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Lists, Segments, and Profiles

Lists, Segments, and Profiles

Learn about the profiles in your account as well as how to create lists and segments.

962 Topics
2,563 Replies

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Dov

solved this question

Facebook lead gen: adding emails to main list

Hi @KrisDaria,Thanks for sharing this question with us and welcome to the community! We’re so glad you’re here.Yes, this is completely possi...

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Dov

solved this question

Tips on back-populate with imported lists

Hi @Wanderist,Thanks for sharing this with us. Welcome to Klaviyo - we’re thrilled to have you on board with us!The answer here is yes! If y...

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Dov

solved this question

Self-Segment Poll

Hi @kbb,Thanks for sharing this question with us. And thank you @SeanMcC, for your ideas here. Hi The first thought I have here is how have...

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962 Topics

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SeanMcCProblem Solver III

posted in Lists, Segments, and Profiles

Heap Integration with Klaviyo

Given how granular the segments you can create in Klaviyo can be.. just how much can the Heap intergration add. If you are using the integration what use cases do you have in place? Thanks

caitlin.bennContributor I

asked in Lists, Segments, and Profiles

Creating a segment for Bold V2 subscribers

Hi there!I am trying to figure out how to create automated segments based on our Bold V2 subscribers. I have followed the instructions for how to do the integration following the steps outlined here: https://support.boldcommerce.com/hc/en-us/articles/6740843522964. But after completing this step, I am still not seeing where/how I can create segments based on the webhooks/events discussed in the documentation. Please help! :)

Mr. DogBedContributor I

asked in Lists, Segments, and Profiles

Creating a segment based on placed orders in the future

I make a donation to a non-profit partner based on a percentage of each sale. I would like to send out an email campaign each month to the customers who made a purchase that month to thank them and share the positive impact their purchase had. I have mapped out how I think this should be accomplished.1- Create a segment that is defined as customers who've purchased in a given month and the segment would be named as such. (Example: January 2023 Customers) I would create these segments for entire calendar year so it will compile the data as it occurs.2- Create a monthly email campaign for each calendar month that pulls it's recipients from the corresponding monthly segment as detailed above. I assume I will be able to create these campaigns, like the segments, ahead of time and select the send date to occur on the given date in the future. I obviously will have to do some editing in terms of the given donation for that month, but I wanted to front load much of the work so it's a quick pr

tank13Contributor I

asked in Lists, Segments, and Profiles

Remove Unsubscribed profiles after migration from ActiveCampaign (not in a list)

Good Day Everyone, I recently completed a migration from ActiveCampaign to Klaviyo. Here’s the problem though: A few weeks before starting the migration I deleted the unsubscribed and bounced subscribers from ActiveCampaign. Then, I cleaned and verified the Master List and imported it to Klaviyo (this list contains all the active subscribers we had on ActiveCampaign...around 170’000 subscribers) What I noticed is that Shopify added new subscribers to the Klaviyo account (I suppose it also included these people who unsubscribed and extra profiles who are not active anymore) Question is: How can I delete ALL the profiles who are not included in the “Master List” (the master list is 170’000 subscribers and the total number of profiles is 230’000 subscribers...I need to delete 60’000 subscribers) Is there a particular procedure I can follow to make it happen? Thanks in advance.

Sav08Contributor I

asked in Lists, Segments, and Profiles

Facebook says my Klaviyo audience is too small, but my segment in Klaviyo shows 1,000's of customers are in it. What is going on?

I’ve made a bunch of segments within Klaviyo and integrated them as custom audiences in Facebook. On Klaviyo, it shows there are over 5,000 people in the segment, but Facebook says it’s too small to be used for a lookalike audience.

BartfishContributor I

asked in Lists, Segments, and Profiles

Bulk Upload Property Filters for a Segment

I have a list of around 300 custom properties we are using and I’d like to find a way to bulk upload them to a segment definition filter. Right now it seems like my only option is manually enter them as “OR” filters but this is very time consuming for so many properties. Surely there has to be an easier way to do this?

Vintage PrintsContributor I

asked in Lists, Segments, and Profiles

How can I send customer a thank you for subscribing email when they subscribe immediately

How can I send customer a simple thank you for subscribing email when they subscribe? I have a flow set up but it can take hours for the first email to arrive if at all. All I want to do is create a ‘Thank you for subscribing’ email with a discount code that will arrive in their inbox straight after they have subscribed. that is all. I don’t want them to have to do the ‘double opt-in’. I’ve set it to Single Opt-in, but they aren’t receiving an email straight away. This was so easy in Mailchimp and I’ve spent hours now trying to sort this, any help would be appreciated!

Gingersnaps_SGContributor I

asked in Lists, Segments, and Profiles

How do I limit the Subscribe Page only for Subscribers that are not in the list?

Hi Everyone! Newbie here. So I created a QR code which links to a subscribe page in Klaviyo. To make it simpler and easy for our target subscribers, I included an offer in the success page. Is there a way for us to limit the success page only for customers that have newly signed up? So if they signed up already, the coupon code won’t pop up? thank you!

pkehela_mokeboContributor I

asked in Lists, Segments, and Profiles

Black List Email-Addresses from Double-Optin Mails

Dear Guys, i hope you can help us with an extremely important issue as we are in the midst of an litigation with a prosecutor that now reached cease-and-desist declaration against us to avoid any further mails being send to him. The accusation in general contains the point that he a) reproached us that we send him an unwanted double opt in mail (which is impossible to proof how typed in a mail adress into one of our signup funnels) and b) that our double opt in mail contained promotional aspects that is against German law (which is not the cause). The whole claim is really fraudulent but the court declared the cease-and-desist declaration, that we are not allowed to send ANY mail to the customer anymore. As we could blacklist the mail address for sendouts through all our flows, Klaviyo claimed now that they are unable to avoid a sendout of a double opt in mail to the customer if his email address would be typed in in any given sign up form again. And this double opt in mail would then

SeanMcCProblem Solver III

asked in Lists, Segments, and Profiles

How to populate drop down menu with brand options?

At present we have a pop up to with second step to ask customers for product type of most interest however if we could also allow the customer to select their favourite brand then this would allow us to send them more relevant emails. As we use Shopify this would be the product vendor name. Does anyone know how I can make this happen? Thanks

ErikContributor II

asked in Lists, Segments, and Profiles

Back in Stock Flow not sending to suppressed profiles

Hi there,I think there is a logic error in the back in stock flow. Every now and then we see that a suppressed user signs up for the queue, but then does not receive an email because he is suppressed. In my understanding, the flow should be sent regardless of the status of the user (active or suppressed), as this is a separate signup and no newsletters are sent on it.I had already contacted the support with this problem, but unfortunately no solution could be found. Do you have similar problems? Have you found solutions how to work around the problem?

hsconlineContributor I

asked in Lists, Segments, and Profiles

Update a user’s preference via a link - not working

Hi, I am trying to use the following variable via a button in an email:{% preference_link 'customer_type' 'gen_cust' %}As described here: https://help.klaviyo.com/hc/en-us/articles/4408802648731-Guide-to-Template-Tags-and-Variable-Syntax-new-editor-#manage-preferences8When I send a test email and click the button, I am directed to my “update preferences” page, however, the custom property specified is not updated with the specified value Both ‘customer_type’ and ‘gen_cust’ are both properties that exist on my manage preference page. What am I doing wrong? If i use the variable {% update_property_link 'customer_type' 'gen_cust' 'www.hsconline.co.uk' %} in the button URL instead, then the property value on the profile is updated, however, I need the customer to end up on their update preferences page rather than my home page.What am I doing wrong with the {% preference_link 'customer_type' 'gen_cust' %} variable?Is there a way to use the {% update_property_link 'customer_type' 'gen_cust'

BirthsmarterLaurenContributor I

asked in Lists, Segments, and Profiles

segment not filtering properly

We are trying to pull a segment based on due dates (we are a parenting and birthing education program), but the segment is not pulling properly. We have someone’s due date as last year but is pulling when we set the segment as those who are due in 34 weeks. how do we fix?

AlsalomonContributor I

asked in Lists, Segments, and Profiles

Segmenting with Product IDs

What would be the best way to segment within Klaviyo based on product ID’s with over 200 product IDs?

lleontiyContributor I

asked in Lists, Segments, and Profiles

How you can avoid 2x opt-in email in the multi form?

Hey guys, We have a custom form on the website and collecting both email and SMS there. Our main goal - do 2x opt in for SMS but 1x single opt in for emails. Email is set to list A. This is a 1x opt in list.SMS is set to list B. This is a 2x opt in list. So when you optin to both, you'll still receive two 2x optin requests coming from the 2nd (SMS) list. And btw, the same way Klaviyo's multi-step form works. I am wondering if there's any way we can avoid sending the 2x optin email I this case as this is a bit too much when a customer receives 2 messages (one for email and another one for SMS) . So we want just send an SMS, especially given SMS 2x opt in P.S. If we use the same list for email and SMS, we need to set it as 2x optin and when somebody enters both fields, they'll still receive 2 messages. Thanks for any help!

DavekenContributor I

asked in Lists, Segments, and Profiles

Fetch admin profile URL from API?

Is there a way to fetch the Klaviyo Admin Url for a customer profile from the API?It seems the format is something like:https://www.klaviyo.com/profile/{id}/{first_name}-{last_name}But with different handling for when there’s no first name or last name (uses email if both null), and with normalization of characters in name. Just going to https://www.klaviyo.com/profile/{id} gives a 404 (odd, you think it would redirect since ID is unique).I would like to be able to pull the admin url from the API, reliably.Context: In our own CRM, we want to put links to user profiles in various resources: Shopify, Klaviyo, Gorgias, etc. But we cannot reliably find or build such a link for Klaviyo at the moment. The closest I’ve found is https://a.klaviyo.com/api/profiles/?fields\[profile\]=email,first_name,last_name&filter=equals%28email%2C%22{email}%22%29 and then building with id, first, and last — but as I mentioned fields can be null and I’m sure I’ll miss some edge case handling, normaliz

Stefan for BIOBLOContributor IV

asked in Lists, Segments, and Profiles

Newsletter List's subscribe page not working

Is this a glitch or does a list’s subscribe page work differently when someone enters an e-mail that’s already on the list?This is the “success page” for a new e-mail (above) and an existing e-mail (below):-- The preferences link (=line in red) is missing on the page that’s displayed for existing e-mails, which is weird when the text above it makes a reference to the link.Can anyone help? Thx

PintxelContributor I

asked in Lists, Segments, and Profiles

Segment users added to a segment by date added

Hi all I need to identify users who were added into a SEGMENT during July 2022.I tried to Snapshot the segment but then, the date added field changes to the date I Snapshotted I tried to Convert to a list but the same issue I downloaded a CSV but same issueHow can I do this? Thanks

JustinNContributor I

asked in Lists, Segments, and Profiles

Segment Customers by Average Browse Value

We’re attempting to categorize our shoppers into buckets, such a discount shopper, high value customer, etc. Our Klaviyio implementation receives events via Segment, which is embedded in our custom ecommerce platform. We want to use our product_viewed event, which has a supporting price attribute, to accomplish this task. We’d like to keep a running average of price across each of these product viewed events per profile and then associate these averages with various buckets, as mentioned above. Are there any recommend ways of achieving this? We have about 2 million profiles we’re trying to keep up to date.We’ve considered running these calculations in our events database and running a script to update these averages as a custom attribute through the identify API, but the throughput is too low at 700 calls/min. By the time we update all our customers, that data is essentially out of date. We want more of a real-time view. Web feeds are too small to hold the data, it seems. So we have ru

MZeebContributor I

asked in Lists, Segments, and Profiles

Multiple Values for One Custom Properties

I recently collected data on a group of consumers. I have the data in an excel CSV. Two of the questions results in multiple answers (ie. favorite brands and favorite activities). Ideally I could create a custom property for “Brands” and “Activities” and they could have multiple values populated for each in their profile. I’m not seeing this as an option when uploading my contact data into Klaviyo.Any solutions to allow for multiple values in one custom property?

FleurContributor I

asked in Lists, Segments, and Profiles

Subscribe customer in specific segment to a list via flow

Hi, I have a shopify markets account with multiple shops (URLs) under it. When someone checksout, they are automatically added to email marketing (unless they uncheck this themselves). Now I would like to add these customers to the general newsletter list (divided by country). As these are multiple lists, I cannot link this to one particular list via intergrations. I have already created segments so that everyone who accepts marketing is divided by country. Now I would like to create a flow where I indicate that when a customer accepts email marketing via the checkout, they are added to the general email list. Unfortunately, I cannot find this option when setting up a flow. Is there another way to automatically add these customers to the general list? Thank you in advance!

vgoodsContributor I

asked in Lists, Segments, and Profiles

Popup Form Not Triggering Welcome Automation

Hello, my newsletter popup form is not triggering the linked Welcome series automation. I checked and double-opt in is turned off and the automation is connected to the newsletter list. Trying to solve this issue asap as it is live and we offer a discount for subscribing. Any ideas? Thanks

hungContributor I

asked in Lists, Segments, and Profiles

Webhook unsubscribe email from klaviyo to magento 2

Hi everyoneI want to create a webhook to unsubscribe the email from klaviyo. This webhook will call api to magento2 with parram is the mail has unsubscribed. And then the email will update in magento with status : unsubscribe like klaviyo.So please help. Thanks.

NerijuszContributor I

asked in Lists, Segments, and Profiles

Retrieve suppresed profiles

Hello,Thanks to the new API I can easily get and filter all profiles, but there is no information in response if a profile is suppressed. Is there any way to get suppressed profiles or check this?

BrandonSmithContributor I

posted in Lists, Segments, and Profiles

Using Klaviyo with a custom shop

I work for a jewelry company that sells both online and through sales representatives. Our website is custom built and doesn’t use Shopify or other online sales platforms. I have been using Klaviyo for almost 2 years and it feels like I am still in over my head and having to manually setup, clean and cultivate my customers. Does anyone have any tips or advice for those of us using Klaviyo and not using e-commerce platforms to sell?

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