Setup and objectives
The setup steps and what each campaign objective does.
- Start on abandoned carts from Klaviyo
- Campaigns and setup
- Set up a checkout recovery campaign
- Start conditions: choose which shoppers start a campaign
- General settings: follow-ups, checkout links and hand-offs
- Merge fields: what each one fills in
- Offer and discount codes
- Campaign overrides: which campaign wins
- Set up a support line campaign
- Set up a lead qualification campaign
- Set up a Book appointments campaign
- Set up an upsell campaign
- Set up a check-in after delivery
- Set up a win-back campaign
- Set up a Share information campaign
- Set up a refund request line
- Set up Qualify inbound leads
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