Lists, Segments, and Profiles
Learn about the profiles in your account as well as how to create lists and segments.
- 1,145 Topics
- 3,152 Replies
Hi, this may seem like a dumb question. I’m aware that I can only see the top 50 active profiles. I currently have 276 and I would like to know the best way to see this list. I know I can export it and then import it but this is a static list only based on the export. I’d like a way to see the latest list at any time. How could I do this please?
My company has a CRM in which we create a customer account for each individual person. However, some customers (e.g. a husband and wife) share the same email address. As a result, the CRM integration with Klaviyo currently overwrites the Klaviyo profile with whichever customer is getting updated. Furthermore, if we trigger an email, the current name on the profile is used in the personalized email message. For example, if the most recent Klaviyo profile update puts the husband’s name on the profile, but the wife subsequently books an appointment, an email is sent to their shared email address with the husband’s name and the wife’s appointment details. Is it possible to have two profiles with different IDs but the same email?
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?
In the blog article iOS 15: How to Prepare for Apple’s Changes, it states users can send to their Apple Mail users separately to measure the impact of the updates. We haven’t yet segmented our profiles by email client, and the only information I can find on email clients is in the Email Opens by Email Client. I’m trying to segment out Apple Mail profiles, like the article suggested. Any clue on how I can segment out profiles by email client? Thanks.
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 use Contact Form 7 on Wordpress for subscriber forms, which are configured to populate into various lists in Klaviyo. I have created a new list in Klaviyo called ‘Showroom Subscribers’, but this is not appearing in the Contact Form 7 Option list to set the form up for the right list.
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 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 a total newbie, but I embedded a form on Shopify which has been submitted 86 times. But the contacts went into my main ‘subscribers’ list, instead of a new list I wanted them to go into. I’ve now fixed it so they’re going into the correct list, but is there a way I can find all the contacts that previously submitted through this particular form and move them from my main subscriber list into the correct list?Thanks!Paul
Hi, I’m a new user and for some reason my lists and segments are not updating automatically. For my segments, I have to update manually for it to reflect the right number of subscribers. I only have 1 list named “All Subscribers on Shopify” but it currently has 0 members. I created a test segment to capture everyone on my profile and it updates to the correct number of members but I have to do it manually. The list; however, just doesn’t seem to capture the members in the profile. I also tried it with a dummy email account. I subscribed using shopify’s newsletter form and the form I created in Klaviyo and for both forms, the list doesn’t seem to capture it. I’ve also turned double opt in off and on for both shopify and Klaviyo. Any help would be appreciated. Thanks,
So long story short - I’m trying to find a workaround while transitioning from a 3rd party “back in stock” notification app to using Klaviyo, but there are quite a few people already signed up for notifications from the app.My plan was to create multiple small lists via manual upload (that will later on be deleted) for each SKU that is awaiting replenishment notification, then create a simple template and send manual campaigns as each item is re-stocked… but many of the profiles already exist in Klaviyo. Most of them are not subscribed or suppressed (some heavy list cleaning is on the horizon once I’ve implemented win-back and sunset campaigns/flows).I’m concerned about what happens if I upload CSV’s that only contain an email address, and the email address is already associated with a profile in Klaviyo...Per this article: https://help.klaviyo.com/hc/en-us/articles/115005078967-How-to-Create-and-Add-Contacts-to-a-New-List:“Any value/column that you include in a CSV upload that alread
Hi folks.This should be a very simple thing, but I cannot figure it out, and it’s driving me nuts.How do I create a segment with the following conditions?subscriber is in the USA or is in Canada or is in the EU, AND consent contains “email”The problem is, you can use an inline OR in an AND, but you cannot use an inline AND in an OR. So that last condition is just not possible.First I thought I can separate that last bullet into its own segment, let’s say “Consented EU subscribers”. That way I could potentially change my first segment conditions to this:subscriber is in the USA or is in Canada or is in the segment called “Consented EU subscribers”But of course there’s no such thing as “if someone is in or not in a segment”. So, I cannot create that third condition.My brain hurts. Any suggestions?Thanks,-oo
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?
Hi there, We uploaded profiles without a city, province or country to Klaviyo. We have since deleted the lists they were in and they are now a part of our master list. Is there a way to bulk these profiles and add their location? Can we simply re-upload our CSV file, and will Klaviyo add to the already existing profiles, or will it create new ones? Hope someone can help! Thanks!
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..
A user managed their preferences and was put into a Once a Week segment. However, now she wants to receive all of our campaigns. However, I cannot remove her from the segment from within Manage Segment OR her profile. Profile snapshot (the segment does not have the blue “remove” next to it):
I created and uploaded archive data as instructed in the help section. The import appeared to complete with error. And then nothing. No added customers, no statistics change in flows, no confirmation and/or failure email. Just silence.It seems that importing ~300 record should be relatively quick, and provide some indication of success. What have I done wrong?Also, if anyone is interested I created an export template for Shipworks.
I’m trying to use the API to retrieve all the recently created users from a List but I’m not able to find any method for that. For example, I want to retrieve the latests members that were added into that list that includes an specific custom property. The closest one is the list-segments endpoints https://apidocs.klaviyo.com/reference/lists-segments#get-members but does not alows any filltering/sorting capabilities. There is any way I can do that with the current API versions?Thanks in advance,Nico
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