Welcome to your comprehensive guide on creating and utilizing Konvo segments effectively. Whether you're a customer support agent looking to streamline your workflow or a marketer aiming to target specific customer groups, this guide will walk you through Konvo's segmentation features.
Learn how to use conditionals, create nested groups, and use various variables to reach exactly the customers you need. By mastering these techniques, you'll be able to provide more personalized support, run targeted campaigns, and ultimately enhance your customer engagement strategies.
Let's dive into the world of Konvo segments and unlock their full potential for your business!
1. Conditionals
The first thing we need to understand is how conditions work.
You can create segments with as many conditions as you want, linked by 2 types of conditionals:
1. AND = both conditions have to be true
In this example, only those contacts that meet both conditions will be part of our segment:
They have a "Support Tag" = VIP, and also (AND)
Have a "Support Tag" = Works at Konvo
Contact | Support Tag 1 | Support Tag 2 | Meets Conditions |
John | VIP | Works at Konvo | ✅ |
Maria | VIP | - | ❌ |
Christina | No VIP | Works at Konvo | ❌ |
Patrick | Offline | Test | ❌ |
2. OR = one of the conditions has to be true
In this example, all contacts that meet any of the conditions will be part of our segment:
Have a "Support Tag" = VIP, or (OR)
Have a "Support Tag" = Works at Konvo
Contact | Support Tag 1 | Support Tag 2 | Meets Conditions |
John | VIP | Works at Konvo | ✅ |
Maria | VIP | - | ✅ |
Christina | No VIP | Works at Konvo | ✅ |
Patrick | Offline | Test | ❌ |
2. Creating Groups (Nesting)
If you want to do more complex segmentations, you can also use groups of conditions.
You can create as many groups as you want, with as many conditions as you want, and the logic of the conditionals applies to them in the same way as above.
1. AND = both groups of conditions have to be fulfilled
In this example, only those contacts that meet both conditions will be part of our segment:
They have a "Support Tag" = VIP, and also (AND).
They meet one of the two conditions:
They have a "Support Tag" = Works at Konvo, or (OR)
They have a Support Tag = Test
Contact | Support Tag 1 | Support Tag 2 | Meets Conditions |
John | VIP | Works at Konvo | ✅ |
Maria | VIP | - | ❌ |
Christina | No VIP | Works at Konvo | ❌ |
Patrick | Offline | Test | ❌ |
2. OR = one of the groups of conditions has to be fulfilled
In this example, all contacts that meet one of the conditions will be part of our segment:
They have a "Support Tag" = VIP, or (OR).
They meet one of the two conditions:
They have a "Support Tag" = Works at Konvo, or (OR)
They have a Support Tag = Test
Contact | Support Tag 1 | Support Tag 2 | Meets Conditions |
John | VIP | Works at Konvo | ✅ |
Maria | VIP | - | ✅ |
Christina | No VIP | Works at Konvo | ✅ |
Patrick | Offline | Test | ✅ |
3. Variables
In general, you can use 3 types of variable depending on their origin:
Contact Variables Variables that are automatically associated to all contacts based on their interaction with Konvo.
Konvo Properties Variables that depend on specific properties that you have created in Konvo.
💡 To understand how they work in detail, refer to this guide: Contact data properties
Klaviyo Properties All variables associated with the Klaviyo profiles of your contacts.
💡 To understand how they work in detail, refer to this guide: Klaviyo: using variables in segments
Finally, there are different numerators you can use to filter your variables.
For text variables, the numerators are:
contains
doesn't contain
For variables with dates, the numerators are:
is before = before date X
is after = after date X
is = exactly on date X
is not = any date except X
🚨 Klaviyo variables have some differences, to understand how they work in detail visit this guide: Klaviyo: using variables in segments