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Importing your Klaviyo Segment Profiles data into Excel enables deeper analysis of targeted customer groups, behavior patterns, and segment overlaps beyond what Klaviyo’s native reporting provides.
With Coefficient, you can establish a live connection that keeps your segment data current in Excel without manual exports, helping you optimize your marketing campaigns for specific audience segments.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect to your Klaviyo account
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Step 3:
Select and import Segment Profiles data
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Step 4:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing Klaviyo Segment Profiles into Excel
Step 1: Install Coefficient in Excel
First, add the Coefficient add-in to Excel:
- Open Excel
- Click on the “Insert” tab in the ribbon
- Select “Get Add-ins”
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install the Coefficient add-in
Step 2: Connect to Klaviyo and Import Segment Profiles Data
After installing Coefficient, follow these steps to import your Segment Profiles data:
- Open the Coefficient sidebar in Excel
- Click “Import” to see available data sources
- Select “Klaviyo” from the marketing connectors list
- Log in with your Klaviyo credentials when prompted
- From the object list, select “Segment Profiles”
- Choose the specific segment you want to analyze
- Select which profile fields you want to import
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Segment Profiles data remains up-to-date:
- Select your imported Segment Profiles data in Excel
- In the Coefficient sidebar, click “Refresh”
- Choose “Set up auto-refresh”
- Select your preferred refresh schedule (hourly, daily, or weekly)
- Configure any notification settings
- Click “Save” to enable automatic updates
Available Klaviyo Data
Available Objects
- Profiles
- List Profiles
- Segment Profiles
- Campaign Tags
- Campaigns
- Catalog Items
- Catalog Categories
- Lists
- Segments
Related Klaviyo Use Cases
How to Import List Profiles Data from Klaviyo into Google Sheets
Learn how to import live List Profiles data from Klaviyo into Google Sheets using Coefficient for better list segmentation and analysis.
How to Import Profiles Data from Klaviyo into Google Sheets
Learn how to import live Profiles data from Klaviyo into Google Sheets using Coefficient for better customer segmentation and analysis.
How to Import Campaign Tags Data from Klaviyo into Google Sheets
Learn how to import live Campaign Tags data from Klaviyo into Google Sheets using Coefficient for better campaign organization and reporting.
Frequently Asked Questions
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How to get Segment Profiles from Klaviyo?
In Klaviyo’s dashboard, you can export segment members by going to the Segments section, selecting a specific segment, and using the Export function. This creates a static CSV that doesn’t update as segment membership changes.With Coefficient, you can import your Segment Profiles data directly into Excel with a live connection that updates automatically to reflect the current members of your dynamic segments.
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How do I get a list of Segment Profiles in Klaviyo?
Within Klaviyo’s interface, navigate to Segments, select a specific segment, and view the members. This approach is limited to Klaviyo’s standard views and doesn’t allow for cross-segment analysis.By using Coefficient to import your Segment Profiles data into Excel, you gain more flexibility to compare segment performance, identify overlapping customers between segments, and create custom reports that reveal deeper insights about your targeted audiences.
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How to automate importing Klaviyo Segment Profiles to Excel daily?
Without specialized tools, you would need to manually export and import segment data each day, which is time-consuming and inefficient, especially for dynamic segments that change frequently.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your segment profiles data, ensuring your Excel reports always reflect the current state of your audience segments for accurate marketing analysis.
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How do I download Segment Profiles data from Klaviyo?
In Klaviyo, go to the Segments section, select a specific segment, and use the Export function to download a CSV file. This manual process only provides a snapshot at that moment.Coefficient streamlines this by creating a direct connection between Klaviyo and Excel, allowing you to import and refresh your segment profiles data with just a few clicks, maintaining a live view of your dynamic customer segments.
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How to send email alerts about Segment Profiles data from Klaviyo?
Klaviyo offers limited notification options for segment-related events but lacks comprehensive alerting based on segment growth metrics or membership patterns that matter to your marketing team.With Coefficient, you can set up data-driven alerts that notify you and your team when important segment trends emerge, such as significant changes in segment size, shifts in demographic composition, or when high-value customers enter or exit key segments.
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