How to Create a Segment in Klaviyo

Creating a segment in Klaviyo allows you to target specific groups of contacts based on their behaviors, properties, or engagement levels. This enables more tailored and effective email marketing campaigns.

Overview:

Detailed Steps:

1. Log In to Klaviyo: Access your Klaviyo account using your credentials.

2. Navigate to Lists & Segments: On the dashboard, find and click on the 'Lists & Segments' section.

3. Create a New Segment: Select the 'Create List/Segment' option and choose 'Segment'.

4. Name Your Segment: Assign a descriptive name to your segment, like "Purchasing Customers".

5. Define Segment Rules: Set up your segment rules to identify buying customers. Use conditions such as:

   • "What someone has done (or not done)" and select “Placed Order”.
   • Specify a time frame if needed, like “in the last 30 days” or “at least once”.

6. Preview and Refine: Preview the segment to ensure it correctly identifies your intended audience. Adjust the rules if necessary.

7. Save the Segment: Once satisfied with the criteria, save the segment.

8. Utilize the Segment: Use this segment for targeted campaigns, such as special offers, loyalty programs, or product recommendations to enhance customer relationships.

For more detailed guidance or custom segmentation strategies, please contact us at hello@sassycheetah.com.