How Do I Set Up A Segment For New Customers Who Have Made Their First Purchase?

Setting up a segment for new customers who have made their first purchase allows you to target these customers with personalized follow-up messages, onboarding sequences, or special offers to encourage repeat purchases. Here’s how you can do it on several popular email marketing platforms:

Using Mailchimp

1. Log in to Mailchimp:
   • Access your Mailchimp account.
2. Navigate to Audience:
   • Go to the “Audience” section.
3. Create a New Segment:
   • Click on “Segments” and then “Create a Segment”.
4. Set Purchase Criteria:
   • Choose “Purchase Activity” from the criteria options.
   • Set the criteria to “Number of purchases” is equal to 1.
   • You can also set a timeframe if needed, such as “First purchase date” is within the last 30 days.
5. Add Additional Filters if Necessary:
   • If you want to narrow down further, add more conditions based on other customer properties.
6. Name and Save the Segment:
   • Name the segment something like “New Customers” or “First-Time Buyers”.
   • Save the segment.

Using Klaviyo

1. Log in to Klaviyo:
   • Access your Klaviyo account.
2. Navigate to Lists & Segments:
   • Go to “Lists & Segments” from the dashboard.
3. Create a New Segment:
   • Click on “Create List / Segment” and select “Segment”.
4. Define Purchase Criteria:
   • Choose “What someone has done” and then select “Placed Order”.
   • Set the condition to “Placed Order” at least once.
   • Add a filter where “Total Orders” is equal to 1 to identify first-time purchasers.
   • You can also add a condition for the timeframe, like “First Order Date” is in the last 30 days.
5. Add Additional Conditions if Needed:
   • Add more conditions if you need to further refine the segment.
6. Name and Save the Segment:
   • Provide a name like “New Customers” or “First-Time Purchasers” and save it.

Using ActiveCampaign

1. Log in to ActiveCampaign:
   • Access your ActiveCampaign account.
2. Go to Contacts:
   • Navigate to the “Contacts” section.
3. Create a New Segment:
   • Click on “Manage Tags & Segments” and then “Add a New Segment”.
4. Set Purchase Conditions:
   • Choose “E-commerce” > “Has made a purchase”.
   • Set the condition where the number of purchases is equal to 1.
   • Optionally, add a condition for the purchase date to be within a specific timeframe.
5. Add Additional Filters if Needed:
   • Add more conditions to further refine the segment.
6. Name and Save the Segment:
   • Name the segment something like “First Purchase Customers” and save it.

Using HubSpot

1. Log in to HubSpot:
   • Access your HubSpot account.
2. Navigate to Lists:
   • Go to “Contacts” and then “Lists”.
3. Create a New List:
   • Click on “Create List”.
4. Define Purchase Criteria:
   • Choose “Contact Property” and select a property related to purchase activity.
   • Set the criteria where “Number of Purchases” is equal to 1.
   • Optionally, add a condition for the purchase date to be within the last 30 days.
5. Add Additional Filters if Necessary:
   • Add more conditions to narrow down the segment if needed.
6. Name and Save the List:
   • Name the list something like “New Purchasers” or “First-Time Buyers” and save it.

General Steps for Any Platform

1. Ensure Purchase Data is Up-to-Date:
   • Make sure the purchase data is correctly recorded in your customer profiles.
2. Create a Custom Field if Necessary:
   • If your platform doesn’t have the purchase data field by default, create a custom field to capture this information.
3. Segment Based on Purchase Data:
   • Use the segmentation tools provided by your platform to create segments based on the number of purchases and the purchase date.

Final Thoughts

Regularly updating and reviewing your segments ensures they remain relevant. Targeting new customers who have made their first purchase can help in building customer loyalty and encouraging repeat purchases. If you need more detailed instructions for a specific platform, feel free to ask!