Lists, Segments, and Profiles
Learn about the profiles in your account as well as how to create lists and segments.
- 900 Topics
- 2,398 Replies
Hi,I have a client who is wishing to collect marketing preferences about specific interests a customer has and use these to drive better targeted communications. This has been set up via custom preference pages within the Kalviyo platform that write to custom attributes in the users profile, but the client is now looking to sync this information between Klaviyo and the primary Shopify account they host so that a customer, when logged in, can mange these preferences from within Shopify rather than having to click links in emails.It’s not obvious from the documentation how you can add custom fields to the Shopify<->Klaviyo data sync. As a fallback I was hoping I could generate a link to the global manage preferences page from within shopify - but I can’t figure out how to do that either.Could anyone help me with this?
Hi,Created an embed and flyout form asking several questions - different grade levels and parent or teacher (Book Site).The signup forms indicate less than 200 used the form. However, when I segment out the various categories, I am getting large # of people within a category? Is the system using some kind of AI between Klaviyo and Shopify to create these numbers?Just looking for some kind of confirmation as to how I can have a category with 3000 in it, yet less than 200 signed up thru the formsThanks,Bernie
Hi!I’m very new to Klayvio and seem to have synced up the “Newsletter” list in Klayvio with my Shopify account successfully. However, I haven’t switched over from my current ESP yet. In prep, I imported a “suppression” list to Klayvio. I wanted to ensure this list will be kept current when contacts unsubscribe from today, so I “unsubscribed” in my current ESP to test the functionality in Klayvio. I am “not subscribed” in Shopify, but for some reason that hasn’t synced over to Klayvio and I’m still on the “newsletter” list and appear as “subscribed” in the user profile on Klayvio.Any help would be greatly appreciated. Thanks so much!
Hi - We are new to Klaviyo and are just setting it up, have integrated with our Magento store as well as Mailchimp. There are now 2 lists created in Klaviyo - one from Mailchimp and the other named as the default Newsletter which is syncing from Magento.However, Mailchimp has not been synced with our store for about a year so there may be issues with unsubscribed contacts not synced between the 3 platforms. We have been using Mailchimp to send newsletters without the store sync.This would make the Mailchimp list up to date with the contacts who have unsubscribed, but not our Magento store.We have some questions:How can we make sure we will not be contacting anyone who has opted out from any list?Should we merger the 2 lists to create a Master list?The default Newsletter list is much larger than the Mailchimp list - is there a reason for this?Should we delete all lists or the account and start again so we have a clean contact listThank you in advance.
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
I am new to Klaviyo and trying to be super careful. I need to import a list of people who have been subscribers for a long time (outside of Klaviyo).When I import them to my newsletter list will it trigger any kind of automated email? (These people have been subscribed for so long that they will be confused if they get a verification email or a welcome email). Thank you for reading this and for forgiving the novice nature of my question ;) :D Maryanne
Manually suppressing a profile in Klaviyo is pretty simple. To manually unsubscribe someone from all emails sent by Klaviyo, navigate to Profiles > Suppressed Profiles > Add Email Address. Enter the email address and select Add Email Address. This method is what we’d recommend for suppressing a single profile at a time if, for example, a customer requested that you remove them from your list. If you are looking for more information on how to suppress multiple profiles at once for list cleaning, check out our article on how to identify and suppress unengaged profiles.If you have any questions about this process, post below and let’s discuss!
If you’re importing a list into Klaviyo, proper formatting is very important. I wanted to share some of the most common issues with importing lists and some troubleshooting tips on how to fix them. Check that:Your file is a .csv (comma-separated values) file. If you’re in Europe, your spreadsheet software may export .csv files using semi-colons “;” not commas “,”. You can change this by going to your devices regional settings > advanced settings and changed the symbol used to separate lists. The first row contains column headers The email column header is properly named Name the column either “Email” or “Email Address” You do not have duplicate headers (this includes blank headers!) If you are receiving an error message about duplicate headers in your sheet and you double-checked that all your columns have unique names, delete any blank columns from your sheet and try uploading again. The file size is 50 MB or fewer Every row has an email address associated with it No duplicate
How do I move clients from one segment to another. ie if a client in ‘Best Customer’ segment and then subscribes and becomes a ‘subscription’ client, do I just kill it in the original segment. ie “Best customrer”. It seems to go in to subscription automatically but other segments i will have to move. Also I don’t want to lose all their past sales history just because they have gone into a new segment because they are on subscription. Thankyou. I am definitely losing sales because of this problem.
Right now, we’re adding new profiles to a list from our backend.However, these profiles location are set using the ip address of the requester (so the server ip address in this case)It seems like it’s possible to set the location but not to force the ip address?Cool to have the flexibility, but if you don’t know the location, you’re going to use the ip address anyway - as imperfect as it is - and in that case, it forces all server-side api clients to re-implement ip geo-location.In case that helps: we’re using node-klaviyo
Hi there, I’ve read the help pages on how to add additional filters to a flow so that someone who uses a static coupon code will not receive an email. However, although I have magento2, it doesn’t seem to be pulling in my coupon code correctly. To test that the flow would work, I attempted to create a segment of people who have used this code over all time. Although in Magento I can see that 222 people have used the code, my segment in Klaviyo says there is no one in the segment. I’ve attached a screenshot of my definition below. It matches my coupon code exactly. There is one thing -- this coupon code is generated in the “Cart Rules” section of Magento. Does that affect things?Any help is much appreciated!Thank you,Alex
I want clarification how emailable profiles are populated into my account? Are they people who visited my website or made a certain action?Do I have permission to email them even if they have not signed up for my emails?What's the point of generating these profiles that are not subscribers? How I can use them in my marketing?
Evident that there is a way to get profiles who are part of the list through REST APIs and in turn, you can get their personal info using profiles ids found in list members.Possibility is there that a profile can exist without being linked to a list.Was curious to check if there is a way to get all profiles or the profiles that are not part of the list through REST APIs?Please let me know if any solution or work around is available for it.
Hello everyone. I was wondering whether Klaviyo may consider making segment creation more customisable when custom and Klaviyo properties involving user behaviour onsite are selected. At the moment, when using properties like this to segment, the only inclusion criteria it is possible to select is “equals” (see below).But can other options also be added to this? Say for example, “does not equal”; “contains”; “does not contain”? This would enable segments to be created for, in the example of “contains” segments, the segmentation of users according to a wider range of products, for example those with similar prefixes, or those of similar kinds. Let’s say you want to run a “Christmas” campaign, and you want to send an email to everyone who had viewed a product with “Christmas” in the product name. This would let you easily create that segment. It may be necessary for the “contains” option to work, to enable users to input values with free-text. At the moment it is a drop-down. Could the t
How do I create a segment for those whose birthday/birthdate is missing?When I select Properties about someone and then select birthdate it doesn't give me any option to say "birthdate missing from profile".I want to send an email to those who haven’t entered their birthday /birthdate yet but I can’t seem select anything suitable to create the segment.
Hello, I have a large existing list and would like to add a manage preference option to my campaign email footer that allows customers to decide what email content they want to receive from us. There are three categories of emails we are sending, which are sales & promotions, new product releases and blog posts.I have not put a manage preferences link in the emails yet, or segmented anything yet. I do have a custom page set up with radio buttons that they can check off for each segment of emails they are interested in, but I find this strategy backwards as my current list is technically already subscribed to all 3 (as we only segment based on engagement so far). I need some guidance on the best strategy for executing this project and best set up for the custom manage preferences page. Thanks,Alicia
Hi,I want to be able to track the value of daily orders by segment. is this possible?I have integrated my Facebook advert to my Klaviyo account and have a lead ad running that offers 10% off first orders. I want to isolate everybody who filled out this lead ad form, was added to a list of new subscribers, and placed an order.I have put them into the same list and flow as organic subscribers to make sending emails easier. My problem is that I can run an engagement report on this segment - which is useful - but it summarises too much. It gives an avg. order value but I need to see accurate daily orders from this audience.TL;DR = how can I see daily revenue generated on a segment level?Any advice would be greatly appreciated.
Hello, I have set up pop-ups on my Shopify store and have noticed that customers are not going to the list which I have specified - as can be seen the image below - I have set up the pop-up sign ups to go to the “Ordrs” list, however, new sign-ups just go to the Potential Purchasers list. Why is this?
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