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Klaviyo: Building an Engaged Customer Segment

KlaviyoTry it →Watch full video →Emiel Dingemans from Magicianly | Email MarketingEmiel Dingemans from Magicianly | Email Marketing·

Demo summary

Using the segment builder to define 'Engaged 120 Days' based on email opens, clicks, and website activity.

Step-by-step

  1. Click Create New and select Create Segment
  2. Name the segment and optionally add a tag
  3. Set the first condition to 'If someone can or cannot receive marketing' and select 'can receive email marketing'
  4. Add a condition using 'AND' to specify 'What someone has done'
  5. Select a metric like 'Placed Order' or 'Opened Email' and set the frequency to 'at least once' over the last 120 days
  6. Use 'OR' connectors to add additional engagement metrics like 'Active on Site', 'Viewed Product', or 'Clicked Email'
  7. Click Create Segment

Options

  • Filter by 'Person Subscribed' vs 'Never Subscribed' to distinguish opt-ins from transactional contacts
  • Segment by proximity to a US postal code (e.g., within 20 miles)
  • Segment based on location within or outside the European Union for GDPR compliance
  • Use Predictive Analytics to segment by predicted next purchase date
  • Create email-only engagement segments versus brand-wide engagement segments

Watch out for

  • Predictive Analytics attributes will not appear if the account is not connected to a store like Shopify
  • Large segments may take time to process and will show a 'Queued for processing' status

Tips

  • Include website activity (Active on Site, Viewed Product) in engagement segments, not just email opens, to capture brand-engaged users who may ignore emails
  • Always include the 'can receive email marketing' condition to exclude suppressed profiles from your usable segments
  • You don't have to stay on the page while a segment is processing; Klaviyo handles it in the background

Highlights

“I just want to walk you through this quite quickly so you can select if someone can or cannot receive marketing... and then based on all these conditions you can make a segment”

All demos from “Klaviyo Email Marketing FULL COURSE 2026 ($300M Generated for Shopify eCommerce)”

  1. 6:061:16Klaviyo Account Creation and Shopify IntegrationWalkthrough of signing up for a Klaviyo account, selecting business type, and connecting a Shopify store URL.KlaviyoImport / migrate contacts
  2. 7:221:22Setting up a Main Subscriber ListDemonstration of creating a newsletter list and choosing between single and double opt-in settings.KlaviyoTag & manage subscribers
  3. 8:443:57Setting up a Dedicated Sending Domain and DMARCStep-by-step guide on adding NS and TXT records to DNS settings (Squarespace/Google Domains) to verify a branded sending domain in Klaviyo.KlaviyoAuthenticate sending domain (SPF/DKIM/DMARC)
  4. 12:412:04Configuring Smart Sending and Attribution SettingsAdjusting account-level settings for smart sending windows, conversion attribution, and UTM tracking parameters.KlaviyoDeliverability & setup
  5. 14:451:55Setting up the Klaviyo Brand LibraryUploading logos, selecting brand colors, and importing Google Fonts for consistent email styling.KlaviyoDesign a newsletter / email (drag-and-drop editor)
  6. 19:177:25Creating and Targeting a Popup Signup FormBuilding a popup form from a template and configuring advanced targeting rules like exit-intent, scroll depth, and URL exclusions.KlaviyoAdd an opt-in popup
  7. 26:428:36Designing a High-Converting Signup FormUsing the form editor to customize headlines, input fields, CTA buttons, and success pages while removing friction elements like the 'X' close button.KlaviyoCreate an email signup / subscription form
  8. 37:101:58Setting up a Signup Form TeaserDemonstrating how to create a persistent 'teaser' tab that allows users to reopen the signup form after closing it.KlaviyoCreate an email signup / subscription form
  9. 39:083:37Optimizing Signup Forms for MobileCloning a desktop form and adjusting button sizes, font sizes, and input field heights specifically for mobile users.KlaviyoCreate an email signup / subscription form
  10. 48:081:31Adding a 'Micro-Yes' Step to Signup FormsDemonstrating how to add an initial commitment step to a form to increase overall conversion rates.KlaviyoA/B test a campaign
  11. 56:119:34Klaviyo Flow Builder BasicsAn overview of the flow interface, including selecting triggers (Added to List, Placed Order), adding profile filters, and using conditional splits.KlaviyoBuild a welcome / drip automation
  12. 1:05:4510:54Building a Multi-Step Welcome Series FlowConstructing a 7-email welcome sequence with specific time delays and content angles like brand story, bestsellers, and social proof.KlaviyoBuild a welcome / drip automation
  13. 1:19:135:28Setting up a Site Abandonment FlowCreating a flow triggered by 'Active on Site' to target visitors who browse the home page but don't view specific products.KlaviyoTrigger emails from behavior / events
  14. 1:24:414:06Building a Browse Abandonment FlowConfiguring a flow triggered by 'Viewed Product' with filters to exclude those who have already added items to their cart.KlaviyoTrigger emails from behavior / events
  15. 1:28:477:56Creating an Abandoned Cart FlowSetting up a flow triggered by 'Added to Cart' and explaining the difference between cart abandonment and checkout abandonment.KlaviyoSet up an abandoned-cart flow (ecommerce)
  16. 1:38:5311:12Building a Post-Purchase Customer Thank You FlowDesigning a flow triggered by 'Placed Order' that uses conditional splits to distinguish between first-time and returning buyers.KlaviyoSet up a post-purchase / win-back flow
  17. 1:53:203:16Creating a Sunset Flow for Unengaged SubscribersSetting up an automation to re-engage or suppress subscribers who haven't opened emails in a long period to protect sender reputation.KlaviyoImprove deliverability / avoid spam
  18. 1:57:472:53Creating and Scheduling an Email CampaignThe process of starting a new campaign, selecting recipients, and navigating to the drag-and-drop editor.KlaviyoSend a broadcast campaign
  19. 2:34:4411:34Importing Custom Designs into KlaviyoDemonstration of taking sliced images from Figma, compressing them, and assembling them into a responsive email within the Klaviyo editor.KlaviyoDesign a newsletter / email (drag-and-drop editor)
  20. 2:49:395:43Building an Engaged Customer SegmentCurrentUsing the segment builder to define 'Engaged 120 Days' based on email opens, clicks, and website activity.KlaviyoSegment the list
  21. 3:05:320:33Bulk Suppressing Unengaged ProfilesShowing the shortcut in Klaviyo to suppress all current members of a segment to clean the email list.KlaviyoTag & manage subscribers
  22. 3:22:321:32A/B Testing Campaign Send TimesSetting up a send-time split test to determine which hour generates the highest 'Placed Order' rate.KlaviyoA/B test a campaign
  23. Watch “Klaviyo Email Marketing FULL COURSE 2026 ($300M Generated for Shopify eCommerce)” →

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 SegmentationDemonstrates 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 SegmentCurrentUsing the segment builder to define 'Engaged 120 Days' based on email opens, clicks, and website activity.Emiel Dingemans from Magicianly | Email Marketing
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