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Setting up a campaign

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Retention: SmartMailers

Table of Content

Table of Content

Retention: SmartMailers

Retention: SmartMailers

Set up automated, behavior-based direct mail flows triggered by customer actions.

What is a SmartMailer Campaign?

SmartMailers are automated, behavior-based direct mail campaigns triggered by actions like abandoned cart, recent purchase, or lapsed engagement. Once set up, they run continuously in the background and only send mail when the criteria are met. SmartMailers are perfect for retargeting with mail, ensuring timely and personalized postcards are sent.

Ideal for: Brands looking to automate postcards based on customer behavior (like Klaviyo but for print).

Benefits:

  • Set-it-and-forget-it automation

  • Sends mail at optimal moments in the customer journey

  • Scales as your audience grows

Requirements: Shopify or Klaviyo integration


Steps for setup:

  1. In campaign setup, choose Retention campaign, and the Triggered SmartMailer

  2. Choose a SmartMailer template and configure it (e.g. Abandoned Cart, Winback, VIP), and select your audience source (Shopify or Klaviyo)

  3. Apply optional geographic filters (country, region, city, radius)

  4. Set SnapCapture QR destination (where your QR code should direct to) + SmartMap add-on (optional)

  5. Set a monthly budget (minimum $500)

  6. Upload your design or use our design service

  7. Connect Birdseye Balance to manage ongoing sends


Note: SmartMailers run continuously and only send when customers match your trigger rules. If you are looking for a more custom SmartMailer than the templates provided, contact us and our team will set it up for you.

All SmartMailers have a cooldown period of at least 45 days, so users who just left a flow will not re-enter right away.


All flows are fully customizable, and you can also create custom flows.


Shopify and Klaviyo flows:

Flow Name

Trigger

Description

Welcome Letter

10 days after email sign-up (no purchase)

Re-engage new subscribers who haven’t converted with a friendly postcard.

Winback Letter

120 days after last purchase

Nudge lapsed customers with a personalized offer or reminder.

Cart Abandonment

5 days after cart abandonment (no purchase)

Recover lost revenue with a timely follow-up mailer.

Anniversary Campaign

365 days after first purchase

Celebrate your customer’s 1-year anniversary with a surprise offer.

Post-Purchase Thank You

10 days after first purchase

Delight first-time customers and encourage repeat purchases.

Email Unsubscribers

90 days after unsubscribing from email

Reconnect with a personal touch after digital opt-out.

Churn Prevention

Predicted likelihood to churn (based on behavior)

Retain high-risk customers with proactive outreach.

VIP Customers

3+ purchases in the past 90 days

Reward top customers with exclusive offers or early access.

Replenishment Reminder

30 days after purchase

Remind customers to restock consumable products with a well-timed nudge.


Klaviyo-only flows:

Flow Name

Trigger

Description

Unread Emails

Number of emails opened it

0 emails after in the past 30 days

Reach customers who aren't opening your emails

Browse Abandonment

10 days after browse abandonment (no purchase)

Reach people who recently viewed a product but have not purchased

Emails Engaged, Opened, or Clicked Without Purchase

Number of emails engaged, opened, or clicked without purchase is greater than

3 emails after in the past 30 days

Reach people open or click your emails but have not purchased

Churn Prevention

Predicted likelihood to churn >50%(based on behavior)

Retain high-risk customers with proactive outreach.