Please note: this feature is in Preview at the moment, which means we're still making a few tweaks here and there to make it even better.
Klaviyo Lists are areas you create to help organise your contacts before sending targeted e-shots.
Any pre-existing Klaviyo profiles, that are also in the CRM, will not automatically be added to the defined Klaviyo List. So, you might find this tool useful for adding these Contacts into the list!
If you haven't already connected your CRM to Klaviyo please click here to find out how.
Step 1: Navigate to a CRM report or Campaign Activity
Firstly, navigate to the CRM Report or Campaign Activity that you wish to tag Contacts from. For example, we may wish to tag Contacts from a Campaign Activity for a Summer Sale email. To learn more on creating Campaigns and Campaign Activities, click here.
Step 2: Add to a Klaviyo List
When you're ready to add your Contacts to Klaviyo, click the further options menu (three dots) in the top right-hand corner, and select the 'Add to Klaviyo List' option.
Step 3: Choose which List to add the Contacts to
You'll then be able to choose which list to add the Contacts too. Make sure this is something useful that you and others will be able to find later. We recommended the list name is related to the reason you're grouping them.
The pop-up will also advise how many customers will be added to the list if you proceed. Only Contacts in Klaviyo will be added to the list. Any Contacts in your Report that aren't in Klaviyo won't be added.
Step 4: Adding to a New List
You can also create a new list from the CRM to add contacts to. Simply scroll down to the bottom of the drop-down list and select 'Create new Marketing List'.
Step 5: Add
Once you've selected your List, select 'Add'.
You can now view this list in Klaviyo where the Contacts from the CRM Report/Campaign Activity will appear.