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Historical Data from Shopify in Klaviyo

  • 13 April 2023
  • 5 replies
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smileyrox
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Userlevel 3
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Hi Klaviyo Community,

 

I have an instance where a Shopify store was used for B2B sales. This Shopify store is no longer serving B2B, as a new tool is being used for the B2B part of the business and we want to use Klaviyo - Shopify for DTC. 

 

However, we are price conscious and signed up to the free plan as we would like to generate an income from e-mail marketing before signing up for the paid version. 

 

When creating our Klaviyo account, naturally Klaviyo synced with the Shopify store and historical data was pulled through (over 1,200 profiles) which obviously meant we no longer qualify for the free plan. 

 

However, the vast majority of these profiles aren’t relevant as they’re B2B and not DTC. 

 

What would be the best way to approach this? 

 

Should we add tags to the B2B profiles on Shopify and remove profiles with those tags from Klaviyo or how would you suggest we go about this? 

 

Ultimately, we don’t want the B2B profiles to sync with Klaviyo as they aren’t relevant to the DTC part of our business that we’d like to use Klaviyo for.

 

Any guidance will be greatly appreciated. 

 

Have a wonderful day further. 

 

Warm regards,

SmileyRox 💌

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Best answer by Bobi N. 14 April 2023, 07:08

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Bobi N.
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Userlevel 7
Badge +42

@smileyrox 

What you said as option can work, if you tag people with shopify tags then what you can do in Klaviyo is create a segment where property Shopify tag contains the tag that you will add to them in Shopify. Then you can either use that segment to exclude from all campaigns and also use the property to exclude those people from flows.

Another thing you can do if you add Shopify tag is when you create segment in klaviyo you can download it and then upload in suppressed profile and this way they wont be available for your email marketing and also the number of profiles would decrease on your Klaviyo account.

Or probably the easiest way to deal with this is if you are able to group this people in Shopify somehow, delete the list of all B2B subscribers directly from Shopify and then upload those directly into Klaviyo suppressed profiles. This way you don’t need to add tags and create segments in Klaviyo because you will be directly suppressing them.

Head Email Marketing Technician at Flowium
smileyrox
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Userlevel 3
Badge +6

Hi @Bobi N. 

 

Thank you for trying to help me.  Appreciate it. I’m going to add the tag on Shopify and supress those profiles. 

 

Appreciate your help. 

 

Have a great weekend! 

L
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Userlevel 2
Badge +7

If you no longer need the B2B profiles in Klaviyo and want to avoid paying for the higher tier plan, you can remove them from your Klaviyo account. Here are the steps you can follow:

  1. Create a tag in Shopify for the B2B profiles that you want to remove from Klaviyo. You can name it something like "Exclude from Klaviyo DTC".

  2. Go to your Klaviyo account and select the "People" tab.

  3. Use the search bar or filters to find the B2B profiles you want to remove. You can search by tag or by other identifying criteria like purchase history or email domain.

  4. Once you have identified the profiles you want to remove, select them and click on the "Bulk Actions" button.

  5. Choose the "Remove from List" option and select the list(s) you want to remove them from. Make sure to select all the lists they are currently in, including your master list.

  6. Finally, go to your Klaviyo account settings and disconnect your Shopify store from Klaviyo. This will prevent any new B2B profiles from syncing with Klaviyo.

By following these steps, you will be able to remove the B2B profiles from your Klaviyo account and avoid paying for the higher tier plan. You can then focus on building your DTC email list and generating revenue through email marketing.

David To
Rank
Userlevel 7
Badge +60

Hey @Lanresdev,

Just wanted to provide some more clarification on your response as I think there may be a misunderstanding on how Klaviyo’s billing works. Klaviyo bills based on the number of active profiles you have in your account. Removing users from a list, as you’ve suggested, is not the same thing as suppressing or removing/deleting profiles them from the account to lower your monthly subscription plan. 

It also sounds like your strategy is similar to that of @Bobi N. which is absolutely spot on!

@smileyrox, just to add to @Bobi N.’s strategy, if you already have your B2B customers separated or identified in your Shopify backend, you can save yourself the trouble of tagging these users. Instead, it would be easier to simply export those B2B customers and import them directly into your suppression list. 

If you plan on keeping them as active profiles, then the segmentation option would be my suggestions. I would also keep in mind that even suppressed profiles can become active again if they subscribe through a signup form again,

David

L
Rank
Userlevel 2
Badge +7

Thanks @David To 

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