How to Filter Reports by Klaviyo Lists and Segments in Lifetimely

Filtering reports by Klaviyo lists and segments in Lifetimely helps you analyze customer lifetime value (LTV) across different marketing groups. This makes it easy to see which customer segments are most valuable and refine your strategy accordingly.

📌 Note: While lists and segments can be used for filtering reports, Campaign and Flow metrics are available in custom dashboards for deeper performance tracking.

Use Case: Identifying High-Value Customer Segments for Better Retention

You’ve been running email and SMS campaigns through Klaviyo and want to understand which customer segments are the most valuable over time. By filtering reports in Lifetimely using Klaviyo lists and segments, you can:

• Compare customer LTV between different segments (e.g., VIP customers vs. one-time buyers).
• Analyze whether SMS or email marketing leads to better long-term retention.
• Identify which segments have the shortest CAC payback period, helping you allocate your marketing budget more effectively.

With these insights, you can adjust your marketing strategy to focus on the segments that bring in the highest revenue, improve customer retention, and refine your acquisition efforts. 🚀

How to Filter Reports

1

 Open a Report

1. In Lifetimely, head to Lifetime Value > Cohorts.
2. This report helps analyze LTV trends over time.

2

 Apply Klaviyo Filters

1. Select Filter > Marketing.
2. Select Klaviyo list or segment as the filter type.
3. Choose a specific list or segment from the dropdown.

3

 Analyze Report Results

1. Review LTV trends across different Klaviyo segments.
2. Compare first-touch vs. last-touch attribution to understand acquisition impact.
3. Use additional filters (e.g., source/medium) to refine your analysis.

Outcome

Your reports are now filtered using Klaviyo lists and segments, giving you deeper insights into customer behavior and helping you optimize your marketing efforts.

Next Steps

• Identify high-value customer segments for targeted marketing.
• Adjust ad spend and email/SMS strategies based on LTV insights.
• Use Campaign and Flow metrics in custom dashboards for a deeper understanding of marketing performance.