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 will only be able to segment based on an assigned coupon if you have delivered at least 1 coupon to a subscriber in a message or sign-up form. If you have not sent any coupons yet, head to getting started with coupon codes in Klaviyo. 

Key coupon details

• CouponID
  The internal ID of the coupon set assigned in Klaviyo. To find the CouponID, navigate to the Coupons tab, select the coupon, then copy the 7-digit code in the URL.
  
• CouponKey
  The name that you gave to the coupon set in Klaviyo. To find the CouponKey, navigate to the Coupons tab and copy the name from the Coupon column.
  
  

  A CouponID is an uneditable code given to a specific coupon set when it’s created. A CouponKey is editable, and can apply to more than 1 coupon set if they have the same name. For example, say you create a coupon named “Welcome15” that has the CouponID “1234567.” Then, you delete the “Welcome15” coupon. If you created a new coupon 3 days later and again name it “Welcome15,” then your new coupon would have the same CouponKey as the first coupon you created (“Welcome15”), but it would have a different CouponID (e.g., “6543210”)..

• UniqueCode
  The code assigned to a unique profile. Because there is 1 unique code per profile, you can create a segment with this filter to identify which profile received a certain code. To find the UniqueCode, navigate to the Profiles tab, select the individual profile, then 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. 

1. Navigate to Audience > List & segments.
2. In the top right corner, select Create new > Segment.
3. Name your segment. 
4. Create the following definition:
   What someone has done (or not done) > Coupon Assigned > at least once and specify the timeframe in which you initially sent the coupon.
   Coupon Assigned at least once in the last 30 days." width="586" height="350"
   
5. Click Add Filter. 
6. Under Choose property, select which property you’d like to identify and group (e.g., CouponID, CouponKey, UniqueID). These terms are defined above in the Key coupon details section.
7. Next to Equals, paste the corresponding ID, name, or code depending on which property you selected. For example:
   CouponID > equals > 2930901
   
   

   Use the OR button to input an additional coupon if you would like the segment to include multiple coupons that a profile may have received.

8. 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.