Encourage Shoppers to Download Your App Using a Klaviyo Campaign

Use CommentSold Marketing Insights and Klaviyo to target customers who haven't purchased through your mobile app. Export the customer list, import it into Klaviyo, and send a targeted email campaign promoting app benefits, app-only discounts, and download links for the Apple App Store and Google Play Store.

Use the table of contents below to navigate to specific sections of this article:

• Prepare Your Customer List
• Import Customer List into Klaviyo
• Create and Design a Klaviyo Campaign
• Optional: Create a Segment in Klaviyo
• FAQs

Prepare Your Customer List

Klaviyo requires that the Email column be the first column in the CSV file that you import. However, your Active Customers in Last 90 Days Who Have Never Bought via App CSV contains a first column that numbers customer rows. You'll need to delete this column and re-save your CSV file, then upload it to Klaviyo.s

You can delete this column using any spreadsheet software (e.g., Excel, Google Sheets, Numbers, etc.). The below steps walk through this process in Numbers, the default spreadsheet program for Apple.

1. Select the Numbered column on the left side of the spreadsheet. It is the first column and does not have a column header (i.e., it doesn't have a header like Email, Name, etc.).
2. Once selected, the spreadsheet header bar will appear. You'll see the column is column A.
3. Select the A column header. You should see a small drop-down arrow appear on the left side of the header. You may need to stretch the header to see it.
4. Select the header drop-down and select Delete Column from the options listed.
5. Select File in your Numbers navigation bar at the top of the page, then select Export > CSV.
6. Save the file to your device.

Import Customer List into Klaviyo

You'll need to upload your list of customers in Klaviyo so that you can send out an email campaign to those users.

1. Select Audience in the side menu of your Klaviyo dashboard, then select List & Segments.
2. Select Create List / Segment in the top-right corner of the page.
3. Select List.
4. Enter a Name for your list, then select Create List.
5. Select Upload Contacts.
6. Either drag/drop your file into the gray field or select the file from your device.
7. Ensure the Email and Name fields are selected, then select Next.
8. Select Yes to confirm your list of customers have opted into emails, then select Import.

Create and Design a Klaviyo Campaign

1. Select Campaigns in the side menu, then select Create Campaign.
2. On the fly-out, enter your Campaign Name and Date. Avoid using symbols in the campaign name such as (%). These symbols maybe be reserved to the URLs.
3. Select Email as Type, then select Save and Continue.
4. Select your desired list from the Send To drop-down.
5. Select Continue to Content.
6. Choose whether to use a Themed or Basic Template.
   • Which templates do we love? We love the simple layouts of the 1-2 Columns, 1-3 Columns, and 1 Column / Alternating templates on the Basic tab.
7. Confirm the template you choose by selecting Use Template.
8. Build out your email using the tools provided.

Finished? Once you've designed your campaign, you can choose to send it right away or Schedule it to send on a later date.

Optional: Create a Segment in Klaviyo

You can now create a segment within Klaviyo to encourage shoppers to download your app using Klaviyo's segmenting tool. This will automatically pull customers who meet this criteria into Klaviyo for use in campaigns. This is an alternative to manually downloading a CSV file from CommentSold and uploading it to Klaviyo.

1. Select Audience in the side menu of your Klaviyo dashboard, then select List & Segments.
2. Select Create New in the top-right corner of the page.
3. Select Create Segment.
   • Definition. Add conditions to the segment:
     • Select What someone has done (or not done) from the drop-down.
     • Using the drop-down to the right side of Person Has, select Ordered Product.
     • Using the next drop-down to the right side, select the frequency as zero times.
     • Using the next drop-down to the right side, select the time period as over all time.
     • Select Add Filter.
     • Using the where drop-down, select Source.
     • Using the equals drop-down, select Mobile App.
4. Once done, select Create Segment.

If Klaviyo does not have the required customer information to create a segment, you can still download a CSV file from CommentSold's Insights tab and upload it to Klaviyo.

For more information on creating a segment in Klaviyo, check out this article in their Help Center.

FAQs

How can I target shoppers who haven't purchased through my mobile app?

Export the Active Customers in Last 90 Days Who Have Never Bought via App customer list from CommentSold Marketing Insights. Prepare the CSV file, import it into Klaviyo, and use the list for an email campaign encouraging shoppers to download your app.

Why do I need to edit the customer CSV before importing it into Klaviyo?

The exported CSV contains a numbered column without a header. Klaviyo requires the Email column to be first, so delete the numbered column and save the file as a CSV before importing it.

How do I import my customer list into Klaviyo?

In Klaviyo, go to Audience > Lists & Segments, create a list, and select Upload Contacts. Upload your prepared CSV, confirm the Email and Name fields, and follow the prompts to complete the import.

How do I create an email campaign encouraging shoppers to download my app?

In Klaviyo, go to Campaigns > Create Campaign. Enter the campaign name and date, select Email, choose your imported list under Send To, and continue to the content editor. Select a template, design your email, and send it immediately or schedule it for later.

What should I include in an app download email campaign?

Include:

• A brief explanation of your app's benefits, such as app-only live sales, easier checkout, or special discounts.
• A mobile-only discount shoppers can use on their first purchase through the app.
• Download links for the Apple App Store and Google Play Store.

Can I create a Klaviyo segment instead of importing a CSV?

Yes. In Klaviyo, create a segment using Ordered Product, set the frequency to zero times over all time, and add a filter where Source equals Mobile App. This provides an alternative to manually exporting and importing a customer list from CommentSold.

What if Klaviyo doesn't have the customer data needed to create the segment?

Export the customer list from CommentSold's Insights tab and upload the CSV to Klaviyo instead.

Where can I learn more about creating Klaviyo segments?

Refer to Klaviyo's guide to creating segments for additional instructions.