Hi, I have been to a couple of events and visitors have signed up to a manual subscribe list. Would I add them to my Master List from a CSV doc, but I wanted to kinda segment them and send them an email, like >>>> great to see at the plant fair last weekend. I am very new to Klaviyo and would be grateful of any pointers of how I would acheive this OR if this is a good or bad idea (as not that converse with Klaviyo yet) . Thank you in advance.
Welcome to the community (and Klaviyo)
The more personalisation the better! So, yes, your approach is spot on!
If your master List is double opt-in you may not want confirmation emails sent to those contacts when you import. If so, then create a new single opt-in list ‘Plant Fair’ and import your list into that new list. However, if your Master list is single opt-in, I’d recommend using that list for the import so you maintain a master list for all your contacts.
To identify the plant fair contacts for your campaign, you’ll need to add a custom property. If you may attend events in the future, I would create this custom property as a list data-type. That one custom property will be able to hold multiple values (each event you attend). Let’s call that custom property ‘event_attended’
Steps to import:
- Prepare your .csv. My example below will import email, event_attended, firstname, lastname. Note that the value in event_attended is enclosed by square brackets and quotations - this lets Klvaiyo know it’s a list
- Select the list for the import (See my comments above) and under ‘Manage list’ top right, choose ‘import contacts’ and then upload your csv
- On the next screen, check the fields you want to import. For 'event_attended' under 'Klaviyo profile property choose 'create a new field'. On the next dialog 'Create a new profile property' select 'List'. Ensure the data type for new 'event_attended' property shows as 'List' when you’re done. Then click the 'Next button.
- On the next screen enable 'Yes, update subscription status for all imported contacts to 'subscribed' i.e as you say they’ve subscribed in person.
- For your follow-up email campaign, create a segment as below. Ensure it uses ‘contains’ and type ‘list’. that’s your sending segment.
I recommend you do all the above on a test list/import so you’re comfortable with the results before tackling the actual list.
Hope that helps but any questions, please let me know
Andy
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Hi Bluesnapper, Firstly my sincere apologies for the delay in responding. Thank you so much for the welcome, it is good to be here. Soon after putting this out I had a freak accident and semi ruptured my knee and have been hopping about in agony, just before the UK was going into a bank holiday weekend (so feeling a bit sorry for myself) whilst like all of us, negotiating many other tasks - called life! You have been so incredibiliy helpful I really appreciate your time, for your very detailed response. I am going to work slowly through your advice (literally hanging off your every word) and fingers crossed it all goes okay. Fortunately my Master list is single opt-in. Just one initial question before I go in, I raise a custom source ie event_attended and then I differentiate each event i.e. “{plant fair}” or “{hummingbird event}” etc and then when I go to send a follow up campaign I create a segment that must include contain and list - but I am a little lost as to how do I find the right event i.e. plant fair or hummingbird event, so I send my message to the right event audience? I am sorry that these are very elementary questions. Also I have obtained their location postcode, so can I just add a new column after last name? It is a little while since I put together the Master list and I am a bit unsure. Thank you Juliette
Hi Bluesnapper, Oops I have acknowledged that it is square brackets and quotations marks and not the other way around. Thanks Juliette
Thank you bluesnapper, your advice has worked like a dream. Onwards and upwards!
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