If you have configured your Buzzbassador <> Klaviyo integration, the next step is to know how it works and how to use it. This article will walk you through:

In order to understand how the Klaviyo integration works, you first need to understand the 4 key functionalities of Klaviyo that Buzzbassador relies on:

Now that you understand the building blocks of the Buzzbassador <> Klaviyo integration, we'll use those to build the full picture of how to use it.

Every person who applies for your Buzzbassador program or becomes an active member (either via application form or import) will have a Profile created for them in Klaviyo. This Profile creation in Klaviyo happens automatically as soon as the person is added to your Buzzbassador account, either as a member or applicant.

To see all your Klaviyo Profiles, including those Buzzbassador has created for you through the integration, navigate to Klaviyo and go to Audience > Profiles.

For every individual member and applicant in the program, Buzzbassador automatically generates and updates specific properties associated with their profiles in Klaviyo. All of the Buzzbassador-created properties start with "buzz_" to help you identify them. On a Klaviyo Profile, they look like this:

*Keep in mind the values differ based on each profile

Below, we'll break down each Buzzbassador-created Property and what it means.

In the above section, we covered how the integration itself works - that is everything that Buzzbassador takes care of automatically. But, that doesn't mean that's all there is to the integration - there is a lot more that can be done to leverage this integration to its full potential!

The rest is up to you - and that is by design. Every merchant has their own unique needs. We wanted to give you the data you need, but let you use it how you need it most. From here on out, we will be guiding you with advice and best practices on how to use the Buzzbassador data you now have in Klaviyo, but none of these use cases are required.

The main way we recommend organizing the Buzzbassador data you now have in Klaviyo is with the Segments functionality. With Segments, you can split up your Buzzbassador members and applicants into groups based on various factors, and because we are constantly updating their Profiles and Properties, these Segments will update dynamically.

First, here's how to create a Segment in Klaviyo.

Log in to your Klaviyo account and navigate to the "Segments" section. You can find this in the left-hand sidebar under the "Lists & Segments" tab.

Click on the "Create List/Segment" button to initiate the process of building a new segment.

In this step, you will name and define the criteria for your Segment.

For the name, choose whatever makes sense based on what purpose the Segment will serve.

For the "Tags" field you see to the right of the "Name" field, there is nothing required to add here. Feel free to leave it blank.

The most important part of setting up the Segment is the section where you "select a condition".

There are a variety of filters and conditions to choose from. As we've discussed in previous sections, Buzzbassador syncs Properties and Activities for all of your members and applicants.

To Define a segment based on Properties, in the "Select a condition" field, select, "Properties about someone."

Once you've made this selection, you will see more fields appear, like this:

Next, you will define the Segment by filling out these fields, first by selecting a property to define it by

*Remember, all Buzzbassador-created Properties will start with "buzz_".

To easily find all the Properties from Buzzbassador when setting the Dimension, just search "buzz" in the Dimension drop down search bar, and they'll all appear, like this:

You can then select a Property from the dropdown, and choose which Value you want Profiles to have for that Property in order for them to be included in that Segment.

For example:

This Definition, pictured above, would create a Segment that includes all of your approved (active) Buzzbassador members.

*Note: The "Boolean" type just means that it's a true/false property. Ignore that field.

After setting the Segment criteria, review your settings to ensure they accurately reflect the group you want to create. Once you are satisfied, click on the 'Create Segment' button to create and activate the segment.

Here's where we get to the cool part!

Now that you know how to create a Segment, you can replicate those steps to create whichever and as many Segments as you want.

You can then use those segments to target your email campaigns, automated Klaviyo Flows, SMS campaigns, and more! The possibilities are nearly endless.

We'll start you off by giving some ideas of Segments to create and use cases for each. (Again, none of these Segments are required, but they can be used to your advantage!)

Purpose: Segment all of your currently active (approved) members.

Use Case Example: Have a specific social media campaign, product launch, or upcoming sale you want your ambassadors to know about? Use this Segment to communicate that to them. You can even give them specific graphics or assets to use to promote you with when the time comes.

How to Define/Set up:

Purpose: Segment your members that were approved recently, only in the last 30 days.

Use Case Example: This Segment is a great way to engage your recently approved members beyond just what the 'You're Approved' email in Buzzbassador does. You could use this email to send them any extra resources they need as a new member, or set up a Flow that has them sign terms & conditions, coordinate the shipment of a welcome gift package (product seeding), and more, all in their first 30 days!

How to Define/Set up:

Purpose: Segment all of the people who have submitted an application for your program in Buzzbassador and have not been approved or declined yet.

Use Case Example: Let's say you want your applicants to take some sort of action while they wait for their application to be reviewed, like follow you on Instagram, or browse your website. You can use this Segment to send engagement emails to people on this list every few days while they wait to be approved (or rejected).

How to Define/Set up:

Purpose: Segment of all the members in your program(s) who have not yet generated any reward-eligible sales with their referral code.

Use Case Example: This Segment provides a great way to give these people the extra push they need to be successful. You could set up automated, regular emails to this Segment with curated tips on how to be generate more sales, like reminders to share their code, guidelines on how to talk about your products, content ideas, etc.

How to Define/Set up:

Purpose: Segment all members who have ever generated at least one sale with their referral code.

Use Case Example: This is an easy way to target those who you know are capable of bringing in sales, and engage/mobilize them to do it again. Use this Segment to send emails that keep these people motivated, engaged, and happy.

How to Define/Set up:

Purpose: Segment the members who have generated enough sales in the last 7 days to rank in the top 10 leaderboard on your Buzzbassador dashboard (only works for 'Last 7 Days' date range of leaderboard).

Use Case Example: Congratulate or reward the members that have made enough sales to be on your leaderboard! Positive reinforcement is a great way to motivate and engage your members to generate even more sales.

How to Define/Set up:

Purpose: Segment members based on the specific program they belong to within your Buzzbassador account.

Use Case Example: If you're running multiple member programs, this Segment lets you tailor your messaging to each group. For example, you might want to send different content or promotional assets to your Gold-tier members than you would to your Silver-tier members. This segmentation helps you keep communications relevant and organized by program level.

How to Define/Set up:

*You can find the Program ID in the URL once you open your program within Buzzbassador.

Purpose: Segment all users who were either declined during the application review process or manually deleted from your Buzzbassador dashboard.

Use Case Example: This Segment allows you to follow up with users who didn’t make it into your program. You might want to thank them for applying, offer an opportunity to reapply in the future, or even send an exit survey to gather feedback. It’s also helpful for tracking rejected applications over time.

How to Define/Set up:

Purpose: Segment members who were deleted from your Buzzbassador program within the past 30 days.

Use Case Example: Use this Segment to send a final follow-up or feedback email. Maybe you want to offer a chance to rejoin, explain why they were removed, or simply thank them for their participation. This can be especially helpful for managing churn and maintaining brand goodwill.

How to Define/Set up:

Purpose: Segment members based on the specific Buzzbassador campaign(s) they’ve been assigned to.

Use Case Example: If you're running campaigns, this Segment allows you to directly target the members assigned to them. It’s a great way to send campaign-specific updates, reminders, and assets to only the relevant members—ensuring clear, streamlined, and effective communication.

How to Define/Set up:

*You can find the Campaign ID in the URL when you open your campaign within Buzzbassador.