Getting Started

Your first week with LiftSignals

A recommended setup guide for getting maximum value in your first 7 days.

Day 1 — Connect and sync

The most important thing on day 1 is getting your store connected and the initial sync started. Everything else depends on this.

  1. Connect your Shopify or WooCommerce store (or import a CSV)
  2. Connect Klaviyo — you'll want this ready before models finish so you can export your first audience immediately
  3. Invite your team members if you have a marketing analyst or retention specialist

Day 2–3 — Explore your data

Once sync and model training complete (you'll get an email), spend time in Explore to understand your customer base:

  • Open Explore → Churn Detection — look at the score distribution. How many customers are in each band?
  • Check Explore → RFM Segmentation — how many Champions do you have? How many At-Risk former Champions?
  • Review Explore → CLV Forecast — what's the predicted CLV distribution across your base?
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The Today screen summarises the most urgent actions. Check this every morning — it surfaces the highest-priority tasks based on your live model scores.

Day 4 — Your first audience export

Create and export your first at-risk audience to Klaviyo:

  1. Go to Protect
  2. Click Export all Critical (score ≥ 81) — this is your highest-priority group
  3. In Klaviyo, build a win-back sequence for this audience. Our recommended email cadence: Day 0 (personal tone), Day 5 (social proof), Day 12 (offer)

Day 5–7 — Set up automation

Now that you've seen your data and done a manual export, set up recurring automation:

  1. Go to Audiences and create a "Critical churn risk" segment using the template
  2. Set up a daily scheduled export of this segment to Klaviyo
  3. Create a "Win-back window open" audience and schedule it to export daily to Klaviyo or Attentive
  4. Set up a Weekly Performance report on a Monday morning schedule

Benchmarks to watch

MetricHealthy rangeWhere to find it
% customers in Critical band< 3%Protect → top of screen
Win-back rate from win-back campaigns15–25%Grow → win-back section
Churn model accuracy> 85%Explore → Churn Detection
Data health score> 70Settings → Data → Health
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