Lists, Segments, and Profiles

Learn about the profiles in your account as well as how to create lists and segments.

  • 1,143 Topics
  • 3,151 Replies
Dov
Dov
solved this question

Facebook lead gen: adding emails to main list

Hi @KrisDaria,Thanks for sharing this question with us and welcome to the community! We’re so glad you’re here.Yes, this is completely possi...
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Dov
Dov
solved this question

Tips on back-populate with imported lists

Hi @Wanderist,Thanks for sharing this with us. Welcome to Klaviyo - we’re thrilled to have you on board with us!The answer here is yes! If y...
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Dov
Dov
solved this question

Self-Segment Poll

Hi @kbb,Thanks for sharing this question with us. And thank you @SeanMcC, for your ideas here. Hi The first thought I have here is how have...
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1143 Topics

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Contributor I
themichaelwillyContributor I
asked in Lists, Segments, and Profiles

Uploading and maintaining an offline opt-in list

Hi. Our customers opt-in to email marketing via our app. There is no quick and easy way to integrate with Klaviyo.Each week, I get an email list of all of our opt-ed in customers -- let’s call it “All Users”.Unfortunately, the list is a lifetime list and there’s no way to sort by date. Thus each time I upload “All Users” it’s a lifetime list of all opt-in customers. I can’t distinguish new vs. old. Herein lies the problem:Our old marketing assistant was manually uploading these lists and marking “Yes, update subscription status for all imported contacts to ‘subscribed’. His thought was that if someone was suppressed, they would stay suppressed.My concern is that he was re-opt-ing in people who already unsubscribed every time he ported in the new list.Our hope is that we didn’t need to turn this into a major forensic analysis project every single time we uploaded our user base of opt-ins. We certainly don’t want to resubscribe those who unsubscribed. However, we want to get all net-new

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Omar
Partner - Platinum
2 months ago
K
Contributor I
KelUKContributor I
asked in Lists, Segments, and Profiles

Trouble importing a list and understanding profiles in my account

Hi, I am completely new here 😀 A marketing company we were paying for to do Klayvio have left me stranded with a messed up account. I don’t have a clue really what I am doing and because the set up stage has been done by someone else which seems a mess, it seems so confusing to me. I have watched videos, but none of them seem to show the issues I have. If I could start it from scratch I would, but we already have some contacts in there now.Question 1I logged in yesterday to have a look and try and upload a csv file from another marketing platform we have, with no joy. I have checked the date and everything of the file but it still fails. The list had the customer email, first name, last name and date consented only, so I am not sure what I am doing wrong.Question 2When I logged in is showing me we have 2540 counts under profiles, not in any list, however, today the profile count is the same but I cannot view any emails now. Has anyone else had this issue of them not showing? Question

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David To
Community Manager
4 months ago
C
Contributor I
ChevonneContributor I
asked in Lists, Segments, and Profiles

Importing a new list overrides the existing suppressed/unsubscribed profiles

When I upload a new list to Klaviyo using a Shopify Customer csv file, there might be multiple profiles that already existing in Klaviyo. Some of those profiles may have unsubscribed from previous email campaigns. When I upload the new list the suppressed profiles on Klaviyo get affected and are shown as “subscribed” again.How to I prevent this from happening and ensure that any profiles that have unsubscribed from email campaigns remain this way?

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C
Contributor I
3 months ago
Dang Le
Contributor IV
Dang LeContributor IV
asked in Lists, Segments, and Profiles

How to create unengaged segment with condition "didn't engage over the last X number of emails"

Hello Klaviyo community!Hope everyone’s having a good day!I am creating a segment for unengaged profiles, which condition setting contains they receive at least X number of emails and didn't click and open for Y number of days. I am not sure how to figure out the optimized number for this X and Y. I contacted Klaviyo support, and they recommended that “You can modify this number depending on how often you send to your customers and the type of products you sell. If you send daily, make this number higher.”Related document: https://help.klaviyo.com/hc/en-us/articles/115005078347The problem is our sending habit (how often we send to our customers) tends to be instable and fluctuate for now. We’re having punch of stores, segments to work on. At some point, we’ll be sending a decent amount of email for one of our store/segment, but sometime we’ll be most likely sending nothing but the email flows we set up (no campaign). So for example, if I set the segment to “receive at least 10 emails a

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Dang Le
Contributor IV
2 months ago
M
Contributor I
mcmmContributor I
asked in Lists, Segments, and Profiles

How to exclude 0 to 0.01€ orders from being considered as purchases?

Hello, On my company’s website, it’s possible to order a sample of our product for free and on Shopify these sample requests show as orders.I want to set up a segment for repeat buyers, but I don’t know how I can exclude sample orders from being considered as orders and only count the clients who ordered real products. Even if I add the filter of order product value as greater than 1 + placed order is greater than 1, the segment will still count the sample orders as “real orders” and clients who just ordered a sample and another product will be considered as repeat buyers. How should I proceed? Thank you.

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In the Inbox
Partner - Platinum
19 days ago
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Contributor I
Sergio BisioContributor I
asked in Lists, Segments, and Profiles

Can Klaviyo Profiles Show Ad Activity (e.g., ad engagement/clicks) Similar to HubSpot?

Hello,I'm trying to gain a deeper understanding of the customer journey on my website and through my ads using Klaviyo. Previously, we utilized HubSpot which allowed us to see activity related to Google and Facebook ads within each profile. Does Klaviyo offer a similar capability? If not natively, are there any integrations or tools that could achieve this?Gaining a comprehensive view of the complete journey is essential for us.Thank you!

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S
Contributor I
12 days ago
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Contributor I
YoavshafContributor I
asked in Lists, Segments, and Profiles

Using Multi Checkbox in CONDITIONAL SPLIT Flow

Hey Hey,I’m trying to create a signup form that has a multi check box and then using the answers in a email flow.I want to send a different emails for each property that is marked.Can someone help?I can’t find any of one of properties i’ve created under the “Properties about someone” in flow filtering.  

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Y
Contributor I
2 months ago
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Contributor I
ewitmanContributor I
asked in Lists, Segments, and Profiles

Randomly Segment a Segment

We currently have a segment template we use lets call that our “mailable list”. I would like to build 2 new segments based on that segment. There would be randomly split into 75% and 25% but that 75 and 25 should remain the same. So if Joe smith gets placed in the 75% segment he would remain there throughout. But if they no longer meet the requirements of the original segment they would fall off like normal. And any new people that meet these requirements would go between both new segments keeping the 75-25 split. Is this even possible?If so how would i go about doing this split?

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Jessica eCommerce Badassery
Partner
12 days ago
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Contributor I
effiespaperContributor I
asked in Lists, Segments, and Profiles

Create segment by $source from subscribe link

Ultimately, I want to place a subscribe link in my Instagram stories, and then those customers who sign up to our main list via that link are segmented by having signed up via IG.I have read through multiple community & support articles but none seem to directly address my situation.It seems that the best way to do this is to create a segment by $source. ($source would be IG Stories.)I know I can create a link to the subscribe page, which can be placed on an IG story. However, the $source associated with these signups will just be the Subscribe Page, and isn’t specifically indicating the customers came from IG. (I tested this, and the profile didn’t show that the signup came from IG.)From another post:Additionally, if you are using a Klaviyo sign-up form, we will track a $source value along with the form submit. You can create a segment using $source (Properties about someone > $source equals “name of Klaviyo signup form”) AND is in list X to group everyone who has signed-up thr

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David To
Community Manager
4 months ago
KrisDaria
Partner - Silver
KrisDariaPartner - Silver
asked in Lists, Segments, and Profiles

Facebook lead gen: adding emails to main list

I have a client who is in Canada and segments their list based on a Profile property Language = en or Language = fr. If we use Facebook lead gen ads to synch new emails to their main Newsletter list, is there a way for us to capture data from facebook Facebook to automatically add with the Language property setting based on the ad or form used to capture the lead?

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V
Contributor I
28 days ago
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Contributor I
LukasK1Contributor I
asked in Lists, Segments, and Profiles

Upload Users with consent and double opt-in

Hi community I’m working on migrating to Klaviyo from another system.  I understand that I can set the consent for “EMAIL” easily via CSV upload. I also understand that consent = [“EMAIL”] does not mean double-oped-in in Klaviyo Logic. (What is the difference between double-opted-in and Email-consent?) I understand that when migrating my contacts I’ll definitely lose the double-opt-in information from the previous system and that the workaround would be to resend a double-opt-in Email to the list of imported users - which is not workable as I would lose some of my contacts simply due people not replying (open-rate / click-to-open). Alternatively I could add custom properties to the imported users and stitch together my newsletter segments from the two types:newly joined people who have received a Klaviyo-nativ DOI mail and opted in imported users where the custom properties indicate that the this person gave us at some point in the previous system their double-opt-ed inIs that correct?

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Contributor I
2 months ago
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Contributor I
germancynicContributor I
asked in Lists, Segments, and Profiles

Need help: Back in Stock Email will be sent out to recipients after its DOI confirmation only

Hey klaviyo community,as some of you may know German regulatories are strict on online marketers here. Therefore to be able to send a Back in stock/ Back in order flow to the people who signed up for it, I must have their consent via double opt in mail before.The problem: Back in stock is a metric not a list and therefore no DOI can be triggered over the affiliation of a profile to a list.I would need something like this:Trigger: When someone Subscribed to back in StockIService Email: Send out Double Opt In Mail.IBack in Stock Delay: Wait until recipients item is back in stock AND recipients consented to marketing mail via DOIIBack in Stock: Email #1Can somehow help me with that? My logical thinking is not strong enough 😅   

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Contributor I
6 days ago
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Problem Solver I
MaxwellProblem Solver I
asked in Lists, Segments, and Profiles

Link to subscribe?

I have a “sign up to our newsletter” button on our website. I built the form with HTML. How do I link the “subscribe” button to have people brought into my Klaviyo List?

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M
Problem Solver I
6 months ago
K
Contributor I
kellydoull76Contributor I
asked in Lists, Segments, and Profiles

Feature Request - Bulk Upload Email Addresses for List Suppressions

We currently manage our subscriptions using lists which matches our ERP (backend) application.We continuously clean our lists as much as once per fortnight, and its usually (consistently) around five lists.Out largest one, on average, has 25 suppressions. This means for this list alone, we’re copy/pasting 25 email addresses (times) to add them.Multiplied by 5.While this doesn’t really take a long time, it can get a bit tedious. And distractions could cause us to miss an email address, which means we could violate anti-spam legislation (New Zealand) if a customer complained (unlikely to happen, but hey, human error).Long story short, I was wondering if you had in your roadmap, or if you could add to your roadmap, a feature where email addresses could be bulk uploaded to list suppressions (like you can for suppressed profiles).FYI - the reason we don’t bulk upload to suppressed profiles is because a customer can choose to be on one or more lists, so if he/she decides to unsubscribed from

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Omar
Partner - Platinum
6 months ago
A
Active Contributor I
arbradorActive Contributor I
asked in Lists, Segments, and Profiles

building email list without sending emails

Hello! I’m currently using Substack for my newsletter and I am very happy with it but of course it does not do hardly any segmentation. I’d like to keep a list on Klaviyo as well because I hope to open a Shopify store at some point and will use my list for that. I understand that on the free plan you have:Starting at 500 monthly email sendsDoes this mean that if I do not send any emails I can include unlimited contacts? Or does it mean I will need a paying plan once I reach 500 contacts even if I do not send anything out.Once I open my store in about a year I will be sending emails and will be happy to pay for a plan. The reason I am waiting is that I am writing a book which will not be out for several more months. I hope this is not too confusing.Thanks! Lora

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Active Contributor I
22 days ago
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Contributor I
OctaneHollyContributor I
asked in Lists, Segments, and Profiles

List Cleaning For Mixed List Type (SMS & Email)

So I’m hoping I explain this right--We had legacy SMS subscribers in a list (with opt in dates when we migrated from SMS Bump).  We imported those into a list we called ‘Legacy.’  This was over 6 months ago.Since that point, we’ve done regular list cleanings on our account, have the usual attrition etc, profiles have done merging in Klaviyo as people checkout, etc…. now we have a lot of people mixed into in this Legacy list:Group A - Consented for SMS & EmailGroup B -Consented for Email and not SMSGroup C - Consented for SMS and not EmailI really want the Legacy SMS lists to JUST have the SMS consented folks (Group A & Group C) and move the Group B folks into their own list.I’m thinking I need to create a segment that pulls my Group B people, and make that it’s own list.  But then how do I best REMOVE them from the original Legacy list?Is there an automated way to get them OUT of the Legacy list, or do I have to create another segment capturing Group A and C, and convert that t

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O
Contributor I
6 months ago
A
Contributor I
amitwentyoneContributor I
asked in Lists, Segments, and Profiles

Snooze Emails 30 days vs Once per month emails

Can someone help me?I created flows for snooze and once per month preferences. And I realized they are somewhat basically the same?Flow trigger is segment where property = snooze, add time delay 30 days, then remove property snooze; then same as once per month. both have 30 days time delay. Do I make sense?

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David To
Community Manager
26 days ago
B
Contributor I
BalandiTeamContributor I
asked in Lists, Segments, and Profiles

How to add "gender" in my property list?

How to add "gender" in my property list?

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Omar
Partner - Platinum
2 years ago
W
Contributor I
WillcolmenaresContributor I
asked in Lists, Segments, and Profiles

Import CSV to list, what to do unmapped fields

I have several long csv files with customers emails loaded in there, if I import them I see several fields unmapped, is it safe to remove it? Id love to keep them but idk how to handle it.

3
retention
Partner - Platinum
2 years ago
wagandwonder
Contributor I
wagandwonderContributor I
asked in Lists, Segments, and Profiles

Shopify Not Integrating - Why isn't Double Opt-In Adding to List?

 I have brand new Shopify store that is set to launch in a couple of weeks and I am really struggling with the Klaviyo integration. I have been following the step by step onboarding checklist and have been stuck in Phase 1 all week. I'm ready to pull my  hair out!I've successfully completed the integration but things seem to only be working intermittently or not at all. I am using the Impulse them on my store and have added the necessary code to the liquid files for my pop up and footer newsletter subscription (part of the theme). I also have double opt in enabled on the Shopify side. When I subscribe to the newsletter in either location with my wagandwonder domain email addresses everything seems to process correctly for the most part. The only issue here is that I get 2 confirmation emails, one from Shopify and one from Klaviyo. When I accept both of these, the profile is successfully added in Klaviyo and the users also appear under the newsletter list. When I disable double opt in o

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cassy.lee
2 years ago
D
Contributor I
DanialzbContributor I
asked in Lists, Segments, and Profiles

Zapier + Clickfunnels

Hello there, I have connceted my Clickfunnel option page to my FREE account Klaviyo account using Zapier. The Zap is set correctly but I can’t see the subscribers to be added to the list. So is this because of a FREE Klaviyo account? Any advices appreciated. Thanks,Danial

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C
Contributor I
2 years ago
H
Contributor II
homesweethomebakeryContributor II
asked in Lists, Segments, and Profiles

Where to Find the Subscribe and Preferences pages under Lists & Segments

Hello,I’m trying to provide a Subscribe form that I can share on social media and would like to just send them a form.  The Help Center shows that this is found in Lists & Segments > Preferences:  However, on my account, Preference Pages is further down under my Sign Up Forms area.  I only have the Manage Preferences and Unsubscribe areas...not the Subscribe.  How can I get the Subscribe area?  Additionally, will that generate a link that can be shared with customers and/or added to my campaigns?

3
H
Contributor II
2 years ago
H
Contributor I
HenjoZiobroContributor I
asked in Lists, Segments, and Profiles

Why does Mailchimp integration sync subscribers as "Accept Marketing" = False?

Hi there,We moved our Mailchimp account to Klaviyo and started the integration. It works perfectly, except about 50% of the subscribers (double opt-in) from Mailchimp are imported to Klaviyo with column “Accepts Marketing” = false. Did anybody have that problem before?Best Flo

3
H
Contributor I
2 years ago
P
Contributor I
PBowserContributor I
asked in Lists, Segments, and Profiles

Customer Survey information into Klaviyo Profile

I created a google form survey for my customers for preferences and whatnot, and THEN realized I should have done it in klaviyo and had them up date their own information.  I have found the information on how to set this up but everything I read is so foreign to me.  Is there someone that could help me set this up for a fee? I’m fine with manually setting up the information i already have but it would be really nice if I could capture this automatically. My Google Survey

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P
Klaviyo Employee
2 years ago
M
Contributor III
mwcs1976Contributor III
asked in Lists, Segments, and Profiles

Shopify Integration

I had “integrated” Klaviyo with my Shopify, and also setup the link between Klaviyo and VITAL. However, I notice the customer who subcript thru the VITAL, the information doen’t show up in Klaviyo. Hope someone can help me…. 

3
M
Contributor III
2 years ago

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