Exporting Lists and Segments in Klaviyo
Exporting a list or segment as a CSV file in Klaviyo is an essential operation for effectively managing and analyzing your contacts. Whether you want to perform in-depth analysis, back up your data, or prepare for migration, this feature allows you to easily access your customer information.
Why export your lists and segments?
- Data Analysis: Study performance via Excel or Google Sheets.
- Regular Backups: Preserve your subscriber lists.
- Information Sharing: Facilitate inter-departmental collaboration.
- Platform Migration: Transfer contacts to other tools.
- Data Cleaning: Optimize the quality and relevance of information.
Export Process
1. Access Lists and Segments
- Log in to Klaviyo and go to Audience > Lists & Segments.
2. Select a List or Segment
- Click on the desired list or segment.
- Access associated details and statistics.
3. Start CSV Export
- Click on Manage List or Manage Segment.
- Select Export to CSV.
4. Customize the Export
- Choose which properties to include (email, first name, etc.).
- Export only essential information for efficiency.
5. Download and Use the File
- Wait for the export completion notification.
- Download the file from the Downloads section.
- Open the file with Excel or Google Sheets.
Important Considerations
Permissions and Access
- Account Owners: Full access.
- Administrators: Export permissions.
- Analysts: Limited export access.
CSV File Structure
- Emails and contact information.
- Demographic data and custom properties.
- Subscriber consent and engagement.
Export Limitations
- Up to 700 exportable columns.
- Some elements are not exportable (events, email history, etc.).
Best Practices
- Schedule regular exports for reliable backups.
- Limit exported data to essential information.
- Comply with regulations (GDPR, CCPA) when sharing files.
Conclusion
Exporting lists and segments in Klaviyo is a powerful lever for optimizing the management of your marketing data. By following these steps, you will master this feature and improve the quality of your analyses and communication strategies.
