Lists, Segments, and Profiles
Learn about the profiles in your account as well as how to create lists and segments.
- 1,142 Topics
- 3,148 Replies
Hello.We already use Klaviyo to segment retail customers. Is there a way to segment the Stores we sell to? Currently if they purchase through Shopify they are lumped into existing lists. Is there possibly a way to have tagged as wholesale customers flow into a Wholesale segment or list? We’d also love to use Klaviyo as a form of CRM where we are tracking last order dates from Stores. Is this possible? Thanks!
First I'm not native in English :) I'm coming from Active Campaign and find Klaviyo a bit confusing as a beginner here. I'll try to explain what I need and what my challenges are.In AC I had the option to add tags to people either on signup (forms) or manually, based on the tags they went into automation (flows). I'll try to explain my setup in AC and hopefully, someone here gets it and can point me in the right direction. In AC I had a setup for new clients (webdesign business) where I added a new client manually and added tags to them based on the services have with me. The whole idea was to send them into automation where they based on the tags got some info/education about the service they bought. Say I have 6 services, now I add the client to a list (new_clients) and add 3 services to them with tags, then they go into automation where all 6 services have 3-5 emails. Because of the tags, the automation check (split) if they have the tag for service 1, if no, (skip) and go to nex
Hi there. It seems to me that klaviyo lacks some fundamental workflow/automation when it comes to managing lists. For example. let’s say I only have two email marketing lists: Customers and Non customers (who have opted in for example just from a lead magnet). I would like to setup an automation that when someone from the list “not customers” make a purchase, he/she get removed from that list and placed into the “customers” lists. Why in the flow actions available I only have email, sms, update and notification ? Where is “remove contact” ? It’s so easy to add, why isn’t there ? However I can’t find any way to do it. Can anyone help me out ? Thank you
I’ve been working all day to setup my new Klaviyo account. I’ve been working through the Shopify & Klaviyo Onboarding checklist. I’ve completed the steps for Shopify integration (verified the JS scripts for site and product tracking are in place). I’ve browsed my site with a profile and see metrics. I’ve created an embedded subscription form that’s pointed to my Newsletter list. However, when I test email signups, these subscribers are automatically added as consented profiles and I never first receive the email confirmation to opt-in. Further, these profiles are not added to the Newsletter list.I have configured a custom sending domain and validated emails can be sent by sending previews of some of the email templates.I’ve checked my Newsletter list settings and I have double opt-in turned on. Can someone please look at my account and help me resolve this?
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.
We have a free trial kit that goes out to a customer, and when we receive it back we mark the ORDER with the tag “KR” and then we know the kit was returned. And a tag “KNR” if the kit was never returned. KR - I want to email them after it’s returned and let them know what the next steps are and give them an offer.KNR - I want to remind them to return the kit. We can’t change the Order Status, because often they are buying multiple products. So I need it to be based on a TAG. Or a custom data field (can we do that in Shopify)? We can’t add the tag to the Customer level because they could order our kits multiple times over their lifetime. Thoughts??
The emails of a few of my key customers (subscribers) was recently changed as their companies were taken over by other companies. What would be the best way to manage this change in email ? Create a new user (or) just replace existing email with new email ?Any precautions to be taken while doing these changes ? (like taking a backup of previous campaign results etc.)
Is there a way to create a segment with emails using wildcards or regex? I would like to filter out emails from our business domain with pluses (+) in them. They are generally used as test accounts so we dont need to send marketing materials to all of these internal accounts.Example: email@example.com I tried creating a definition with ‘*+*@domain.com’ but it doesnt find any accounts. Any input is appreciated.
The easiest way to accomplish this is to use the update profile property action functionality using a flow. To start, create a flow triggered by someone being added to each list in your account. Once you have created the flow trigger, add in an Updated Profile Property action. You can create a profile property called List Membership and then assign a value of the list name.For more information on how to do this, head to this article on the Update Profile Property action.Your next step is to back-populate the flow. Choose the second option to schedule emails relative to when I hit the back-populate button. As long as you only add the update profile property action to your flow, no messages will send out because your flow does not contain any emails or SMS. Instead, this will send all of the customers in your list through the flow to add the custom property to their user profiles in Klaviyo.You then have two options to export these profiles and know what list they are a part of: You can
Does anyone know why using the v2 api to retrieve a particular list return a “List not Found Error” but using the v1 api returns the list in question?Example Curls V2 curl does not workcurl --request GET \ --url 'https://a.klaviyo.com/api/v2/list/LIST_ID?api_key=PRIVATE_KEY' \ --header 'Accept: application/json'V1 curl workscurl --request GET \ --url 'https://a.klaviyo.com/api/v1/list/LIST_ID?api_key=PRIVATE_KEY' \ --header 'Accept: application/json'
I collected subscribers using Unbounce landing page software. The integration doesn’t allow sms consent to be passed through, so I am trying to upload a csv with the sms consent timestamp included.The upload appears to be successful, but when I check the profiles, the sms timestamp field doesn’t end up being populated with the data I’ve uploaded. The Unbounce form we used includes consent acknowledgement that complies with the Spam Act in Australia, so everyone who enters the form is explicitly consenting to sms. Hoping someone can help!
How can I make sure waitlist subscribers receive an email even if they've unsubscribed from the newsletter?
Hi all! I’m trying to figure what the best approach is to ensure that folks who subscribe to a waitlist campaign are notified, even if they decide to unsubscribe from our newsletter. Is there some sort of workaround to ensure that consent remains for one list, but is revoked for the general newsletter?
Hello, so from my understanding, klaviyo uses shopify’s built in email list to manage the people you are going to email. But say I want to run a special promotion with specific people, and if I add them to a list, won’t they just get bundled together with all the other emails ? Is there a way to tell klaviyo to only email specific people that opted in from a specific page only ? and have a flow based on that ?
Hello,We use WooCommerce and have integrated Klaviyo with the below option selected to convert customers to subscribers during checkout. Is there flexibility to reposition this checkbox to where we want in our checkout journey? Enable customers to opt-in to email marketing via WooCommerce during checkout or with a WooCommerce footer form.✅Collect email subscribers As we’re based in the UK we require to be GDPR complaint by law. When a customer checks this box to subscribe, is there a way for Klaviyo to populate the $consent property to assign the email value as currently it doesn’t show that in the customer profile. Only a consent status with a green tick mark but not detailing what the customer has consented to? Many thanks!Michael
Dear Klaviyo Community,We have a custom site developed using Laravel & Vue.Our site works like a service reservation site wherein guest users are allowed to make transaction. But upon putting all the codes and following the contents from the API documents we are still getting issues on the above subject for guest users but if we try a transaction for a logged-in user the thing works.Are we missing something or is Klaviyo codes is designed for logged-in users only?We appreciate any response or help that may clarify the above subject.Thank you in advance.
Hi,I setted a password page and installed the code below in the contact form<input type="hidden" name="contact[tags]" value="newsletter"> Subscribers are correctly added to the subscribers list in Shopify, but not in KlaviyoPlease not that:integration: I selected the optionsDouble Opt-in: I disabled it in Shopify, since your support team adviced to do so, since it would confict with the Klaviyo’s oneWhat else should I do?Thank youLaura
I am using my custom made flow for my users to download E-book from my store, I have created a Embedded form the is sent to the list and triggered by a flow in 1 min the only problem i am facing at the moment is that my gmail subscribers are not getting email whereas its working fine with outlook users. Tried with both Double opt in and single opt in.All gmail users gets rejected by soft bounce. Can any expert guide me what i have done wrong ?
Hello,I've been having a really hard time figuring out why the emails gathered from my footer sign up form do not get into the "Newsletter" list and Welcome Email flow. I've already added this in to the form group and i see that the emails are getting tagged as "Newsletter". <input type="hidden" name="contact[tags]" value="newsletter">I also did the ff:- enabled single opt in- welcome flow email is live Did i miss something?
Hi there,I am wanting to send an email to one person on my database through Klaviyo.I have followed all the steps found here: https://help.klaviyo.com/hc/en-us/articles/115005246328-How-to-Email-a-Single-Person-Using-KlaviyoFor some reason I cannot send the email - I edit and get it all ready but it only allows me to ‘save’ the email and not actually send. When I save it, the email is put in the ‘Scheduled’ section of the persons profile messages. From here, I am not able to delete or send or schedule the message? Its driving me crazy, please help!
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.
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