12 Klaviyo Segment Popup Ideas to Grow Leads, Sales and LTV

In this article, we’ll review the top reasons marketers shy away from creating compelling, high-converting personalized messages on their websites and reveal the best way to overcome those challenges.

Then, we’ll show you 12 easy-to-implement strategies to personalize the user experience on your website with Klaviyo and OptiMonk.

New to Klaviyo popups? Start with how to create a Klaviyo popup, then come back for the segment ideas.

Why don’t more stores personalize?

Marketers usually name three blockers: not enough data about their visitors, personalization that’s hard to implement, and pages that load slower the more they personalize.

Why popups make personalization easier

With the Klaviyo integration, a popup can tell which of your Klaviyo lists and segments a visitor belongs to, and you set it up by describing it to OptiMonk’s AI agent. Popups load asynchronously, after the page, so they don’t slow your store down.

12 personalized popup tactics for OptiMonk and Klaviyo users

Now that we’ve gone over the reasons popup messages are a great way to deliver personalized content to your visitors, let’s look at 12 ways to make it happen!

1. Cross-sell based on products purchased or added to the cart

Recommending products based on what a customer has previously purchased or added to their cart is one of the best ways to personalize the user experience and increase your store’s average order value.

Using Klaviyo, you can create different lists of customers based on what items they’ve purchased. Then, you can send them personalized offers in your email marketing messages.

With OptiMonk, you can display personalized offers while they’re still browsing your website.

The products come from your store. You pick them yourself, or let your store platform’s own engine choose them for each visitor with the Smart recommendation mode.

Another way to personalize recommendations with OptiMonk is to target by cart contents.

You can choose exactly which products to promote after someone has added a specific item to their cart. This means you can create bundles of products that naturally go together.

And here’s a popup example customers might see right after adding something to their cart or on exit-intent:

2. Recover abandoners using personalized offers

This strategy is probably familiar to most Klaviyo users.

You can use Klaviyo’s cart abandonment flow to send a personalized follow-up email to visitors who started the checkout process but didn't finish it.

Here’s how to set up an abandoned cart flow in Klaviyo.

Then the flow sends a checkout abandonment email an hour or a day later.

This works well. But why wait an hour or a day to recover cart abandoners when you could do it while they’re still on your website?

With OptiMonk, you can reach these visitors with a popup before they leave.

By using popups, you can target people who have added something to their cart but are about to leave the page without finishing their purchase. And even better, you can display different messages to people who have already subscribed to your newsletter and to those who haven’t yet subscribed.

For example, you could encourage new visitors who are about to leave your site to join your email list in exchange for a big discount. The example campaign below only appears to visitors who have not subscribed to your Klaviyo list yet.

To set it up, use OptiMonk's "Klaviyo lists and segments" rule to show the popup only to visitors who aren't on your list yet.

And here’s what the cart abandonment popup would look like:

But what if an abandoning visitor is already an email subscriber? In that case, you shouldn’t show them a popup that asks for their email address.

Instead, you need to create a different message with another offer like in the example below:

3. Provide personalized offers for your returning visitors

Using OptiMonk’s “Klaviyo lists and segments” condition, you can also create different personalized messages for different segments of returning customers based on the lists they’re on.

For example, you can target your VIP customers or your repeat buyers.

Show regular shoppers a popup about the new items you’ve added to your store.

Another way to make your customer experience more convenient for your returning visitors is by starting off their session with a reminder of what they were browsing last time.

Using OptiMonk, you can display the products they’ve recently been browsing.

4. Reactivate churned or at-risk customers

Another segment of customers worth targeting with personalized messages? At-risk customers who are showing signs of losing interest (or those who have stopped visiting your store altogether).

In Klaviyo, create a segment of these customers, for example based on when they last placed an order.

Then, use OptiMonk’s Klaviyo lists and segments rule to show them a popup with a personal offer to come back.

5. Personalize based on visitor location

You can also use your customer’s location to display messages about shipping or other region-specific offers you might have.

Let's assume that you're based in LA and you're opening a temporary store. You'd like to let local customers know about the opening.

Just set up a location-based segment in Klaviyo.

Then, target this list in OptiMonk with the "Klaviyo lists and segments" rule to display a personalized message.

6. Send a special discount to low-spending customers

You can also create personalized offers for customers who tend to spend less than your average order value. You can create this segment in Klaviyo.

Then, using OptiMonk, you can display personalized offers that promote lower-priced or discounted items for this customer list when they visit your website again.

7. Sign up email subscribers for SMS

While email marketing is a great communication channel, you should definitely consider using SMS marketing as well.

That’s because text messages get opened far more often than emails, as these SMS marketing statistics show.

Asking your email subscribers (i.e. the people who already trust you) is actually one of the easiest ways to generate new SMS subscribers.

In Klaviyo, create a segment of profiles who can receive email marketing but not SMS marketing.

Then, just send out an email promoting your SMS list! It’s worth offering something in exchange for their phone numbers, like a discount or early access.

On your store, target the same segment with OptiMonk’s Klaviyo lists and segments rule, and show these subscribers a popup that asks only for their phone number.

When it comes to gathering new email subscribers and new SMS subscribers at the same time, you can try using the Trojan Horse method.

First, you display a simple email popup where you offer a discount. And once they’ve provided their email address, you offer to double their discount in exchange for their phone number.

8. Reward VIP customers

Your VIP customers are highly invested in your brand, which means they’re always excited to hear about your special offers, new products, and company updates. Engaging them with special rewards is a great way to increase both retention and customer lifetime value.

Create a Klaviyo segment for your VIP customers, for example based on how much they’ve spent with you.

Then, use OptiMonk’s Klaviyo lists and segments rule to show this list its own VIP offer, such as early access to new products.

9. Enrich Klaviyo profiles directly from popups

Using a quiz popup, you can collect a lot of information about your customers. This helps you to better understand them, better segment them, and ultimately send better, more personalized emails to them.

For example, if you use a popup to ask your visitors what activities they’re interested in, you can use this information in Klaviyo to create different segments for each answer.

The campaign below would allow an online store to create different Klaviyo lists for visitors interested in running, biking, and weightlifting.

Using these segments, you can send highly personalized product recommendations to them in the future.

10. Keep offers relevant & increase FOMO

Popups are a great way to refresh your offers regularly so that your site never feels stale or outdated. And using seasonal promotions keeps your store top of mind for customers during the holidays and events that are important to them.

Seasonal sales are also a great way to increase urgency since they have a built-in end date.

You can even create a Klaviyo segment that contains customers who have made purchases during your previous seasonal sales.

Since you already know they’re open to your offers and tend to shop during these periods, it’s a good idea to reach out to this segment directly.

11. Use smart discount codes

Customers are used to fixed coupon codes like “10OFF,” which gives them the impression that the coupon code will still work months from now.

On the other hand, a randomized code (like “AX6S7”) seems more temporary, harder to remember, and easier to lose. This helps increase the sense of urgency and encourages customers to buy now rather than later.

You can also use randomized coupon codes to keep track of whether individuals have redeemed them or not. And if they haven’t, you’ll know who should get a follow-up email.

On Shopify, OptiMonk can generate a unique, single-use coupon for every visitor:

12. Analyze your popups to capitalize on what’s working best

OptiMonk’s campaign analytics show what’s working and what’s not: each campaign’s impressions, submits, submit rate and the revenue it influenced, with more breakdowns in Reports.

This will allow you to assess how much of a difference personalization is making in your campaigns and identify the personalization tactics that work best for your audience.

Pick your first Klaviyo segment

Start with the segment that matters most to your store, such as VIPs or email subscribers without SMS consent. Describe its popup to the OptiMonk agent in one sentence. The agent designs it, builds the mobile version and sets the targeting.

Free to start. No credit card.