How to create segments in Klaviyo

Creating segments in Klaviyo allows you to group your contacts based on specific criteria, enabling more targeted and personalized email marketing campaigns. Here’s a step-by-step guide on how to create segments in Klaviyo:

Step 1: Log in to Klaviyo

1. Log in to your Klaviyo account.

Step 2: Navigate to Lists & Segments

1. Click on the “Lists & Segments” tab from the left-hand menu.

Step 3: Create a New Segment

1. Click on the “Create List / Segment” button.
2. Select “Segment” from the options provided.

Step 4: Name Your Segment

1. Enter a name for your segment. Make it descriptive so you can easily identify its purpose later.

Step 5: Define Segment Conditions

1. Set up the conditions that contacts must meet to be included in the segment. You can define these conditions based on various criteria such as:

• Properties about someone: Include contacts based on their profile properties like location, signup date, etc.
• What someone has done (or not done): Include contacts based on their behavior, such as opened emails, clicked links, placed orders, etc.
• Predictive analytics: Use Klaviyo’s predictive analytics to segment contacts based on predicted behaviors like expected date of next order, predicted lifetime value, etc.

Examples of Segment Conditions:

• Email Engagement: Create a segment of contacts who opened or clicked an email in the last 30 days.
• Condition: What someone has done > Opened Email at least once in the last 30 days
• Purchase History: Create a segment of contacts who have purchased a specific product.
• Condition: What someone has done > Placed Order at least once where Product equals [Product Name]
• Location-Based: Create a segment of contacts who live in a specific location.
• Condition: Properties about someone > Country equals United States

Step 6: Add Multiple Conditions (Optional)

1. Click on the “+” button to add multiple conditions if needed.
2. Choose whether contacts should match “all of” the conditions (AND logic) or “any of” the conditions (OR logic).

Step 7: Save and Review Your Segment

1. Click on the “Create Segment” button to save your segment.
2. Review the segment to ensure it includes the correct contacts.

Step 8: Use Your Segment

1. Use the segment in your email campaigns, flows, and automations.
2. Monitor the performance of your segments to optimize your marketing strategies.

Tips for Effective Segmentation

• Regularly update your segments to keep them relevant and accurate.
• Combine multiple criteria to create highly targeted segments.
• Leverage predictive analytics to anticipate customer behavior and create proactive marketing campaigns.
• A/B test different segments to understand what works best for your audience.

By following these steps, you can create effective segments in Klaviyo that help you deliver more personalized and targeted email marketing campaigns. If you have any specific questions or need further assistance, feel free to ask!