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Lists, Segments, and Profiles

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

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  • 4,582 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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1587 Topics
I
Contributor I
itsmejoshquinnContributor I
posted in Lists, Segments, and Profiles
REALLY struggling with list clean-up

Our active list is currently around 19,000 however a good number of those are from Shopify users who got a cart abandonment email or whatever. I currently have a segment for people who “Can Receive Email Marketing” because they “never subscribed.” That totals over 11,000 people and I'm currently not emailing them but I am currently paying for them. However if I dig into the individual profiles in Shopify, most have agreed to receive email marketing. I believe in the cart in Shopify but not from our Klaviyo pop-up. My current plan is to just do a 2-3 email sunset campaign for this group with a nice discount in each and suppress anyone who doesn’t open any of the emails. I’d love opinions on if that is too risky or if you have other ideas. I hate the idea of cutting off thousands of people who said they wanted to hear more in the cart but not through the pop-up but I don’t want to encounter deliverability issues from people saying we’re spamming them. 

4223
ebusiness pros
Partner - Silver
1 year ago
W
Problem Solver II
wernstromProblem Solver II
asked in Lists, Segments, and Profiles
(Multiple list consolidation) Excluding profiles that might opt-in later

Hi folks, So I’ve taken on some accounts where each has a “Newsletter” list, used for the typical default shopify integration plus a bunch of other ones created for various purposes. I’m consolidating them into a master list, and my thoughts were to create custom properties for the profiles in each of these “original” lists such as“Newsletters”, “Wholesalers” etc.One of these will also be ”Exclude From” = “All EDMs”. The reason being that there are multiple people in the organisation still using the lists for different purposes. Until the process of adding and emailing profiles is streamlined for everyone (and they’re not being actively added to) I’m leaving them as-is, but incorporating everyone else into the master.I will end up with a segment of profiles who have the custom property “Exclude From” = “All EDMs”.I’ve got a segment of these profiles that I exclude from newsletters, and my question is: If later via some outreach these profiles decide they now want to receive newsletters

322
W
Problem Solver II
1 year ago
H
Contributor I
HomeTownRiotContributor I
asked in Lists, Segments, and Profiles
Profiles that get signed up to the 'Newsletter' segment not being added to 'New Subscriber' segment

Emails that a sign up form acquire are being added to my NEWSLETTER segment but not my NEW SUBSCRIBERS segment. Not really sure why this is the case. The definition for NEW SUBSCRIBERS is:if someone is in or not in [NEWSLETTER] and was added in the last 14 days AND if someone is or is not suppressed for email. It would appear that anyone who signs up for the NEWSLETTER would instantly go into NEW SUBSCRIBERS with these rules but it’s just not happening, and thus any email flows do not start. Any ideas?

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stephen.trumble
Community Manager
1 year ago
S
Contributor I
ShannonMContributor I
asked in Lists, Segments, and Profiles
Product filtering segments

Hi!  I’m wondering if this is possible. I want to build out a filtering system for my products (they choose 3-4 key characteristics of what they want in my product) and then the website will filter through the products and show them the applicable items.What I’m wondering is if there’s any way to have an option for them to sign up for updates of products they’d like after they walk through this filtering process?  So basically they’d be added to a segmented list that I can then email anytime products that match their filtering results are released? 

953
bluesnapper
Partner
1 year ago
D
Contributor I
DennisKContributor I
posted in Lists, Segments, and Profiles
Shopify | Klavio Sync

Hello Community, I have some problems with the Shopify / Klaviyo newsletter sync and hope you can help me: If I unsubscribe the newsletter and re-subscribe at my Shopify page (not at the Klaviyo pop up banner) the status in Klaviyo is still “unsubscribed” but in Shopify “subscribed”. If I unsubscribe the newsletter and re-subscribe at the re-subscribe page which comes immediately after the e-mail unsubscribe page the status in Shopify and Klaviyo is “unsubscribed”Thank you in advance!  

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D
Contributor I
1 year ago
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Contributor III
loubibluContributor III
asked in Lists, Segments, and Profiles
Warming up my imported list

I have just imported a very small list (315) from my mailer lite account. I want to send my first email to my most recent openers (170)  that I can see from 2 last newsletters in MailerliteBut when I ask Klayvio to make a list of the most recent openers, it doesnt find anyone? Do I have to manually send the first email as it seems Klayvio hasn't imported any data except from my shopify account.When I uploaded my CSV file I made sure it had the relevent data and I dont know what else to do?

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bluesnapper
Partner
1 year ago
N
Contributor I
Njeri_sContributor I
asked in Lists, Segments, and Profiles
Error when trying to export a segment to CSV

I’m trying to export a segment of 549 contacts to a CSV file and get this error when I try (screenshot below). I’m a manager on the account so I know I have the permissions to do it. What can I do?  

5104
N
Contributor I
1 year ago
S
Contributor I
SamanSaffariContributor I
asked in Lists, Segments, and Profiles
Url contains on active on site

Hi Klaviyo Community!I am reaching out today to find out if it is possible to trigger a flow based on what URL customers have been active on.I want to trigger a flow with one plain text email everytime customers goes to the FAQ page and then split the flow based on non buyers, checkout started and repeated buyers (segments that I have)This flow would be simple check up with the customers to provide additional customer service. We believe that this type of email should be tested and would like to see if it have any impact on customer retention. I just read this article: If this is logical and works for my query, please add a brief step to step guide as I have basic knowledge of code.Thank you all in advance.I wish you a great day,  Saman

2061
KatherineB
Partner - Platinum
1 year ago
angelicacamflo
Contributor II
angelicacamfloContributor II
asked in Lists, Segments, and Profiles
Automatic List of of New Customers (WooCommerce)

How do I create a list that is automatically fed when a new customer makes a purchase? I have created a Customer Thank You Flow, but I would like to have access to a list of these customers under LISTS. Can I create a list that auto-populates with new customers' information? Or what options can I use instead? Currently, I only have a default list that tells potential and recurring buyers but no new buyers list.  

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angelicacamflo
Contributor II
1 year ago
M
Contributor I
MokaromaContributor I
asked in Lists, Segments, and Profiles
Why Facebook Lead Ad doesn't share contact info (Name Lastname and phone) to Klavyio List?

I’m trying to connect Lead Ads integration to the Klavyio list, in the list there’s not info regarding phone numbers, lastname and phone number even if the Lead Ads form is tracking. Please need support from someone on the community. My best

682
Taylor Tarpley
Community Manager
1 year ago
H
Contributor II
hsconlineContributor II
asked in Lists, Segments, and Profiles
Update a user’s preference via a link - not working

Hi, I am trying to use the following variable via a button in an email:{% preference_link 'customer_type' 'gen_cust' %}As described here: https://help.klaviyo.com/hc/en-us/articles/4408802648731-Guide-to-Template-Tags-and-Variable-Syntax-new-editor-#manage-preferences8When I send a test email and click the button, I am directed to my “update preferences” page, however, the custom property specified is not updated with the specified value Both ‘customer_type’ and ‘gen_cust’ are both properties that exist on my manage preference page. What am I doing wrong? If i use the variable {% update_property_link 'customer_type' 'gen_cust' 'www.hsconline.co.uk' %} in the button URL instead, then the property value on the profile is updated, however, I need the customer to end up on their update preferences page rather than my home page.What am I doing wrong with the {% preference_link 'customer_type' 'gen_cust' %} variable?Is there a way to use the {% update_property_link 'customer_type' 'gen_cust'

2264
D
Contributor I
1 year ago
S
Contributor I
Suz_zanneContributor I
asked in Lists, Segments, and Profiles
How Do I Speak With A Klaviyo Representative?

I need Urgent Help Which The Chat Nor Email Feature Is Providing.

682
Ashley I.
Partner - Platinum
1 year ago
K
Problem Solver I
kfodorProblem Solver I
asked in Lists, Segments, and Profiles
Excluding people with 'never subscribed' status from email sends

I’m creating a segment of people who have placed an order, but only want to include those who have actively subscribed to email marketing. Some profiles in our Klaviyo account have a status of ‘never subscribed’ (i.e. a yellow checkmark). Is there a way to exclude these people from the segment?

6897
bluesnapper
Partner
1 year ago
S
Contributor I
Suz_zanneContributor I
asked in Lists, Segments, and Profiles
Segmentation Settings Restoration

I wanted to clean a list of fake emails so I exported the list from Klaviyo and after the cleanup, forgetting the segmentation and settings these people must have been on, I deleted the initial set of contacts. Now, my client is mad. Is there a way to restore these settings, please? I feel so bad

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ArpitBanjara
Principal User I
1 year ago
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Contributor I
PaoloFelixContributor I
asked in Lists, Segments, and Profiles
Segmenting B2B and B2C

Hello Everybody,So I have a shopify store with two sites: one is B2B and the other B2C. The customers flow into my B2B site using typeform + zappier. Both the B2B and B2C customers get funneled into one list in my Klaviyo which is fine.My question here is how do I properly segment b2b and b2c subscribers? I tried segmenting via $source equals -9 (the API value) for the b2b segment and $source does not equal -9 for the b2c segment but the total numbers of these two segments don’t add up to my total subscriber count.Any help and advise will be much appreciated! Thanks!

5161
S
Klaviyo Employee
1 year ago
M
Contributor I
Maria_DKContributor I
asked in Lists, Segments, and Profiles
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! 

3265
julie.accardo
Klaviyo Employee
1 year ago
B
Contributor II
Becky CContributor II
asked in Lists, Segments, and Profiles
"Punch card" functionality?

nm

251
julie.accardo
Klaviyo Employee
1 year ago
D
Contributor II
DaasityContributor II
asked in Lists, Segments, and Profiles
What will trigger a new `updated` value for profiles, lists, and segments?

Is there an exhaustive list for things that will trigger a new updated value for profiles, lists, and segments?For example it seems that subscribing a profile to a list will trigger a new updated value for that profile. On the other hand, manually adding a profile to a list appears to not trigger a new updated value.Is there any documentation anywhere on what triggers new updated values for these entities?

533
Brian Turcotte
1 year ago
M
Problem Solver I
MaxwellProblem Solver I
asked in Lists, Segments, and Profiles
Phone and email tracking

Hello,Klaviyo newb here. Our brand is starting to expand our retail efforts and a lot of that involves email and phone follow-ups. Is this something Klaviyo can assist with? I.e. reminders, logs, spreadsheets, tracking, etc? Or should I be looking for a different CRM?Thanks !Max​​​​​​​

421
Taylor Tarpley
Community Manager
1 year ago
W
Problem Solver I
wouterProblem Solver I
asked in Lists, Segments, and Profiles
Integrate Google Ads Lead form with Klaviyo list

Hi, I’ve noticed there is a recent integration possible between Google Ads and Klaviyo. Mainly meant for using Audiences. The other way around, I would like to use a Google Lead form (Ad) to generate leads that wil automatically sync with a Klaviyo list, followed by a Flow to deliver the email(s).(Same set-up as available with Meta/ Facebook lead forms)Can this be done without 3rd parties like Zapier? Is this on the Klaviyo Road Map?  When will this be available?Many thanks, _Wouter

8615
julie.accardo
Klaviyo Employee
1 year ago
S
Contributor I
ShimeeContributor I
asked in Lists, Segments, and Profiles
How can we know who add a profile in Klaviyo?

Is there a way for us to determine who added (manually initiated) a specific profile in Klaviyo? This will help us determine, audit and track any Klaviyo changes. Thanks!

701
julie.accardo
Klaviyo Employee
1 year ago
M
Active Contributor I
meetapapersandgemsActive Contributor I
asked in Lists, Segments, and Profiles
Excluding people that are in welcome flow

Hello, I’ve just started setting up some of my flows, including my welcome flow. I send out mini campaigns every week, and would like to exclude anyone that’s in the welcome flow so they don’t get the campaign emails just yet. I know I can exclude certain segments from the campaign but how do I go about creating a segment of anyone that’s in the welcome flow? I couldn’t see an option for ‘Is in X flow’ within the segments builder, what’s the best (neatest/easiest!) way to do this?Thanks,Meeta

365926
C
Contributor I
1 year ago
S
Active Contributor III
Steve0603Active Contributor III
asked in Lists, Segments, and Profiles
Excluding people from a flow based on their nationality

Hey there.So my client sells jewlery on the french market, but a few people from oversize purchase her products sometimes.Probably 1 or 2% of them.How can I exclude from my welcome series the non french people to make sure they don’t receive our french emails marketing ?Do I need to create a segment ? Is this really accurate ?If yes, would you recommande to create a segment based on their IP adress or location ? Thanks.Steve.

932
S
Active Contributor III
1 year ago
smileyrox
Problem Solver I
smileyroxProblem Solver I
asked in Lists, Segments, and Profiles
My B2B customers are on Quickbooks - how can I market them?

Hi Everyone, I have a number of B2B customers. I use Klaviyo to market my B2C customers but feel like I’m missing out huge by not marketing my B2B customers.  I want to offer them bulk discounts and nurture them so they keep supporting me.  These businesses haven’t consented to marketing though. I was thinking, I should send them a personal email from my personal email address asking them if they’d be interested in joining my “B2B bulk deals” type thing and include a link to an opt-in form I would build on Klaviyo and direct them to sign up via the link.  Do you think this is the best way to do this or am I leaving a more strategic and easier approach on the table.  Guidance will be so great.  Thanks! SmileyRox :-) 

1144
smileyrox
Problem Solver I
1 year 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.

8102
ebusiness pros
Partner - Silver
1 year ago
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