How to create a segment in the campaign wizard

Estimated 2 minute read
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Updated Apr 22, 2025, 12:55 PM EST

You must have a paid Klaviyo account to use this feature.

Learn how to create a new segment while creating a campaign. Use AI with natural language inputs to generate a segment that you can edit without leaving the campaign wizard.

Before you begin

Before you begin

This guide only covers how to quickly build a segment within the campaign wizard. For in-depth information about creating and editing segments, see the guides below:

Generate a new segment in the campaign wizard

Generate a new segment in the campaign wizard

The option to create a new segment will appear in the Recipients step of the campaign wizard.

  1. Navigate to the Campaigns tab.
  2. Click Create campaign.
  3. Choose a name, type, and tags for the campaign, then click Continue.
  4. On the Recipients step, click the text box in either the Send to or Don’t send to field. 
  5. Instead of choosing an existing list or segment, type out a sentence or phrase describing your desired segment.
  6. Click Generate new segment at the bottom of the dropdown. 
    • It may take a moment for the segment to generate depending on the complexity and the amount of profiles expected to fit the definition.
  7. After a preview of the segment displays, you have 3 options:
    • Click the trash icon to delete the generation and start over.
    • Click Edit to open up the segment editor modal to manually modify the definition.
    • Click Create, then name the segment and use it in your campaign.

  8. Continue through the campaign wizard to schedule and send your campaign. Follow these guides for more information:

If you are expecting a large amount of profiles in the segment, wait a few minutes for the new segment to fully populate before scheduling the campaign to ensure all recipients are included.

If you choose to create the segment, it appears in the Send to or Don’t send to field for use in your campaign. You can continue to generate more segments or choose existing lists and segments to add.

Segments you create through the campaign wizard remain in your account and can be used in future campaigns.

Segment AI input examples

Segment AI input examples

  • Engaged profiles last 30 days
  • Unengaged profiles last 365 days
  • Someone who has viewed a product and not made a purchase in the last 60 days
  • Someone who has started checkout or viewed a product but never placed an order
  • Everyone who lives within 100 miles of Boston, MA
Additional resources

Additional resources

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