Klaviyo + Giftnote segments

How to build them and make money from them

Written By Giftnote Team

Last updated About 10 hours ago

Heads up — Giftnote v3 is here and the app looks different. We have just launched a completely new interface, so some screenshots and menu names in this article are still from the old version. We are updating the help docs over the next few days. In the meantime, if you get stuck, email support@giftnote.com and we will help you out.

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