Lists, Segments, and Profiles
Learn about the profiles in your account as well as how to create lists and segments.
- 766 Topics
- 2,052 Replies
Hey alltogether,I want to have a segment thats fit the following conditions:repeated customer ordered defined product more then once several times in his lifetimeI struggle with 3.My segment contains customers who placed orders at least 2 times. And it includes the customers who ordered the defined product 2 or more times in one order. My Segment should only contain customers who ordered a defined product at least two times in different orders (can be same day but usually longer time span within the next order.)I think i miss something but i can’t get around it. Any help, hint, workaround would be appreciated.:)BR Frank
Hi all,I have a very specific segment I need to create to track if a marketing campaign is running profitable or not.At my shop you can buy a free sample of the product to test it. Afterwards customers land in a flow to then upsell them the real product.I want to create two segment now to assess how successful that campaign is:One segment for customer who made purchase of 1 sample pack (the full order can only contain that one product)Another segment where chronologically I can see that they first ordered the sample pack and afterwards actually bought the whole product. (how can I make this segment?)Thanks!
Hi all! On my webshop it is possible for customers to buy my product as a subscription. I work with Bold Subscription plug in to process these automatic orders. I want to be able to send email explicitly to subscribers or be able to exclude them sometimes from the buyers list, but till today I haven’t found a way how to make a segment/tag on how to separate subscribers from one time purchasers. I have reached out to Bold, Klaviyo and Shopify, but I was always told that this is a topic ‘the other party’ has to help me with… Has anyone experience setting up such a segment?
I’m currently using legacy forms and I’ve gone through this article https://help.klaviyo.com/hc/en-us/articles/115005249588-How-to-Add-and-Customize-a-Legacy-Embedded-Signup-Form and added the correct class using the list ID as well as the hidden input with the list ID. However, the email is getting tracked in Klaviyo (it shows up under Profiles) so the form is submitting correctly, but doesn’t appear under the list. I’m really unsure of why this is happening. Here is the link to where the form lives: https://new-imaware.webflow.io/ it’s the form right before the footer. Thank you in advance!@jallain if you’re able to help me out, thank you!!!
I'm trying to create a pop-up form that will only show to new customers - not existing subscribers. However, when I change the setting to "Don't show to vistors in certain list or segment" and set it to my main list or “don’t show to existing klaviyo profiles” - it still shows the pop up to the people on the main list. I'm testing by going on the website myself because my email is also on the main list. How can i fix this? The point of this is to create different pop ups for new subscribers and existing customers. Please help!
Today I sent out two separate versions of essentially the same email to different segments.I have created an “employee” list where, as you can imagine, I keep all our employees emails so I can exclude them from certain communications as necessary.One version of the email was sent to our club members and employees.Another version was sent to our engaged audience, excluding everyone found in our club segment or employee list. But I received both versions of the email, despite my email address being in the employee list.I’m worried that my segments aren’t working correctly and that I’m spamming recipients with multiple versions of the same email, but I don’t know how that would be possible if they are part of an excluded segment.Has anyone else encountered this?
When I add my logo to the Subscriber and Preference Pages (for example, the Email Confirmation) my logo is always a little blurry.If I use a larger images so it’s higher resolution it just makes the actual logo much bigger on the Email Confirmation.Any idea how to make a logo crisp and sharp on these pages? See screenshot provided.
I want to delete a profile and wipe all of its data completely, so that the profile can come back as a completely new customer.In the help docs, it says “When deleting, the profile’s event history as well as every recipient record associated with the profile will remain in Klaviyo.” Is there a way to delete all of those associated data?The reason I want to do this is we have customers who leave and then return, repetitively. When they return they need to re-trigger a Flow, and the only way to re-trigger it is by cloning the Flow. If they leave and return 20 times, we will end up with 20 clones of the Flow.
Hi, this may seem like a dumb question. I’m aware that I can only see the top 50 active profiles. I currently have 276 and I would like to know the best way to see this list. I know I can export it and then import it but this is a static list only based on the export. I’d like a way to see the latest list at any time. How could I do this please?
My company has a CRM in which we create a customer account for each individual person. However, some customers (e.g. a husband and wife) share the same email address. As a result, the CRM integration with Klaviyo currently overwrites the Klaviyo profile with whichever customer is getting updated. Furthermore, if we trigger an email, the current name on the profile is used in the personalized email message. For example, if the most recent Klaviyo profile update puts the husband’s name on the profile, but the wife subsequently books an appointment, an email is sent to their shared email address with the husband’s name and the wife’s appointment details. Is it possible to have two profiles with different IDs but the same email?
Hi everyone, Neewbie question here so apologies in advance if this is a simple answer but I couldn’t find any definitive information!We currently have all customers to our website captured onto a list within Klaviyo which is integrated with Shopify. This has been working well and I have set up a few flows and campaigns with success that I have been pleased with. However, as our website specialises in both retail and wholesale, I would like to have all wholesale enquiries collated into their own list so that I can then create a segment based on their location. I do not need an integrated sign up form from Klaviyo. I just want to use the sign up form we currently have on Shopify and capture that email address into a separate list. Once i have this information, I then want to begin separate marketing campaigns by wholesale customer location from this separate list. What is the best way to achieve this? Thanks in advance!
Hi folks, I’m trying to build a segment that catches profiles who have not opened and have not clicked on any email from a particular flow, however the flow is not available in the filter dropdown:I thought it may be because the flow is in manual mode, but there are several others not available that are live. Could someone please clarify why this might be the case? Thanks!
We recently sent out a campaign using the Subscriber list, but did not receive an email from the campaign.Our account is comprised of one Subscriber list, a SMS list (which contains zero emails) and several segments. After downloading CSV files of all lists and segments, I discovered that the names of the owners of the business and several other email addresses could not be found in the Subscriber list (primary list for the account), but could be found in several segments.I thought this was strange, since it is my understanding that segments are dynamically generated from the source list.At this point, I have two questions. 1) How do I add the missing names found in the segments to the primary Subscriber list and 2) How do I verify that the emails that I want to add to the primary list are not suppressed (ie. unsubsribed, etc.)?Does anybody have any ideas?
Contact Form 7 and Klaviyo - How do I tag subscribers that fill out a form to understand which form they came from?
Hello, I have recently migrated from Mailchimp and I use contact form 7 on wordpress. I was using Chimpmatic that allowed me to add tags so each subscriber who downloaded a piece of content would be added as a tag in Mailchimp. For example, if they downloaded an ebook for home and garden, they would be tagged as home and garden when downloading the form through Chimpmatic which would then show in Mailchimp. My question is how do I replicate this process in Klaviyo? Do I have to create a new list for each content download? Is it a segment? I have downloaded the integration Sitemap Pro for Klaviyo which only gives me the option for choosing a list for each contact form 7 in Wordpress. My concern is if each content download has to be an individual list, we are going to end up with lots of lists. Does anybody have a better way of showing the source of where of my subscribers are coming from? Cheers,Molly
Hello. First, thanks in advance for any input that is given - I appreciate it. I have created a new list in Klaviyo for people that create an account on my website. When a visitor signs up to an account will their profile automatically enter the list I have created? Or is there something I have to do? I’m asking because I have my flows, sent to the people in the new list I have created. # I hope to hear from you soon!
In the blog article iOS 15: How to Prepare for Apple’s Changes, it states users can send to their Apple Mail users separately to measure the impact of the updates. We haven’t yet segmented our profiles by email client, and the only information I can find on email clients is in the Email Opens by Email Client. I’m trying to segment out Apple Mail profiles, like the article suggested. Any clue on how I can segment out profiles by email client? Thanks.
We are trying to clean up our active profile for cost and better segmentation. Every campaign we send can only be sent to 14k email but our active profile show more then 19k. How can we clean up our active profile to remove user that does not want to get emailed. Maybe to clean up this list or try to re-engage those email with a flow
Right now, we’re adding new profiles to a list from our backend.However, these profiles location are set using the ip address of the requester (so the server ip address in this case)It seems like it’s possible to set the location but not to force the ip address?Cool to have the flexibility, but if you don’t know the location, you’re going to use the ip address anyway - as imperfect as it is - and in that case, it forces all server-side api clients to re-implement ip geo-location.In case that helps: we’re using node-klaviyo
Hi I have recently cleaned my list and my profile shows I have 4000 active profiles and yet my subscribe main list is 5680. How do i align my list and active profiles? I also not that if i want to send an email campaign the number it goes to is less than the 4000 active profiles. Look forward to hearing from you guys
Hi,I’m a total newbie, but I embedded a form on Shopify which has been submitted 86 times. But the contacts went into my main ‘subscribers’ list, instead of a new list I wanted them to go into. I’ve now fixed it so they’re going into the correct list, but is there a way I can find all the contacts that previously submitted through this particular form and move them from my main subscriber list into the correct list?Thanks!Paul
So long story short - I’m trying to find a workaround while transitioning from a 3rd party “back in stock” notification app to using Klaviyo, but there are quite a few people already signed up for notifications from the app.My plan was to create multiple small lists via manual upload (that will later on be deleted) for each SKU that is awaiting replenishment notification, then create a simple template and send manual campaigns as each item is re-stocked… but many of the profiles already exist in Klaviyo. Most of them are not subscribed or suppressed (some heavy list cleaning is on the horizon once I’ve implemented win-back and sunset campaigns/flows).I’m concerned about what happens if I upload CSV’s that only contain an email address, and the email address is already associated with a profile in Klaviyo...Per this article: https://help.klaviyo.com/hc/en-us/articles/115005078967-How-to-Create-and-Add-Contacts-to-a-New-List:“Any value/column that you include in a CSV upload that alread
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