How to segment subscribers by assigned coupons
You will learn
Learn how to segment subscribers by the coupon sent to them.
The Coupon Assigned metric records on a profile when they receive a dynamic coupon, and logs the coupon’s key details (i.e., Coupon ID, Coupon key, Coupon expiration date and Unique code, if applicable). This allows you to easily identify and group profiles who have (or have not) received a specific coupon.
Before you begin
You can segment based on an assigned coupon after Klaviyo records at least 1 Coupon Assigned event from a unique coupon sent in a message or sign-up form. Static codes do not create this event. If you have not sent any unique coupons yet, head to getting started with coupon codes in Klaviyo.
Coupon Assigned events are only available for coupons assigned on or after January 9, 2024. These events cannot be backfilled.
Key coupon details
- CouponID
An uneditable numeric ID for a specific coupon version. To find the ID for a sent code, open the recipient’s profile, find the Coupon Assigned event in their activity, and select Activity details. Copy CouponID from the event. You can also find a coupon ID in its URL under Content > Coupons, but the URL can show the original version’s ID after the coupon is edited.
- CouponKey
The name that you gave to the coupon set in Klaviyo. To find the CouponKey, navigate to Content > Coupons and copy the name from the Coupon column. The same CouponKey can apply to multiple versions of a coupon, so use it to group assignments across versions with that name.
- UniqueCode
The individual code assigned to a profile. Use this filter to identify the profile that received a particular code. To find the UniqueCode, navigate to Audience > Profiles, select the individual profile, then open the Details tab. In the Coupons section, copy the code from the Code received column.
Create a segment of subscribers with a coupon assigned
In this example, we’ll create a segment of profiles who have received a specific coupon.
Coupon assignment alone does not mean a profile is subscribed to marketing. If you want only subscribers in this segment, also add a subscription condition for the channel you plan to use.
- Navigate to Audience > Lists & segments.
- In the top right corner, select Create > Segment.
- Enter a name for your segment. If you’re in the Create segment panel, click Create segment to open the segment builder.
- Create the following definition:
What someone has done (or not done) > Coupon Assigned > at least once and select the timeframe for the coupon assignments you want to include. Choose over all time to include all recorded assignments.
- Click the Add filter icon for the Coupon Assigned condition.
- Under Select a dimension, select the property you want to filter by: CouponID, CouponKey, or UniqueCode. These terms are defined above in the Key coupon details section.
- Next to equals, paste the corresponding ID, name, or code depending on which property you selected. For example:
CouponID > equals > 2930901.
To include profiles who received any of several coupons, click Add condition, choose OR between the conditions, and repeat the Coupon Assigned condition with a filter for the next coupon.
- Click Create segment.
Once you’ve created one Coupon Assigned segment, it’s easy to create variations with different coupons specified by cloning the segment and building upon that foundation.
Next steps
In your future messaging you can:
- Include this segment to target subscribers who have received a certain coupon and encourage a purchase.
- Exclude this segment to avoid sending unintended, additional coupons to those who have already received one.
Coupon Assigned tracks assignment, not redemption. For Shopify, WooCommerce, PrestaShop, and Magento 2 coupons tracked in Klaviyo, syncing an order with a matching coupon code can record a Coupon Used event. Once your account has recorded this event, you can segment on Coupon Used and filter by CouponID, CouponKey, or UniqueCode to identify coupon usage. Coupons with recorded usage appear as Used on a profile. If usage has not been reported to Klaviyo, a coupon can still appear Active until its expiration date, even if it has been redeemed.