How to Create Customer Segments in Klaviyo
How to Create Customer Segments in Klaviyo
Klaviyo's segmentation tools allow you to group your customers dynamically based on a wide range of data points and behaviors. This enables highly targeted marketing, leading to better engagement and higher revenue per recipient.
Step-by-Step: Creating a Segment in Klaviyo
Navigate to Segments
In your Klaviyo dashboard, go to Audience > Lists & Segments.
Start a New Segment
Click Create New in the upper right corner.
Select Create segment.
Build Your Segment Conditions
Use the segment builder to define the rules for your segment. You can add conditions based on:
Demographics (e.g., age, gender, location)
Purchase behavior (e.g., bought a specific product, number of orders)
Engagement (e.g., opened or clicked emails within a time frame)
Custom properties (e.g., quiz answers, preferences)
Example: To target engaged subscribers, set a condition like “Opened email at least once in the last 90 days”.
(Optional) Use AI to Define Segments
If you're unsure about building conditions, use the Define with AI tool:
After selecting Create segment, click Define with AI.
Enter a phrase describing your desired segment (e.g., “Customers who purchased in the last 30 days and have a high predicted lifetime value”).
Review and adjust the generated segment as needed.
Name and Save Your Segment
Give your segment a clear, descriptive name.
Click Create segment to save. The segment will automatically update in real-time as customer data changes.
Types of Segmentation You Can Use
Demographic: Age, gender, income, education, etc.
Geographic: Country, state, city, or region.
Psychographic: Interests, values, lifestyle, personality.
Behavioral: Website activity, purchase frequency, product preferences, engagement with emails or SMS.
Advanced Segmentation Tips
Combine multiple conditions for highly targeted segments (e.g., “Women in California who purchased shoes in the last 60 days”).
Use predictive analytics (like churn risk or customer lifetime value) for advanced targeting.
Add custom profile properties to further personalize segments.
Regularly review and refine segments to align with changing business goals and customer behaviors.
Best Practices
Segments are dynamic and update in real-time, ensuring your targeting remains accurate.
Use segmentation to improve deliverability, personalize campaigns, and drive higher engagement and revenue.
For specific marketing goals (e.g., re-engagement, VIP rewards), tailor segment conditions accordingly.
By leveraging Klaviyo’s segmentation features, you can deliver more relevant, personalized marketing and maximize the impact of your campaigns.
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