Lists, Segments, and Profiles
Learn about the profiles in your account as well as how to create lists and segments.
- 1,142 Topics
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For those who don't know what the RFM matrix is and how to use it -> The RFM matrix is used to create custom audiences based on customer behavior with respect to the site (very useful for ecommerce). The segments are created on 3 elements, Recency (R) the last time he made a purchase, Frequency (F) how many times he reiterated a purchase in the reference period, Monetary (M) the total value of all transactions of the customer. These 3 elements are then numbered from 1 to 5, 5 being the highest / best grade. In this matrix you will therefore find segmented customers of the group 445 253 412 145 Let's try to analyze 3 segments to understand who they are and how we can use them 445-> Customer who has purchased relatively recently, who has made many orders in the reference period and who is among the most profitable in the business. We can reward them with exclusive offers or do activities to maintain and increase "brand loyalty" by thanking them personally. 253-> Customers wh
*newbie alert* apologies if this is basic 101.Somebody (from Klaviyo) created an everybody list for us on our account when we were setting up our account. I have a feeling it was to make sure all suppressed addresses were captured however I’d like to see the ‘rules’ or definitions on how this list comes together so that I can ensure that our Shopify people are being feed into this ‘everybody’ list, but I cannot seem to find any information on how those names get on the list.
I’ve set up the integration with our Shopify site, and created a Newsletter Signup page using the Klaviyo forms. When I tested the form, I saw that the email was added to the Newletter list in Klaviyo, but is not showing up in Shopify.Shoppers who join the mailing list are added in both places (I know Klaviyo pulls that data).Does the form not propagate to Shopify along with Klaviyo?We want to make sure both email lists are in sync, since we use them for different purposes. I can’t tell if unsubscribers are pushed to Shopify either. Is that the case?
I’ve setup integration between the Bluepark ecommerce platform, it was a simple case of adding the API key for Klaviyo into my Bluepark account and the data started flowing. Great!I now have 1000+ profiles in my Klaviyo account, but a big fat 0 in any of my lists. Also, there doesn’t seem to be any “consent status” in any of the profiles. It seems that a profile has been created for anybody who entered their email as part of the checkout process.I have 2 questionsHow do I work out which of the customers are happy to accept email marketing? (this is a question in my Bluepark checkout, but I’m not sure where it shows in Klaviyo)How do I move these customers into my newsletter list automatically?Thanks!
Hi, I have created a newsletter list that is connected to our welcome series flow. We have tested ourselves with emails with great success. We have disabled double opt in. However we have people appearing in the Potential Purchases segment, via the klaviyo sign up form. They are not appearing in the newsletter list and therefore not entering into our welcome series flow. From what we can see they are signing up and not going into the correct list. Are we missing something here? We are using the standard welcome pop up.
I currently manage a client account of ~3K subscribers. There are 1K unengaged subscribers the client wanted me to delete, not suppress. I went ahead and first suppressed the contacts, and then deleted them.However when I log back into the account, the number of active profiles is still the same.Am I misunderstanding what exactly the active profiles are?Essentially, the client wants to reduce the active emailable profiles in the billing section since 1/3 of his list is unengaged.However when I log into the billing section, it still shows the same number of billable profiles. Am I doing something wrong?
Hello,I’m very new to Klaviyo and was wondering if you could help me figure out how to do the following:Send an automated email to a user who requests access to my gated Shopify store. i.e. Thanks for requesting access, someone will be in touch shortly. Send an automated email to a user once they are marked as “approved” in Shopify. i.e. You now have access, log in here [...] I already set up auto-emails via Flow in Shopify, but it does not allow me to send to the end-user. Other info:The sign-up form I’m using is the generic Shopify form.I see that when I test the sign-up form, it is being logged in Klaviyo in the Profiles list. How do I get started?Thank you
Hi everyone We have just started with Klaviyo and we are running an e-commerce store from a Prestashop platform.We have used the standard integration and we see profiles being imported into Klaviyo from Prestashop. However all profiles has no consent applied to them and I want to make sure that we do not send out any e-mail to customers who has not signed up for our newsletter.I have checked in Prestashop admin and I can see we have a fair amount of customers who has given consent but in Klaviyo they are all blank.Does anyone know how to get this parameter synced correctly so we do not risk to send out promotional e-mails to customers who has not opted-in for it? Thanks in advance./Jens
My client wants to create a list of people who want to opt out of our Mother’s Day promotions because 2020 was not a good year for aging parents. From this list they want to offer a separate sale the weekend of Mother’s Day. What I am not sure of is how to build the pop up or whatever to get people to put in their name and email without it becoming a nightmare. Should I do it as a preference connected to the list? If so, exactly how do I link to it in the mailer itself? Sorry if I sound dumb, I have spent two days trying to figure this out and I am perplexed.
Hi everyone, I’m very new to Klaviyo and wanting to send a one-off email to recent customers. We use Shopify and this is integrated correctly (as far as I’m aware).I need to email customers who have purchased from our website over the last week to let them know about shipping delays.Thanks!
Hello, would you mind helping me out please.I am trying to setup flow which segments my customers into NEW buyers, 2nd time (but not in one buying cycle) buyers and 3+My question is, what would be the best way to segment NEW buyer but not based on number of orders because he can buy something from my upsell page and it would make him 2nd time buyer, but it's actually new customer to which I want send related content.On the other hand, if person comes back to me after 30 days and buys again, he is 2nd time buyer, but not same as the person above.How can I segment those two types of buyers so they can recieve related message from me?Thank you in advance
Like many other subscription companies, we sell pre-paid gift subscriptions (ex: 3mo membership).The problem with selling gifts, is that its hard to know when a gift is for self (its on sale)/or gift to someone else. We’re banking on an idea that we can segment Gifting customers based on discrepancy between their billing address vs shipping address. Or their purchase IP location vs shipping address. Ex:Gift To Self - I buy Gift from one place, send it to same place. Gift to Loved One - I buy Gift from one place, but send it to another place. I’m struggling to find customer profile properties to create these two segments, any suggestions?
Hey everyone,I’m brand new to Klaviyo and have just added it to my store, which is due to launch this week. I already have 3000 people who’ve signed up on the shopify coming soon page to be notfiied about our launch, but I cannot seem to work out how to add those existing subscribers into a Klaviyo list.Can anyone help/advise?Thanks!Ben
Hi there! I’m creating a signup form for a list in Klaviyo. Is there a way to add custom parameters to the signup so that I can segment my list later on based on those parameters? As an example, if part of my signup form includes mobile device type (e.g. iPhone, Android) can I pass that value in when the user signs up and then later only text/email users on a list who have iPhones? Many thanks!
Alright…. Hello…So here’s the issue I was attempting some list cleanup. Simple ordinary stuff yeah Well anyways, I was deleting profiles in the Suppressed List and what I didn’t find out until I was done shocked me….. All those profiles I deleted...actually RESUBSCRIBED the unsubscribed suppressed profiles….. essentially all of the unsubscribed profiles are now re-subscribed….. Any solutions?
In the “search for someone” box at the top of every page how to we search for all profiles that are at a domain like @mycompany.com or @mcdonalds.com? We can only search by email handle, like johnsmith and janesmith. We don’t seem able to search by the domain. So if one of our profiles is firstname.lastname@example.org we can only find that profile by searching for johnsmith (or a fragment of that). We can’t find it by @mycompay.com. Seems weird. We often want to find all profiles for specific domain names.
Hi There!I want to clean my list, but I don’t know which one is the best approach.First, I have created a segment of the people that didn’t open any of my e-mails in the last 6 months, in which I put the tag “limbo”.Then, I created another segment with the same structure, but now within the last 45 days (with the same tag). For this segment, I created a flow to send two emails. If the person doesn’t open, I want to put a “Limbo” tag on her. If she opens any of them, I want her to remain active.I don’t want to “suppress” these profiles, because I want to try some re-engagement in the future.So, what is the best way to segment these “inactive” profiles?Should I just exclude the “people that didn’t open any email in the last 45 days” from my campaigns? If she opens any one of the two emails, Will she be removed from that list?Should I create a flow and if she doesn't open anything, I create a “property” Limbo? This will be a problem if the same person goes in this flow 2 times? (Like, cre
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