happened after the gift event inside a segment. Use this as a guide. Open profiles to confirm and tag true gift converters when needed.

Five ways to capitalize

  • Cross sell higher AOV collections

  • Review request that references the gift path

  • Referral CTA for friends who would love the brand

  • Early access to seasonal drops

  • Loyalty invite with a started as a gift perk

Segment 6. Repeat Gifters

Name
Gifters • Repeat

Why
High value senders. VIP and B2B audience.

Build in Klaviyo

  1. Create Segment

  2. Condition: Person has Placed Gift Order greater than 1 over all time

  3. OR: Person has Purchased Gift Card greater than 1 over all time

  4. Save

Five ways to capitalize

  • VIP perks and priority support

  • Corporate bulk ordering with CSV upload

  • Dedicated account manager outreach

  • Set and forget scheduled gifting

  • Exclusive bundles for repeat gifters

Grow consent with your Giftnote flows

Goal
Increase opted in customers by adding a consent opt in CTA branch in your flows

Set up

  • Create a segment: Gift Recipients • No Consent

    • Has Received Gift Order at least once

    • Not consented for Email

    • Not consented for SMS

  • In your recipient flow, add a split

    • If in No Consent, show an opt in with a clear value exchange

    • If consented, continue the normal convert message

Optional accuracy upgrade for the future

If you want exact gift to first purchase tracking going forward, add two light Flows:

  • On Received Gift Order

    • If Placed Order equals 0

    • Set Gifted_NonCustomer = true

  • On Placed Order

    • If Gifted_NonCustomer = true

    • Set Converted_From_Gift = true

    • Set Gifted_NonCustomer = false

You can keep using the broad segments above while this runs in parallel.
When ready, create a strict segment using Converted_From_Gift = true.

QA checklist

  • Open ten random profiles in each segment and confirm events match the label