Help Creating a Segment

Question

Hi everyone! Seeking assistance with creating a dynamic list on Klaviyo and would like to tap into all of your collective knowhow.

So here is what I am trying to accomplish.

I would like to create a dynamic list with the following criteria:

1. Order Date is between 7-14 days (so 1 week after purchase)
2. Order status is unfulfilled

The idea is to create a campaign which would be able to send automated emails to customers that have unfulfilled orders between 7-14 days. Then we would create another campaign which would send automated emails to customers with unfulfilled orders between 14-21 days, etc.

New here to Klaviyo and just getting the hang of things, so any tips would be greatly appreciated!

Have a good day!

Bobi N. · Accepted Answer

@JamesAmpereFrom what you explained you need a Segmentbecause there are no Dynamic lists in klaviyo.I would advise this definitions setup:placed order at least once in the last 14 daysplaced order zero times in the last 7 daysfulfiled order zero times in the last 14 daysAnd then you can clone this segment change the name and just change the days to:placed order at least once in the last 21 daysplaced order zero times in the last 14 daysfulfiled order zero times in the last 21 days

Dov · Answer

Thanks for your question@JamesAmpereand welcome to Klaviyo! We’re thrilled to have you onboard.And thank you @Bobi N.for putting together those segment definitions.@JamesAmpere, you pose a great question andI think it’sworth clarifyinga few things.As Bobi points out, in Klaviyo, a dynamic list is the equivalent of what we’d call a segment. In a nutshell,segments are defined by a set of conditions i.e. placed order in the last X amount of days (and typically are followed by subsequent conditions).Lists, on the other hand, are static and will only grow or shrink as people either subscribe or unsubscribe. I recommend having a look at our article herethat describes the differences between segments and lists in greater detail.I also recommend having a look at our articles on flowsand campaigns. Typically if you’re looking to automate a process, a flow should be used rather than a campaign. Fundamentally, this is because campaigns are designed for one-time sendingto a pre-established target group of contacts, like aregular newsletter.When you’re deciding which sending medium to use, think about ifyou want this to be an automated process or a one-off (or two-off)send.I recommend looking into the flow triggersused to trigger a flow as well.I hope that’s helpful!

Sign up

Use your Klaviyo credentials

Log in to the Community

Use your Klaviyo credentials