How to use custom objects in segments

You will learn

Learn how to use custom objects in segments so you can create groups of customers based on object data.

Before you use custom object data in segmentation, create an object and define its relationship to profiles.

Build segments using object data

Just like profile properties, you can use object data to personalize your marketing through segmented groups of customers.

Learn how to use segments in Klaviyo.

To build a segment using object data:

1. Navigate to Audience > Lists & segments. Click Create > Segment.
2. If a naming panel opens, enter a name and click Create segment to open the builder. Otherwise, enter a name in the segment builder.
3. Select Properties about someone in the Select a condition dropdown.
4. Select the object you want to use in your segment condition from the Object group. All your available objects are listed here.
5. In the Person row, choose a record count condition and enter a number if the condition requires one.
6. Select an object property to filter on in the where row. If the row is not shown, click the filter icon (Add filter condition).
7. Select an operator, such as equals, does not equal, or is greater than or equal to.
8. Enter or select the value required by the operator. The available controls depend on the property type; for example, a date property uses date controls.
9. To add another property filter, click Add filter condition and choose its property, operator, and value.
10. When your conditions are ready, click Create segment to save the segment.

Filtering object conditions

You can filter object conditions to only allow profiles with records that meet your requirements to enter a segment. Object conditions in the segment builder can be filtered by:

1. The number of object records that a profile has.
2. The specific object property values for each object record.

You can apply up to 4 property filters to an object condition, in addition to its record count condition.

Example segments using object data

Pet object

Say you have a Pet object that contains data about customers’ pets. You may want to create segments like:

• Profiles that have at least 3 cats, to target with coupons for bulk products like litter and food.
• Profiles with dogs under the age of 1, to target with marketing specific for pet owners with puppies.
• Profiles with dogs of a specific breed, for targeted marketing campaigns featuring dogs similar to their own.

Appointment object

Say you have an Appointment object that contains data about customers’ appointments. You may want to create segments like:

• Profiles that have an upcoming appointment, to send them reminders.
• Profiles that all have appointments with the same person, to send them updates when their availability unexpectedly changed.
• Profiles that had a good experience during their appointment, to target with review requests.

Additional resources

Getting started with custom objects

Getting started with segments