Best practices for new profile export with email EDMs and campaigns

Sending campaigns to new profiles is generally not recommended.

Instead, focus on welcome flows or abandonment flows to engage these customers meaningfully. 

Please use Klaviyo filters to exclude profiles that are not in your main newsletter list from EDMs/campaigns.

It is important to focus on welcome flows and abandonment flows to meaningfully engage new profiles that have been identified on your website, rather than un-targeted, broad campaigns. This will minimise any risk of increasing unsubscribe and spam rates when using new profile export.

To achieve this, you can either

  1. Ensure campaigns are sent only to a list of shoppers that have opted into marketing via your newsletter signups / opt-in popup. 

    To do this, add a filter to the segment which you send campaigns to which ensures you are targeting customers in your main newsletter list.

    For example, if your main list is named "Online Store Subscribers", then add a filter below.
  2. Add a filter to segments which you send campaigns to, to ensure that you are only sending campaigns to subscribed shoppers.

    To do this, add a filter to the segment which you send campaigns to which ensures that you are only sending campaigns to shoppers that have subscribed. 

    This filter is "If someone can or cannot receive marketing - person can receive email marketing - because person subscribed". Please see the screenshot below for reference.

    This is particularly important when emailing a segment that is built off site engagement. For example, if your campaign is targets anyone who has viewed a product in the last 30 days, ensure this filter is added.
  3. Don't send campaigns to profiles that have their subscription status as "Never subscribed". 

    Profiles with their subscription status as "Never subscribed" should only be enrolled into flows, not added to campaigns. 


    To ensure that these profiles are not added to campaigns, add the filter is "If someone can or cannot receive marketing - person can receive email marketing - because person subscribed". Please see the screenshot below for reference.