Lists, Segments, and Profiles
Learn about the profiles in your account as well as how to create lists and segments.
- 962 Topics
- 2,562 Replies
Create segment of customers who have received emails by tag
Has anyone found a good way to create a segment of users who have received emails by tag? For example, I am trying to find customers who have received a certain number of customer service notification emails in the last 14 days. We tag all of our CS notification emails with the tag “CS notifications.” There’s no “tag” property that I can filter the Received Email event by, and we send a lot of CS notifications each week, so it would be a huge pain to have to go in and add each email by campaign name one by one.
Removing a segment when creating a segment
Hey guys,Another question about segments here (: How do you remove certain users when creating a segment? For example, I created a segment that include 100 users who have been ACTIVE ON SITE. Now 30 of these users have also made a purchase and I want to exclude them from my segment. They already have there own segment called MADE PURCHASE but I dont know how to remove it, is this possible? It seems im asking for something relatively easy but I can’t seem to find a way to do it. Thanks
creating a segment using started check out metric
Hey Guys,Im struggling to create a segment for users who have abandoned their cart. Ive attached a screenshot to make things simpler.Essentially, I was able to create the segment with the first 4 users using the conditions you see below. For some reason I cannot figure out why the 5th entry is not being added to the segment. When I save it it only saves the first 4 entries. The conditions are exactly the same as the others, this user has started checked out on her profile so im really not sure why its not adding it. Any help would be great, thanks.
How to accurately assign language tags to a large list (15k)
I have a potential client who has an apparel store based in Montreal, Canada. 80-90% of his audience are French-speaking and the rest speak English.He wants to accurately tag new and existing members of the list so that they receive communications in their native languageA website pop-up form with a check box is one optionOr surveying the list asking them what their preferences areBut people who enter the list via making a purchase/website footer forms do so without being tagged.How can we most accurately assign language tags to all of the profiles?Merci very much
Building your Cyber Weekend audiences recap: [APAC customers]
Let’s keep the conversation going from the [Interactive workshop] Build your Cyber Weekend audiences for our APAC customers! This is a collaborative space to post any related questions or comments about your Cyber Weekend segments.You can also view the session replay below 👇: During this session, we: built 4 essential segments to include in your Cyber Weekend sending strategy discussed how to apply any of your segmenting personas to SMS Key takeaways from the training: Strategically send marketing communication to your 30-day engaged customers, VIPs, bargain hunters, and window shopping audiences around Cyber Weekend. Add the “Consent to receive SMS” condition to segments to identify your SMS personas. Additional resources: Getting started with segments How to create an engaged segment Preparing for Black Friday/Cyber Monday (Academy course) Comment below any questions or let us know if you’ve had success sending to other audiences not covered in today’s training. ***Still h
Issues With Accepts True Marketing Status
Hi, apologies if this is a silly question.I made a location based list with a lot of people on it. When I added the condition of “Accepts True Marketing” the list was reduced by 75%.We obviously want to work with the biggest list possible, but we’re concerned we’re now allowed to send emails to the entire list. Any help? Thanks for your time.
Soft opt-in via check out
We collect potential subscribers to our newsletter via a ‘soft’ opt-in at check-out, ie, if they don’t check a particular box, they come through to Klaviyo and can be identified by their not being in either of our subscriber lists and having ‘subscribed is true’. I have created a segment to collect these, and can then create a corresponding list. How can I then ensure this list triggers a double opt-in sequence of emails? Many thanks.
Is there a way for me to automatically remove globally suppressed profiles from a list?
I’m trying to remove globally suppressed profiles from a list automatically. I know how to do this manually and have done it recently, but I wanted to find out if there’s a way to do it through an automation or in any other way so that I don’t have to go in and do it myself. Thanks in advance!
How are profiles moved between lists and segments?
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 ?
Delete (shopify) order history from a profile
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
Do I have to wait for a purchase for me to create a segment for an item?
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?
How to clear a contact's bounce history
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!
Engagement segment based on insights
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
Reporting on Segment Send Frequency
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?
Abandoned Cart Segment for Popups
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?
[Interactive workshop] Build your Cyber Weekend audiences (for entrepreneurs)
Let’s keep the conversation going from the [Interactive workshop] Build your Cyber Weekend audiences for entrepreneurs! This is a collaborative space to post any related questions or comments about your Cyber Weekend segments.You can also view the session replay here: https://klaviyoacademy.wistia.com/medias/r7q1b0v48oDuring this session, we: built 4 essential segments to include in your Cyber Weekend sending strategy discussed how to apply any of your segmenting personas to SMS Key takeaways from the training: Strategically send marketing communication to your 30-day engaged customers, VIPs, bargain hunters, and window shopping audiences around Cyber Weekend. Add the “Consent to receive SMS” condition to segments to identify your SMS personas. Additional resources: Getting started with segments How to create an engaged segment Preparing for Black Friday/Cyber Monday (Academy course) Comment below any questions or let us know if you’ve had success sending to other audiences n
How to find where consent was given?
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?
How to check status of import?
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!
Why is my shopify tags segment taking a long time to upload?
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.
CSV Import of Array property
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,email@example.com,["A","B"]
How Can I Search through the Properties options in my account?
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?
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