Klaviyo: Building Dynamic Segments with AND/OR Logic

Derek Stroh·Jan 2026

Demo summary

Demonstrates the segment builder in Klaviyo, showing how to combine conditions like email engagement, purchase history, and subscription status using boolean logic.

Step-by-step

Click Create New Segment
Select a condition type such as What someone has or has not done
Choose a specific action like Opened Email or Placed Order
Set the frequency and time frame parameters
Click Add Filter to narrow the action by specific properties like Campaign Name
Add additional conditions using AND to narrow the audience or OR to widen it

Options

Filter by subscription status (can or cannot receive email marketing)
Filter by properties about someone
Set time frames to 'in the last', 'after', 'before', 'between', or 'overall time'
Filter actions by Message Name or Flow Name

Watch out for

Selecting 'overall time' will eliminate the frequency count options for 'at least' or 'zero times'
Using OR logic instead of AND will significantly widen the segment size

Tips

Use lower strictness segments for major announcements or low-frequency campaigns
Always consider adding a filter for 'can receive email marketing' to ensure deliverability
Be careful when stacking conditions; the choice between AND and OR creates a massive difference in the total audience count

Highlights

“really the potential is is limitless here.”

All demos from “2026 Full Klaviyo Email Marketing FREE Course | Full Tutorial”

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1:26:303:10Building Dynamic Segments with AND/OR LogicCurrentDemonstrates the segment builder in Klaviyo, showing how to combine conditions like email engagement, purchase history, and subscription status using boolean logic.Klaviyo· Segment the list
Watch “2026 Full Klaviyo Email Marketing FREE Course | Full Tutorial” →

Segment the list

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