How to create and manage email lists in Klaviyo

Creating and managing email lists in Klaviyo is essential for organizing your contacts and ensuring that your email campaigns are targeted and effective. Here’s a step-by-step guide on how to create and manage email lists in Klaviyo:

Step 1: Create an Email List

1. Login to Klaviyo: Access your Klaviyo account.
2. Navigate to Lists & Segments: Click on the “Lists & Segments” tab in the left-hand menu.
3. Create a New List: Click on the “Create List / Segment” button.
4. Choose List: Select “List” from the options.
5. Name Your List: Give your list a descriptive name (e.g., “Newsletter Subscribers”, “VIP Customers”).
6. Save: Click “Create List” to save your new list.

Step 2: Add Contacts to Your List

1. Manual Additions:
   • Go to Your List: Click on the list you created.
   • Add Contacts: Click the “Add Contacts” button and choose “Upload File” or “Add Manually”.
   • Upload File: If you select “Upload File”, you can upload a CSV file with your contacts. Ensure the CSV file is properly formatted with the necessary fields (e.g., email, first name, last name).
   • Add Manually: If you choose “Add Manually”, you can enter contact details one by one.
2. Signup Forms:
   • Create a Signup Form: Navigate to “Signup Forms” and create a new form.
   • Choose List: In the form settings, choose the list you want new subscribers to be added to.
   • Embed or Publish: Embed the form on your website or share it via a link.
3. Integrations:
   • Connect Integrations: Connect other tools you use (e.g., Shopify, WooCommerce) to Klaviyo.
   • Sync Contacts: Sync your contacts from these tools to your Klaviyo lists.

Step 3: Segment Your Lists

1. Create a Segment:
   • Navigate to Lists & Segments: Go to the “Lists & Segments” tab.
   • Create Segment: Click “Create List / Segment” and select “Segment”.
   • Define Segment Conditions: Set conditions based on behavior, demographics, engagement, etc. For example, you could create a segment for “Recent Purchasers” or “High-Engagement Subscribers”.
   • Name and Save: Name your segment and click “Create Segment”.
2. Dynamic Segmentation: Segments in Klaviyo are dynamic, meaning they update automatically as contacts meet or no longer meet the conditions set.

Step 4: Manage Your Lists

1. View and Edit Contacts:
   • Access List: Click on the list you want to manage.
   • View Contacts: See all contacts in the list. Click on individual contacts to view and edit their details.
   • Add Tags/Properties: Add tags or custom properties to contacts for better segmentation.
2. List Cleaning:
   • Identify Inactive Subscribers: Create a segment for contacts who haven’t engaged with your emails in a while.
   • Re-Engagement Campaign: Send a re-engagement campaign to these subscribers. If they remain inactive, consider removing them from your list to maintain a healthy sender reputation.
3. Merge Lists:
   • Select Lists: Choose the lists you want to merge.
   • Merge Action: Use the “Merge Lists” feature to combine them into a single list, ensuring no duplicates.
4. Delete Lists:
   • Select List: Click on the list you want to delete.
   • Delete Action: Click “Manage List” and select “Delete List”. Confirm the deletion.

Step 5: Monitor List Performance

1. List Growth: Track how your lists are growing over time. Look at the number of new subscribers and unsubscribes.
2. Engagement Metrics: Monitor open rates, click-through rates, and other engagement metrics for your lists.
3. List Health: Keep an eye on bounce rates and spam complaints to ensure your lists are healthy.

Tips for Effective List Management

1. Regular Updates: Regularly update your lists to remove invalid emails and inactive subscribers.
2. Double Opt-In: Use double opt-in for your signup forms to ensure high-quality subscribers.
3. Segmentation: Continuously refine your segments based on new data and insights to ensure your emails are highly targeted.
4. GDPR Compliance: Ensure your email collection practices comply with GDPR and other relevant regulations. Include clear opt-in and opt-out options.

By following these steps, you can effectively create and manage email lists in Klaviyo, helping you deliver more targeted and impactful email campaigns.