1 min read

How to create a segment

Written by Andriy Boychuk
1 min read

https://youtu.be/QKVTH5DOTwk

Hi, is this Andrew from email marketing NYC. And today, I will show you how to create segment and what a segment is in general, in Klaviyo. So, first of all, when you log into Klaviyo on the left side, you will have a menu and you have to click on lists and segments. And by default there will be many segments, there will be some lists and segments created by Klaviyo, but those are defaults, you can use them or not. It’s up to you. But in this video, I want to show you how you can create your own segment. So on the right side, you have this blue button create list segment, and you have, you have option to create either list or segment and list it’s, is, something static. So you create it, people can update the list, or you can upload files to the list. It’s not dynamic, a segment on the other hand is dynamic. So for example, you’re selling A and B product, and you want to see only a list or segment of people who bought B product, so you can filter results. And this list, the segment will be dynamic, so if B person bought today, tomorrow after tomorrow, this list will be crawling. So let’s test for YouTube video, okay, what options do we, do we have same thing as we have in flows or campaigns, the same options we have. We have what some someone has done or not done. So in other words, it’s like a purchase something, received the email clicked on email. So those are when you click on the drop down, those are your options. By the way, there will be a little bit different for you. Since for example, you use Shopify or Woo Commerce. They have different options, also properties about some, somebody. So I like to use by the way, right now I’ll just you functionalities, but after we, after I show you this, I’ll tell you which segments to create or what I always create for all my clients. Those are four to five segments everybody has to have in their Klaviyo counsel, please stay with me. So, so properties about somebody. So let’s say we want to do, for example, city equals to, I dunno, like Brooklyn, yeah, say it was Brooklyn. So everybody who has city, which equals to Brooklyn will be in this segment. Also, we can have people in like create segment. So for example, somebody on list A but not list B or on list A and B, but not on C, so this is up to you. What logic you use, what do you use? And this, if it’s not suppressed. So by suppressed they mean somebody who unsubscribed, soft balls, hard balls, basically Klaviyo suppressed them. And those people not receiving your emails and I’ll show you why do we use this and why it’s useful. So let’s, and then when you do, it’s not suppressed or let’s do if suppressed if you want to see everybody who suppressed. Sometimes it takes time, it’s up to you. As you can see, we have 36,000 members who suppressed. And when we click on a profile on the right side, as you can see, suppressed, and the definition why they subscribed so suppressed it’s they unsubscribed. Okay, so let’s go back and let’s talk about, let’s talk about segments we need to create for any account, so here’s the list. You can take a snapshot or you can, pause and do those segments, those are five segments. The segment might not be applicable to you and segments like subscribers to suppress, you know, your better business better than anybody, so, you know, like if they are called for 90 days or 60 days, or I have some clients who like put 180 here, so it’s up to you. But basically this is like our list hygiene, we want to clean, we want to, we want to delete or suppress people who are not opening our email, who not clicking our email. Well, not engaged subscribers. Master list, this is just people who are active in our Klaviyo, and let’s say we do campaign and we want to send it to everybody. We’ll send it to this segment. So subscribers not buyers. This is up to you but, I have two types of contacts in Klaviyo. I consider some either subscribers or customers, by subscribers I mean, they did not purchase anything yet. Today’s your birthday is only if you collect the data and this is, this segment is for flow. So if somebody’s inactive for 60 days, they will start receiving specific emails. So this number 60 days, 45 days, 50 days has to be lower than this number, because you don’t want to delete them before they receive that re-engagement campaign. So I’ll show you how to create the biggest segment and you can figure out how to do the rest. So subscribers, suppress list, to create. And first we have, we have open email zero times in the last. So let’s do what somebody has done open email, zero times in the last, in the last 90 days. Okay, and click and click zero times in the last 90 days. So clicked. Zero times in the last 90 days. Place order zero times overall. Overall, and so it was your times receive email. It says at least 10 times, so it’s up to you. You can have less or more, but use at least 10, it’s up to you what number you use. But I believe 10 number is it’s is it’s high enough. You can lower it for some clients, I have five, but it’s not, they not engage after 10 emails. They will not be engaged after 15 properties about someone I created, okay. So this different condition property about someone and created means they were added it’s at least 90 days ago. So basically they were added to your Klaviyo account or Shopify, sorry, Shopify, Magento, or Woo Commerce, or any other platform you use suppressed persons, not suppressed, okay. And we want, if someone is not, or is sorry, it’s not, it’s not suppressed. Okay. And so we check open zero times last 90 days, click zero times, 90 days, place order zero times or all received emails in the last, at least 10 overall created 90 days, not suppressed. Okay, so click create it will probably take few seconds. Okay, so we have two thousands. So basically we are currently, we are paying for those subscribers and it’s hurts us financially. And also it hurts us in terms of deliverability. So let’s click on this person just to see if it’s, as you can see, this person never open the email. So it probably went to spam folder or promotional folder. So this person is just useless for us in terms of I mean, not person, the subscriber, that was receiving our emails. So this is how you create segments in Klaviyo. If you have any additional questions or if you want me to send you this list, but just let me know in the comments below, or if you have any additional questions about Klaviyo and you’re not able to find them on internet on YouTube, please let me know and I will be more than happy to record another video answer to your question. Thank you, it was Andrew from email marketing NYC.

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