Segment Analysis

By analyzing campaign performance by segment, you can quickly identify which audiences engage, click, and convert the most. This makes it easier to answer questions like:

• Which segments respond best to our campaigns?

• Which campaigns perform best for specific audiences?

• Are certain segments overperforming or underperforming compared to the average campaign?

How It Works

Segment Analysis uses a campaign performance export from Klaviyo to analyze how each segment performed across campaigns.

To run an analysis:

1. Navigate to Create Campaign Report in Klaviyo

2. Remove the default fields

3. Add the exact fields, in order

1. Add the Placed Order Value Sum and Total Sum

2. Check the Group by Campaign and List / Segment

3. Choose the timeframe you want to analyze

4. Save and download report

Once uploaded, the file will remain available for future analysis. You can upload a new CSV anytime to refresh the data with a more recent timeframe.

What You'll See

Segment Current vs Previous Period

This view compares how a segment performed in the current time period versus the previous one.

Segment vs Campaign Average

This view compares how a segment performed relative to the average campaign performance from the selected period. This helps you identify high-performing audiences, segments that may need different messaging, and audiences that consistently outperform the average campaign.

Segment Performance Over Time

This view shows performance trends for a segment across time.

You'll see metrics like Deliveries, Open Rate, Click Rate, and Revenue per Recipient.

Tracking these trends helps you understand how engagement and revenue from a segment changes over time.

Campaigns with Segment Breakdown

This view provides a faster way to see the audience breakdown for each campaign. Instead of manually checking the audience breakdown in Klaviyo, you can quickly see how different segments performed for each campaign.

Best Campaigns by Segment

This view flips the analysis and shows which campaigns performed best for a specific segment. Instead of looking at the total campaign performance, it shows how that individual segment performed within the campaign.

Common Use Cases

• Identify high-performing audiences
  Understand which segments consistently outperform the average campaign.

• Optimize targeting
  Use insights to send specific campaigns to audiences that engage the most.

• Analyze campaign effectiveness by segment
  See which campaigns perform best for different customer groups.

• Spot engagement trends
  Track how segment engagement changes over time.

Segment Analysis vs Segment Cohorts

While both tools analyze segments, they answer different questions.

If you want to understand the long-term value of a segment, use Segment Cohorts.