Overview

Klaviyo provides powerful tools to segment customers for targeted campaigns and deeper insights. Segmentation in Klaviyo can be performed in two distinct ways:

1. Segmentation within Metrics

2. Creating Segments

Each method serves a unique purpose, depending on whether you want to analyze specific event data or build dynamic customer lists for campaigns.

1. Segmentation within Metrics

This approach allows you to filter and analyze data directly within a specific metric, enabling you to understand customer behaviors and trends tied to particular events.

Steps to Segment within Metrics

1. Edit the desired metric in your Klaviyo account.
   

2. Go to the "Activity feed" tab.
   

3. In the Filter by section, review the list of available keys used in the event parameters.

4. Apply filters based on these keys to refine customer data.
   

                                                                                                                                                                                                     Figure 1.0

1. Select the Value to filter the profile.
   

Note: JSON fields are not supported. Filtering based on JSON key values is currently not possible within Klaviyo.

Use the “On or before” date filter to narrow your results to specific timeframes for more precise insights.

2. Creating Segments

Creating a segment is ideal for building dynamic lists of customers who match specific conditions, which can be used in email campaigns, loyalty promotions, and analytics.

Key Tip for Survey Data

Since survey selections are synchronized as comma-separated values, always use the “contains the text” condition when filtering by this property. This ensures Klaviyo correctly matches each selection within the list of values.

Steps to Create a Segment

1. Navigate to the Lists & Segments section in the Klaviyo dashboard.
   
2. Click Create List / Segment, then select Segment.
   
3. Name your segment (e.g., Survey Completed – Coffee Enthusiasts).
4. Define conditions based on your metric or profile property, ensuring you select “contains the text” when filtering multi-value fields like survey selections.
   

1. Click "Create segment" to finalize.
   

Use Cases

• Behavioral Analysis: Identify customers who triggered a specific event within a timeframe.
• Targeted Campaigns: Send tailored communications to customers who match specific survey preferences.
  
• Dynamic Lists: Maintain real-time segments that automatically update as new customer data flows into Klaviyo.