Lists, Segments, and Profiles

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

  • 1,368 Topics
  • 3,858 Replies
Dov
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
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
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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1368 Topics

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Contributor I
RubenRRContributor I
asked in Lists, Segments, and Profiles

Bold Subscription Integration

Hi all! On my webshop it is possible for customers to buy my product as a subscription. I work with Bold Subscription plug in to process these automatic orders. I want to be able to send email explicitly to subscribers or be able to exclude them sometimes from the buyers list, but till today I haven’t found a way how to make a segment/tag on how to separate subscribers from one time purchasers. I have reached out to Bold, Klaviyo and Shopify, but I was always told that this is a topic ‘the other party’ has to help me with… Has anyone experience setting up such a segment?

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Dov
2 years ago
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Contributor I
Shiv_SiobhanContributor I
asked in Lists, Segments, and Profiles

Segmenting with Collections

Hi there,I’ve just run into an issue with segmenting by collections, one that I haven’t come across before. We’re integrated with Shopify and usually segment our audience by purchasing habits - so by collections/categories. However, I’ve noticed today that while all of our Shopify collections are listed as an option to filter by, there are also collections titled ‘collections:name’ which don’t exist in our own Shopify backend. After testing these, the ‘collection’ titles pull the incorrect data. Can anyone shed some light on what these extra collections are/why they exist? Thank you. 

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cassy.lee
3 years ago
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Contributor I
HarrierContributor I
asked in Lists, Segments, and Profiles

Creating segments based on links clicked in email

Hi Everyone,I’m interested in improving our Welcome series of emails to make the journey more personalised for our subscribers. I would like to ask a simple question in the first email and provide two answer options. I would then like to segment the subscribers depending on which answer they choose - so we can then tailor the remainder of their welcome journey based on their interests.Does anyone know how I can set up this segmentation? Thanks,Mary

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Spark Bridge Digital LLC
Partner - Gold
1 year ago
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Contributor I
NaziaContributor I
asked in Lists, Segments, and Profiles

Shopify newsletter list does not add on klaviyo

I am subscribing shopify newsletter but my emails are not add to klaviyo email list.. I done the integration part ..

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stephen.trumble
Community Manager
2 years ago
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Contributor I
milliecolettaContributor I
asked in Lists, Segments, and Profiles

How to segment customers who have purchased a specific product ID?

Previously I would've done that by creating a segment as follows:Placed order > where ProductID > equals 12345678It seems the option for ProductID has been removed?

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E
Contributor I
3 months ago
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Contributor I
pranjal.thakurContributor I
asked in Lists, Segments, and Profiles

Getting invalid phone number - For Update List API

We followed this link to check for the valid phone number formats : https://help.klaviyo.com/hc/en-us/articles/360046055671-Accepted-Phone-Number-Formats-for-SMS-in-KlaviyoWhile updating the profiles from the Update list api ( URL: {{baseUrl}}/v2/list/:list_id/members)But few of the formats aren’t working correctly. PFB the respective request body.Working correctly for below Request Body:{"profiles": [{ "country":"USA","phone_number":"+12345678900" }]} Not working for below:{"profiles": [{ "country":"USA","phone_number":"2345678900" }]}&{"profiles": [{ "country":"US","phone_number":"2345678900" }]} Error Response:{"detail": "+2345678900 is not a valid phone number."}

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alex.hong
1 year ago
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Contributor I
NoGrowAusContributor I
asked in Lists, Segments, and Profiles

Sending an email to one person (its not working)

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!

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Dov
3 years ago
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Contributor III
MZeebContributor III
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?

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alex.hong
1 year ago
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Active Contributor II
MNgoActive Contributor II
asked in Lists, Segments, and Profiles

Email Opt-In at Checkout - WooCommerce

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

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alex.hong
2 years ago
emma_hugewinmedia
Partner - Silver
emma_hugewinmediaPartner - Silver
asked in Lists, Segments, and Profiles

Segment by product name

Hi everyone, how to build a segment that filter the contains in a product name (ItemNames)? I heard that the availability of the contains definition depends on the format of the data that is being shared to Klaviyo, so how to check if data format of ItemNames surely is list data or text data? I have tried to segment as picture attached but it doesn’t work, no any results.Please advise, thank you so much! 

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stephen.trumble
Community Manager
4 months ago
friendsupstudio
Contributor II
friendsupstudioContributor II
asked in Lists, Segments, and Profiles

How do I put existing clients into a new list/segment?

Hello Everyone,I have a question that seems to not be answered yet. lolI make some sales on my Shopify store manually. The clients call me and say what they want. I generate an invoice and send to them to pay. In this process, I’m the one that is putting their information on the system. I add their email and address as they asked. I started to notice that none of these contacts are going to a segment or list. Automatically they do not receive any flows or campaigns. How can I add/move them to an existing list?In a normal contact I see Metrics>List&Segments>Contract>Channels>InformationOn those contacts I see Metrics>Contact>Channels>Information It is missing the list and segments.Another this is, for clients that I want to separate by gender and by sales status, ie. wholesale, making a list would work better right?!  Thank you and have a blessed day,Marcella

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friendsupstudio
Contributor II
2 years ago
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Contributor I
eaglepeakoutdoorsContributor I
asked in Lists, Segments, and Profiles

Create segment via API

Does anyone know of a way to create a segment via API? Im trying to automate creating a segment to contain all profiles in the account. There is an endpoint to create a list through the API, but I cant find an endpoint to create a segment.The reason I ask here is because I have noticed that there there are API endpoints that exist but are not included in the documentation. Possibly because they have been deprecated.If anyone has any input here it would be much appreciated! Thanks!

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jimk
Active Contributor I
6 days ago
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Contributor II
mreallContributor II
asked in Lists, Segments, and Profiles

Is it possible to have two separate Klaviyo customer profiles that use the same email address?

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?

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alex.hong
2 years ago
A
Contributor I
AmmaOContributor I
asked in Lists, Segments, and Profiles

Can flows be created with segment or list with customers already sitting in those list and still trigger?

Hi! Been using Klaviyo flows but noticed that’s it’s restricted to work on the basis of triggers so if I create a segment or list with customers who are already in my database, they won’t trigger the flow I have set up. The flow is ONLY triggered if the customer enters the segment for the first time after the flow is set-up. I find this super restrictive. It means flows cannot be created for customers who are already on the base and then are segmented to already sit in a list before the flow is live. Is there a way around this or is the only solution to send a normal campaign manually to customers already in a segment or list. Lots of other ESPs allow in database segmented customers to go into flows - also if they are already on the list or segmented then they are already organically added to the database.   

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Contributor IV
3 months ago
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Contributor I
gaspardContributor I
asked in Lists, Segments, and Profiles

How to add a customer tag to a list of contacts

Hello! I’d simply like to know how to add the same customer tag to a list :)Thanks! Gaspard

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stephen.trumble
Community Manager
1 year ago
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Contributor IV
coljungContributor IV
asked in Lists, Segments, and Profiles

Issues modifying custom property

Hi all,I’m trying to have a custom unsubscribe page where i ask users the reason for their decision.So besides the usual ‘unsubscribe’ button, I have a list asking users why they want to remove their email.I followed the steps in here: https://help.klaviyo.com/hc/en-us/articles/115005077067-How-to-Custom-Code-an-Unsubscribe-or-Manage-Preferences-Page  to create a custom page.I’ve also followed the steps here: https://help.klaviyo.com/hc/en-us/articles/115005074627-Guide-to-Properties to add custom properties when my users initially sign up.So the way im trying this is:I have a hidden input named ‘unsubscribed_reason’ when users sign up. (I have tried the same property with a $). In my unsubscribe form, I (try) to send this property back with whichever option the user selects. I would expect to see said property updated under the user profile after they have unsubscribed. This is the step im missing. Example of my code matching the example code.See my custom property named: ‘unsubscribe

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A
5 months ago
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Contributor I
rufaidh_risminContributor I
asked in Lists, Segments, and Profiles

Adding customers to list once they place an order

Hi there,I would like to know if I can add my customers to the list once they place an order.I’m using woocommerce. I know that we can setup a checkbox in the checkout but it isn’t that convenientbecause not everyone will select it. or see it in the first place.Thank You.

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D
Contributor I
1 year ago
B
Contributor I
bitmapContributor I
asked in Lists, Segments, and Profiles

Embed the preference page on website?

Hi All, I would like to use the Preference Center to enrich profile information. If technically possible, I would like to embed it on a page on my website. Can anyone tell me whether and how I can do this?Thanks! 

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alex.hong
1 year ago
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Contributor I
KONZUKContributor I
asked in Lists, Segments, and Profiles

Segmenting Wholesale Customers (Shopify)

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!  

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K
Contributor I
2 years ago
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Contributor I
DellaContributor I
asked in Lists, Segments, and Profiles

List and Segmentation on sign up forms

Hi Klaviyo Support Team,I have a question regarding sign up forms and segmentation process. I have designed a sign up form that the subscriber sees a question as “Are you a professional athlete or a beginner? I want them to be added to the professional subscribers segmentation when they click on the word “professional” automatically and it should happen the same when they click on the word “beginner”, but I’m quite confued on how to define such filter, should I apply it on the sign up form or I should design a flow for it?Thank you in advance.

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David To
Klaviyo Employee
7 months ago
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Contributor IV
Scott SContributor IV
asked in Lists, Segments, and Profiles

Segment Not Updating

Trying to update a segment and it is just perpetually stuck at .1 percent. Nothing happens even If I refresh and try again. Any ideas as to why this would occur?  

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David To
Klaviyo Employee
2 years ago
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CLAIRESANKEY1New Member
asked in Lists, Segments, and Profiles

Send Welcome Flow to New Subscribers but not to Checkout Opt-ins!?

Hello, I am a shopify store owner currently using mailchimp and migrating over to Klavyio. I have a sign up embed and pop up on my website which offers 10% off to new subscribers. I would like people who sign up via these forms to enter my welcome series flow which gives them 10% off and be added to my newsletter list. However, I don’t want people who opt-in to the newsletter at checkout to trigger this welcome flow. Instead I will want them to trigger a post-purchase flow. I do want both sets of people (whether they signed up for 10% or they opted-in at checkout) to be added to my ‘all newsletter’ list. Please can someone help by explaining to me how to do this? Many thanks in advance, Claire   

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steez_brand
Active Contributor I
3 years ago
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Contributor I
web365Contributor I
asked in Lists, Segments, and Profiles

Segments and tags?

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

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Contributor I
3 years ago
H
Contributor I
HKhelpContributor I
asked in Lists, Segments, and Profiles

Collecting Subscriber's Birthdays After Signup

Hey, We are collecting sign ups on FB, and it is not possible to get their birthday on there. Is it possible to send them an email after where they can add it, so we can segment after that.

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Dov
2 years ago
A
Contributor IV
Abrar22Contributor IV
asked in Lists, Segments, and Profiles

Regarding klaviyo client subscription api of v2023

Hello I am using 2023 api that is this one https://a.klaviyo.com/client/subscriptions/?company_id=my company id to subscribe profiles in list I m able to that with postman but with node api I am getting 202 accepted but the data is not getting stored and also my list have single opt in enabled kindly help me with this I m not getting error but data not getting stored except data sent with postman.Any help would be appreciated. I have verified my body databy consoling there is no error in json format

12
David To
Klaviyo Employee
10 months ago

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