Dynamic segments in Klaviyo are a powerful tool for e-commerce marketers looking to create highly personalized and targeted email and SMS campaigns. Unlike static lists, dynamic segments automatically update based on predefined criteria, allowing marketers to engage customers based on real-time behaviors, preferences, and actions.
In this guide, I’ll walk you through how to create dynamic segments in Klaviyo, share best practices, and highlight common mistakes to avoid.
Why Are Dynamic Segments in Klaviyo Important?
Dynamic segments in Klaviyo allow you to automate audience management by dynamically including or excluding contacts based on specific criteria. This feature is especially valuable for e-commerce marketers who need to keep up with changing customer behaviors, such as recent purchases, site visits, or email engagement. Using dynamic segments, you can ensure that your marketing messages are always reaching the most relevant audiences without manual updates.
How to Set Up Dynamic Segments in Klaviyo: Quick Answer
To set up dynamic segments in Klaviyo, go to the "Lists & Segments" tab, click "Create List/Segment," choose "Segment," and define your dynamic conditions based on customer behavior, properties, or interactions.
Step-by-Step: How to Create Dynamic Segments in Klaviyo
Follow these detailed steps to set up a dynamic segment in Klaviyo:
1. Log Into Your Klaviyo Account
Visit www.klaviyo.com and sign in to your dashboard.
2. Navigate to "Lists & Segments"
On the left-hand sidebar, click "Lists & Segments."
This section contains all your existing lists and segments, including both static and dynamic options.
3. Click "Create List/Segment"
The button is located at the top right of the page.
Selecting this will open a new window with options to create a List or a Segment.
4. Select "Segment"
Choose "Segment" to create a dynamic group of contacts.
Unlike Klaviyo dynamic lists (static lists), segments automatically update based on set conditions.
5. Name Your Dynamic Segment
Give your segment a descriptive name, such as "High Spenders in Last 30 Days" or "Engaged Email Subscribers."
Avoid generic names like "New Segment" to maintain clarity in your Klaviyo dashboard.
6. Set Up Dynamic Conditions
Click on "Define Conditions" to specify your dynamic rules.
You can set conditions based on:
Behavioral Data: Actions like opened emails, clicked links, or completed purchases.
Profile Properties: Segmentation based on customer data such as location, age, or subscription status.
Engagement Metrics: Activity like email opens, SMS clicks, or site visits.
Example: Create a Segment for Recent Shoppers
To create a dynamic segment of customers who made a purchase in the last 30 days:
Select "What someone has done (or not done)" > "Placed Order."
Set the condition to "at least once in the last 30 days."
You can add additional filters such as purchase value or specific products.
7. Preview Your Segment
Before saving, click "Preview Segment" to view a list of contacts that meet your conditions.
This ensures your segment is set up correctly and includes the right audience.
8. Click "Create Segment"
Finalize your dynamic segment by clicking the "Create Segment" button.
Your segment will now automatically update as customers meet or no longer meet the conditions.
Best Practices for Setting Up Dynamic Segments in Klaviyo
1. Use Clear and Descriptive Names
Naming conventions are crucial for keeping your Klaviyo account organized.
2. Combine Multiple Conditions for Precision
Mix behavioral and profile data for more granular segmentation.
3. Utilize Segments in Automated Flows
Dynamic segments can trigger automations like welcome series, re-engagement campaigns, or win-back flows.
4. Regularly Review and Update Segment Conditions
Ensure that your dynamic segments remain relevant by adjusting conditions as your business strategy evolves.
5. Avoid Over-Segmenting
Too many small segments can complicate your marketing strategy and dilute messaging.
Common Mistakes to Avoid When Creating Dynamic Segments in Klaviyo
❌ Using Static Lists Instead of Segments
Static lists do not update automatically. Always use dynamic segments for behavior-based targeting.
❌ Setting Broad Criteria
Overly broad conditions may lead to irrelevant targeting and lower engagement rates.
❌ Ignoring Segment Analytics
Regularly analyze segment performance to identify opportunities for refinement.
How to Use Dynamic Segments in Klaviyo Effectively
Personalized Campaigns: Send targeted offers or content based on dynamic customer segments.
Automated Flows: Trigger emails and SMS messages automatically when a customer meets specific criteria.
Improve Engagement: Focus marketing efforts on high-intent customers by using behavioral segmentation.
Conclusion: Ready to Create Dynamic Segments in Klaviyo?
Dynamic segments in Klaviyo provide a robust way to automate audience targeting and improve the effectiveness of your marketing campaigns. By setting up dynamic conditions, you can ensure that your messaging is always relevant and timely.
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