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How to Tag Lists/Segments for Random Sampling and Testing

  • 5 February 2021
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How to Tag Lists/Segments for Random Sampling and Testing 


As you use Klaviyo, there may be instances when you need to pull random samples of a list in order to determine how engaged its members are. This is especially common when migrating from an email service provider that does not provide customer engagement data in list exports. 

 

Klaviyo provides a built-in tool that automatically creates random samples of a list, as detailed here. However, if you have pulled multiple random samples from the same list, you may run into a scenario where the same profile exists in multiple segments. If you are sending the same campaign content to different segments, you won’t want profiles to receive the same content more than once. 

 

In order to avoid this, assign a custom property to each profile in the targeted list/segment to help with the sampling process. Below are steps for accomplishing this: 

First, Identify the list/segment you need to sample and export it as a CSV file.

Remove all columns in the CSV except for the first column for email.Then, add a second column and title this "Sample Bucket" (or something that you can identify as the property to delineate the samples).

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In the second column, enter in the following formula:

=INT((ROW(B1)-1)/100)

Use this article as a guide: https://www.extendoffice.com/documents/excel/3516-excel-increment-number-every-x-rows.html
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Once this formula is entered, the value of that cell should be 0.

Copy the formula down for the rest of the cells. You will then see that, for every 100 cells, the number increments by 1, so cell 102 will show 1, cell 202, will show 2, and so on.

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Import this CSV as a separate list in Klaviyo.

Now, you can create samples of 100, using this custom property.To capture the first 100 profiles, create a segment where: "Properties about someone > Sample Bucket equals 0"

To capture the next 500 profiles, create a segment where:

  • "Properties about someone > Sample Bucket is greater than 0 AND Sample Bucket is less than 6."

  • This will capture profiles with sample numbers 1-5. Here's an example: 

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This will let you create samples without overlapping profiles. 

 


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