Thanks for attending today’s training! Below you will find all the referenced material and segment definitions from the interactive workshop. Please let us know if you have any neat ideas you would like to share with the group!

Segment definitions:

Build phase 1: engaged leads who haven’t converted

• If someone is or is not in a list- where list = main mailing list

  • By date added, in the last 60 days

(Make sure to cover all your lists!)

AND

• If someone is or is not suppressed: person is not suppressed

AND

• What someone has done (or not done): has clicked in the last 60 days

AND

• What someone has done (or not done): has placed order zero times over all time 

Build phase 2: holiday first time purchasers

• If someone is or is not in a list: person is in Beantown (or main mailing list)

AND

• If someone is or is not suppressed: is not suppressed

AND

• What someone has done (or not done): has placed order zero times before 11/15/2022 (or the start of your promotional period)

AND

• What someone has done (or not done): has placed order equals 1 over all time 

Build phase 3: Easy upsell

• If someone is or is not in a list: person is in Beantown (or main mailing list)

AND

• If someone is or is not suppressed: is not suppressed

AND

• What someone has done or not done: has ordered product in the last 60 days where Name equals coffee beans

AND

• What someone has done or not done: has ordered product zero times over all time where Name equals Beantown mug

Helpful resources: 

• Getting started with Klaviyo

• Deliverability certificate

• Getting started with segments

• Advanced segmentation reference