Lists, Segments, and Profiles
Learn about the profiles in your account as well as how to create lists and segments.
- 1,224 Topics
- 3,373 Replies
Hi.I am just brushing up on my Klaviyo knowledge and while looking through my flows etc I wanted to ask.How is a profile moved between lists and segments, Or are they not?Example: If a new customer signs up to a list via my website, they are on the ‘New sign up list’. If they then take an action ‘Buy or not buy’ they will be moved to the segments ‘bought flow’ or ‘sunset’When moved to the new segment, are they then automatically taken off the original sign up list?Hope that makes sense ?
Hello, I have a few customer profiles in Klaviyo with some order details that I would like to be changed. These order details are mainly build up through testing the Shopify shop before we went live. Ideally I would like to delete the order details for a group of specific customers (test group) and keep their profiles.I tried to delete the customer in Shopify to see if this would affect the order history in Klaviyo, but it seems to have no effect.Probably my line of thinking is not how it should, so please advise what you’d do.What happens when I delete these profiles from Klaviyo and when they return as customers? What does this do with the historic order details?Many thanks,Wouter
Hi! I have shopify and Klaviyo connected and need assistance with segmentation. I am trying to send emails based on at least 2 categories or collections. Only 1 item from both collections appears when I select; placed order and then items. The only thought is the 1 item pops up because that is the only purchase i have had yet. I want to create a segment and automation for when people buy. Do I have to wait until at least 1 purchase is made or each item?
Hello,We recently had a customer reach out to let us know that they miss receiving our marketing emails. However, we can’t send them to her because we suppress anyone who has soft-bounced 4 or more times from our campaigns & flows. Is there a way to clear the soft bounce data from her profile? Or, do you recommend we delete her contact profile altogether and re-opt her into our list? Thanks for the help!
Hello, Currently I am sending most of my campaigns to my whole list. Generally performance (open and click rate) is fine but I am looking to divide my list in an engaged segment and a reignite segment. This way the engaged segment should bring more or less the same absolute performance as the whole list (relative performance will be a lot higher). And the reignite segment has the objective to bring people back to the engaged segment or else these people will go to the suppressed list. My question is, is there a function in Klaviyo to find the best variables and timeframe to segment my engaged list on. So can you run some kind of regression to find dependent variables that have a significant impact on for example opens. I would think that with all available data you could find that for example: ‘x opens in the last y days’ and ‘x times active on website in the last y days’ has the biggest chance that a user will open the next email. Thank in advance! Lars
I’ve been getting requests from a new member of the leadership team for a report covering how often we send to our main segments at the message level. I have 11 main segments that I send to at least 5 times a month, and pulling this data from my own internal reporting is a time-consuming process. Is there a report or dashboard I can set up in Klaviyo at the Segment level to see a count of how many times a segment has been used in messages in a given time period?
Hi thereWould you please add to ypur to-do list; enabling suppression of a whole segment without having to export the profiles’ data and importing them under Suppress profiles? It’s time consuming and GDPR-wise just foolish ;) Let me know, if you’d like to see how it’s done in Mailchimp (I still have an account there). Thanks,Mette
I want to create an Abandoned Cart Segment, so that I can trigger a popup with a coupon code if the user abandons the shopping cart. I’ve attached my flow. Can anyone make any suggestions or check to see if this makes sense?I’m also very curious as to the Started Checkout API vs the Started Checkout Shopify. Which one Is better?
Hello everyone! I have a quick question. I just joined Klaviyo, and I plan on using it exclusively for SMS messaging. My question is...we plan on having two different “keywords” that people can use to signup depending on the kind of content they are interested in. Some people might want both. Is it best practice to have two different subscriber lists in this case, or a single “SMS Subscriber” list and then use custom properties to target the two groups using segments? Thanks for any direction you can give! I obviously want to start in the right direction.
Hi! We’d love to have a quick question or two for those who unsubscribe from our email list(s). Just something to help us learn about why they unsubscribed. I’ve searched all over and I can’t figure out how to do this.Does anyone know if it’s possible to have an automated survey appear after someone unsubscribes?
I see I have consent for the profile, but when I click “Show consent details” I see only date/time (Timestamp). Also, I see $source with negative numbers like -50, -6 in Custom Properties, which I do not understand. Is this number represent app/integration or something where consent was given? How I can decode it?
Hello :) What’s the solution to the below snippet in this article? There are a few situations which can cause someone to have Accepts Marketing set to false, but they're still subscribed to your newsletter:If a customer checks out and decides not to accept email marketing at that time, but later subscribes through a signup form, they'll still be added to your newsletter list. If a customer checks out and does accept email marketing, they'll be added to your newsletter list. If they check out again, they'll probably decide to not subscribe again since they're already subscribed. Depending on your checkout configuration, Shopify might see this as not accepting marketing (Accepts Marketing = false.) You probably don't want to treat this customer as an unsubscribe. Rather, you'll want to keep this customer on your newsletter list. How will you change the customers marketing consent to true? Surely the signup form will trigger marketing consent as true and take the most recent consent and
When creating a dynamic segment where Properties about someone is a Shopify Tag….I updated a customer tag with the corresponding tag and it took literally 30-minutes to update? Is this normal? I thought updates were instant?Just for reference, when I update the customer tag on Shopify and refresh the users profile, I can see the Shopify Tag Custom Properties updated pretty fast, but the Segment itself is still slow.
Hello,I’ve followed the instructions for Export profiles from one list into another so I could delete my non-used lists and create a master list.How will I know when my import is complete? Nothing indicated how I would know. And how do I sanity check that names from the old list are now on the master list? I don’t see how to search a user within a list. I see only that I can search a user and bring up their profile telling me which lists they are on.Thank you!
When attempting to bulk CSV load a user property that is of List/Array type, the csv importer fails to work despite following the format recommended by the documentation : https://help.klaviyo.com/hc/en-us/articles/115005237648-About-Data-Types#list6 For example the very simple CSV below fails with “column missing” but if I change the property to be a normal string, the upload completes. It looks like the CSV uploader does not actually support List data types despite the documentation. Email,firstname.lastname@example.org,["A","B"]
Is it possible to search by property? For example, if you have a text field where you have collected answers from a form, and you have assigned a property to that field, is it possible to search by Property name to see all of the answers you have collected for that Property?
I’m new to Klaviyo, and I'm trying to create a custom list of select individuals already in klaviyo, as is described on the option for “list” in the image below. When I select it, however, I don’t see any way to select any of contacts already in klaviyo. It would save me the time of uploading their information again, and I don’t know if there are any risks of duplicates. Hopefully something simple I missed, but I couldn’t find a way to do this in help articles. I welcome any feedback.
I have a signup form for emails and birthdays (for babies) in the format DD/MM/YY.I tried to create a list so that subscribers can go into the list of related DOB.For example, if a child is born on 02/10/2022, I want them to go into a list of 0-3 months. if a child is born on 02/07/2022, I want them to go into a list of 3-5 months. and so on.Is this possible or is there a better way I can do this?Please I need solution.Thank you.
Hi!We are new to klaviyo and i’ve just set up my first newsletter which is linked to a segment list. the newsletter is meant for new subscribers so we can build a customer base. We’ve linked our klaviyo newsletter with our shopify shop. We’ve noticed when testing the link, only non-gmail users can succesfully sign-up. If we try to sign up with a gmail account, we do not get a success message and the user is not subscribed.. how can we fix this?
I’m just setting up Klayvio. I’ve integrated my Shopify account and under lists and segment I don’t have a default “Newsletter” segment. All the instructions say that this should be there. I’m confounded. All the other preset segments are there. I’ve got to be missing something but this key segment is the starting point for everything and is everywhere in the set up instructions.Can someone help?
Hi, I was wondering if someone could help me solve where some of my email signups have gone to?In total I have had 26 customers complete my signup form, these are meant to be added to my newsletter. However only 13 are on my newsletter list. I have the double opt in setting selected currently and I was wondering if this was having an impact? Thanks
What’s the best way to come up with the number of days to use in this Churn Risk Segment?https://help.klaviyo.com/hc/en-us/articles/360035312491-Advanced-segmentation-reference#h_6eaf0425-d77d-4a33-a89d-7aadd5dd5871 I’ve tried doing a list export with average days between orders exported along with it, then calculating the average of the average number of days between orders and using that… Is this the way to do it, or is there a better way? Thanks!
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