How Can I Set Up A Segment For Customers Who Have Engaged With Specific Automated Flows?

Setting up a segment for customers who have engaged with specific automated flows in Klaviyo involves tracking their interactions with your automated emails and creating segments based on these interactions. Here’s a detailed guide on how to do this:

Step 1: Log In to Klaviyo

1. Go to Klaviyo’s Website:
   • Visit Klaviyo and log in with your credentials.

Step 2: Navigate to Lists & Segments

1. Go to Lists & Segments:
   • In the left-hand navigation panel, click on “Lists & Segments.”

Step 3: Create a New Segment

1. Create New Segment:
   • Click on the “Create List / Segment” button.
   • Choose “Segment” from the options.

Step 4: Define Segment Conditions

1. Set Segment Conditions:
   • In the segment builder, click on “Definition” to start adding conditions.
2. Choose Engagement with Flows:
   • Select “What someone has done (or not done)” from the condition options.
   • Choose “Opened Email” or “Clicked Email” based on the type of engagement you want to track.

Step 5: Specify the Flow

1. Select Specific Flow:
   • After choosing “Opened Email” or “Clicked Email,” specify the flow and email within the flow.
   • You can specify the flow by selecting the flow name and the specific email within that flow.
2. Add Additional Conditions (Optional):
   • If you want to include engagement with multiple flows or emails within flows, click on the “AND” or “OR” button to add additional conditions.
   • Repeat the process for each flow or email you want to include in the segment.

Step 6: Save the Segment

1. Name Your Segment:
   • Give your segment a descriptive name, such as “Engaged with Welcome Flow” or “Clicked on Abandoned Cart Flow.”
2. Save the Segment:
   • Click the “Create Segment” button to save.

Example Scenario

Let’s say you want to create a segment for customers who clicked on links in either your “Welcome Series” flow or your “Abandoned Cart” flow. Here’s how you would set it up:

1. Condition 1:
   • “What someone has done” -> “Clicked Email” -> “Where Email is in Flow” -> “Welcome Series”
2. Condition 2:
   • Click “OR” to add another condition.
   • “What someone has done” -> “Clicked Email” -> “Where Email is in Flow” -> “Abandoned Cart”

Using the Segment for Targeted Campaigns

Once you have created the segment, you can use it to send targeted email campaigns. Here’s how:

1. Create a New Campaign:
   • Go to the “Campaigns” section in Klaviyo.
   • Click on “Create Campaign.”
2. Select Your Segment:
   • In the campaign setup, when choosing the recipients, select the segment you just created (e.g., “Engaged with Welcome Flow”).
3. Design and Send:
   • Design your email as usual.
   • Review the settings and send your targeted campaign.

Conclusion

By following these steps, you can easily create a segment in Klaviyo for customers who have engaged with specific automated flows. This allows you to target engaged customers with relevant follow-up emails, increasing the effectiveness of your email marketing efforts. If you have any further questions or need more detailed guidance, feel free to ask!