Lists, Segments, and Profiles
Learn about the profiles in your account as well as how to create lists and segments.
- 957 Topics
- 2,555 Replies
I have a segment that was set up in 2020 (before I started working here:)Win-Back OpportunitiesPlaced Order at least once over all time Placed Order zero times in the last 180 days Person is not suppressed for emailMy question is - does this list grow based on that criteria (are new people added?). Or is this a list that was created in 2020 and it still holds the same list of people?
Why am I not receiving notifications of new signups to my newsletter?
Hi,I have a customer who is trying to sign up for my newsletter, she got all the confirmation emails alongside the GDPR etc and has received the discount code, but her email is not showing up in my newsletter list. I’ve also received a new profile from another customer who signed up using my form on my website but her email isn’t showing up on my newsletter list either. Plus I’ve not received any emails from Klaviyo letting me know I have two new subscribers. Any ideas what’s happening here please?I tweaked my sign up form slightly the other week but it all said it was live on my dashboard so I’m not sure that would have affected it? Many thanks,Kate
Understanding First Active Date vs Profile Created Date
the explain from support about first active:First Active: the first time that a profile engaged with your account. The date recorded represents the first time the contact was active (e.g., opened or clicked an email, visited your website, made a purchase, etc.)but a profile ，email is "email@example.com"the created time in shopify is”2022-03-11 07:21:01”, i can’t understand the result.
Ensure profile doesn't enter flow twice?
So according to Klaviyo documentation, a profile can only enter a list triggered flow once. I’ve built a new, fairly large welcome flow as I’m consolidating multiple lists into one, and this flow has splits based on where/how someone enrolls in the list, which are:Form 1 Form 2 Back in stock CheckoutI just want to be sure there is nothing else that needs to be done to prevent someone getting the welcome flow twice if they sign up via Form 1 for a discount, then checking yes to subscribe again at checkout? I think I’m safe since the trigger is still subscribing to the one single list.
Uploaded profiles were not uploaded to a List
Hi Guys, I’ve recently signed up for Klaviyo and integrated my mailchimp account across to Klaviyo. In our Mailchimp account, we have several different audiences for different websites etc. When integrating I made the mistake of not selecting a specific list and it bought across all the contacts (when I only need some of them). is it possible to undo this integration or what is the best way of erasing the unwanted contacts in my klaviyo account but, not erasing anything in my mailchimp account. Thanks,
Best CRM when working with Klaviyo?
Hi, we have a direct to consumer business which is great as the customer data flows in from woocommerce to klaviyo. However we also use klaviyo for our B2C email broadcasts.We receive our wholesale orders via three methods:Some of our wholesale customers order via our webiste (woocommerce) so their data flows into Klaviyo this way - these are easy. Some wholesale customers place orders direclty with us via email so their order data does not flow into klaviyo. Some wholesale customers place orders through distributors - we have some but not all of their email addresses. Some of these larger customers (with 20 or 30 stores) seem to have a block on klayiyo emails arriving in their inboxes as I have tested subsets and had no deliveries so I revert to contacting them directly via email anyway!Would love to hear suggestions on best practice around keeping our B2C database updated. (2) and (3) require manual updating which gets confusing.Are you using Klaviyo as a crm for your key customer da
Segment or filter against "First Page" property
One of the properties Klaviyo stores for a user profile is the first URL the user visited as “First Page.” What’s strange, however, is we cannot filter by this property or create segments that lookup this property. Anyone know why? Seems like a missing feature.
How can I create a segment based on a TAG in the ORDER of Shopify?
We have a free trial kit that goes out to a customer, and when we receive it back we mark the ORDER with the tag “KR” and then we know the kit was returned. And a tag “KNR” if the kit was never returned. KR - I want to email them after it’s returned and let them know what the next steps are and give them an offer.KNR - I want to remind them to return the kit. We can’t change the Order Status, because often they are buying multiple products. So I need it to be based on a TAG. Or a custom data field (can we do that in Shopify)? We can’t add the tag to the Customer level because they could order our kits multiple times over their lifetime. Thoughts??
I have more profiles in Klaviyo than my shopify list.
HI Guys,I’m new to Klaviyo, and moving from another program. I’m just starting to work everything out before I completely move all my work flows over..I integrated my Shopify store then did a huge cleanup of customer profiles in Shopify (deleted inactive accounts Shopify) but Klaviyo is still showing these and counting them towards my usage.How do I get Klaviyo to reflect the correct number of profiles (delete the removed Shopify profiles).Thanks advance❤️ Stevie
Create a Segment based on WHEN a Shopify Tag was assigned?
Hello!This fall we migrated to a new website, and it was necessary for customers to re-activate their accounts with us. After they reactivated their accounts, we automatically applied the Shopify tag ‘accountenabled’ It would help me tremendously to be able to create segments for WHEN this tag was applied to a given group of folks. Have not had success figuring out how to do this-- or even if it’s possible. Very open to suggestion or clarifying questions. Many thanks!Becky
Clarifying flow filters before merging lists
So I’m about to merge a bunch of lists… I have a segment that is pulling in all the profiles, which i’ll export, then add a specific custom property to each profile which will correspond to a flow filter for flows that are triggered by list membership ( as outlined in this klaviyo doc)I think I’m pretty much ready to pull the trigger (pun intended) but what I want to clarify is…If all my current profiles get this new property (I’m calling it “Origin_Merged_Exclude_Trigger” with a value of “Yes”), what does the flow filter do to new profiles that have NO value for this property? Will they still enter the flow as intended? I’m just a bit concerned about the “doesn’t equal”...Hope this makes sense! Thanks!
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
Unsuscribe from Newsletter also unsuscribes from corporate emails
Hey, We have a buyer / seller website, where we need to send update to our sellors. These emails are sent through differents triggersWhen the seller creates an account When the products of a seller are online When we sell the product of a seller …We also have a Newsletter, to which seller and buyer can optin to receive emails. But when a seller unsuscribes from a flow or from the newsletter, he does not receive the mails from the other flows, and that’s a big problem.I checked my configuration and we have not selected the Global unsuscribe option, so I don’t know where the probleme is coming from.Any help ?
Hello Klaviyo Community, I need your help!I have created a List called Customers Mailing List. Customers who have joined my newsletter or place an order go to this list. They will receive weekly newsletters from me. Customers who sign up to the newsletter will receive a Welcome Series Flow. I’ve added a flow filter on the Welcome Series Flow which should prevent customers that have already placed an order from receiving the Welcome emails (I dont want them to receive this). However from my testing, it seems that the filter is not working and all customers (even the ones that have placed an order) receives the email. On Klaviyo the customers profile is showing that they have placed an order. Ive attached the profile and trigger sections.Is anyone able to shed some light on this?Thank you in advance,Alana
How do I connect Klaviyo with Facebook lead ads through Zapier using custom properties?
Hello,We are using Facebook leads ads to collect leads, and we are trying to connect Klaviyo and Facebook lead ads through Zapier. How do I choose custom properties, that are created in Klaviyo, in Zapier?Does anyone have a guide on the setup?Thank you!
how to create a segment that view/buy products in specific price range
We sell wine and would like to make a “Fine Wine” segment defined by price.I can make a segment of people that have viewed products with a specific price (“where [Price] equals [x]”.But it would be nice to have the possibility of “is greater than” etc in stead of equals, which cant be changed. Any others workarounds? I have made something with categories (ie, Bourgogne, Napa Valley etc) but they can contain wine that isn’t “Fine Wine”-definition, so that is not super great. And we have tousands of products, so making a “Fine Wine” category would take a lot of time.
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.
Bulk adding a new custom property prior to merging lists
So I created a bunch of lists, and have come to the conclusion that merging them would be a good idea. I’d like to make sure I have my process figured out correctly.First I will need to change the list ID referenced in our back in stock code snippet. I create a segment that pulls in every non-suppressed subscriber. Then, I export this segment and open it up in google sheets. To prevent a few list-triggered flows from sending to these contacts I will add a new profile property - something like “Merged List”/”True” then add a filter to the relevant flows excluding profiles with that property. Then, and I really want to confirm this part - I can re-upload a .csv… but from what I can tell from the Klaviyo docs, I don’t have to include everything associated with the profiles. If I just upload the email, and relevant new property, klaviyo will add the new property to the existing profiles and I can then proceed to convert the segment to a list. There is no risk of overwriting the existing pr
Identify subscribers that are on another list
Hi! I am uploading a list of mostly new subscribers and want to send them a unique welcome flow. However, I know for sure that a few of the people are already subscribers on my main list, and I want to take them off of the new list so they don’t get a new welcome flow. Is there a way to identify which subscribers are already on my main list without manually identifying each one? Alternately, is there a way to set up my flow so that people who are already on my main list won’t receive the new welcome flow?Thanks for the help!
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