Getting Started with a Pilot
Getting Started with a Pilot
Getting Started with a Pilot
During the pilot, we want to minimize the technical lift so LTV.ai can prove value quickly. Post-pilot, we will evaluate the results together and align on continuing the partnership
Pilot onboarding consists of three key technical steps, all of which can be accomplished directly from our Onboarding Portal.
During the pilot, we want to minimize the technical lift so LTV.ai can prove value quickly. Post-pilot, we will evaluate the results together and align on continuing the partnership
Pilot onboarding consists of three key technical steps, all of which can be accomplished directly from our Onboarding Portal.
During the pilot, we want to minimize the technical lift so LTV.ai can prove value quickly. Post-pilot, we will evaluate the results together and align on continuing the partnership
Pilot onboarding consists of three key technical steps, all of which can be accomplished directly from our Onboarding Portal.
Set up a dedicated sub-domain
Before the pilot, we will align on a subdomain that LTV.ai will send conversational emails from. This process ensures that your customers feel as though these messages are coming from a representative of your brand, while taking the appropriate steps to ensure optimal deliverability.
In Step 1 of our Onboarding Portal, you will be prompted to enter your preferred sub-domain so we can send emails from your AI Brand Ambassador. We recommend keeping it as the default.
Once you click Submit, your DNS records will be generated automatically for you to add to your hosting provider's DNS management.
Once the records are added, let LTV.ai know and we will validate that the records were added correctly.
Once confirmed, the proper permissions are in place for LTV.ai to send emails on behalf of your brand.
Before the pilot, we will align on a subdomain that LTV.ai will send conversational emails from. This process ensures that your customers feel as though these messages are coming from a representative of your brand, while taking the appropriate steps to ensure optimal deliverability.
In Step 1 of our Onboarding Portal, you will be prompted to enter your preferred sub-domain so we can send emails from your AI Brand Ambassador. We recommend keeping it as the default.
Once you click Submit, your DNS records will be generated automatically for you to add to your hosting provider's DNS management.
Once the records are added, let LTV.ai know and we will validate that the records were added correctly.
Once confirmed, the proper permissions are in place for LTV.ai to send emails on behalf of your brand.
Before the pilot, we will align on a subdomain that LTV.ai will send conversational emails from. This process ensures that your customers feel as though these messages are coming from a representative of your brand, while taking the appropriate steps to ensure optimal deliverability.
In Step 1 of our Onboarding Portal, you will be prompted to enter your preferred sub-domain so we can send emails from your AI Brand Ambassador. We recommend keeping it as the default.
Once you click Submit, your DNS records will be generated automatically for you to add to your hosting provider's DNS management.
Once the records are added, let LTV.ai know and we will validate that the records were added correctly.
Once confirmed, the proper permissions are in place for LTV.ai to send emails on behalf of your brand.
Upload your customer list
During the Pilot kickoff, we will discuss the segment we initially want to target for the pilot. LTV.ai typically suggests starting with lapsed customers to create the least friction with your brand's current marketing program.
Once the segment is defined, on Step 2 of our Onboarding Portal, you will be able to download a sample template, populate the data and upload your customer file to our secure upload portal. This data is then ingested by LTV.ai and used as the initial segment to target for the Pilot.
Below is a recommendation for how to retrieve a lapsed customer from your CRM
All emails who are mailable, opted-in or not unsubscribed
Who have made at least one purchase with your brand
That have not made a purchase in the last 2-3 purchase cycles
To ensure a cohesive user experience, we recommend suppressing these contacts from your normal marketing sends.
During the Pilot kickoff, we will discuss the segment we initially want to target for the pilot. LTV.ai typically suggests starting with lapsed customers to create the least friction with your brand's current marketing program.
Once the segment is defined, on Step 2 of our Onboarding Portal, you will be able to download a sample template, populate the data and upload your customer file to our secure upload portal. This data is then ingested by LTV.ai and used as the initial segment to target for the Pilot.
Below is a recommendation for how to retrieve a lapsed customer from your CRM
All emails who are mailable, opted-in or not unsubscribed
Who have made at least one purchase with your brand
That have not made a purchase in the last 2-3 purchase cycles
To ensure a cohesive user experience, we recommend suppressing these contacts from your normal marketing sends.
During the Pilot kickoff, we will discuss the segment we initially want to target for the pilot. LTV.ai typically suggests starting with lapsed customers to create the least friction with your brand's current marketing program.
Once the segment is defined, on Step 2 of our Onboarding Portal, you will be able to download a sample template, populate the data and upload your customer file to our secure upload portal. This data is then ingested by LTV.ai and used as the initial segment to target for the Pilot.
Below is a recommendation for how to retrieve a lapsed customer from your CRM
All emails who are mailable, opted-in or not unsubscribed
Who have made at least one purchase with your brand
That have not made a purchase in the last 2-3 purchase cycles
To ensure a cohesive user experience, we recommend suppressing these contacts from your normal marketing sends.
Connect your store.
LTV.ai is compatible with the following platforms:
Custom stores
For Shopify or BigCommerce stores, you can download the LTV.ai app using the links above.
For custom stores, follow the instructions on installing the LTV.ai tracking script.
LTV.ai is compatible with the following platforms:
Custom stores
For Shopify or BigCommerce stores, you can download the LTV.ai app using the links above.
For custom stores, follow the instructions on installing the LTV.ai tracking script.
LTV.ai is compatible with the following platforms:
Custom stores
For Shopify or BigCommerce stores, you can download the LTV.ai app using the links above.
For custom stores, follow the instructions on installing the LTV.ai tracking script.
©2025 LTV.ai
©2025 LTV.ai
©2025 LTV.ai
©2025 LTV.ai