Meeting Title: HoneyStinger | Lifecycle Flows Walkthrough Date: 2025-12-24 Meeting participants: Robert Tseng, Dan Buri
WEBVTT
1 00:00:42.460 ⇒ 00:00:43.630 Dan Buri: Hello?
2 00:00:43.630 ⇒ 00:00:45.180 Robert Tseng: Hey, morning, Dan.
3 00:00:45.450 ⇒ 00:00:46.330 Dan Buri: Warning.
4 00:00:48.040 ⇒ 00:00:49.230 Robert Tseng: How’s it going?
5 00:00:49.230 ⇒ 00:00:51.150 Dan Buri: Going well, going well.
6 00:00:57.010 ⇒ 00:01:03.189 Robert Tseng: I will be camera off today. I’m just like… it’s… I’m just not all.
7 00:01:03.490 ⇒ 00:01:20.959 Dan Buri: Do not worry about it at all, my man. I’m actually… I’ve just rearranged my whole setup, so this is the first time I’m using it, and I don’t know if I’m loving this… this, like, under angle here, and change it up a little bit. So, probably turn it off, too.
8 00:01:22.940 ⇒ 00:01:31.700 Dan Buri: So yeah, let’s, you know, it’s the holidays, don’t need to, spend too long.
9 00:01:31.700 ⇒ 00:01:32.100 Robert Tseng: Yeah.
10 00:01:32.100 ⇒ 00:01:36.779 Dan Buri: So let’s, what’s, what are you looking to gain from this meeting?
11 00:01:36.990 ⇒ 00:01:50.320 Robert Tseng: Yeah, I guess, we were talking about, how you would just kind of walk me through some of the lifecycle stuff that you’re taking over, specifically on, like, kind of Klaviyo flows or lifecycle Retro,
12 00:01:50.510 ⇒ 00:01:53.139 Robert Tseng: Yeah, so I think that’s kind of what we had scheduled.
13 00:01:53.530 ⇒ 00:02:01.389 Dan Buri: Totally. Yeah, so let’s get into it. I’ll share my screen here. Okay. And…
14 00:02:01.510 ⇒ 00:02:05.529 Dan Buri: There you go. Should be able to see that there, yeah?
15 00:02:05.930 ⇒ 00:02:06.580 Robert Tseng: Yep.
16 00:02:06.580 ⇒ 00:02:13.840 Dan Buri: Great. So, this is our library of flows here, and to be clear, this is something that I’m still kind of,
17 00:02:13.840 ⇒ 00:02:26.700 Dan Buri: you know, I’m not quite a month in yet, and while I’m very familiar with Klaviyo and all of that, there are still some things that I would like to build out here, and I’m still kind of understanding, you know, building my understanding of how our
18 00:02:26.710 ⇒ 00:02:29.900 Dan Buri: Flow Library is working, right? .
19 00:02:30.090 ⇒ 00:02:30.590 Robert Tseng: Yep.
20 00:02:30.590 ⇒ 00:02:35.079 Dan Buri: But, but yeah, so I would say that, you know, we could start with our welcome flow.
21 00:02:40.560 ⇒ 00:02:47.690 Dan Buri: There we go. So we have a couple ways that we target people with our welcome flow, right? So that’s gonna be, like, our, you know.
22 00:02:47.790 ⇒ 00:02:59.369 Dan Buri: Upon signing up for email, so this is, like, not a… not a lead generation, but more of, like, a retention and sales tactic at this point. We are…
23 00:02:59.370 ⇒ 00:03:13.290 Dan Buri: Targeting them a couple different ways. We have a standard welcome series here, that basically when people sign up to the active users list, which is through various pop-up forms, which I’m realizing I probably should have gone through first.
24 00:03:14.620 ⇒ 00:03:29.340 Dan Buri: But they end up getting this series of emails, right, where it’s adding this profile property, and then it is sending them, you know, based on whether they have placed an order, they’re sending them a couple different emails, you know, after that, so…
25 00:03:29.340 ⇒ 00:03:39.640 Dan Buri: So that’s kind of the main, the main welcome flow. We also have these… you’ll notice there are a series of unveiled emails here as well. Yep.
26 00:03:40.020 ⇒ 00:03:52.650 Dan Buri: where that’s a… that’s a service that we use to help kind of identify customers that have, you know, that Klaviyu is otherwise not able to identify. So, identifying people that have
27 00:03:52.650 ⇒ 00:04:05.990 Dan Buri: you know, signed up and opted in for our emails in the past, but, for whatever reason at the time, when they are browsing on the site or triggering whatever metric, they’re not… they wouldn’t be coming up through Klaviyo’s normal,
28 00:04:05.990 ⇒ 00:04:14.620 Dan Buri: You know, processes and metrics, and so this is basically an extra metric that they’ve added, that kind of governs a bunch of separate flows.
29 00:04:14.620 ⇒ 00:04:21.480 Robert Tseng: Yeah, so, there’s two 2025 welcome series, one unveiled, one Unveiled, so, like.
30 00:04:21.690 ⇒ 00:04:25.040 Robert Tseng: I’m just trying to understand, like,
31 00:04:25.460 ⇒ 00:04:34.560 Robert Tseng: the unveiled lists are additional users that you didn’t have, so it’s… it’s… it is mutually exclusive from the other list, right?
32 00:04:34.780 ⇒ 00:04:48.119 Dan Buri: Yeah, so, let’s see, so basically, well, so these are kind of distinct, right? And like I said, I probably should have started at the pop-up form piece, because that’s the real thing where Unveiled kind of comes in. Let me get this out of here,
33 00:04:48.170 ⇒ 00:05:01.130 Dan Buri: Let me see here. So, so that, yeah, for your understanding, that’ll probably be a better place to start. So, let’s see, let’s see, where is it, sign-up forms here. They always are changing around these menus on the side.
34 00:05:01.360 ⇒ 00:05:13.750 Dan Buri: Okay, so we… let’s just filter this to live, but it’s pretty much everything anyway. So, basically, we have a couple different pop-ups, right? So, we have the standard pop-up on the site.
35 00:05:14.100 ⇒ 00:05:25.649 Dan Buri: And the idea, you know, there is, you know, to generate email leads. We offer a little bit of a discount with the first order. You can see here, what that.
36 00:05:25.650 ⇒ 00:05:27.419 Robert Tseng: That’s the 15%? Yeah.
37 00:05:27.420 ⇒ 00:05:35.450 Dan Buri: Correct, right? So yeah, 15%. And yeah, so then, basically, they will flow through the,
38 00:05:36.110 ⇒ 00:05:53.220 Dan Buri: the, the welcome series. So, a normal customer would be presented with this one first, and then if they fill it out, they would end up getting this series of emails, right? That, because they ended up on this list, right? Yep. So,
39 00:05:53.390 ⇒ 00:06:13.390 Dan Buri: So, as a contrast to that, we also have the unveiled version, which is visually the same, but, they kind of have their own way of targeting. So, so basically this pop-up is triggered on a specific trick, you know, custom trigger, that you can kind of see here, right?
40 00:06:13.390 ⇒ 00:06:13.860 Robert Tseng: Yep.
41 00:06:13.860 ⇒ 00:06:23.650 Dan Buri: So, that’s… and that’s a little bit, you know, they’ve kind of gone into it a little bit in terms of how exactly that works, but it’s a little bit of a proprietary thing for them.
42 00:06:23.650 ⇒ 00:06:47.500 Dan Buri: So basically, the idea is that if the customer ignores the first pop-up, they will then, at another point during their browsing journey, where Unveiled, you know, thinks that they have, you know, viewed enough different products and stayed on the site long enough that they’re going to be a high probability of, you know, filling this out and converting, it’ll pop this, they’ll send them this pop-up as well.
43 00:06:47.500 ⇒ 00:07:05.250 Dan Buri: So yeah, basically a second pop-up that continues to solicit their email, and then they would go through this flow, conversely, right? Which is basically a mirror of this, of this, of the other one, but, you know, it feeds to a different list, and so on.
44 00:07:05.580 ⇒ 00:07:06.710 Dan Buri: forth.
45 00:07:06.710 ⇒ 00:07:09.919 Robert Tseng: This is an opportunity to kind of put the form in front of them again.
46 00:07:10.160 ⇒ 00:07:24.589 Dan Buri: Exactly, right? It’s just a way of retargeting people, and just trying to kind of jump… juice those numbers a little bit, right? So, yeah, you can see here, it’s definitely got a lower submit rate, lower total rev, but, I mean, it’s… it’s… that’s still, you know, on top.
47 00:07:24.590 ⇒ 00:07:26.939 Robert Tseng: Yeah, you’re catching people that you would have missed anyway, yeah.
48 00:07:26.940 ⇒ 00:07:46.470 Dan Buri: Exactly, right? So, yeah, kind of a nice thing, and that is, so we have a couple different ones. Most of these… we basically have these three pop-ups, where this is the SMS only, and this one will show to people who are signed up for our email, and it’ll prompt them to, you know, sign up for SMS as well, right? Yeah.
49 00:07:46.760 ⇒ 00:08:04.199 Dan Buri: And then, you know, submit that to them, and there is a matching, you know, welcome flow for that as well. So yeah, then the rest of these are all embedded forms, so for different things on different pages on the site, for more… some of them are pretty specific, like this one is, you know, for a specific marathon.
50 00:08:04.200 ⇒ 00:08:07.450 Dan Buri: Those are still things that I kinda need to go through, and
51 00:08:08.020 ⇒ 00:08:18.530 Dan Buri: you know, see if they need to be updated, or if they’re still in use, or whatever the case, right? Looks like a bunch of them are really not, right? Doesn’t look like we’re driving a lot of traffic to many of these pages, so…
52 00:08:18.530 ⇒ 00:08:33.540 Dan Buri: Not, not my highest priority, to be honest. But, but yeah. So then, you know, getting more into the flows, like I said, we have that. The biggest, the, the, the, you know, the first one I’ll say is, is that welcome flow that I was just going through.
53 00:08:33.929 ⇒ 00:08:47.620 Dan Buri: And then, you know, we have a few different ones as well, and you’ll see there are unveiled… I would say most of the… most… most of, like, the major sales flows, there are unveiled versions of as well.
54 00:08:50.010 ⇒ 00:09:09.839 Dan Buri: There we go. So, we have this cross-sell, browse abandonment, category abandonment, so basically, kind of like hitting all of the bases of your standard flow series here, right? And then, this one is something that I haven’t actually looked into a ton, but… but this one is looking… this is like a, like a win-back flow, basically.
55 00:09:10.270 ⇒ 00:09:15.030 Dan Buri: And yeah, so, and then here’s the separate, you know, welcome series for SMS.
56 00:09:15.040 ⇒ 00:09:31.069 Dan Buri: So, yeah, most of these use SMS and email, with the exception of a couple, but, but yeah, this, this, these, I would say, are, like, our primary… this is probably a pretty good way of looking at our primary sales flows, just because, these are…
57 00:09:31.130 ⇒ 00:09:50.509 Dan Buri: the, like, these are the unveiled versions of them, so there are non-unveiled versions of each of them that you can see better in terms of revenue here, but that’s a good little quick summary, right? So, yeah, and these need to be, like, a little bit better organized via, like, tags and whatnot, so, let’s see here…
58 00:09:51.550 ⇒ 00:09:52.760 Dan Buri: So…
59 00:09:52.930 ⇒ 00:10:01.010 Dan Buri: Yeah, these tags are not super organized, to be honest. But, but yeah, so if, you know, if you’re looking at them by revenue here, let’s… maybe that’s a good way to…
60 00:10:01.190 ⇒ 00:10:07.199 Dan Buri: to talk about it, right? So, yeah, the predicted subscribe, and, you know, let’s kick it out a little bit longer.
61 00:10:09.440 ⇒ 00:10:25.869 Dan Buri: So yeah, this is more of what I would have expected, the abandoned checkout, number one. And basically, so, the unveiled technology, right, with… I kind of mentioned how with the pop-up, it basically shows them that second pop-up. They also… that’s, like, one facet of their technology that they use.
62 00:10:25.870 ⇒ 00:10:42.629 Dan Buri: This one is a little bit different, so basically, the idea with the abandoned checkout, and really all of these flows that come from, Unveiled here, like I said, there are standard versions, and then there are the unveiled versions, and the idea is that
63 00:10:42.750 ⇒ 00:11:02.510 Dan Buri: if somebody is, you know, checking out, but let’s say they’re using a new device, they’re using, you know, they’re in a different place, whatever the case may be, but we… they’re, they’re a known customer that’s in our system, and we have, you know, and we’re able to send them emails. However, for whatever reason, they are not
64 00:11:02.510 ⇒ 00:11:21.590 Dan Buri: showing up, on Klaviyo’s standard metrics, the idea is that this unveiled checkout flow will pick that up, right? So, it kind of operates on this separate, you know, custom metric, than the standard one, but for the most part, it is very similar. So, you can see that that is, you know, a big…
65 00:11:21.790 ⇒ 00:11:28.000 Dan Buri: that’s our biggest one for the last 30 days, you know, 5.6 grand, so… Yeah. So, yeah.
66 00:11:28.280 ⇒ 00:11:40.759 Dan Buri: this, you know, kind of going down here, like I said, the predictive subscribe one, is something that I want to kind of go over with them a little bit more in terms of how that works, and exactly what the trigger is for that.
67 00:11:40.760 ⇒ 00:11:55.119 Dan Buri: But, but yeah, so this is… and I mean, the idea, roughly, is, like, identifying people that have ordered in the past, and they think will be high candidates for, starting a subscription, right?
68 00:11:55.120 ⇒ 00:11:55.570 Robert Tseng: Yeah.
69 00:11:55.570 ⇒ 00:12:02.349 Dan Buri: So, yeah, one of those ways we solicit that, which is great, and love to see that. I personally think that there is…
70 00:12:02.740 ⇒ 00:12:12.450 Dan Buri: more juice, and, you know, given our creative, or our sales goals, you know? I know you’ve talked with Byron a ton about,
71 00:12:12.730 ⇒ 00:12:20.989 Dan Buri: you know, Honeysinger.com versus Amazon versus Walmart and all the different channels, and I think that, you know, HoneyStinger.com being my…
72 00:12:20.990 ⇒ 00:12:33.209 Dan Buri: kind of priority, right? I think that a way that we… you know, obviously we’re gonna do more volume on Amazon. Amazon’s gonna be able to cut to deeper discounts.
73 00:12:33.210 ⇒ 00:12:37.249 Dan Buri: And, but I think that one of the ways that we can kinda…
74 00:12:37.460 ⇒ 00:12:44.379 Dan Buri: Provide value uniquely to the customer is to leverage that subscription piece a little bit more and better.
75 00:12:44.380 ⇒ 00:12:44.920 Robert Tseng: Yeah.
76 00:12:44.920 ⇒ 00:13:07.949 Dan Buri: whereas, you know, like I said, the goal is not going to be to outpace Amazon in revenue. Like, the goal of the site is to, you know, continue to build sales, but at the same time, it’s also a brand piece, it’s also where all of our ambassadors come to purchase. It’s not, like, our primary e-com sales driver, and there’s other things going on. But, but I think that that, among others, some other things.
77 00:13:07.950 ⇒ 00:13:12.190 Dan Buri: Can be some good ways to, to, to really leverage this, this channel.
78 00:13:12.440 ⇒ 00:13:17.370 Robert Tseng: Yeah, and tell me more about, kind of, like, your ambassador, like, I guess…
79 00:13:17.690 ⇒ 00:13:30.340 Robert Tseng: I guess these are all kind of general audience kind of targeting, and then you’re kind of, retargeting based off of, like, kind of on-site behaviors. Yeah, what about… how does, yeah, ambassador enrollment work? Yeah.
80 00:13:30.340 ⇒ 00:13:40.150 Dan Buri: Right, so basically, there is, you know, and again, I should probably start with the, the form first, because that is the…
81 00:13:40.690 ⇒ 00:13:42.799 Dan Buri: Where everything begins,
82 00:13:43.200 ⇒ 00:13:48.959 Dan Buri: And this is something that I actually… this was one of the first things when I got in, I kind of,
83 00:13:49.090 ⇒ 00:14:00.190 Dan Buri: tweaked a bit, so, so yeah, we have this, well, I didn’t really change this form too much, but basically, this form is embedded on our site,
84 00:14:00.710 ⇒ 00:14:04.719 Dan Buri: Find it here, where… if you go to here…
85 00:14:05.140 ⇒ 00:14:08.140 Dan Buri: It’s a… and this is another thing that I want to, like.
86 00:14:08.600 ⇒ 00:14:13.759 Dan Buri: Examine how we, how we solicit these, and where we can…
87 00:14:13.940 ⇒ 00:14:20.689 Dan Buri: You know, put this, this form, because… basically, so this, this form is, like, your general,
88 00:14:21.420 ⇒ 00:14:26.580 Dan Buri: you know, Hive newsletter is what we call all of our email, like, lists, basically.
89 00:14:26.580 ⇒ 00:14:26.950 Robert Tseng: Yeah.
90 00:14:26.950 ⇒ 00:14:34.240 Dan Buri: And then there’s also this, you know, the… basically the Hive Ambassador Program is, like, the next step up, where
91 00:14:34.240 ⇒ 00:14:50.469 Dan Buri: The idea is that you are, it’s almost sort of like an affiliate marketing program, where you have a, you’re, you know, you’re an athlete, you post on Instagram a lot, and we have this platform called Brand Champ.
92 00:14:50.680 ⇒ 00:14:53.020 Dan Buri: And…
93 00:14:54.150 ⇒ 00:15:03.510 Dan Buri: Basically, we are… Here we go. Boom. So yeah, that… that should be easier to find, right? So that’s another thing I want to,
94 00:15:03.510 ⇒ 00:15:22.019 Dan Buri: to change, but here’s this form embedded right here, right? And basically, it’s saying, like, hey, you know, your opportunity to represent the brand, earn Honey Stinger products, swag, activity bonuses, there is also a cash piece to it, I won’t, like, for certain people as well, which should be added to here as well.
95 00:15:22.020 ⇒ 00:15:31.740 Dan Buri: But yeah, you’re required to be an active participant, maintain a public Instagram. So basically, the way that that works is they would fill out this form.
96 00:15:32.240 ⇒ 00:15:44.000 Dan Buri: Which, you know, corresponds with all this. And then, as they get… after they fill out that form, they get a quick email,
97 00:15:47.220 ⇒ 00:16:04.659 Dan Buri: which is here, and this is the open enrollment, which I’ll get to that in a second, but, but yeah, so basically, once they’ve signed up this form, they are added to this list, they’re added a couple profile properties, and then they are basically prompted to, look at…
98 00:16:05.050 ⇒ 00:16:08.499 Dan Buri: This is the email they will get to,
99 00:16:08.840 ⇒ 00:16:20.539 Dan Buri: basically says, okay, finish the process by signing up in our, brand… well, we use a pro… a platform called BrandChamp to manage all of our ambassadors, and basically.
100 00:16:20.580 ⇒ 00:16:26.869 Dan Buri: Some of our team members will manage that, and, you know, it’ll… basically, when we have a new product, it’ll be like, alright.
101 00:16:26.870 ⇒ 00:16:44.210 Dan Buri: You can earn points as an ambassador by reviewing this new product, or you can, you know, make a social media post and earn these points, and then at a certain point, like at the end of the year, whoever has the most points gets, you know, rewards, whether it be cash awards or whatever.
102 00:16:44.210 ⇒ 00:16:53.239 Dan Buri: And this is also, once they’re in this program, this is also how they’ll start to get their 40% off codes. So this is, like, the,
103 00:16:53.260 ⇒ 00:17:07.499 Dan Buri: the initial one, right? And then they will also get quarterly codes, which I believe… we haven’t kind of crossed that bridge yet, but I believe those go out as, like, a, as a campaign every… every quarter.
104 00:17:07.710 ⇒ 00:17:08.310 Robert Tseng: Okay.
105 00:17:08.310 ⇒ 00:17:13.310 Dan Buri: I would probably want to automate and make it into more of a flow, but, but yeah.
106 00:17:14.410 ⇒ 00:17:15.220 Robert Tseng: I see.
107 00:17:16.750 ⇒ 00:17:25.630 Dan Buri: Yeah, so that is the quicks on how the Ambassador Program works. There is also a, we also have the college
108 00:17:25.630 ⇒ 00:17:39.569 Dan Buri: Ambassador Program, which is a little bit different, and that is, basically we are seeking those people out, and they’re still managed through that Brand Champ platform, but it’s not… it’s not open to the public. So…
109 00:17:39.570 ⇒ 00:17:44.330 Robert Tseng: Yeah. I mean, I guess, like, are you… how are you thinking…
110 00:17:44.330 ⇒ 00:18:02.910 Robert Tseng: about the ambassador program, I see it going a bunch of different directions. Like, as the program grows, like, are you kind of… you have different tiers of ambassadors, and then certain ones that you kind of, obviously, I mean, you have these, like, special ambassador offers, but, like, are you tracking things, like.
111 00:18:03.090 ⇒ 00:18:14.250 Robert Tseng: ambassador-driven sales, kind of referrals and things like that, yes. Yeah. And it’s something that I think we can be tracking better, but, I mean, obviously.
112 00:18:14.250 ⇒ 00:18:18.350 Dan Buri: it’s a sales… sales channel, is part of it, right? But it’s also…
113 00:18:18.350 ⇒ 00:18:21.159 Robert Tseng: Yeah, because it’s an affiliate marketing program, kind of, so I’m curious how that works.
114 00:18:21.160 ⇒ 00:18:25.609 Dan Buri: Exactly, right? So, so yeah, kind of like I mentioned, we, we…
115 00:18:25.610 ⇒ 00:18:50.349 Dan Buri: work… we use it on a few different fronts, right? Whether it’s, whether it’s, you know, product reviews, whether it’s, you know, social media call-outs, we also use our ambassadors to help us out at events at certain points, you know, and… and it’s also just kind of in-person, you know, swag marketing, right? Like, giving them stuff to wear at races and things like that. Yeah. So there’s a lot of potential for it, I think, and I think that
116 00:18:50.480 ⇒ 00:18:52.219 Dan Buri: That is, you know.
117 00:18:52.440 ⇒ 00:19:11.840 Dan Buri: one of the big channels that you’re seeing through the site, right? So, to be honest, I haven’t dove too deep into, like, our… how the breakdown is between… of sales between, like, ambassadors versus non. And I don’t know that there are a ton of, like, pre…
118 00:19:12.200 ⇒ 00:19:27.919 Dan Buri: like, you know, reports that really focus on that. But that is something that I want to get a better handle on, and really kind of understand that more, you know, because it doesn’t really look like we’re keeping track of that, at least in this way.
119 00:19:27.920 ⇒ 00:19:28.350 Robert Tseng: Yeah.
120 00:19:28.350 ⇒ 00:19:36.029 Dan Buri: But, you know, it does create an order tag, I believe when those customers
121 00:19:36.150 ⇒ 00:19:46.159 Dan Buri: Well, it might not, actually, right? Because here’s the thing. What I realized when I came in, right, is this… this is supposed to,
122 00:19:46.460 ⇒ 00:19:49.249 Dan Buri: is supposed to update their Shopify tag.
123 00:19:49.250 ⇒ 00:19:50.670 Robert Tseng: Right? Yeah.
124 00:19:50.670 ⇒ 00:20:00.000 Dan Buri: It doesn’t. It doesn’t. I talked with Klaviyo, because I noticed some discrepancies with this, and it turns out that that is a one-way sync, right? Like, it’ll sync your Shopify tags.
125 00:20:00.000 ⇒ 00:20:11.970 Dan Buri: to Klaviyo, but not otherwise. So I’m looking for a way to, and it might be kind of convoluted, basically, I created this step, which is, you know, not a,
126 00:20:13.370 ⇒ 00:20:16.010 Dan Buri: Basically, it… I’m, I’m…
127 00:20:16.010 ⇒ 00:20:17.800 Robert Tseng: Trying to find a way to get it to speak.
128 00:20:17.800 ⇒ 00:20:36.599 Dan Buri: Exactly, right? Because this is kind of misleading, right? You can update this in Klaviyo, but it doesn’t actually update their Shopify tag. So that is something from a pretty fundamental piece, it seems like we didn’t really have a great handle on in the past, that I would love to really dial in.
129 00:20:36.970 ⇒ 00:20:37.590 Robert Tseng: Yeah.
130 00:20:38.860 ⇒ 00:20:44.079 Robert Tseng: Yeah, I mean, tag management within these platforms is always a kind of a problem, so…
131 00:20:44.290 ⇒ 00:20:45.950 Robert Tseng: Oh, yeah. I get that.
132 00:20:47.520 ⇒ 00:20:58.179 Robert Tseng: Cool. I mean, I’m curious, like, the… should you show me some Shopify reports? Yeah, I just want to know, like, what other reports are you using? Kind of, yeah, just having this…
133 00:20:58.260 ⇒ 00:21:08.290 Robert Tseng: maybe you have something that’s more in, like, a Google Sheets, kind of outside of Shopify. Like, how are you triangulating data across, like, multiple platforms right now?
134 00:21:08.290 ⇒ 00:21:10.570 Dan Buri: Yeah, yeah, to be honest,
135 00:21:11.120 ⇒ 00:21:25.960 Dan Buri: That is a great question. And I don’t think there’s a lot of great answers, like, obviously we, you know, we use that Looker, piece for a lot of the, the brand media things, but for, you know, we don’t have a great…
136 00:21:26.130 ⇒ 00:21:40.810 Dan Buri: way of doing that, right now, at least that I know of, to, to really kind of understand that across the different channels of the website. We do have, I’ll say, you know, we have… let’s see, what is it,
137 00:21:42.560 ⇒ 00:21:44.219 Dan Buri: Let’s see if I can find it here…
138 00:21:45.950 ⇒ 00:21:50.530 Dan Buri: We do have a couple, like, you know, Google Sheets that,
139 00:21:50.970 ⇒ 00:22:02.959 Dan Buri: kind of attempt to do that, but one of the things that I was hoping that we could build Looker into is to really include some more, you know, actual sales data, channels, things like that, right? Yep. So,
140 00:22:03.240 ⇒ 00:22:04.790 Dan Buri: And really, kind of…
141 00:22:05.080 ⇒ 00:22:17.399 Dan Buri: you know, dashboard for this kind of thing. But yeah, to be honest, I don’t know that we have a great… Byron might have a better answer for you there, but we have, you know, we have, like.
142 00:22:17.930 ⇒ 00:22:25.690 Dan Buri: Marketing reports, we have things like that, but not a ton of great ways to actually look at this.
143 00:22:26.300 ⇒ 00:22:27.490 Dan Buri: In that way.
144 00:22:27.860 ⇒ 00:22:28.570 Robert Tseng: Okay.
145 00:22:30.410 ⇒ 00:22:31.260 Robert Tseng: Got it.
146 00:22:33.520 ⇒ 00:22:34.540 Robert Tseng: Yeah.
147 00:22:36.510 ⇒ 00:22:45.009 Robert Tseng: Well, another kind of area I want to ask about is more… so, like, every team uses Klaviyo a bit differently, so what I found is, some…
148 00:22:45.500 ⇒ 00:23:10.070 Robert Tseng: you know, like, maybe you’re building audiences within Klaviyo themselves? I mean, it sounds like everything kind of runs out of Klaviyo right now, but just, like, wanted to confirm, like, are there things that you’re defining outside of Klaviyo that you’re bringing in, versus, like, yeah, data that you’re also pushing out of Klaviyo? Seems like there are some tags that originate in Klaviyo that you are pushing into Shopify, but, like, any other types of, like, that, like, data movement.
149 00:23:10.070 ⇒ 00:23:12.780 Robert Tseng: From one system to another thing that you can think of.
150 00:23:14.780 ⇒ 00:23:21.009 Dan Buri: You know, we do, well, I don’t know how relevant this is, and this is still something that I…
151 00:23:21.210 ⇒ 00:23:26.399 Dan Buri: am figuring out here, but we use a Shopify app called Matrixify.
152 00:23:26.400 ⇒ 00:23:33.190 Robert Tseng: And also this Fivetran connector, is this what the, the Looker team uses? Or, like, what are you connecting Fivetran to?
153 00:23:33.190 ⇒ 00:23:49.579 Dan Buri: I… I honestly do not know. Oh, wait, that might be… that… we set that up. Okay, never mind. Okay. Yeah. Okay, I was like, I think that’s something we would use, yeah. Alright. Yeah. I mean, yeah, so these are all the integrations we have with our Klaviyo account here, right? We have Meta Ads, Google Ads, Recharge is our subscription-based app.
154 00:23:49.640 ⇒ 00:24:04.009 Dan Buri: And then we have Impact.com, which is also another kind of whole piece. It’s like a more formal affiliate marketing piece that it sounds like is pretty underutilized, and kind of looking… it seems like it’s kind of…
155 00:24:04.320 ⇒ 00:24:06.899 Dan Buri: Looking for a champion.
156 00:24:06.900 ⇒ 00:24:07.820 Robert Tseng: So to speak. Yeah.
157 00:24:07.950 ⇒ 00:24:16.540 Dan Buri: So we’ll see. Maybe I will be able to take that on, but… but that’s a future project. But I will say we do use…
158 00:24:17.890 ⇒ 00:24:22.119 Dan Buri: This is kind of more specifically for wholesale, but we use…
159 00:24:22.120 ⇒ 00:24:25.269 Robert Tseng: And you’re the interim wholesale person, is that what it is?
160 00:24:25.270 ⇒ 00:24:26.589 Dan Buri: of, I think that…
161 00:24:26.590 ⇒ 00:24:30.160 Robert Tseng: I forgot, Byron said he’s trying to hire someone, but I forgot for what role.
162 00:24:30.160 ⇒ 00:24:37.139 Dan Buri: Yeah, I think that… I don’t know that we’re trying to hire somebody for that specifically. I think it’s more,
163 00:24:37.390 ⇒ 00:24:39.179 Dan Buri: Kind of figuring out how…
164 00:24:39.270 ⇒ 00:24:57.059 Dan Buri: that wholesale piece, at least in terms of the website, you know, interacts with our actual wholesale sales team, you know? Okay. And kind of finding that balance, right? Like, I have a meeting set up with that team, you know, later in January to really dial in
165 00:24:57.060 ⇒ 00:25:00.939 Dan Buri: That piece, but actually, hold on, let’s, let’s,
166 00:25:01.060 ⇒ 00:25:09.910 Dan Buri: But I will say, I don’t know how relevant this is for your piece, but we do use Matrixify here, to sync data between,
167 00:25:10.180 ⇒ 00:25:26.959 Dan Buri: Shopify and NetSuite. We obviously have, Soligo, that, that has the connection mostly between, the two platforms, but it seems like there are certain things, like this company, companies and customer data.
168 00:25:26.960 ⇒ 00:25:29.579 Robert Tseng: Yep. That we do manually sync here.
169 00:25:29.580 ⇒ 00:25:42.749 Dan Buri: For our wholesale accounts, and, and I think that’s something that we’re looking to tie into the greater Soligo piece, but… Yeah. But for right now, we use this. Okay. And then I think, you know, from the…
170 00:25:44.030 ⇒ 00:25:49.930 Dan Buri: From the Shopify retail front, let’s see…
171 00:25:50.170 ⇒ 00:25:52.450 Dan Buri: Just trying to think of any other pieces…
172 00:25:53.030 ⇒ 00:26:00.689 Dan Buri: That would sync data. I, I, I don’t think there’s all that many. I mean, I hear all… how about this?
173 00:26:01.060 ⇒ 00:26:04.210 Dan Buri: We’ll go through… Where is it,
174 00:26:05.570 ⇒ 00:26:10.639 Dan Buri: Let’s see what else we’ve got here, see if any of these are things that you would want to dive deeper into.
175 00:26:12.950 ⇒ 00:26:13.790 Dan Buri: White.
176 00:26:14.600 ⇒ 00:26:17.740 Robert Tseng: Yeah, some of the… oh, half of these things I’ve never seen before.
177 00:26:17.740 ⇒ 00:26:20.799 Dan Buri: Right, right, totally, yeah. Like, here’s Brand Champ, that’s the one.
178 00:26:20.800 ⇒ 00:26:22.140 Robert Tseng: Okay, that’s French.
179 00:26:22.140 ⇒ 00:26:32.230 Dan Buri: expert voice, you know, our, our discount, like, partner expert voice, yeah. Yeah. And, let’s see…
180 00:26:32.230 ⇒ 00:26:33.540 Robert Tseng: Okay, okay, yeah.
181 00:26:36.000 ⇒ 00:26:37.729 Dan Buri: There’s North Beam, yeah.
182 00:26:40.790 ⇒ 00:26:46.489 Dan Buri: So Northbeam, I know, handles data, but, I’m not sure exactly what the…
183 00:26:47.650 ⇒ 00:26:49.480 Robert Tseng: So you guys are turning off North Deam.
184 00:26:49.770 ⇒ 00:26:52.540 Dan Buri: Yeah, I believe so, but I’m not…
185 00:26:53.280 ⇒ 00:26:58.860 Dan Buri: Really sure, like, what’s taking that place, you know, and how we’re managing that otherwise.
186 00:26:58.860 ⇒ 00:26:59.850 Robert Tseng: Yeah.
187 00:26:59.910 ⇒ 00:27:04.079 Dan Buri: But, but yeah. Sorry, I wish I could tell you more, but… Okay.
188 00:27:04.080 ⇒ 00:27:04.730 Robert Tseng: Yes.
189 00:27:06.620 ⇒ 00:27:25.769 Robert Tseng: Okay, yeah, no, I think this is helpful. Yeah, I mean, what I’m trying to put together is really just, like, yeah, just, like, a full summary of, like, kind of what… obviously, we’ve kind of done what we did. I think this one was a good follow-on to, you know, we were trying to go in this Klaviyo direction,
190 00:27:26.170 ⇒ 00:27:43.619 Robert Tseng: earlier this month, but I guess… I think Unveiled was still working on stuff, so they wanted… Byron wanted their flows… their new flows to go up, and it seems like there’s enough data to be looking at it. Seems like you’re following, like, kind of the performance of how, you know, incrementally what it’s been adding, so…
191 00:27:43.620 ⇒ 00:27:52.920 Robert Tseng: But I guess, you know, Brian had asked for us to kind of recommend on, like, okay, well, what’s the next phase of, like, kind of Klaviyo? What are the things that they should be thinking about?
192 00:27:53.200 ⇒ 00:28:04.309 Dan Buri: Yeah. Exactly, and I think, I mean, like I said, unless there’s something that I’m missing, I think that we kind of patched together a lot of these platforms, and it’d be great to get, like.
193 00:28:04.310 ⇒ 00:28:21.680 Dan Buri: a dashboard view of, like, okay, you know, these are our Shopify sales, these are how many are driven by Klaviyo, and the different flows in Klaviyo, like, that is something that I don’t think we have a really good view on, and would love to be able to see that. I mean, obviously.
194 00:28:21.960 ⇒ 00:28:27.079 Dan Buri: Yeah, like I said, you can see it piecemeal here, but not the whole picture.
195 00:28:27.320 ⇒ 00:28:46.490 Robert Tseng: Yeah, if you have, like, a couple of the reports that you know that the team is looking at the most, like, I think that’d be helpful, just so, like, we’re… you know, I want to, like, mock up something and share it with you guys, but, like, I don’t want it to be too… I mean, it usually helps if it’s, like, not a complete, like.
196 00:28:46.740 ⇒ 00:28:57.509 Robert Tseng: stretch, like, I don’t know if you remember, like, last time I walked you guys through that deck, I kind of picked something that you currently have with Looker Dashboard, and then I, like, I showed a couple, like, versions of, like, what.
197 00:28:57.510 ⇒ 00:28:58.240 Dan Buri: Right.
198 00:28:58.240 ⇒ 00:29:12.020 Robert Tseng: So that… I feel like that usually helps us, like, kind of tell the story better, rather than just showing you something that’s not… that, like, you… you don’t… it’s… you’ve never… that you’ve never seen before. So, yeah, I think that… that’d be helpful.
199 00:29:12.350 ⇒ 00:29:19.920 Dan Buri: Great, yeah, I’ll pull some of that, and I’ll see what else I can find there, but but yeah, and I’ll send that to you via email by the end of the day today.
200 00:29:19.920 ⇒ 00:29:20.600 Robert Tseng: Great.
201 00:29:22.220 ⇒ 00:29:23.420 Robert Tseng: All right? Great.
202 00:29:23.420 ⇒ 00:29:24.090 Dan Buri: Any other…
203 00:29:24.090 ⇒ 00:29:32.090 Robert Tseng: Good, appreciate your time, Dan, and Merry Christmas, and yeah, I guess, we’ll chat again after the holiday.
204 00:29:32.090 ⇒ 00:29:34.409 Dan Buri: Yeah, sounds good, don’t work too late tonight.
205 00:29:34.410 ⇒ 00:29:38.070 Robert Tseng: Yeah, I won’t, I won’t. That’s a half day for me. Good dude.
206 00:29:38.070 ⇒ 00:29:44.149 Dan Buri: Alright, man. Well, thanks for your help, and yeah, definitely reach out with any other questions.
207 00:29:44.270 ⇒ 00:29:46.020 Dan Buri: And, we’ll be in touch.
208 00:29:46.020 ⇒ 00:29:47.640 Robert Tseng: Great, sounds good. Thanks, Dan.
209 00:29:47.640 ⇒ 00:29:48.749 Dan Buri: Yep, see ya. Bye.