How to Create Segments in Klaviyo

Take advantage of segmentation to optimize your customer communication strategies. Our automation directly pushes your customer insights into Klaviyo, allowing you to utilize your dynamic RetentionX segments to communicate with the right customers, at the right time, and with the most relevant messaging.

How to Create Segments

After connecting your Klaviyo account to RetentionX, you're now ready to start creating segments based on your RetentionX insights.

Once all data is successfully transferred to your Klaviyo account, all customer profiles will contain the additional insights labeled with RX_fieldname. They will be updated every day.

To create your segments in Klaviyo, e.g. based on a RetentionX segment, all you have to do is the following:

1. Create the segment from which you want to create an audience.
2. Ensure to select "Segments" as a field to transfer to Klaviyo.
3. In Klaviyo, access Lists & Segments > Create List/Segment > Segment.
4. Choose the definition Properties about someone.
5. Select the property RX_segments in the Dimensions field.
6. Insert the name of the RetentionX segment as Dimension Value.

A personalized experience contributes to customer loyalty and retention. Customer data can thus unlock the next level of business growth. Get started with the following best practices:

• Inspire Overdue Customers
• Prevent Top Customers at Risk from churning
• Reach out to your customers with the Perfect Next Offer
• Win back lost customers with effective Discount Codes
  
• Reward Top and Loyal Customers with exclusive discounts and offerings

Not using RetentionX yet?