Lists, Segments, and Profiles
Learn about the profiles in your account as well as how to create lists and segments.
- 840 Topics
- 2,246 Replies
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?
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 there,I am building a segment to send emails to the people who have not received any email other than the emails belonging to a specific flow that we’ve setup. When I go the segment definition screen, I can filter by if someone is not or is in the list, received email how many times etc. but can’t seem to find a filter that says received email “as part of the flow” then enter the flow name. Any ideas?
Hey!We have a 2022 collection launch today and I am wanting to create both a new segment for those who order our 2022 products, AND have a specified abandoned cart/ post purchase flow for those ordering these products. SO my thoughts were to create a new collection and add the relevant products, both in Klaviyo and Shopify. And the collection shows under catalogs in Klaviyo and products in Shopify. So my collection is ready and okay.However, when trying to segment based on ordering products where collections equals …. my newly created collection doesn't show up? So I can't segment.. Is there something I need to do? I created the collection early this morning so it has been many hours since it was created if that matters..
Hi everyone, I have a bilingual store (french/english) and I sell in Canada and US. I have a shopify store and my currency is USD. I think that’s why all my flows take for granted that people will pay in USD no matter where they come from. I think that’s a problem for me because, as an example, when my email subscribers receive a message, they see the USD price. I don’t want that for my Canadian customers. Maybe that is not happening and Klaviyo is a beast and understand, but I want to be sure. So, should I do something or it’s already being take care of automatically?
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 doing email marketing for a campsite. I would like to send a flow to people before and after arrival. The booking system used is not integrated with Klaviyo - so what is the easiest way to add time of arrival into my subscribers’ profile? If the only way is to do it manually - will it then be possible to - for example - upload an excel-file with emails of people who have booked (without a specific date) and have the system automatically ad a “booked” tag to those profiles? Any suggestiones? Kind regards,Kristine
How do I set up segments so that I have one list, multiple offers that a subscriber would want them all?
There are multiple forms to be added to my only list. From there, I want everyone to go through the nurture flow once but depending on the action of the subscriber, they will receive a different welcome flow.I've contacted support about how to set it up and was given instructions about how to use 'source' as a property and depending on the source filter, a subscriber will receive a different flow.That is working BUT now there is a problem because it is highly likely that a subscriber will want to have all of the initial offers that I use to build my list. For example:1. PDF download2. Unique product #1 (or #2, #3, etc)3. Clearance Sales4. Birthday Club5. General InterestHow do I set up segments so that I have one list, multiple offers that a subscriber would want them all?
I’m noticing that traffic has been significantly down due to the recent iOS14 changes for Facebook Ads. This of course makes a great case for Owned Media as Email & SMS are winning. However, the challenge in this is that email & sms list growth has always *partially* dependent on the success of a brand’s paid ads strategy (unless they were lucky enough to get traffic from organic social and other non-paid avenues). With Facebook Ads bringing less & less traffic in for brands, what are ways that “owned media” teams can help to further close the loop with list growth without having to be reliant on Facebook traffic? Contests & Sweeps are one way. Starting an open thread here on what other methods are out there.
Hello, I am using the Shopify form for newsletters on my Shopify site. The Klaviyo app is also set up successfully. If someone registers using the Shopify form and has successfully double opted in, then I find him under "Customers" in Shopify and I find him under "Profiles" at Klaviyo, but I don't find him in the "Newsletter" list where I do would like to have him. Because of this, the flow cannot get a trigger and start. In my Klaviyo app on Shopify I also stated that the customers who are accepted into Shopify should be added directly to the klaviyo "Newsletter" list. Does somebody has any idea? Double opt-in ist deactivated in Klaviyo cause shopify does this step. Thank you :)
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
Hi there, Having activated a Price Drop email last week, I wanted to report on not only engagement but also the revenue generated by the flow. However, this is not showing in the flow analytics. I’ve been researching and it seems this should be appearing on the flow analytics dashboard but all I’m seeing on mine is Delivered, Skipped, OR, CTR and active on site - there is no placed order metric. I’ve also downloaded the flow analytics to see if it would be on there but it isn’t. Additionally the flow analytics CSV shows no valid metrics (see below). I got a document with 0 on every metric, plus no revenue column. Can you help with this please? Amma
Hi,I’ve seen a lot of questions regarding on segmenting your audience by engagement in terms of days but is there a way to segment your audience by percentage? Say I want to email a group that opens emails 75% to 100% of the time more often than I email a group that opens 25% to 50% of the time.
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!
We are looking to set up an integration from Klaviyo to D365 CRM can anyone provide us brief information regarding WebHook support inside Klaviyo ?
If Klaviyo supports Webhook, please provide information about events to which we can subscribe for e,g. upload of a List/ Contact record.Below are our requirements for integration between Dynamics 365 and KlayvioWhen contact is created/updated/deleted inside Dynamics 365 then the list should be updated with these contacts. When a list/Contact profile is created/updated/ deleted inside Klaviyo then it should trigger the request to posted data in Dynamics 365 CRM. We have a Custom Opt-In Field in our Contacts in Dynamics 365 which resembles the Opt-Ins in Klaviyo, how to create a mapping between Klaviyo and CRM for Such Fields. If Klaviyo supports Webhook, please provide information about events to which we can subscribe for e,g. upload of a List/ Contact record.
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
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?
I created my sign up form on my shopify website. Created a list to collect the emails. However the emails are defaulting to a different list (potential purchasers) thereby preventing new subscribers from receiving the welcome message and the welcome discount. Please how do i rectify?