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Segments and Klaviyo sync

Path Explorer, inside PathGuide, automatically groups customer journeys into four high-impact commercial segments. Instead of passively viewing metrics, you can directly activate these cohorts in your marketing stack: tag them in Shopify, or sync them to a Klaviyo list. This guide covers the segment definitions, the identity matching behind them, Shopify tagging, and the Klaviyo sync.

For the rest of Path Explorer, see the Path Explorer guide.

How customers are identified​

PathGuide merges browsing journeys with real customer identities using these sources:

  1. Shopify Order Attribution: When a customer completes an order, their Shopify Customer ID, email, and order history link back to their full browsing journey.
  2. Any session where the visitor gave an email or logged in: Chatting with the AI assistant, signing up for a newsletter, entering contact details at checkout (even if they then abandon), or logging into a store account all count, and the identity is applied to that person's other sessions too, including earlier anonymous ones.
  3. Klaviyo email click-through: A visitor who arrives from one of your own Klaviyo emails can be recognized this way (your Klaviyo key needs profiles:read).

When a segment displays "Reachable" customers, these are verified shoppers with email addresses or Shopify Customer IDs ready for targeted outreach.

The four high-impact segments​

  • Product browsers who didn't add to cart
    • Who they are: Viewed at least one product, never added to cart, no order this period.
    • Action: These visitors are mostly anonymous, so reach them on-site rather than by email. The card has a single button, Set up an on-site offer, which opens your discount settings. Proactive AI launch messages on high-traffic product pages can also address common pre-purchase hesitations.
  • Cart abandoners
    • Who they are: Added something to cart but no order was placed this period.
    • Action: Use Add to win-back list to put everyone in the segment who has an email into your Klaviyo list for a win-back campaign (it asks you to confirm first and never sends an email), or Tag in Shopify to tag them in your customer list.
  • Searchers who left
    • Who they are: Searched the store but never opened a product, no order this period.
    • Action: The card shows the top searches with no product view. Use them to find catalog terminology gaps, missing inventory, or search synonym needs. The Greet searchers proactively button opens your proactive message settings in ShopGuide.
  • Chat-assisted buyers
    • Who they are: Placed an order after using the AI chat this period. PathGuide links these orders back to the chat through the SG_SessionID, SG_VisitorID, and SG_ThreadID note attributes ShopGuide stamps on the order. See What is PathGuide.
    • Action: Use Tag in Shopify or Sync to Klaviyo to feed VIP loyalty programs and post-purchase replenishment flows.

Tagging in Shopify​

When you click Tag in Shopify for a cohort, PathGuide writes a tag to the matching customer profiles in your Shopify Admin.

How it works​

  1. PathGuide takes the identified Shopify customers from the selected segment (anonymous visitors cannot be tagged).
  2. It writes a tag dated with the first day of the range you are viewing, followed by the segment name, for example path-explorer:2026-09-13:cart-abandoners or path-explorer:2026-09-13:chat-assisted-buyers.

Each click tags at most 500 customers, and tagging needs the write_customers permission; if it is missing, the click tells you so. After tagging, the confirmation offers Copy Tag and Open in Shopify Customers.

Why this is powerful​

In Shopify Admin, go to Customers, filter by Tagged with and pick the tag, then click Save segment.

This allows you to:

  • Track long-term Lifetime Value (LTV) and repurchase rates of chat-assisted customers.
  • Build native Shopify Email campaigns targeted to specific browsing behaviors.
  • Segment your customer base by verified shopping patterns.

Syncing to Klaviyo​

Clicking Sync to Klaviyo (on the Cart abandoners card the button is Add to win-back list) pushes reachable customers and a few behavioral properties into a Klaviyo list. It asks you to confirm first.

Before you start​

Connect Klaviyo first: add your API key and choose a list. Your key needs lists:write and profiles:write. If something is missing, the click tells you what to fix (for example "Klaviyo is not connected" or "No Klaviyo list selected"). For the ShopGuide side of the Klaviyo connection, see Klaviyo customer intelligence.

How it works​

  1. Identifies verified emails within the cohort (duplicates are merged by email).
  2. Updates their Klaviyo profile with path_explorer_cohort, path_explorer_label, path_explorer_session_id, sg_chat_assisted, sg_traffic_channel and sg_converted.
  3. Adds them to the Klaviyo list you selected.

The sync runs in batches of 500. One run adds up to 10,000 profiles and then stops, with a banner that says "Run it again for the rest". Keep the page open while the progress shows "N of M done"; the result banner says how many were added and how many are left. It only adds list members: nobody is emailed by PathGuide, and PathGuide does not start a cart-recovery flow from this button. A flow you have set up in Klaviyo for people added to the list can still run. For Cart abandoners the confirmation says the whole period's carts are included, so use that list for a win-back campaign, not for recovery emails. If a tag or sync fails, a red banner ("That did not work") gives the reason.

A separate cart-recovery button for carts left in the last 48 hours is not switched on yet; ask ShopGuide if you want it.

What PathGuide does not do in Klaviyo​

PathGuide adds people to Klaviyo lists (cohort sync) and fires events. It does not create Klaviyo segments, send campaigns or SMS, or start flows. Your Klaviyo flows do the sending.

  • Cart Abandoner Win-Back: Send emails reminding customers of their abandoned carts.
  • Custom Ad Audiences: Sync your Klaviyo list to Meta (Facebook/Instagram) or Google Ads to create lookalike audiences based on your highest-converting shoppers.

Next steps​