Lists, Segments, and Profiles
Learn about the profiles in your account as well as how to create lists and segments.
- 1,142 Topics
- 3,148 Replies
Looking for guidance please! We have two lists within one Klaviyo account, each list being linked to a separate Shopify store. We have merged our two Shopify stores into one and we want to migrate profiles and as much of the transactional (including newsletter opens etc) data as possible from the redundant Klaviyo list into the ongoing one. Please could anyone give us guidance as to how we can best achieve this at the same time losing the minimum amount of data possible? Thank you.
Hello there, we want to know a bit more about our unsubscribers. Especially where they are located. So my solution was to do a segment where all unsusbscribers will be added as soon as they unsubscribe from a certain list. How do I create this segment? There is a way to say What someone has done or not done….Unsuscribed from a list…But there is no filter to specify what list. Would be great to get some ideas. May be there is an even easier way?Best regardsTobias
Hello! I’m Hannah, an email marketer using this amazing platform. Just wanna ask, how do you remove profiles who engaged in your re-engagement campaign from an unengaged list? Because I wanna suppress the remaining who did not engage. I need a step by step procedure.
Hi,We’re looking into potentially sending a transactional/flow email to active profiles that are unsubscribed.We’d love to add something a banner about an upcoming sale. I made a segment of “purchased all time” and “not subscribed”, and it’s almost double what our “purchased all time” and “subscribed”. Wondering if i’m able to send them an email if they’re not opted into our marketing emails. Would this be a winback, and would that be okay to send if they’re not subcribed?We have a pretty high open rate, so I don’t want this to ruin our deliverability, but would love to re-engage our purchasers who don’t want to receive marketing emails.A few questions:Will this affect our deliverability? Has anyone done this and found success?
Hi! I’m creating a high roller segment. I’m following the instructions here but I don’t seem to have the revenue option when I’m creating my definition. Has this been changed to something else? When someone has or has not doneRevenue (NOT ABLE TO FIND) is greater than….https://help.klaviyo.com/hc/en-us/articles/360000407272-Create-Customer-Engagement-Tiers
Good morning,I have an issue regarding locations in Klaviyo.I’m working on a flow and I’d like to send alternative emails to users coming from certain countries.The problem stems from the fact that there are certain countries I can’t find in conditional splits under properties about someone - country.Do you have any advice or fixes?Thanks in advance :)Georges
Hi all, I’m very new to Klaviyo and tying to learn lists and segments. We have imported customer data into Klaviyo and I have a certain number of active profiles showing but they aren’t all in the main segment list. I can’t work out how to get them all showing in a master/main list so I can then start segmenting them. I thought I might be able to export the active profiles via a CSV so I could then upload them into a master/main list but this doesn’t appear anywhere as an option. Any help anyone has on this would be greatly appreciated. Tabetha
Have a big list of people we never contacted, what's the best way to approach list cleaning without any data?
ContextSigned up to Klaviyo back in May and have a huge list of 140k emails and only 10k have any meaningful data I can use to create my engage and unengaged segments, another 10k past purchasers and the rest don’t have any data since being imported from Shopify. The sunset flows, unengaged segments and suppression list process are clear to me. I already suppressed about 20k emails that didn’t accept marketing.QuestionI would like to know how to best approach the data collection and subsequent list cleaning without having to blast all 100k emails at the same time for (let’s say) 10 times until I have enough data to see who is active or not. Are there any segments I can create that would allow me contact these partially?What I tried alreadyTried creating a segment based on people’s first activity but only goes back to May, so it leaves out all 100k emails completely Tried creating a segment based on profile creation, but they were all basically created in May so they are all included My
Hello,I am working on a flow, where i have to create integration in Zendesk, Basically there are some customers which we want to retarget again, they are something like on hold lead which can become our potential customers,The flow is something like, we are taking follow up from Customers through Zendesk ticket, but after 1 followe if they are not responding, we need to make an automation, where we will target that specific customers, And through that specific automation, i want to fire event so we can move that hold lead customer to Klavio List name “Future Lead”, So we can remarket again with some good offer,So in this scenarion, i am looking How i can able to move customer details from zendesk to Klavio, to Speific “Future Lead List”, Please Tell me if there is any scenario, Currently its only showing the method to upload CSV of specific users, I want to make it automaticlooking for the response.Thank You
I have a client who’s business in in Canada. I am looking for clarity on whether we can send Abandon Checkout Emails to site visitors who have not opted in to receive email marketing.CASL compliance seems a bit different from GDPR and I cannot find any exact information around Abandon Checkout Emails.CASL required explicit consent for marketing emails, but implicit consent for certain transactional emails. Does the user entering their email at checkout fall under implicit consent and therefore we can legally send them abandon checkout emails?These emails are automatically sent when a user enters their email details into the website at checkout, even if they have not opted into email marketing.Or do I need to set up a trigger in the Abandon Flow to exclude anyone who hasn’t joined a list? This seems to be a very grey area so hoping for some clarity as excluding users who have not opted into marketing emails will exclude a large portion of users, thus reducing the power of email signific
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?
Hi there I am working on my Preference pages. I know that I have to do it under each list, but if I send to a Segment (see picture) then the Preference page for a list is not used. Do I need to ad the list the campaign and the the segement? to make sure that the right Peference page is used?
Hi there! Say if I were to create a survey using Google form (its free!), what is the best practice to have the information collected from each form question directly synced/ updated into the Klaviyo’s customer profiles? I know that we can use Typeform/ Survicate to create the survey as these 2 survey platforms have direct integration with Klaviyo. However, I am trying to explore other ways that could possibly save up cost.
Hi - thank you for reading this, I wish to know a certain information about some of my profiles (some I already know the information about) -> specifically “role”.Is there a smart way to get this information?Create a segment (that doesn’t have the property “role”), and send them an email, and get them to click something. How would you suggest I collect this? Create “list” -> “add a subscription page” -> “subscribe” -> create the fields with the specific values I need? Or something else..?
Hello!I’m hoping someone can help me out a bit since I’ve gotten stuck :(I’m preparing some new flows that will go out to all customers, but I want to offer the option to unsubscribe to these flows specifically (since these flows are about a particular feature). My concern right now is that if someone unsubscribes, they will unsubscribe from all emails entirely. While I know we can make list-specific unsubscribe options, I would need to use a segment. Is there any way to make an unsubscribe option for a segment only? Thank you!!
Hello, Im trying to export reports from the website, The report should include customers details, and what they purchase and purchase history. more then that im trying to export Products views as well but i wanna know who looked at this products and not just the views or click and so on.basically i want full reports in CSV but couldn't fint any segment or list to match what i want, i even tried API and thats limited as well…. someone knows how to do so?
Hi! Trying to clean up my suppressed email list - I see there are users invalid emails with typo, some who entered it while at checkout and proceeded to complete a purchase.Under suppression list, these users appear either under ‘bounced’ or under ‘invalid email’.I wanted to create a segment to gather them all so I can fix the typo in their email addresses, but I see no option to do so. Is there a suggestion on how to solve? Thank you,Hila
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