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As much as I try I cannot get a segment that allows this:

  • February 23, 2026
  • 6 replies
  • 29 views

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i want to send an email to people that are able to receive marketing because they subscribed and have either opened or clicked on an email in the last 180 days but i also want to include new people that have subscribed since 23 february 2026. 

 

Whatever I do when I ask ChatGPT if my set up is correct it says it's not right! It say I'm getting the segments grouping wrong:

Is anyone able to send me a screenshot of what it should look like? I'm asking the Klaviyo help but it's taking days for their responses.  thank you. 

6 replies

  • Contributor I
  • February 23, 2026

sounds like this is what you’re looking for:

  1. filter for those who can receive marketing because they subscribed 
  2. create an and filter to include those who opened/clicked in the time period you’re interested in 
  3. create another and filter to include the new subscribers from the date you’re interested in. You want to select the exact list they subscribed to and then use the filter to select the date (i forgot to add the date filter in the first screenshot below)

The red outlines the steps, the orange outlines the conditions youre interested in and the yellow outlines the expected numbers in each group. the black cross out is the field where you specify which list those who subscribed since 23 feb joined on  

 

conditions without the 23 feb filter

the total number of people for the actual segment youre interested in (in this example account) is 0 because no one has subscribed since 23 feb (as seen below). if that date filter isn’t there, it would have been 100, as you see above. 

conditions with the 23 feb filter (all complete)

 


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  • Author
  • Contributor II
  • February 23, 2026

Hi thank you so much for taking the time to help me.  I'm still not sure I'm getting it (apologies i find following these flows really hard to follow).  I not sure why  i need to mention the list in your no.3 ? (my subscribers all just go to my Email List).  I just want to add on any extra subscribers that may have subscribed between 23rd Feb (when a newsletter went out and 2 march when this one will go out?  Is what I have below what you are saying is correct if so why have i got so many people in the last section where yours had none ? If i leave the last bit as an OR for people who subscribed after 23rd feb the whole segment goes to zero people.  I'm a very confused person! Thank you for your patience. 

 

 

 


retention
Partner - Platinum
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  • 2025 Champion
  • February 23, 2026

@KimBB - It looks good to me, the “in the List” is more specific since you can “Subscribed to Email Marketing” (but then you may have manually removed them from a List for some reason).  In your case, as I understand it, it shouldn’t make a difference.

Alternatively, it sounds like you’re using this Segment just for am upcoming Campaign, and this is a one time use of this Segment.  If that is the case, another approach when your Segment is too complicated, is you can just create two Segments and then use the Campaigns “include” (or “exclude”) - Klaviyo will automatically remove any duplicates in the same campaign (no one will get two emails if they belong to more than one campaign).  So you can create all your engaged audience, and then create another Segment of folks that subscribed after Feb 23rd. And send to both in the same Campaign.

Hope that helps!


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  • Author
  • Contributor II
  • February 23, 2026

hi thanks for your reply. yes its just for one campaign.  i think its best i don't complicate it further.  I've been warming a brand domain so after this one hopefully i can just keep them more simple and just send to engaged people who are subscribed each time or something!! I don't know why I find the logic so complicated, my brain functions on a different dimension 😅

 

 


  • Contributor I
  • February 24, 2026

hey ​@KimBB thanks for the update. as ​@retention said, the “in the List” is for specificity and to keep the conditions as clean as possible. 

As for why you’ve got 726 people, that’s because your last condition is an OR instead of an AND 

So, that second box, which features the settings: “opened at least once in the last 180 days, clicked at least one in the last 180 days, is in email list after 23 feb” is collecting everyone who fits any one of those conditions, not all of them 

That said, the simplest approach is to probably create two segments for this email campaign you’re intending to send. Here are the two segments: 

  1. someone can receive email marketing because they subscribed, AND, they either opened/clicked at least one in the last 180 days. This segment would be steps 1 & 2 from my first screenshot 
  2. someone can receive email marketing because they subscribed AND is in your [email list name], and joined after 23 Feb 2026 (step 3 in my second screenshot)

Then, when you configure your recipient settings for the one-off campaign you want to send, you’ll select both these segments.  It means you’ll send the campaign to everyone who has subscribed to you and engaged at least one with your email in the last 6 months AND you’ll send it to very new subscribers. Chances are, if you’ve got a welcome sequence, those subscribers from 23 feb will receive the welcome email anyway, and if they engage, they’ll fit into the first segment. But it sounds like you want to send this campaign to them even if they don’t engage in the welcome email/s 


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  • Author
  • Contributor II
  • February 24, 2026

Thanks so much, that makes sense.  I hadn't realised I could pick two segments at a time. So that’s good to know.  I think most of my confusion came from being given what seems to be the wrong info from support which was frustrating as i spend hours wondering where i was going wrong to realise it was not my mistake.