Lists, Segments, and Profiles

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

  • 1,468 Topics
  • 4,200 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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1468 Topics

S
Problem Solver III
SeanMcCProblem Solver III
posted in Lists, Segments, and Profiles

Email Lead Generation

In addition to using pop ups and account sign ups on our own site we are interested in collection email leads on Facebook and other Social platforms. How have you found this process. Alternatively have you paid a third party on a cost per lead basis. Thanks Seán

3
popsmash
Active Contributor IV
1 year ago
Jakub
Partner - Silver
JakubPartner - Silver
asked in Lists, Segments, and Profiles

Audience Breakdown functionality

Hi Community,I have a question regarding functionality of audience breakdown for campaigns. If I add segments based on customer engagement to check which segment perform the best in regards of CTR for example, the difference of clicks is very small.That makes me wonder if someone is in 180 days engaged segment and click on email afterwards this profile will be shown here under all 5 segments as it part of each of them. So if 30 days engaged has lower count of clicks that means this breakdown show profile based on their snapshot on the send out time right? Because if there were differently each click should be counted for the strictest segment so 30 days engaged.    

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Jakub
Partner - Silver
1 year ago
E
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

4
David To
Klaviyo Employee
1 year ago
C
Contributor II
californiamattContributor II
asked in Lists, Segments, and Profiles

Is it possible to combine multiple segments?

I see you can combine multiple lists into a segment but what about combining multiple segments?Thank you!

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

Export all contacts status (subscribed/unsubscribed)

Hi Community! This might be a very basic question, but I’m looking to export all our contacts within Klaviyo to a CSV.I need to export the contact name/email/ID and their email status ie. Subscribed / Unsubscribed or Never Added etc How can I do this? Thanks

4
E
Contributor I
8 months ago
F
Contributor I
frodaContributor I
asked in Lists, Segments, and Profiles

creating a custom list from existing people in klaviyo

I’m new to Klaviyo, and I'm trying to create a custom list of select individuals already in klaviyo, as is described on the option for “list” in the image below.  When I select it, however, I don’t see any way to select any of contacts already in klaviyo.  It would save me the time of uploading their information again, and I don’t know if there are any risks of duplicates.  Hopefully something simple I missed, but I couldn’t find a way to do this in help articles.  I welcome any feedback.  

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alex.hong
1 year ago
R
Contributor I
RecoContributor I
asked in Lists, Segments, and Profiles

Recharge and Klaviyo integration

Hi, where would i report issues with the recharge/klaviyo integration? It’s incorrectly reporting that 95% of my current product subscribers have 0 active subscriptions in the custom property ‘rc_active_subscription_count’

2
R
Contributor I
2 years ago
J
Contributor III
JhallContributor III
asked in Lists, Segments, and Profiles

2 email addresses in one profile

There are often two customers related to our business, the adult child and their parent.  The adult child may be the one that makes the purchase and has the product shipped to their parent. That means the name and email address in the profile is for the adult child but their parent is the end user and who our informational email messages are geared toward.  Is it possible to have more than one email address and name under one profile so they both receive the emails? If not, when we do get an email address for the end user, which is rare, do we need to manually set up a new profile for them and create a work around to trigger the email flow for them?

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alex.hong
1 year ago
M
Contributor I
meitalmtzContributor I
asked in Lists, Segments, and Profiles

How do I delete a custom property with the new API

This is the API:https://developers.klaviyo.com/en/reference/update_profileI want to delete a custom tag from a certain profile via API.Delete, not set to blank or null.(In the legacy API, I managed to use the “$unset” successfully.)

1
Brian Turcotte
1 year ago
R
Contributor I
RoldhamM4Contributor I
asked in Lists, Segments, and Profiles

Need to create a tricky segment for one-time purchases who have 2 purchases...

Okay this is sort of a weird one but here we go.We currently have a segment that adds customers in who have placed one order over all time. These customers then get added to a flow where they get a series of emails.Currently, due to some shipping issues we’re dealing with, if the item is over a certain weight, we have to create a draft order with a 100% discount to generate a shipping label for it. I won’t get into the details because it’s hard to explain, but basically this customer now shows as having ordered twice as that is what shopify is telling Klaviyo.Basically, what I’d like to do is edit this segment so that it shows customers who have only ordered at most 2 products, where one of those orders is $0 OR customers who have ordered one product over all time where value of product is greater than $1.I’m having a hard time figuring out exactly how to do this, so figured I’d ask here. Thanks so much in advance!

4
R
Contributor I
3 years ago
M
Contributor I
MelissaLGContributor I
asked in Lists, Segments, and Profiles

Can you add a user to multiple lists at once?

If I am adding a new profile to my Klaviyo account and I want to make them a part of multiple lists, is there a way to do that all at once as opposed to doing Quick Add on each individual list? 

2
Taylor Tarpley
Community Manager
2 years ago
M
Contributor II
myprettybabiContributor II
asked in Lists, Segments, and Profiles

Mismatched data while importing CSV file

Hi there,I’m trying to import a CSV file and when I do, I get mismatched data all over. So I have gone and review the data type, and tried a different one with no avail. I won’t import and it doesn’t matter the data type I choose. Anyone has an answer to fix this? Thank you, Francisnelli

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M
Contributor II
3 years ago
S
Contributor I
spacewaterContributor I
asked in Lists, Segments, and Profiles

accidentally re-activated suppressed profiles

Alright…. Hello…So here’s the issue I was attempting some list cleanup. Simple ordinary stuff yeah Well anyways, I was deleting profiles in the Suppressed List and what I didn’t find out until I was done shocked me….. All those profiles I deleted...actually RESUBSCRIBED the unsubscribed suppressed profiles….. essentially all of the unsubscribed profiles are now re-subscribed….. Any solutions?

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Dov
3 years ago
G
Problem Solver I
gregrobsonProblem Solver I
asked in Lists, Segments, and Profiles

Linking list to checkboxes in email preferences page (or is there a better way?)

Hi,We’re setting up our Klaviyo (and it’s all going very well so far, I’m enjoying it! 😀)I’ve got a little question regarding self-segmentation. We would like our customers to choose what kinds of messaging they receive (news/offers/guides) and subject areas of interest (e.g. teaching/accountancy/healthcare). We don’t want to send them emails about irrelevant subjects.I’d like them to be able to manage that so instead of choosing to unsubscribe from all, they might just choose to receive emails on a narrower selection of topics.Initially I thought I could tie a list of options to a profile property. If someone choose “Childcare” and “Counselling” in this example the profile property Interests would contain the two list values “Childcare, Counselling”. However I don’t think that’s how Klaviyo’s model works? Is there something I’ve missed here? Or would I be right in thinking we need to use a custom page?https://help.klaviyo.com/hc/en-us/articles/115005077067-How-to-custom-code-consent-

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Dov
1 year ago
F
Contributor I
Francois123Contributor I
asked in Lists, Segments, and Profiles

Contact Form 7 Wordpress Not Showing New Lists in Klaviyo

We use Contact Form 7 on Wordpress for subscriber forms, which are configured to populate into various lists in Klaviyo.  I have created a new list in Klaviyo called ‘Showroom Subscribers’, but this is not appearing in the Contact Form 7 Option list to set the form up for the right list.

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ryonwhyte
Partner
2 years ago
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Contributor I
VoldeyeContributor I
asked in Lists, Segments, and Profiles

How can I get first purchase date?

How can i get first purchase date? any flow please help me? I saw there is post already that but someone is saying it is not working for them please give me correct flow

1
Omar
Partner - Platinum
2 years 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
Klaviyo Employee
1 year ago
S
Contributor IV
SunnyContributor IV
asked in Lists, Segments, and Profiles

What Heatmap do you guys recommend for klaviyo emails?

Hi Klaviyo Experts, What heatmap tool are you guys using for emails?Which email monitoring, placement and insights tool have you guys used that you recommend? basically i want to know the placement of our emails on ESP, if its promotions, primary or spam.Thanks in Advance Sunny 

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Bobi N.
Partner - Platinum
2 years ago
S
Contributor IV
SunnyContributor IV
asked in Lists, Segments, and Profiles

please help! how to track intial source from facebook ads or Google ads?

Hi TeamI have been struggling to understand this but have not had a luckI want to track the initial source of subscribers navigating to our website. we are spending hige on facebook and google ads + other referral marketing and once some one comes from any source, they will be triggered with an optimonk pop up which will be passed to klaviyo. or the other way to add is customer opting in via shopify checkout.Now we want to know the LTV of customers coming via facebook ads (not lead gen) and added to klaviyo. As per klaviyo articles, i tried creating a segment to find subscribers via facebook but all i can see is some random ads ids which looks like name of the campaigns, but not sure if its via facebook or google. Attaching the screenshot below is there a way i can identify if the initial source for navigating to the website and added on klaviyo list?same for Google.we want to spend on a channel where the subscriber clv is high?Thank you in advance.  

1
David To
Klaviyo Employee
2 years ago
S
Active Contributor III
Steve0603Active Contributor III
asked in Lists, Segments, and Profiles

Importing lists the right way...

Hey.My client has imported some profils from her Shopify account in Klaviyo.She also has a list in her Mailchimp and also another one in Calendly (she’s a retailer and wants to sell online that’s why she books appointments thru Calendly).I’m very confused about what I should (or shoudn’t do) to make sure I can import everything right in Klaviyo...If I import all of those lists, is there a chance that an email adress would be added 2 times ? Can Klaviyo understand if 2 same email adress are added and allow it only one time ? Thanks. Steve.

2
ebusiness pros
Partner - Silver
9 months ago
E
Contributor I
edilpickleContributor I
posted in Lists, Segments, and Profiles

Is there a way to change default link for Manage Preferences tag?

Hi there,Is there a way to change the Manage Preferences default link or do I just create a text with link and just make it universal? Thanks!Edil

1
David To
Klaviyo Employee
1 year ago
J
Contributor I
jorgehostaletContributor I
asked in Lists, Segments, and Profiles

Export CSV order value

Hi,  How can I export a list CSV with this information: Order value  It allows me to export First name, last name, city etc.. but not order value.  Hope to hear soon from you,  Regards

4
marissanunez
3 years ago
M
Contributor I
MTL25Contributor I
asked in Lists, Segments, and Profiles

link to get subscribers through social media

HI,I WANT TO SHARE A LINK FOR MY INSTAGRAM FOLLOWERS TO SUBSCRIBE DIRECTLY THROUGH OUR INSTAGRAM PAGE. HOW CAN I GET A LINK TO GET MORE SUBSCRIBERS THROUGH SOCIAL MEDIA?Every time i tried to get a link through ″list and segmentation″ it just messes with my actual subscribers form and there is no where i can get a preview or a link . 

3
S
7 months ago
A
Anonymous
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

4
A
1 year ago
V
Contributor I
VeiligContributor I
asked in Lists, Segments, and Profiles

Should I Add Birthdays to Profiles in A Welcome Flow through a Preference Page or Signup Form?

Hi all,I’m currently creating a welcome series as a ‘we want to get to know you’ e-mail. This e-mail should either lead to the preferences page where they will add additional information (interests, etc.), but also their birthday.I know that a date field isn’t possible within the preferences page, so it got me wondering: How would I go about letting people who just subscribed to enter their birthdate? Would I send them to a sign-up form and would their e-mail already be pre-filled? To me this doesn’t make any sense as they’re already subscribed and will see another sign-up form right?Hoping to get some answers on this.Thanks in advance for your reply.Leon

1
Taylor Tarpley
Community Manager
2 years ago

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