Klaviyo RFM segmentation, built from your order history.
Affinsy scores every customer in your order history on recency, frequency, and monetary value, groups them into segments like Champions and At risk, and exports any of them as a CSV with Klaviyo-ready headers. No integration to install, and Affinsy never touches your Klaviyo account.
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How RFM segmentation works,and where Klaviyo's report stops.
RFM stands for recency, frequency, and monetary value. Every customer gets a score from 1 to 5 on each dimension relative to the rest of your customer base, and the three scores combine into a segment. It is the highest-leverage segmentation most stores still have not operationalised, because it needs nothing but order history.
Days since the customer's last order. A recent buyer is reachable and warm; the sample store's Hibernating segment last ordered 533 days ago on average and needs a different message and usually a different offer.
How many orders the customer has placed. It separates one-time purchasers from repeat buyers, which is the split that decides whether a second-order flow or a loyalty flow applies.
Total spend over the customer's lifetime. Combined with recency it finds the at-risk big spenders, the group where win-back campaigns pay back fastest. In the sample store, Hibernating customers still hold $1.96M.
Where Klaviyo's own report stops,and what Affinsy adds.
Klaviyo has an RFM analysis report and RFM profile properties of its own, but they belong to Advanced KDP and Marketing Analytics, which Klaviyo's help center states are not included in the standard marketing application and require a separate subscription. Affinsy scores from your order export instead, on any Klaviyo plan, and hands you a CSV for Klaviyo's list import.
Champions, Loyal, Potential loyalists, Need attention, About to sleep, At risk, Hibernating, each with its customer count and revenue share before you export anything. Acquisition cohorts sit alongside them and show which months' new customers came back and what they are worth.
Scores are recomputed every time you re-run the analysis, so a segment exported in March and one exported in June reflect what customers actually did in between. Re-import the CSV and the profile property moves with them.
How segments get into Klaviyo
Two steps: export the segment from your RFM report, then import it with Klaviyo's own CSV import. You control exactly which customers move and when.
- Run an RFM analysis on your order history (CSV upload, webhook, or API).
- In the customer table, filter to the segment you want: Champions, At risk, Hibernating, or any other.
- Pick Klaviyo in the export dialog and download the CSV with Klaviyo-ready headers.
- In Klaviyo, create or pick a list and use the CSV import.
- Map the extra columns (Segment, Total Spent, Days Since Last Order, Total Orders) to profile properties.
- Build flows and campaigns off the segment property: winback for At risk, VIP treatment for Champions.
Segments with substance,not just a list of emails.
Every customer scored on recency, frequency, and monetary value, then grouped into segments like Champions, Loyal, At risk, and Hibernating, each with counts and revenue share before you export.
Winback offers for At risk, VIP treatment for Champions, re-permission for Hibernating. Each segment maps to a campaign you can build the same day you import it.
Running Klaviyo for client accounts?
One workspace, one dataset per client, on a flat $299/month for up to 10 client datasets. Schedule reruns on your cadence and walk into every QBR with a fresh, statistically backed test backlog instead of rebuilding spreadsheets the night before.
What to send each segmentin Klaviyo.
Each segment maps to a flow or campaign you can build the same day you import it. The market basket rules from the same report tell you which product goes in the email.
Early access, VIP-only launches, and a referral ask. These customers do not need a discount; they need to be first. Cross-sell them the highest-lift pairing for what they already own.
A win-back flow triggered by the segment property: one reminder of what they bought, one offer, one last message. Lead with the product the rules say usually follows their last purchase.
Re-permission before anything else, then a sunset flow for profiles that stay silent. Suppressing them protects deliverability for every other segment.
A second-order flow timed to the replenishment gap of their first product, not to a fixed number of days. The report shows the typical reorder window for each product.
Klaviyo specifics
Recency, frequency, and monetary value: how recently a customer ordered, how many orders they have placed, and how much they have spent in total. Scoring all three at once separates your best customers from the ones about to leave.
Each customer gets a 1 to 5 score on each dimension relative to the rest of your customer base, with 5 as the best. The three scores combine into a segment such as Champions (5-5-5 territory) or At risk (high past value, low recency). Affinsy computes them from the order history you upload.
Not with Affinsy. Klaviyo's own RFM report is part of Advanced KDP and Marketing Analytics, which require a separate subscription. Affinsy scores from your order export on any Klaviyo plan and exports the segment as a CSV that Klaviyo's standard list import accepts.
No. Affinsy never touches Klaviyo. You download a CSV that is formatted for Klaviyo's import and upload it yourself. There is no OAuth grant, no API key exchange, and your customer list never syncs anywhere automatically.
No, and that is deliberate: you review exactly which customers leave Affinsy and when. To refresh a segment, re-run the analysis and export again. On the Agency plan you can also pull segment data over the REST API and automate the handoff in your own pipeline.
A stable customer identifier is enough for segmentation itself, but Klaviyo needs real email addresses to import contacts. If your customer ID column is not emails, Affinsy warns you before exporting.
The standard RFM taxonomy, scored from recency, frequency, and monetary value: Champions, Loyal, Potential loyalists, Need attention, About to sleep, At risk, Hibernating, and more. Each segment shows its customer count and revenue share before you export.
Your best Klaviyo audience is alreadyin your order history.
Run RFM on your orders and export your first segment today.
Order data from: Affinsy for Shopify · Affinsy for WooCommerce · Affinsy for Shoper · Affinsy for Haravan · Affinsy for Shopee · Affinsy for Magento · Affinsy for PrestaShop
Segments out to: Affinsy for MailerLite · Affinsy for Omnisend