Create and target segments so you can filter which subsets of customers are eligible to enroll in your referral campaign. For example, you can target loyal customers whose lifetime spend is more than $500 and send them bigger rewards.

Using segments is a great way to limit the audience of your referral program based on the conditions you set, or the specific contacts you select.

Using a segment in your campaign

Go to Campaigns and select All Campaigns.
Select your Live campaign and click Target Audience.
In the Target this segment dropdown, select one or more segments from the options. Or create a new one.
You can also exclude a segment by selecting one or more values in the Exclude this segment dropdown. This is optional.
Click Save Changes.

Creating a new segment

On the Target Audience page of your live campaign, click the Target this segment dropdown and select Create New Segment.
Choose either a Dynamic or Static segment.
- Dynamic - eligibility is based on the conditions you set.
- Static - only the selected contacts you import are eligible.
Type in the segment name and set up your segment.
Click Save Changes. Once saved, you can now target or exclude the new segment in your Target Audience settings.

Viewing segment contacts

Go to Contacts > Segments to view a list of Advocates that are members of your segments.

Note: Your campaign must be set to Live for the segment to take effect. Learn more

How does this impact your Advocates?

The table below outlines how Advocate enrollment is affected by segmentation. This applies to dynamic segments only. Customers are marked as Unenrolled when they do not meet the segment criteria you set for your campaign.

	Enrolled	Unenrolled
Referral link	Valid link to refer friends	Invalid link that no longer works
Emails sent	Sent automatically by default: Invite email Reminder email Reward emails	Sent automatically by default: Reward emails (unenrollment does not affect rewardable purchases that were made already)
Email subscription	Subscribed by default	Subscribed by default (Advocates may still need to be notified of eligible rewards OR future campaigns you may launch)
Rewards	Same as campaign settings	No new rewards generated Only approved and pending rewards prior to unenrollment will be sent

What’s next?

Learn when invite emails get sent & how Advocates enroll in your program
How to use RC segments with Klaviyo

💬 Need help? Click the chat widget on the right to start a conversation. Learn more

Widgets for your referral program

What do campaign emails & pages look like?

Advocate enrollment

Managing campaign email settings

Marking a purchase as referred