Lists, Segments, and Profiles

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

  • 1,030 Topics
  • 2,777 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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1030 Topics

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

How do I trigger a flow based on a shopify customer tag?

Hello, I am trying to trigger a flow based on a customer shopify tag.  Customers with this specific tag are not in a list or segment. Is there a way I can do this or do I need to add the customers with that tag in a specific list or segment? If so, can someone please explain how I can do this? Thank you

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alex.hong
10 months ago
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Active Contributor I
nambirajanksActive Contributor I
asked in Lists, Segments, and Profiles

Difference between snapshot segment and convert to list?

Basically, the current client of mine doesn’t have any list. Since we can’t do a welcome flow without any list, I tried to create a segment first. So I created a segment named “Master list” with a condition of “person is not suppressed”. Now I want to convert this into a list and then connect that list to the sign up form and welcome flow so that I can activate the welcome flow. Is what I’m trying to achieve possible? If possible should I “snapshot the segment” or “convert to list” in the settings? Please let me know

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David To
Community Manager
10 months ago
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Contributor I
VoibonContributor I
asked in Lists, Segments, and Profiles

Will Klaviyo clean mail list for me or I need to clean the mail list by myself?

Will Klaviyo clean mail list for me or I need to clean the mail list by myself?

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stephen.trumble
Community Manager
10 months ago
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Contributor I
DinanJMContributor I
asked in Lists, Segments, and Profiles

Segment Shopify POS Leads by Retail Location

We have set up Shopify POS information within Klaviyo so that we’re now able to segment by people who placed an order coming from the Source “POS”. However, we have 4 different retail locations that we’re working with and want to further be able to segment by the retail location where the sign up / purchase was made. How do we pull this data from Shopify POS. Is there additional set up on the Shopify POS side or a field that I’m missing in Klaviyo? Thanks!

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L
Contributor I
10 months ago
D
Contributor I
deadondesignContributor I
asked in Lists, Segments, and Profiles

updating email contact

Hello,I am simply trying to update a email in my AnaClare list from this email karenchill@charter.net to this email  hillkarenc@gmail.com and it is not saving? I also tried to create a new user with this email hillkarenc@gmail.com and merge the other email into it and it didn’t work. it’s a simple task that is not working?  

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stephen.trumble
Community Manager
10 months ago
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Contributor I
DRMaxContributor I
asked in Lists, Segments, and Profiles

Customer segment best practice

Hi Experts,I would like to set up segments in Klaviyo that all contain the buyers of my different Shopify products (1 product per segment).In the segment creator, however, I found two ways to do that:Fulfilled Order with an item selected Ordered Product with a product selected Which of these is the best practice, and how can I make sure that only people end up in the segment that really bought the product? Refunds and cancelled orders should not stay in there (this was an issue I had with my last email tool).Thank you!Max 

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D
Contributor I
10 months ago
M
Contributor I
mortenkuskContributor I
asked in Lists, Segments, and Profiles

Creating a VIP List Invitation

HiWe have a newslist and is in the process of building af VIP list, that we will invite the most engage subscribers to.We have an invite flow that is triggeret if they meet certain criterias. But we want them to do an active accept of the invitation, click on a button or something like that. It should be as easy as possible.I’m looking for at good solution for this case. Anybody in here that have build something similar?With regradsMorten 

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Dov
10 months ago
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Contributor I
roblarkinsContributor I
asked in Lists, Segments, and Profiles

Form+List: Send form content to list contact on submission

I have a Contact form that is connected to a list. I’ve indicated in the list setup the Contact Email address for the person that manages submissions to this list to reply. Is there a way to set up a flow for when someone submits their info, to send the form data to the Contact Email address assigned to the list? I’m sure I’m missing something relatively simple, but I’m not seeing the solution in the flow options. TIA. Does it need to be a flow or is there a setting somewhere that should automatically forward to the indicated list Contact Email?

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David To
Community Manager
10 months ago
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Contributor I
CharlieovenContributor I
asked in Lists, Segments, and Profiles

How do I label my customers to put them on a list together?

I sell at events so not many sales link to Shopify.  I can’t figure out how to create a list of customers.  Any ideas?  Thanks,

5
alex.hong
10 months ago
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Contributor I
z100Contributor I
asked in Lists, Segments, and Profiles

Datagrid View in AirTable to email list in Klaviyo?

Hi - I run a small distribution company. Every week, I have ~5 new products that appear in a view stored in AirTable that shows product name, release date and price. AirTable gives me the ability to send an email to a distribution list email address out at a fixed interval, like every monday at 9am, with the items listed in this grid. I’d like to be able to store and send this email to my Client List in Klaviyo but I’m not sure the integration exists? I have integrated with Zapier but all I can see is adding contacts to Klaviyo from a table in AirTable. Right now, I can’t really see who is opening the email, what they are clicking on, etc…Is there a way to email a list as in a distribution list within Klaviyo? Any other suggestions on how to automate?

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Dov
10 months ago
S
Contributor I
SteveHContributor I
asked in Lists, Segments, and Profiles

Which Engagement Track segments to use?

I have a query regarding Engagement Tracks and the Daily, Weekly and Monthly categorisation.I’ve re-read this article 2 or 3 times:https://help.klaviyo.com/hc/en-us/articles/360037527052-How-to-Create-a-Sending-Schedule-Based-on-Email-EngagementDo I make the decision to send daily, weekly or monthly and then set up the Tracks? Or do I have to set up Tracks A-E for every category? Then how do I use the track segments?I'm confused...

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R
Contributor I
10 months ago
D
Contributor I
DGreefContributor I
asked in Lists, Segments, and Profiles

Automate subscribers joining lists

Hi guys. I have made four new welcome flows which are variations of my main welcome flow. I did this so that I can track where people of coming from (ie Insta sign up, colab signups). These subscribers then join a list just for that sign up and flow but as they come to the end I want to add them to my main newsletter list. is there an automated way to set this up plus a way to then stop them receiving another welcome flow when they join my newsletter list? I have seen on here ppl suggest downloading CSVs etc but that seems like a lot of additional handling to me. 

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alex.hong
10 months ago
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Contributor I
CourtneyAcostaContributor I
asked in Lists, Segments, and Profiles

When exporting a list/segment to csv to import to another list, why WOULDN'T I want to include all categories? (Klaviyo ID won't map to next list.)

When exporting a list/segment to csv to import to another list, why WOULDN'T I want to include all categories? (Klaviyo ID won't map to next list.) For reference, I have a main Klaviyo account, but now am shifting to a country specific one, so I need to take all US profiles, export them from the main list and then import them to the US Klaviyo list. And I don’t want to lose any data/info. I first tried to export all categories, but when I was importing them to a new list, the Klaviyo ID didn’t have a box to check or similar item to use. It wasn’t mapped. Can someone help explain this? Do I just import everything except the Klaviyo ID? Is it because each person has a different Klaviyo ID under each Klaviyo account?  

2
Taylor Tarpley
Community Manager
10 months ago
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Contributor I
eCommGuyContributor I
asked in Lists, Segments, and Profiles

Mass Unsuppression

I mistakenly uploaded the wrong Soft Bounce segment to the Suppression List to the tune of about 8k customer records.  Is there a way to mass unsurpress without going record by record and manually unsurpressing?

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retention
Partner - Platinum
10 months ago
S
Active Contributor I
SharonSTPActive Contributor I
asked in Lists, Segments, and Profiles

Storing input fields from website into Klaviyo Profile

Does anyone know if it’s possible to store an input field on our website (shopify) into the user’s Klaviyo profile as a custom field? For example say on our shopify product page (not a klaviyo sign up form) there’s a input field called ‘foo’ where the user enters free form text.  We want to take the value of the input field ‘foo’ and save it as a custom property in the user’s Klaviyo profile with every key press as the user is inputting values into the foo input field (ideally with a straight javascript call to Klaviyo on the product page without the use of any custom built apps).  

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alex.hong
10 months ago
K
Contributor I
kenw232Contributor I
asked in Lists, Segments, and Profiles

Get all profiles in a segment via API

Is it possible to get all the segments only?  I only see I can get lists with https://developers.klaviyo.com/en/reference/get-lists ?  Am I missing something? 

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Dov
10 months 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!

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C
Contributor II
10 months ago
K
Contributor I
kenw232Contributor I
asked in Lists, Segments, and Profiles

Do lists include all segments?

Hi, I have some questions. Are segments always under lists?  So lists are the root, then segments have profiles from lists?So if all my profiles are in all lists, then that automatically includes all segments too?  Is that true?In other words can a profile be in a segment but not in a list? Thanks.

1
Spark Bridge Digital LLC
Partner - Gold
10 months ago
A
Problem Solver I
armedandgorgeousProblem Solver I
asked in Lists, Segments, and Profiles

Creating segments but there are data descrepancies

Hi, Im trying to create segments based on web actions. So for example for jewellery customers I have created a segment for jewellery views, a segment for add to basket, and a segment for buyers. I would have assumed there would be loads of views, a lot of add to baskets, and a few sales. but this isnt the case. If we have had 373 jewellery buyers, why is there only 52 jewellery add to carts ( I havent excluded purchases from this segment)? and again with views how do we only have 132 jewellery views? Also we just had an order with someone who is on our klaviyo database and bought a kimono. Ive just checked but they are not added to our kimono buyer segment. I know for a fact that they bought something from the kimonos&gowns category, so why do they not get added?  instead they get added to potential buyers?  is there a way that i can stop this data decay? Thanks :) 

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A
Problem Solver I
10 months ago
E
Contributor I
elainContributor I
asked in Lists, Segments, and Profiles

Why are customer photos appearing automatically?

we have recently migrated to klaviyo and a customer has contacted us to ask why her photo is suddenly appearing on her account info. without any activation / permission from her. thanks, Elain

3
E
Contributor I
10 months ago
S
Contributor III
ScottCodesContributor III
asked in Lists, Segments, and Profiles

Can you create a segment in 1 account based on another account?

We have 2 accounts in klaviyo (both accessible from the same user accounts).We’d like to be able to email everyone in “Account A” but not if they are also in “Account B”.Is there a way to do this?We’ve tried:When we try to create segments in “Account A” it of course is not aware of any profiles in “Account B”.   The two accounts seem unaware of each other. We’re trying to avoid having to manually export all email addresses from  “Account B” and importing into “Account A” every time we send a campaign emailAny suggestions please?

2
S
Contributor III
10 months ago
T
Contributor I
tyler0032Contributor I
asked in Lists, Segments, and Profiles

new leads are not transferred

Hi all,  i have a zap in zapier that should transfer new fb leads to my list in Klaviyo. it was working since yesterday. but it stopped suddenly. i checked the task limits in zapier, contact limits in klaviyo, and I’m not close to the limits. i made a new zap but it didn’t fix it. does anyone has any suggestions?

2
retention
Partner - Platinum
10 months ago
P
Contributor I
picaflorContributor I
asked in Lists, Segments, and Profiles

confusion with the active profiles

Hi!! I am new to managing this tool, I am performing the mailchimp migration but the lists still do not appear, it has been in synchronization for more than a day but no contact appears in my lists.On the other hand, when I opened the account in 2021, I made a bad migration and today I have 27,000 active profiles that I want to delete, because they are contacts that have no affinity with my company, is there a way to do it? I am very confused between profiles and lists and segments, can you help me?

1
Dov
10 months ago
P
Contributor I
pankajContributor I
asked in Lists, Segments, and Profiles

Unsubscribe date in export

I’d like to have unsubscribe date in the list of columns in the export file. How can I get in the export CSV file for any list or segment?

1
Mailbox Manny
Partner - Silver
10 months ago
C
Contributor I
chloe_isaacContributor I
asked in Lists, Segments, and Profiles

Connecting Klaviyo to Pipedrive

I am looking for a way to connect Klaviyo to Pipedrive through Zapier or another good connector. I would like data to transfer to Pipedrive in order for our sales team to follow up on leads. Examples of the things we would like - When a subscriber clicks in an email (to appear in Pipedrive as a lead but connected to the organisation within Pipedrive)  When a subscriber views product (a note to be added on the organisations profile and shows what products they were viewing) We have set-up zaps for these things already but the clicks come through as one click each time so we are getting 100’s of notifications when someone clicks more than once. It also can’t identify the organisation name and is just showing the email address in Pipedrive. I have been looking at this for such a long time so I am hoping someone can help! 

1
David To
Community Manager
11 months ago

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