Create a Segment Using Loyal-n-Save Data

Create a Segment Using Loyal-n-Save Data

Once customer profiles and loyalty data are synchronized, you can use Loyal-n-Save metrics and profile properties to create dynamic customer segments.

Before You Begin

Before creating a segment, make sure:
  1. The Loyal-n-Save integration is connected to Klaviyo.
  2. Customer profiles and applicable Loyal-n-Save metrics have been synchronized.
  3. The metric or profile property you want to use is available in Klaviyo.
To review available Loyal-n-Save metrics, navigate to Analytics → Metrics. For a complete list of synchronized metrics and profile properties, see Loyal-n-Save Data Reference.

Create the Segment

  1. In Klaviyo, navigate to Audience → Lists & Segments.
  2. Click Create and select Segment.
                                                                                                                                          Figure 1.0
  1. Enter a name for the segment.
  2. Select any applicable tags.
  3. Click Create segment.
                                                            Figure 1.1
  1. Select the condition you want to use to define the segment.

Choose a Loyal-n-Save Segment Condition 

  1. Select What someone has done (or not done) to create a segment based on a Loyal-n-Save metric, such as Viewed Coupons, Purchase Event, Customer Visit, or Coupon Earned.
  2. Select Properties about someone to create a segment using synchronized profile properties, such as interests, signup_date, can_email, can_text, or eaiv_verified.

Example: Customers Who Viewed a Coupon 

To create a segment of customers who viewed a coupon during the last 30 days:
  1. Select What someone has done (or not done).
                                                                                                                                          Figure 1.2
  1. Select the Loyal-n-Save metric Viewed Coupons.
  2. Set the frequency to at least once.
  3. Set the timeframe to in the last 30 days.
                                                                                                                                                Figure 1.3

Klaviyo will dynamically include customers who meet these conditions.

Additional Segment Examples

You can create other segments using Loyal-n-Save data, such as:
  1. Customers who completed a Purchase Event within a specific timeframe.
  2. Customers who earned or redeemed a coupon.
  3. Customers who have or have not recorded a Customer Visit recently.
  4. Customers who viewed a campaign or Swag Shop item.
  5. Customers based on synchronized profile properties such as interests, signup date, or marketing consent.
The metrics available depend on the Klaviyo Plan and add-on modules configured for the FTx Control Center account.

After the segment is created, Klaviyo automatically updates its membership as customers meet or no longer meet the configured conditions. You can use the segment to target campaigns, filter flow audiences, or personalize communications using Loyal-n-Save customer activity and profile data.

Additional Resources