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Organising List and Segments


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My audience is divided into three main categories: Private Individuals, Trade (UK and export), and Contract (UK and export). I also have different imports, lists, and segments in Klaviyo that I want to organise more accurately and efficiently. How would you recommend I best go about this?

Best answer by Timmy Solomon

Hi @martha098,

Organizing your lists and segments is essential for efficient audience management and targeted marketing. Here’s how I’d recommend structuring them based on your audience categories:

1. Use Lists for Main Audience Categories

  • Create separate lists for each of your main categories:
    • Private Individuals
    • Trade (UK and Export)
    • Contract (UK and Export)

Lists should contain subscribers who signed up for specific communications or offers relevant to these categories.

2. Create Segments for Dynamic Grouping

Segments are ideal for grouping subscribers based on their behavior or attributes. For example:

  • Trade (UK): Subscribers tagged as “Trade” and located in the UK.
  • High-Value Private Individuals: Subscribers from the Private Individuals list who’ve purchased over a specific amount.
  • Engaged Subscribers: Contacts from any list with a high open or click rate.

3. Organize Imports

  • Tag imported contacts based on their origin or category. For instance, add tags like “Imported from CRM” or “Trade Export Contacts.”
  • Use these tags to create segments for specific communications.

4. Maintain Clean Data

  • Regularly suppress or remove unengaged profiles to keep your lists accurate.
  • Use a dedicated unengaged segment to monitor inactivity and plan re-engagement or cleanup campaigns.

5. Label Lists and Segments Clearly

  • Use consistent naming conventions to avoid confusion.
    • Example: List - Private Individuals, Segment - Engaged Trade UK.
  • Add notes in each list or segment for clarity on its purpose.

6. Test and Refine

  • Test your setup by sending targeted campaigns to ensure your lists and segments are working as intended.
  • Monitor analytics to identify areas where segmentation can be improved.

Let me know if you’d like further assistance or examples tailored to your setup!

Best,
Timmy Solomon
Klaviyo Email Marketing Spaecialist

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5 replies

Romoke
Contributor III
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  • Contributor III
  • 5 replies
  • January 10, 2025

Hi ​@martha098 

Thank you for sharing the details of your audience structure! Organizing your imports, lists, and segments in Klaviyo effectively is crucial for delivering targeted and relevant communications. Here’s a step-by-step guide tailored to your needs:

1. Organize Your Audience into Core Lists

Given your three main categories—Private Individuals, Trade (UK and Export), and Contract (UK and Export)—start by creating core lists for each:

  • Private Individuals: For all B2C customers.
  • Trade (UK and Export): Separate lists or tags for local and international trade partners.
  • Contract (UK and Export): Separate lists or tags for long-term or contract-based clients.

Pro Tip: Use list naming conventions for clarity, e.g., "Trade_UK," "Trade_Export," "Contract_UK," etc.

2. Leverage Segments for Dynamic Grouping

Use Klaviyo’s segmentation to create dynamic groups based on customer behavior or attributes. Some useful segmentation ideas include:

  • Private Individuals:

    • Recent purchasers (e.g., “Made a purchase in the last 30 days”).
    • High-value customers (e.g., “Lifetime value > $500”).
  • Trade and Contract Customers:

    • Frequent buyers vs. dormant accounts.
    • Product/category interest based on browsing or purchase data.

Pro Tip: Use segments for behavior-driven flows (e.g., abandoned cart or replenishment emails).

3. Tag and Import Data Correctly

Ensure your imports are organized with tags or properties to identify the category. For example:

  • Add a custom profile property like Customer Type with values such as “Private Individual,” “Trade_UK,” “Trade_Export,” etc.
  • When importing lists, map relevant data fields (e.g., location, purchase history, or preferences) to enrich profiles.

4. Design Flows Tailored to Each Group

Create flows that cater to the unique needs of each audience segment:

  • Private Individuals: Focus on personalized recommendations, seasonal campaigns, and loyalty incentives.
  • Trade and Contract Customers: Highlight volume discounts, product availability updates, and B2B-centric messaging.

Pro Tip: Use conditional splits in flows to customize messaging further based on export vs. domestic segments.

5. Regularly Review and Maintain Lists/Segments

  • Periodically clean your lists to remove inactive subscribers.
  • Use engagement metrics (e.g., “Opened email in the last 90 days”) to keep your segments updated and relevant.

Conclusion

This setup will help you manage your audience efficiently, deliver tailored messaging, and maximize engagement. If you’d like assistance with implementation or a specific use case, let me know, and I’d be happy to guide you further!

Best regards,
Romoke
Klaviyo & Shopify Expert


Timmy Solomon
Problem Solver III
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  • Problem Solver III
  • 19 replies
  • Answer
  • January 11, 2025

Hi @martha098,

Organizing your lists and segments is essential for efficient audience management and targeted marketing. Here’s how I’d recommend structuring them based on your audience categories:

1. Use Lists for Main Audience Categories

  • Create separate lists for each of your main categories:
    • Private Individuals
    • Trade (UK and Export)
    • Contract (UK and Export)

Lists should contain subscribers who signed up for specific communications or offers relevant to these categories.

2. Create Segments for Dynamic Grouping

Segments are ideal for grouping subscribers based on their behavior or attributes. For example:

  • Trade (UK): Subscribers tagged as “Trade” and located in the UK.
  • High-Value Private Individuals: Subscribers from the Private Individuals list who’ve purchased over a specific amount.
  • Engaged Subscribers: Contacts from any list with a high open or click rate.

3. Organize Imports

  • Tag imported contacts based on their origin or category. For instance, add tags like “Imported from CRM” or “Trade Export Contacts.”
  • Use these tags to create segments for specific communications.

4. Maintain Clean Data

  • Regularly suppress or remove unengaged profiles to keep your lists accurate.
  • Use a dedicated unengaged segment to monitor inactivity and plan re-engagement or cleanup campaigns.

5. Label Lists and Segments Clearly

  • Use consistent naming conventions to avoid confusion.
    • Example: List - Private Individuals, Segment - Engaged Trade UK.
  • Add notes in each list or segment for clarity on its purpose.

6. Test and Refine

  • Test your setup by sending targeted campaigns to ensure your lists and segments are working as intended.
  • Monitor analytics to identify areas where segmentation can be improved.

Let me know if you’d like further assistance or examples tailored to your setup!

Best,
Timmy Solomon
Klaviyo Email Marketing Spaecialist


Mich expert
Problem Solver IV
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  • Problem Solver IV
  • 64 replies
  • January 11, 2025

To effectively organize your audience in Klaviyo into the three main categories (Private Individuals, Trade, and Contract), you can follow these steps:

### Step 1: Create Main Lists
1. **Create Separate Lists**:
   - **Private Individuals List**
   - **Trade List** (sub-divided into UK and Export if needed)
   - **Contract List** (sub-divided into UK and Export if needed)

### Step 2: Use Segments for Further Organization
1. **Create Segments Within Lists**:
   - For each main list, create segments based on specific criteria (e.g., purchase behavior, engagement).
   - Example Segments:
     - **Private Individuals**: Engaged Customers, Inactive Subscribers
     - **Trade**: UK Customers, Export Customers
     - **Contract**: UK Contracts, Export Contracts

### Step 3: Utilize Tags or Custom Properties
1. **Add Tags/Custom Properties**:
   - Tag subscribers based on their specific category (e.g., “Private,” “Trade UK,” “Contract Export”).
   - This allows for easy filtering and segmentation later.

### Step 4: Implement Signup Forms
1. **Use Targeted Signup Forms**:
   - Create different signup forms for each audience category.
   - Ensure each form directs subscribers to the correct list and applies the appropriate tags.

### Step 5: Set Up Flows for Each Category
1. **Create Targeted Flows**:
   - Develop flows tailored to each audience category (e.g., welcome series, promotional emails).
   - Use triggers based on the lists or segments to ensure the right audience receives the right messages.

### Step 6: Monitor and Optimize
1. **Analyze Performance**:
   - Regularly check the performance of your lists and segments.
   - Adjust your strategy based on engagement metrics and subscriber behavior.

### Additional Tips
- **Use Naming Conventions**: Keep your list and segment names clear and consistent for easy navigation.
- **Regularly Clean Your Lists**: Remove inactive subscribers to maintain a healthy email list.

By following these steps, you can effectively manage and organize your audience in Klaviyo. Let me know if you need further assistance!


MANSIR2094
Problem Solver IV
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  • Problem Solver IV
  • 174 replies
  • January 11, 2025

Hi ​@martha098 ,

To efficiently organize your audience in Klaviyo, just like ​@Timmy Solomon  and ​@Romoke have said!
I recommend using a combination of Lists, Segments, and Custom Properties for each category (Private Individuals, Trade, and Contract). Here's a tailored approach:

Start by creating separate Lists for each of your main categories: Private Individuals, Trade (UK and Export), and Contract (UK and Export). This allows you to segment your audience at the highest level, ensuring that your communications are appropriately targeted.

For each list, utilize Custom Properties to define the specific characteristics or preferences of your customers. For example, you could add properties like Account Type: Private, Account Type: Trade, or Account Type: Contract. This helps track more detailed information about your customers and allows you to create refined segments based on additional criteria (such as location, activity, or behavior).

Next, create Segments based on these properties. Segments allow you to filter contacts dynamically based on rules that reflect specific characteristics or behaviors. For example, you could create segments for all Trade customers in the UK or Contract customers who have shown interest in a specific product. By using segments, you can automatically organize your audience without having to manually sort contacts each time.

Additionally, make use of Flows to automate communications that are tailored to each segment. For instance, you could set up separate welcome series, promotional campaigns, or post-purchase flows for each customer type.

Lastly, keep an eye on data hygiene by regularly updating and cleaning your lists and segments. This ensures that the right audience is always being targeted with the appropriate messages, improving engagement and conversion rates.

Let me know if you need further assistance with setting up your lists, segments, or flows in Klaviyo, and I’d be happy to guide you through the process.


Christiannoerbjerg
Expert Problem Solver II
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Hi ​@martha098 

Thank you for posting in the Community!

It looks like, that you already have got a lot of good answers! 

If you would like to get an overview of, how we structure our segments and lists for our clients, i would be keen to show you - Just let me know :-)

Christian Nørbjerg Enger
Partner & CPO
Web: Segmento.dk
LinkedIn: @christianfromsegmento
Voldbjergvej 22b, 8240 Risskov