Segments, Flows, and Campaigns
The provisioned marketing package: lifecycle segments, per-location audiences, and starter flows.
On request, APIANT provisions a ready-made marketing package into your Klaviyo account. Everything arrives as drafts and definitions: nothing sends an email until your team reviews content, sets your sender identity, and turns things on. The provisioning is idempotent, meaning it can be run again safely at any time; it never creates duplicates of anything that already exists, and it fills in anything missing (for example after you add a location).
Lifecycle segments
Eight brand-wide segments built from synced data:
| Segment | Who is in it |
|---|---|
| Upcoming Appointment Booked | Clients with a future appointment on the books |
| No Upcoming Appointment | Clients with nothing scheduled, the natural rescue audience |
| Next Class Booked | Clients with a class on the schedule |
| Intro Offer Buyers | Clients whose most recent purchase history includes an intro offer |
| Lapsed 30 Days (No Visit) | Clients whose last visit is more than 30 days ago |
| Contract Renewal Window (30 Days) | Clients whose contract ends within 30 days |
| Waiver Not Signed | Clients without a signed liability waiver |
| Promo Opt-In | Clients who opted into promotional messages in Mindbody |
Per-location segments
For every studio in your location table, a matching set:
- Home Location: [studio] — clients who belong to that studio
- Visited: [studio] — everyone who has ever visited it
- Last Visited: [studio] — whose most recent visit was there
- Upcoming Appt At: [studio] — who is coming in next
- No Upcoming Appt: [studio] — that studio's rescue audience
- Purchased At: [studio] — whose latest purchase happened there (including an online store, if your site has one)
- Service Taken: [service] ([studio]) — buyers of your signature services, per studio
New location? The same set is generated for it as part of adding the location.
Starter flows
Five flows, delivered as drafts with placeholder sender details, each triggered by the data above:
| Flow | Trigger | Purpose |
|---|---|---|
| Intro Offer Welcome | Joins Intro Offer Buyers | Convert trial clients while interest is highest |
| Rescue - No Upcoming Visit | Joins No Upcoming Appointment | Reach clients the moment their calendar goes empty |
| Win-Back - 30 Days Lapsed | Joins Lapsed 30 Days | Re-engage before a lapse becomes a cancellation |
| Contract Renewal Window | Joins Contract Renewal Window | Start the renewal conversation 30 days out |
| Post-Purchase Thank You | Placed Order event | Receipt-style follow-up with the actual items purchased |
Per-location welcome flows (one per studio, triggered by that studio's Home Location segment) are also available.
Before going live on any flow: set your sender name and address, review the email content (it is written as a usable starting point, in a neutral voice), and switch the flow from Draft to Live in Klaviyo. Your team owns the creative entirely; edit anything.
Campaigns
Campaigns remain your team's day-to-day work in Klaviyo; the integration's job is to make every synced data point targetable. Typical patterns our customers run from day one: a per-studio news campaign to each Home Location segment, service cross-sell campaigns to Service Taken segments, and win-back offers to per-studio lapsed audiences. Because every send is a normal Klaviyo campaign, Smart Sending, quiet hours, and your deliverability practices all apply unchanged.
Keeping your existing work
If your Klaviyo account already has segments and flows you rely on, nothing here replaces them. The package installs alongside, and the synced properties and events immediately enrich what you already built.