My audience is divided into three main categories: Private Individuals, Trade (UK and export), and Contract (UK and export). I also have different imports, lists, and segments in Klaviyo that I want to organise more accurately and efficiently. How would you recommend I best go about this?
Organising List and Segments
Best answer by Timmy Solomon
Hi @martha098,
Organizing your lists and segments is essential for efficient audience management and targeted marketing. Here’s how I’d recommend structuring them based on your audience categories:
1. Use Lists for Main Audience Categories
- Create separate lists for each of your main categories:
- Private Individuals
- Trade (UK and Export)
- Contract (UK and Export)
Lists should contain subscribers who signed up for specific communications or offers relevant to these categories.
2. Create Segments for Dynamic Grouping
Segments are ideal for grouping subscribers based on their behavior or attributes. For example:
- Trade (UK): Subscribers tagged as “Trade” and located in the UK.
- High-Value Private Individuals: Subscribers from the Private Individuals list who’ve purchased over a specific amount.
- Engaged Subscribers: Contacts from any list with a high open or click rate.
3. Organize Imports
- Tag imported contacts based on their origin or category. For instance, add tags like “Imported from CRM” or “Trade Export Contacts.”
- Use these tags to create segments for specific communications.
4. Maintain Clean Data
- Regularly suppress or remove unengaged profiles to keep your lists accurate.
- Use a dedicated unengaged segment to monitor inactivity and plan re-engagement or cleanup campaigns.
5. Label Lists and Segments Clearly
- Use consistent naming conventions to avoid confusion.
- Example:
List - Private Individuals
,Segment - Engaged Trade UK
.
- Example:
- Add notes in each list or segment for clarity on its purpose.
6. Test and Refine
- Test your setup by sending targeted campaigns to ensure your lists and segments are working as intended.
- Monitor analytics to identify areas where segmentation can be improved.
Let me know if you’d like further assistance or examples tailored to your setup!
Best,
Timmy Solomon
Klaviyo Email Marketing Spaecialist
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