How do I move clients from one segment to another. ie if a client in ‘Best Customer’ segment and then subscribes and becomes a ‘subscription’ client, do I just kill it in the original segment. ie “Best customrer”. It seems to go in to subscription automatically but other segments i will have to move.
Also I don’t want to lose all their past sales history just because they have gone into a new segment because they are on subscription.
Thankyou. I am definitely losing sales because of this problem.
Best answer by Manny Singh
Not sure I quite understand how it’s working in the way you have it set up. Would you be able to send a screenshot.
If it’s a segment, your subscriber is always there on the master list and as long as they are in Klaviyo you won’t lose any data if the subscriber shows up in a different segment.
I’m thinking it could be as easy as adding another condition to your “Best Customer” segment to exclude the criteria that puts them in the subscription segment (or update a profile property when qualify for subscription and then use that an exclusion).
Let me know if you need further info on how to do that (and if so send screenshots of how your segments are set up :))