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I’ve been using Klaviyo for a while now to manage my email and SMS marketing campaigns, and I’m exploring ways to personalize my messages even more. I recently came across the "what county am I in now" navigation tool, which provides users with their current county based on their location. This got me thinking about how I could leverage this type of location data in my Klaviyo campaigns.

Specifically, I’m interested in using Klaviyo to send SMS messages that are tailored to the recipient’s current location, particularly the county they’re in at the moment they receive the message. My thought is that by incorporating real-time location data, I could deliver more relevant and timely offers or information to my customers. For example, if someone is traveling and enters a new county, they could receive an SMS with a special offer or event happening in that area.

However, I’m unsure how to set this up within Klaviyo. I’ve read about dynamic content and segmentation, but I’m not clear on how I could integrate location-based triggers, especially something as specific as county-level data. Is there a way to pull in the "what county am I in now" information and use it as a trigger or filter for sending SMS messages?

I’m also curious if anyone has experience with setting up similar campaigns using location-based tools. Are there best practices for ensuring the data is accurate and that messages are sent at the right time? Additionally, how can I ensure that the location data is updated frequently enough to be relevant?

Finally, I’m concerned about the user experience. How do you strike the right balance between sending timely, relevant messages and not overwhelming recipients with too many location-based alerts? I’d love to hear from others who have experimented with this kind of personalized marketing and get any tips or insights you might have.

Hey @JurisBibigul! This is a great question. Klaviyo’s location data for profiles is not based on real-time data and therefore exactly what you’re asking is not possible.

 

A profile’s location is based on IP geolocation when a billing address has not been received. When someone clicks through a Klaviyo email, subscribes via a Klaviyo signup form, or is otherwise captured by our web tracking snippet, we will identify the person and use the IP they are on to set their location. When a profile makes a purchase, their billing address overrides their IP geolocation. 

 

Here’s some more info on how to create a location-based segment


Step 1: Collecting Location Data

  1. Capture Location: Use a tool or API that can determine a user's current county based on their IP address or GPS data. For example, you can use services like IP Geolocation APIs or integrate with a mobile app that collects GPS data.
  2. Integrate with Klaviyo: Once you have the location data, you can store it in Klaviyo as a custom property on the user profile. Ensure that users have opted in to share this information, especially for privacy reasons.

Step 2: Setting Up SMS Campaigns

  1. Dynamic Segmentation: In Klaviyo, create segments based on the location property (e.g., users in specific counties). This will allow you to target messages based on where the user is located.
  2. Triggers and Flows: Set up flows that trigger SMS messages based on location updates. While Klaviyo doesn’t natively support real-time triggers based on location, you can set up a system where users are tagged or updated whenever they enter a new county, and then trigger SMS campaigns based on those tags.

Step 3: Sending Relevant Offers

  1. Personalized Messaging: Use the county information to craft personalized messages that highlight local events, promotions, or offers. For instance, "Hey yName], enjoy a 20% discount at our rStore] in nCounty] today!"
  2. Timeliness: Ensure that the messages are relevant to the time of day and local events. If you know there’s a local festival or sale happening, timing your message accordingly will enhance engagement.

Step 4: Best Practices for Location-Based Marketing

  1. Frequency Control: Use frequency caps to limit the number of messages a user receives in a given time period. This helps prevent overwhelming them with too many alerts.
  2. Opt-in Options: Allow users to opt in to location-based notifications. Clearly communicate the value they will receive from these messages.
  3. A/B Testing: Test different types of messages and timing to see what resonates best with your audience. Use Klaviyo’s A/B testing features to refine your approach.
  4. Data Accuracy: Regularly check the accuracy of the location data you’re collecting. Ensure that your API or method for determining location is reliable.
  5. User Feedback: Encourage users to provide feedback on the relevance of the messages they receive. This can help you fine-tune your campaigns and understand user preferences.

Step 5: Balancing User Experience

  1. Value-Driven Messaging: Make sure every message adds value. Highlight local deals, relevant information, or unique offers that users can’t find elsewhere.
  2. Engagement Metrics: Monitor open rates, click-through rates, and opt-out rates for your SMS campaigns. This data can help you gauge whether your messaging frequency is appropriate.
  3. User Preferences: Allow users to set preferences for the types of notifications they want to receive. This can enhance their experience and reduce opt-outs.

 


Step 1: Collecting Location Data

  1. Use Location Services: Implement a location detection tool or API that can identify the user's current county based on their IP address or GPS data. Services like GeoIP or other geolocation APIs can help.
  2. Update User Profiles: Integrate the collected location data into Klaviyo by updating user profiles with their current county. Make sure users have consented to share this information, particularly for compliance with privacy regulations.

Step 2: Setting Up SMS Campaigns in Klaviyo

  1. Dynamic Segmentation: Create dynamic segments in Klaviyo based on the county property you’ve set up. This allows you to target users in specific locations with relevant messages.
  2. Trigger-Based Flows: While Klaviyo doesn’t support real-time triggers for location changes natively, you can set up a scheduled job or use webhooks to update user profiles. When a user’s county changes, they can be automatically moved into a segment for targeted messaging.

Step 3: Crafting Personalized Messages

  1. Local Offers and Events: Use the county information to tailor your messages. For example, "Hi ,Name], check out our special event happening in nCounty] this weekend!"
  2. Time Sensitivity: Ensure that your messages are timely and relevant to local happenings. If there’s a local holiday or event, send messages that coincide with those dates.

Step 4: Best Practices for Implementation

  1. Limit Message Frequency: To avoid overwhelming your recipients, set up frequency caps within Klaviyo to limit how often users receive location-based messages.
  2. Opt-in for Notifications: Make sure users can opt in specifically for location-based SMS notifications. Clearly explain the benefits of receiving these messages.
  3. A/B Testing: Conduct A/B tests on different types of location-based messages to see what resonates best with your audience. Test variations in content, timing, and offers.
  4. Data Verification: Regularly verify the accuracy of the location data. Ensure your geolocation service is reliable and that the data reflects current user locations.
  5. User Preferences: Allow users to customize their preferences regarding the types of location-based notifications they wish to receive. This can improve engagement and satisfaction.

Step 5: Enhancing User Experience

  1. Value Addition: Ensure that each message provides real value, such as exclusive offers or important local information, to keep users engaged.
  2. Monitor Engagement: Track metrics like response rates, opt-outs, and engagement levels to assess the effectiveness of your location-based campaigns.
  3. Feedback Mechanism: Include options for users to give feedback on the messages they receive. This can help you refine your strategy and improve relevance.
  4. Balanced Messaging: Be cautious about sending too many messages. Balance the frequency and ensure that every communication is meaningful and timely.

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