What Steps Do I Need To Take To Create A Segment For Customers Who Have Clicked On Emails?

Creating a segment for customers who have clicked on emails involves a few steps, which can vary slightly depending on the email marketing platform you’re using. Below are the general steps you can follow:

Step-by-Step Guide

1. Log in to Your Email Marketing Platform:
   • Access your account on the email marketing platform (e.g., Mailchimp, Klaviyo, ActiveCampaign, etc.).
2. Navigate to the Segmentation or Audience Section:
   • Look for a section usually labeled “Audience,” “Contacts,” or “Segmentation.”
3. Create a New Segment:
   • There should be an option to create a new segment or list. Click on this option.
4. Define the Segment Criteria:
   • Set the criteria based on email activity. Look for options like “Email Clicked,” “Clicked a Link,” or similar.
   • Specify the conditions. For example:
     • “Email Clicked” is true.
     • Clicked on any email within the last 30 days (or specify your timeframe).
     • You might also have options to specify which campaign or which link was clicked.
5. Add Additional Filters (Optional):
   • If you want to narrow down the segment further, you can add additional filters. For instance, you might want to segment by:
     • Date of click.
     • Specific campaign or email.
     • Demographics or purchase history.
6. Name the Segment:
   • Give your segment a meaningful name that describes its criteria, such as “Recent Clickers” or “Email Clickers – Last 30 Days.”
7. Save the Segment:
   • Save the segment to make it available for future campaigns.
8. Test the Segment (Optional):
   • Some platforms allow you to preview or test the segment to ensure it captures the intended audience.

Example in Mailchimp

1. Log in to Mailchimp.
2. Go to Audience.
3. Click on “Segments”.
4. Create a New Segment.
5. Set Conditions:
   • Choose “Campaign Activity”.
   • Set “Clicked any link in the last campaign”.
6. Add Additional Conditions if Needed.
7. Name and Save the Segment.

Example in Klaviyo

1. Log in to Klaviyo.
2. Go to “Lists & Segments”.
3. Create a New Segment.
4. Define Segment Conditions:
   • Choose “What someone has done”.
   • Set “Clicked Email” at least once in the last X days.
5. Add Additional Conditions if Needed.
6. Name and Save the Segment.

Final Thoughts

Make sure to periodically review and update your segments to keep them relevant. Segmentation helps in targeting specific groups of customers more effectively, leading to better engagement and conversion rates. If you have any specific platform in mind, I can provide more detailed instructions for that platform.