How to exclude recent purchasers from a campaign

You will learn

Learn how to skip recent purchasers from promotional campaign messages. Excluding these customers from certain messaging means they won’t be inundated with emails or texts after they’ve already converted, or be confused by a promotional offering they’ve already used.

Create a recent purchasers segment

To exclude recent purchasers from a campaign send, you must first identify them using a segment.

1. Navigate to Audience in the left sidebar in Klaviyo.
2. Choose Lists & segments.
3. Click Create New.
4. Choose Create segment.
5. Add a descriptive name, like Recent purchasers.
6. Create a segment with the following definition:
   • What someone has done > Placed Order > at least once > in the last 3 days
     

7. Click Create Segment.

You can adjust the timeframe of the segment based on your business needs (e.g., 24 hours, 10 days).

Exclude recent purchasers from a campaign

After creating this segment, you can exclude it from any campaign send. To do so:

1. Create an email, SMS, or push campaign as you normally would.
2. Select the + Don't send to button.
   

3. In the Don’t send to field, choose the recent purchasers segment you made in the last step.
   

4. Schedule or send your campaign.
5. Important: if you are scheduling an email campaign to send in the future, check Determine recipients at send time during the scheduling step.
   

Outcome

Once you’ve created a segment of recent purchasers and excluded them from your next campaign send, you can rest assured that subscribers who make a purchase after receiving an offer from you will not become frustrated by receiving additional messages about the same offer.

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