demobook

Klaviyo: Advanced Audience Segmentation

Demo summary

Demonstrates building dynamic segments using complex logic, including event-based rules, profile properties, and location data to maintain clean sending lists.

Step-by-step

  1. Navigate to the Segments section in Klaviyo
  2. Add a condition based on actions, profile properties, location, or list membership
  3. Select a metric and define the frequency and time window
  4. Apply filters to the event using top-level properties like item count or category
  5. Add additional conditions using AND/OR logic to refine the audience
  6. Save the segment to allow Klaviyo to begin dynamic processing

Options

  • Filter by GDPR flag to include or exclude EU residents
  • Segment by marketing consent status for email, SMS, or push
  • Use relative time logic (e.g., 'in the last 30 days') or specific date ranges
  • Manually refresh a segment to force an update
  • Export segment data for external analysis

Watch out for

  • Relative time logic (e.g., 'last 30 days') only removes people during a once-daily sweep
  • All date math and segment rules use UTC time
  • UK postcodes are supported at the outward code level only
  • The EU location condition does not include the UK
  • Segmentation only works on top-level event fields, not deeply nested metadata
  • Single segments are capped at 100 conditions
  • Individual event conditions are limited to 10 filters

Tips

  • Type exact values by hand if the value picker doesn't show them (it only displays the first 1,000)
  • Build 'not opted in' or 'unengaged' segments to protect deliverability
  • Monitor the Segment Growth report to track week-over-week additions and drops
  • Use the list and segment engagement reports to judge lead quality based on behavior

All demos from “Klaviyo Review & Full Demo 2025: The Ultimate Product Tour

  1. 1:102:23Creating and Scheduling Campaigns in KlaviyoDemonstrates the workflow for setting up one-off email and SMS campaigns, including audience selection, AI subject line assistance, and advanced scheduling options like Smart Send Time.KlaviyoSend a broadcast campaign
  2. 3:332:00Building Automated Marketing FlowsShows the drag-and-drop canvas for creating automated sequences triggered by behavior, including the use of conditional splits, time delays, and profile property updates.KlaviyoBuild a welcome / drip automation
  3. 5:332:01Designing Email Templates with Drag-and-DropWalks through the visual editor using sections and blocks, highlighting universal content for brand consistency and dynamic tables for personalized data rendering.KlaviyoDesign a newsletter / email (drag-and-drop editor)
  4. 7:342:09Setting Up Dynamic Product FeedsDemonstrates how to pull product catalog data into emails using rule-based logic for personalized recommendations based on browsing and purchase history.KlaviyoIntegrate with Shopify / store / CRM / other apps
  5. 9:432:23Building and Targeting Signup FormsShows the creation of popups, flyouts, and embedded forms, including multi-step collection, mobile optimization, and behavioral triggers like exit intent.KlaviyoCreate an email signup / subscription form
  6. 12:062:21Advanced Audience SegmentationCurrentDemonstrates building dynamic segments using complex logic, including event-based rules, profile properties, and location data to maintain clean sending lists.KlaviyoSegment the list
  7. 14:273:10Managing Customer Data and Identity ResolutionExplores the B2C CRM and CDP features, showing how profiles are unified, data is transformed without code, and how to monitor data quality across integrations.KlaviyoTag & manage subscribers
  8. Watch “Klaviyo Review & Full Demo 2025: The Ultimate Product Tour” →

Segment the list

  1. 3:19:055:27Building an Engaged 90-Day segment in KlaviyoStep-by-step creation of an engagement segment using 'OR' logic to combine email opens, clicks, and website activity over a 90-day period.Emiel Dingemans from Magicianly | Email Marketing
  2. 1:26:303:10Building Dynamic Segments with AND/OR LogicDemonstrates the segment builder in Klaviyo, showing how to combine conditions like email engagement, purchase history, and subscription status using boolean logic.Derek Stroh
  3. 43:033:41Creating Win-Back SegmentsDemonstrates creating a segment-based trigger for customers who haven't purchased in a specific timeframe (e.g., 90 days).Max Sturtevant
  4. 3:250:26Creating a dynamic segment in KlaviyoDemonstrates the process of creating a new segment using behavioral triggers like 'what someone has done or not done'.Adam Rehm
  5. 12:062:21Advanced Audience SegmentationCurrentDemonstrates building dynamic segments using complex logic, including event-based rules, profile properties, and location data to maintain clean sending lists.Business Solution
  6. 6:012:35Creating segments with Commerce7 dataDemonstrates creating segments based on specific Commerce7 attributes like club membership status, wine type (e.g., red wine drinkers), and reservation history.Digimatic
  7. 16:131:25Creating audience segmentsDemonstrates how to build segments based on customer behavior, such as 'Engaged 60 Days' or 'Unengaged' subscribers.Max Sturtevant
  8. 2:000:30Segmenting by Shopify Markets locale and countryWalks through building segments based on locale language (e.g., French speakers) or locale country (e.g., UK purchasers) for targeted marketing.Klaviyo
  9. 2:49:395:43Building an Engaged Customer SegmentUsing the segment builder to define 'Engaged 120 Days' based on email opens, clicks, and website activity.Emiel Dingemans from Magicianly | Email Marketing