Creating a dynamic segment in Klaviyo
Klaviyo
Demo summary
Demonstrates the process of creating a new segment using behavioral triggers like 'what someone has done or not done'.
Step-by-step
- Click on Lists & Segments
- Select Create List / Segment
- Choose Segment
- Enter a name for the segment
- Select a definition from the dropdown menu
- Choose What someone has done or not done
- Use the toggles to define the specific behavioral criteria
Options
- Select different segment definitions from the dropdown menu
- Use email templates for builds instead of creating from scratch
Tips
- Use 'What someone has done or not done' as it is the most common and useful segment criteria
- Use the templates section to store and manage all your email builds for easier uploading
All demos from “How To Use Klaviyo In 2026 (Everything You Need In Under 10 Minutes)”
- 0:431:00Navigating the Klaviyo Home DashboardShows how to customize the home dashboard based on specific metrics like 'placed order' and adjust time ranges to view sales performance.Klaviyo· Track opens / clicks / revenue (reporting)
- 3:250:26Creating a dynamic segment in KlaviyoCurrentDemonstrates the process of creating a new segment using behavioral triggers like 'what someone has done or not done'.Klaviyo· Segment the list
- 5:260:33Setting up a branded sending domainWalks through the settings menu to locate the domain authentication section for SPF, DKIM, and DMARC records.Klaviyo· Authenticate sending domain (SPF/DKIM/DMARC)
- 5:590:31Configuring an email footer for deliverabilityShows how to add a primary tab footer with unsubscribe links and text blocks to improve trust with spam filters.Klaviyo· Improve deliverability / avoid spam
- 7:200:57Analyzing event metrics and custom dashboardsDemonstrates how to view specific event data like 'Add to Cart' and 'Placed Order' within the analytics tab and how to add cards to the overview dashboard.Klaviyo· Track opens / clicks / revenue (reporting)
- Watch “How To Use Klaviyo In 2026 (Everything You Need In Under 10 Minutes)” →
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