How Do I Set Up A Segment For Customers Who Have Registered For Webinars?

Creating a segment for customers who have registered for webinars involves tracking their registration activities and then grouping them based on these actions. Here’s a detailed guide on how to set this up in Klaviyo:

Step 1: Integrate Webinar Platform with Klaviyo

First, you need to ensure that your webinar registration data is being synced to Klaviyo. This typically involves integrating your webinar platform (such as Zoom, GoToWebinar, or WebinarJam) with Klaviyo. Ensure the integration is properly set up so that Klaviyo can receive events when customers register for webinars.

Step 2: Log In to Klaviyo

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

Step 3: Navigate to Lists & Segments

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

Step 4: Create a New Segment

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

Step 5: Define Segment Conditions

1. Set Segment Conditions:
   • In the segment builder, click on “Definition” to start adding conditions.
2. Choose Registration Condition:
   • Select “What someone has done (or not done)” from the condition options.
   • Choose the event related to webinar registration. This might be labeled something like “Registered for Webinar” depending on your integration.

Step 6: Specify Webinar Details (Optional)

1. Add Specific Conditions (Optional):
   • You can add additional conditions to further refine your segment. For example:
     • Filter by specific webinars if you have multiple events.
     • Filter by registration date to segment recent registrants.

Step 7: Save the Segment

1. Name Your Segment:
   • Give your segment a descriptive name, such as “Webinar Registrants” or “Registered for [Specific Webinar].”
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 have registered for any webinar. Here’s how you would set it up:

1. Condition 1:
   • “What someone has done” -> “Registered for Webinar”

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 (“Webinar Registrants”).
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 registered for webinars. This allows you to target engaged customers with relevant follow-up emails, reminders, or special offers, enhancing their experience and encouraging further engagement. If you have any further questions or need more detailed guidance, feel free to ask!