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Understanding custom profile properties

You will learn Learn about custom properties in Klaviyo that you can use to store information about the contacts in your account.Here are several examples of how you might use custom properties: To collect additional information about your contacts, such as gender, size, coupon code, etc. To collect contacts' preferences, such as email frequency, type of content, etc. To collect contacts' responses to a questionnaire You can collect virtually any type of information you'd like about a contact using custom properties, and then later use this information to tailor content, create segments, or filter flows. There is no limit to the number of custom properties that can be added to one profile. How to add a custom property to a profile There are two main ways you can add a custom property to a contact's profile: Add this information yourself (e.g. by manually adding it, or uploading a CSV) Ask contacts to provide this information Add a custom property yourself When uploading a list, any column after the "Email" column can be used to attach a custom property to a profile. For example, you could have a "Gender" column that corresponds with a contact's gender. If the property doesn’t yet exist on any Klaviyo profiles, you’ll need to create a new property during the upload. To do this, type the property name you’d like to use into the Klaviyo Field column of the new property’s row, then select Create option.  Do not click Subscribe to Email Marketing in the Import review step, so that all profiles in the upload will retain their existing subscription status in Klaviyo.  You can also add custom properties directly to a contact's profile. First, navigate to the profile you would like to add a custom property to. Here, you will see an area labeled Custom Properties, with an option to Add custom property. Click this and add the custom property you would like.  Ask contacts to provide information that is collected as a custom property You can collect custom properties straight from your subscribers when they sign up using a subscribe page, sign up form, or third-party list growth integration. You can also collect custom properties from existing subscribers using a manage preferences page.  Collect custom properties with a sign-up form Collect custom properties with a subscribe or manage preferences page Any additional fields you add to a subscribe page or sign up form will be collected as custom properties. You can even use these methods as a questionnaire if you would like to filter segments or flows by the responses you receive. If you use a signup form to collect this information, and the custom property does not yet exist in any Klaviyo profiles, you may have to create the option for the profile property name and value. First, type the name you'd like to use, then click Create option to select it.   To view all submissions to your form together, export the profiles as a CSV, along with the properties from your form. Note that only form submissions that are connected to a profile can be stored and exported.  Collecting the same profile property multiple times in a single form will set the property value associated with the last collection step. Aditionally, if someone fills out the same form multiple times, only the most recent submission will be saved. If you need to track and store each form submission separately, we recommend using a survey tool like Typeform. How to use custom properties You can use custom properties to segment your audience, filter flows, and include dynamic content within emails. Once you've created a custom property and it is present on at least 1 profile, it will populate in the segment builder when you select Properties about someone. Likewise, this will happen when you add filters to a flow. You can also dynamically populate your emails with a custom property by using the "lookup" filter: Your hair color is: {{ person|lookup:'Hair Color' }} Your hair color is: Blonde Additional resources Profiles and properties glossary Profile properties reference

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Troubleshooting Meta Ads audience creation error

You will learn Learn how to resolve Meta Ads custom audience creation errors in Klaviyo. Have you received the following error when trying to create a new custom audience within your Meta Ads integration in Klaviyo? Unable to create audience. Check your Facebook Ads permissions and re-authenticate. This error may indicate that you have not accepted Meta’s terms of service for your ad account. Read on to learn how to accept these permissions, and other steps you can take to solve this error. Before you begin You must be an admin of your Meta Ads account in order to complete the following steps. Troubleshooting steps To accept Meta’s terms of service: Copy and paste the following URL into your browser, but do not hit enter: https://business.facebook.com/ads/manage/customaudiences/tos/?act=AdAccountID You'll need to update the link above by changing AdAccountID to your specific ad account ID from Meta. To find this ID: Open a new tab and navigate to Ad accounts in Meta’s business settings. Select your ad account on the left. Find the account ID, under the account name on the right. Copy the ID. In your original tab, replace AdAccountID with the ID you copied from Meta, then hit enter. Review and accept the terms of service. If you received the original error while integrating Klaviyo with Meta Ads for the first time, you should start over with the integration setup process.  If you received the original error while editing your existing integration, you should check if the error has resolved in Klaviyo: In Klaviyo, select your account name in the lower left and click Integrations. Select Meta Ads from the list to be brought to your integration settings page. Try and create a new custom audience. If it works - you’re all set! If you are still receiving the error we recommend re-authenticating your integration: On the same page, click Manage integration. Select Re-authenticate. You should now be able to create custom audiences within your Meta Ads integration.  If you are still experiencing this error, try following our authentication error troubleshooting steps. You can also reach out on the Community or to our Support Team. Additional resources Getting started with Meta Ads

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Getting started with TikTok Audiences

You will learn  Learn how to integrate TikTok Audiences with Klaviyo. This integration allows you to automatically: Connect a Klaviyo list or segment to a TikTok Audience. Sync profiles from Klaviyo to TikTok Audiences. Before you begin Before you integrate with TikTok Audiences, set up your Klaviyo account and integrate with your ecommerce platform. See our guide on getting started with Klaviyo.  It's important to note the following: You must be an admin or an operator of a TikTok Ads Manager account to sync audiences. You can only integrate one TikTok Ads Manager account per Klaviyo account. How to integrate with TikTok Log in to your Klaviyo account. Click your account name in the lower left corner, then select Integrations. Click Add integrations. Search for TikTok Audiences and select the card, then click Install. Click Connect to TikTok. You’ll be prompted to log in to your TikTok for Business account, if you have not already. Review the permissions, and then click Confirm. You’ll be redirected to Klaviyo. If you manage multiple Ads Manager accounts, you’ll need to select the one you want to integrate with. If you only manage one account, you’ll see it preselected. Next, set up connections between Klaviyo lists/segments and TikTok audiences. Select a Klaviyo list or segment from the left hand dropdown, then select a TikTok audience to connect to on the right. Since TikTok only allows Klaviyo to sync with certain types of audiences, you'll likely see a blank list and need to create a new audience. To create a new audience: Click the Select an audience dropdown, type your new audience name in the search bar. Then, click + Create audience: (Audience Name).  If you want to add additional connections, click Add connection. Note that you can return to this settings page at any time to add additional connections. Additionally, note that this is a 1:1 sync; you cannot select the same TikTok audience for multiple Klaviyo lists or segments, and you cannot connect the same Klaviyo list or segment to multiple TikTok audiences. When you’re done creating connections, click Complete setup. You’ll receive a success message that your TikTok account is connected to Klaviyo. Klaviyo profiles will start syncing to TikTok for any connections created. It may take up to 48 hours for the custom audience in TikTok to populate.  How the integration works Sync frequency: If you add a new connection, it may take up to 48 hours for the custom audience in TikTok to populate.  Membership changes in your Klaviyo lists or segments (profiles being added or removed) may take up to 48 hours to be reflected in TikTok.  Sync behavior: This integration is a 1:1 sync; you cannot select the same TikTok audience for multiple Klaviyo lists or segments, and you cannot connect the same Klaviyo list or segment to multiple TikTok audiences. When a profile is added or removed from a Klaviyo list or segment, the corresponding TikTok audience will be updated accordingly.  When you connect a Klaviyo list or segment to a TikTok audience, existing members will remain in that audience (you will not “overwrite” the TikTok audience by syncing profiles from Klaviyo).  Manage your ad integrations from the Lists & Segments tab You can create or update TikTok audience syncs (or syncs for any other advertising platform) from within Klaviyo’s Lists & Segments tab.  To do this: In Klaviyo, select Lists & Segments in the left hand navigation. You’ll see ad platform icons in the Integrations column for each list and segment connected to an ad integration audience. To see more details for a given list or segment, click the three dots and select Linked integrations. You’ll be brought to the Integrations tab found within the list or segment’s Settings tab. Here, you’ll be able to do the following: Connect a new ad integration. Activate or deactivate a sync for the list or segment. Add a new sync for the list or segment, and select the corresponding audience. After making any changes, click Save.  Integration use cases There are many ways you can use this integration to drive your marketing strategy with TikTok. We’ve bucketed these use cases into 4 main categories: Retarget existing profiles. Exclude certain segments from future ads.  Use existing profiles to create similar audiences. Observe and monitor how a specific audience is performing. Below, we’ll discuss use cases for each category and provide TikTok resources around implementation.  Retarget existing profiles The same segmentation used for targeted emails and texts can be used for targeted ads. Consider the following segments: Cart abandonersTarget customers who started a checkout in the past 7 days, but haven't placed an order in the past 7 days. Show this group an ad that echoes the message or discount you provide in your abandoned cart flow. WinbackTarget customers that haven’t purchased in a while with an ad featuring popular trending items. Re-engageTarget inac

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Getting started with the audience performance dashboard

You will learn Learn how to use the audience performance dashboard to analyze the performance of your audience segments and optimize them per marketing channel. The audience performance summary provides detailed information on each of your segments, their overall success per channel, and their total conversions or revenue. This information is useful for comparing which segments are performing well and which segments need to be further optimized. Advanced KDP and Marketing Analytics are not included in Klaviyo’s standard marketing application, and a subscription is required to access the associated functionality. Head to our billing guide to learn about how to purchase these plans. Navigating to the dashboard Navigation steps to the audience performance dashboard vary based on whether you are an Advanced KDP or Marketing Analytics customer.   If you are an Advanced KDP customer, navigate to Advanced KDP > Intelligence > Predictive models. If you are a Marketing Analytics customer, navigate to Marketing Analytics  > Predictive models. Only Owners, Admins, Managers, and Analysts can view this table. Customizing the audience performance dashboard At the top of the dashboard, the conversion metric used in the table calculations and the time period you are viewing will be present. Adjusting your conversion metric If you are using a revenue based metric (e.g., Placed Order), the last three columns of the table will have the total revenue by channels and per segment. If you are using a non-revenue based metric (e.g., Active on Site), these columns will instead be the total number of conversions by channels and per segment. To adjust your conversion metric, open the conversion metric dropdown. Choose from the list below or search in the field for a metric. Once you update your metric, your entire table will refresh. Note that adjusting your metric only adjusts it for this audience performance table and no other metrics or reports. Adjusting your time period The time period you choose will determine the data that appears in the table. For example, choosing Last 7 days will only show data that occurred within the last 7 days. Open the time period dropdown. It will have Last 7 days selected as default. 2. Choose one of the following options: Last 7 days Last 30 days Week-to-date Month-to-date Custom (Note that data can only be pulled from 6/21/2023 onwards and is limited to 1 year max.) The time period will use your account’s local timezone. Additionally, segment data will only appear if the segment was created before or within the chosen time period Refreshing the table data To see your latest data, you will have to refresh the dashboard manually. In the upper right corner next to the circular arrows icon, you will note the timestamp of whenever the dashboard was refreshed by anyone in your account. To refresh the dashboard, click on the circular arrows icon. Your dashboard timestamp will change to reflect this refresh update. Reviewing the audience performance data The audience performance summary table will have all starred audience segments sorted alphabetically with performance information for each. If you do not see a particular segment appearing here, you will need to navigate to Lists & Segments and click the star icon next to that particular segment.  Each row will represent a specific segment and have the following information: SegmentName of the specific segment, along with the date of creation below. Clicking on this name will directly take you to the segment in the Lists & segments section. MembersTotal numbers of members to date within the time period chosen for the table. Size changeHow many segment members were added or subtracted within the chosen time period. Email conversions (if using a non-revenue based metric)The total number of conversions attributed to email within the chosen time period. Email revenue (if using a revenue based metric)The total amount of revenue attributed to email within the chosen time period. SMS conversions (if using a non-revenue based metric)The total number of conversions attributed to SMS within the chosen time period. SMS revenue (if using a revenue based metric)The total amount of revenue attributed to SMS within the chosen time period. Total conversions (if using a non-revenue based metric)The total number of all conversions (both email and SMS) within the chosen time period. Total revenue (if using a revenue based metric)The total amount of revenue for all conversions (both email and SMS) within the chosen time period. You can also sort each table by ascending or descending order by using the arrows next to each column. Conversions (i.e., conversion and revenue columns in the audience performance dashboard) shown are based on segment membership at the time the conversation event occurred.  For example, say you have a segment of profiles that have never placed an order. When a profile places their first order, they will exit

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How to determine your Meta audience sync strategy

You will learn Learn how to determine your Meta audience sync strategy. When creating Meta custom audiences, keep in mind that Facebook and Instagram are complimentary channels on your customer journey. Syncing your first-party customer data to a Meta audience allows you to retarget people who have interacted with your brand on Facebook and/or Instagram. Understanding your customer’s current engagement with your brand, identifying special interest groups within your customer list, and determining how you want to approach your audiences on Facebook and/or Instagram should be at the forefront of your mind when designing audience sync strategies. Best practices always involve knowing your customers well, whether it be through engagement behavior or special interests. You’ll define specific customer groups through segmentation, and then sync your segments to Meta audiences. This process enables you to leverage your owned data in your Meta ads. Once you’ve synced your segments to Meta audiences, you can create tailored ads for your audiences. You will engage hesitant or unengaged customers with a light touch, and approach engaged customers more overtly. Assess your customer’s engagement level Customer engagement describes how people interact with your brand. Your customers’ engagement is a powerful insight you can leverage when creating targeted Meta audiences. Customer engagement is assessed using several key factors: Opening/clicking your emails Browsing your website Purchasing: amount spent, average order value Consider the quality of each engagement factor by: Recency Frequency Your customer list can be roughly split into engaged and unengaged profiles. Engaged profiles have already warmed to your brand; they’ve opted-in to your email communications, they’ve opened or clicked through your emails, and/or they’ve purchased your products. Unengaged profiles have not yet interacted with your brand recently either through email or purchases, or they've actively unsubscribed from your communications. Keep in mind that investing in ads targeting custom audiences built from engaged segments will yield a much higher ROI than ads targeting unengaged customers. Although the examples below focus on segmenting engaged profiles, you can also target unengaged profiles. We generally recommend investing a larger portion of your ad spend on targeting engaged audiences, while investing a smaller spend on unengaged profiles. See how your ads for unengaged profiles perform and increase your spend accordingly. Below are some examples of segments that assess brand engagement. Potential brand enthusiasts Potential brand enthusiasts have opted-in to email communications, purchased in the last 4 months, but haven’t spent a tremendous amount of money on products (tweak your segment to reflect your pricing.) Below is an example of a segment to sync to a Meta custom audience so you can convert them to brand enthusiasts. Engage this segment with ads featuring products related to the ones they previously purchased, and offer them a discount to push them to convert. Lapsed enthusiasts Lapsed enthusiasts used to be enthusiastic about your brand, purchasing frequently and spending a significant amount, but lately they’ve lost interest. Lapsed enthusiasts are a great segment to sync to Meta custom audiences because you can remind them on Facebook and Instagram of what a great brand you are and how much they miss purchasing from you! Remember that segments that sync to Meta audiences can include profiles who have not opted-in to your email communications and are not included in your newsletter/subscription lists. Potential brand enthusiasts and lapsed enthusiasts are just two tiers of engagement within your customer list; there are many more to explore within your customer base. The process of learning your customers’ behavior is best iterated over time. As you continue to assess your customers’ engagement through segmentation, you can create increasingly refined segments of customers that reflect shades of engagement. Continue to use engagement insight to create more highly targeted Meta audiences. Learn more in our article on creating customer engagement tiers.  Identify special interest groups Being specific is the key to effective targeting. The deeper you understand your audiences’ interests, the more personal you can make your communication with them. Capture special interests via sign-up form Ask your customers directly what they are interested in through the use of a Klaviyo targeted sign-up form. Forms can capture your customers’ preferences for styles, hair types, or favorite pets. Engage your customers with a sign-up form, and use the insights gleaned to create special interest segments that you can sync to Meta custom audiences. Design a sign-up form to capture profile properties from your customers. Use text blocks, radio buttons, checkboxes, or dropdowns to capture custom profile properties that are stored within each pe