Follow up on bundle buyers (Upsell Builder)
Last updated on October 13, 2026
A customer who took a bundle or an add-on bought more than they planned. Help them enjoy it, and they come back. This flow starts in Klaviyo when an order includes an accepted Vitals Upsell Builder offer, waits until the parcel has most likely arrived, and sends a short how-to for what they added.
💡 Before you start: Klaviyo must be connected through the new connection. If you have not set up Klaviyo events yet, read Send Vitals events to Klaviyo first.
1. Turn on Upsell Builder events in Vitals
Go to Integrations, find the Klaviyo card, and under Klaviyo events turn on Upsell Builder events. Select Save.
The metric Upsell Offer Accepted appears in Klaviyo after the first order with an accepted offer.
2. Create the flow in Klaviyo
- In Klaviyo, go to Flows and select Create flow. Build it from scratch and name it, for example "Bundle buyer follow-up".
- Choose Metric as the trigger and pick Upsell Offer Accepted (it has the Vitals icon).
- Optional: add a trigger filter on offer_type or offer_name to run it for one kind of offer only, for example your main bundle.
3. Wait for delivery, then send the email
Add a Time delay as long as your usual delivery time plus a couple of days, for example 7 days. Then add an Email.
Example email:
Subject: Getting the most from your {{ event.item_names|join:", " }}
Thanks again for your order. You added {{ event.item_names|join:", " }}, so here are three quick tips to get the most out of it:
1. … 2. … 3. …
Questions? Just reply to this email.
To list each item on its own line, loop over the items:
{% for item in event.items %}{{ item.product_title }} × {{ item.quantity }}{% endfor %}
Useful properties on Upsell Offer Accepted
- offer_name, offer_type, placement
- items (each with product_title, quantity, product_price), item_names (a list of the product titles, so join it as above), items_count
- order_id, currency
Good to know
- Upsell Offer Accepted carries the offer's revenue, so Klaviyo attributes the money from later orders to this flow the usual way.
- To segment by the product added rather than the offer, use the per-item metric Upsell Product Ordered.
- If you also use Vitals Order Tracker, you can wait for the real delivery: see Ask for a review after delivery for a flow triggered by Shipment Delivered.