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Campaign segments: Shopify vs. Klaviyo

How to choose and configure segments for your outbound campaigns — Shopify segments, Klaviyo segments, sync timing, and best practices.

Before you start

  • Shopify must be connected (Settings > Integrations)

  • Klaviyo must be connected (Settings > Integrations) if you plan to use Klaviyo segments

  • At least one campaign must be created (Campaigns > Create Campaign)

Two segment sources

Consio campaigns pull contacts from two sources. Both require 1-click integrations (Settings > Integrations).

Shopify segments

Consio creates a default segment in your Shopify instance: "Consio - Abandoned Checkouts - 15 days". This is the recommended starting point for your first campaign.

You can also create custom Shopify segments and they'll appear in Consio.

Best for: Simple targeting based on order data, checkout status, customer tags.

Klaviyo segments

Any segment in your Klaviyo account is available in Consio. Klaviyo offers more advanced targeting — behavioral triggers, email engagement, predicted LTV (lifetime value), and custom properties.

Best for: Behavioral targeting, multi-channel coordination, advanced segmentation logic.

Important: New Klaviyo segments evaluate your existing profile data as soon as they are created, so you do not need to wait for them to fill. Check the segment's conditions and member count in Klaviyo, then give Consio up to 2 hours to sync it.

How to assign a segment to a campaign

  1. Go to Campaigns > select your campaign (or create a new one)

  2. In the campaign configuration, find the Segment section

  3. Choose your segment source: Shopify or Klaviyo

  4. Select the specific segment from the dropdown

  5. Save

Campaign detail page showing configuration options including segment selection and execution settings

The campaign will pull contacts from this segment on the next sync cycle.

The Campaigns page showing your campaign list

Sync timing

Segments re-sync with Consio every 2 hours. This means:

  • New contacts added to a Klaviyo segment appear in Consio within 2 hours

  • Contacts removed from a segment are removed from the campaign queue within 2 hours

  • If you create a new segment, wait for the next sync cycle before it appears in Consio

Continuous campaigns re-check the segment every 2 hours and automatically add new contacts to the queue. This is the default and recommended mode for ongoing campaigns like abandoned cart recovery.

How to verify it worked

After assigning a segment to a campaign, check the campaign dashboard. Within 2 hours of the next sync, you should see contacts populating in the Queued calls count. If the count stays at zero after 2 hours, check that the segment has contacts and that the integration is connected (Settings > Integrations).

Choosing segments by campaign type

Campaign

Recommended segment

Source

Abandoned cart recovery

Consio - Abandoned Checkouts - 15 days

Shopify (auto-created)

Winback

No purchase in 90-120 days

Klaviyo

VIP outreach

Top 10% by LTV

Klaviyo

Reorder reminder

Purchased consumable 30+ days ago

Klaviyo

Post-purchase upsell

Bought product X, not accessory Y

Klaviyo

Product launch

Email engaged + purchased in category

Klaviyo

Subscription retention

Subscription expiring in 7 days

Shopify or Klaviyo

Hot leads

Added to cart but didn't checkout, today

Klaviyo

Best practices

Start narrow, then expand. Launch your first campaign with the auto-created abandoned checkout segment. Once you see results, add Klaviyo segments for winback and upsell.

Don't overlap segments across campaigns. If a contact appears in two active campaigns, they could get called twice. Use Klaviyo's suppression lists or segment conditions to prevent overlap.

Use recency. Contacts who engaged recently convert better. A 15-day abandoned cart window outperforms a 60-day window. Segment age is not permission to call. Check the calling eligibility guidance for your audience separately.

Monitor segment size. A segment with 10,000 contacts and 2 agents will take weeks to work through. Match your segment size to your team capacity.

Troubleshooting

Segment not appearing in Consio: Wait for the next 2-hour sync. If it still doesn't appear, check that Klaviyo or Shopify is connected under Settings > Integrations.

Contacts not showing in campaign queue: The segment may be empty, or the contacts may have already been called the maximum number of times. Check dial attempt settings.

Stale contacts in queue: Contacts are removed when they leave the segment. If a customer completes checkout, they should drop out of the abandoned cart segment on the next Shopify sync.

Related articles

  • Creating your first outbound campaign — full campaign setup walkthrough

  • Setting up cue cards for agents — scripts your agents see during campaign calls

  • Voicemail drops by campaign step — per-attempt voicemail configuration

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