Hi @Marfa, welcome to the community and glad to see you here.  The background is really helpful and something I hope everyone emulates!  Sometimes we get one sentence questions with no context and its really hard to know what’s happening, what platform they’re on, etc. 

Now, what you described is a common scenario that I encounter for lots of Shopify merchants that have both a B2B or Wholesale portion of their business, along with their D2C (or B2C) consumer/retail side.

You’re right about the fact that you should maintain a 1 to 1 mapping of Klaviyo to Shopify accounts.  The reason why is Klaviyo doesn’t just sync your customers and email addresses, but also all the other data from Shopify like your Orders and Product Catalog and other customer behavior events as well (Started Checkout, Cancelled Order, Viewed Product, etc). If you had two separate Shopify sites, one for B2B and one for B2C, then indeed, its preferable to have two separate Klaviyo accounts, that you can easily switch between with the same account login.  

However, it seems like you are using a Shopify App in a single Shopify Account to distinguish between your B2B and D2C customers.  You can definitely maintain two separate Lists within Klaviyo, and with a bit of management you an keep them separated. 

For example, you can explicitly exclude your Wholesale Lists from your Campaigns or Flows.  

Alternatively, you can build a Segment that excludes them as well:

Also, check with your Shopify App (Which app is it?), they sometimes also add “Shopify Tags” for anyone designated as a B2B customer.  For example, if the app adds the tag “B2B”-  If that’s the case, you can also do this:

As far as separate workspaces and dashboards, unfortunately there’s not a way to have different interfaces based on your split between retail and B2B customers.  My best recommendation is to make sure to tag all your Campaigns, Flows accordingly so you can filter out the clutter by selecting the Tags in the Klaviyo interface. 

For example, you might tag all your retail Campaigns, Flows, and List/Segments as “Retail” and all your business Campaigns, Flows, and List/Segments as “Wholesale.”  Then when you are working on your Wholesale activities within Klaviyo, you an filter it by that tag “Wholesale” so you only see the relevant items in Klaviyo.

Here’s some more info about Tagging items in Klaviyo:

• Understanding tags in Klaviyo
• How to use tags to organize campaigns
• How to add a tag to a campaign or flow
• How to add a tag to a list or segment

Hope this helps!

Hi Joseph,

Thanks so much for the detailed information. It is very helpful! I still need to learn more about using tags and will check out the links you have provided.