What are Lists and Segments in Klaviyo? | Tutorial [2021] 

I'm so glad Dennise, we were hoping to help beginners exactly!

1. Not quite. In MailChimp, each audience is siloed. In Klaviyo, anyone in multiple lists has the same profile. 2. If you do a segment, it will pull from all lists. If you want to make a segment from just one list then make the rule “is in list X” AND whatever rule you want.

I would suggest making the 3 lists, but you don't HAVE to use them at the start. Just make sure you incldue them in your main segment. That way in the future if you want to have another list, you have it, and you won't need to adust the rules of your segment.

@@emailexperts thank you. Would you mind explaining the difference between the Signup List and Newsletter list? And properties of each one?

@@ifftrainingchannel2394 I recommend you check out our other videos, especially the welcome series one, the popup one, and the Klaviyo account setup one.

Why does Klaviyo only recommend a single main list? I reached out to Klaviyo support to enquire about active profiles and asked if I should segment people who agreed to marketing and they told me not to worry about it but only exclude suppressed profiles. Upon more research, I read that active profiles include both subscribers and profiles added by general engagement. Would you ever recommend sending marketing emails to the profiles added by general engagement? I doubt that's a good practice? Thank you and sorry for so many questions!

Hi there, sorry for the delay in responding. We recommend separate lists and a segment to combine them, but you definitely could use a single list if you like. If you use separate lists, it allows you to set up different welcome series emails for different signup sources, and assess performance and list growth of different signup sources. Ultimately, it's up to you. I have seen even large brands do okay with a single list, but it's just a bit messier. You are correct that you *can not legally email those profiles added by general engagement*, while Klaviyo technology will allow it, it is your legal responsibility to ensure that you are following the relevant consent laws.

@@emailexperts Thank you so much for your reply and confirming that I am finally getting there with Klaviyo!! I would love to find out your recommended timing for 3rd email in the abandoned cart flow? We have currently set them up as 30 minutes, 20 hours and 3 days. Also to separate the existing list, would you just export the active list segment (made from the Main list) and then filter by email signups (so they have consent, not just engagement) and upload it to the checkout signups? This way when we do the segments for email campaigns we can use only checkout and website signups in the filters and we know that all people who belong there have agreed to receive email marketing. Thank you :)

Hi Mar yyy, great and important question! Klaviyo collects *all email addresses* even those who are not subscribers. For example, customers go through the checkout, and you're not allowed to email those who don't consent to marketing emails; it's illegal to email them marketing messages. So they are email addresses but NOT subscribers. To follow the law, you need to manage marketing permissions. You could tag them with "$consent" = "email", but it's difficult to make sure all of your database signup methods have that field. Instead, we recommend you use Lists to track marketing permissions. For this reason, you *must must must* have the condition of belonging to a list if you plan to email them marketing messages. If you don't include them, you can still sync them to Facebook audiences (see our recent video on that), but you cannot email them.

Hi Amy, great question. Pretty much everyone starts this way, it’s very normal, so don’t feel bad. Yes you can combine the lists. 1. Start with a list you don’t want anymore. 2. Export all email addresses as CSV (you don’t need any other fields, I’ll explain why) 3. Import the CSV of email addresses into the list you want to merge them into 4. Delete the old list The reason you only need to import the email address (and not any other field) is that the subscribers don’t get deleted or created throughout this process. They are just re-associated with the new list, and the email address is the unique identifier. I hope this makes sense.

When you set up the Shopify integration, you choose a list to connect it to. Then, whenever someone subscribes at the checkout (they select the checkbox to accept marketing), they will be added to the checkout list. With this set up, you won't need to manually upload any lists; everything will flow in automatically. Great question, thanks!

@@emailexperts oh okay. But you can only choose one list. So I choose either newsletter or checkout sign ups correct?

Correct, the way I recommend it, is that 'Newsletter' shouldn't be connected to anything, it's just to have it there, in case you want to import subscribers from another source and they should still receive emails. Remember; Lists are not for sending, *only send to Segments*, and have a 'main' segment that collects all of your lists.

@@emailexperts thank you so much sir. I have one more question. I accidentally imported all of my historical data in my Klaviyo so all my Shopify subscribers transferred to my Klaviyo. Do you suggest I make a segment only consisting of the profiles that subscribed on my Shopify? Then adding it to my main list? I don’t know if I messed up my profile list.

No problem. Sorry at this level I recommend you reach out to Klaviyo support. It should be fine but I can't be 100% sure.

Hi Sabrina, yeah this is a great segment to make. 1. Firstly, you need to make sure your "Active on site" metrics are tracking properly. 2. Once they are tracked, you include the rules "Something someone has done" "Active on site" "At least once" "in the last X days". AND "Placed order""zero times""in the last X days". For those who didn't subscribe to the newsletter, you probably won't be able to detect their browsing behaviour because the cookie won't have been initialised for those individuals, and you won't be legally allowed to email them. You can sync them as a FB Audience though.

@@emailexpertsWow! This is great to know. Thank you so much.

Hi Lorsky, you can't make a segment like this, is there something you're trying to achieve specifically? What's the tactic you're trying to achieve?

@@emailexperts hi there. So i wanna send a campaign but i want to exclude those emails who are still currently inside a flow. I just dont want to bombard them with sooo much haha appreciate the reply!!

Hi @@lorsky18 , so the easiest way to do this would be to either (a) use smart sending, help.klaviyo.com/hc/en-us/articles/115002779311-Guide-to-Smart-Sending-in-Klaviyo or (b) in the audience segment, use the rule "Something some has or has not done" "Received email" "zero times" "in the last 2 days" (or however many days you want to filter from).

@@emailexperts wow awesome. Will try these tomorrow. Thank you sooo much!!! 😊