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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Importing your Klaviyo Segments data into Excel enables deeper analysis of audience segments, targeting effectiveness, and segment composition beyond what Klaviyo’s standard reporting provides.
With Coefficient, you can establish a live connection that keeps your segment data current in Excel without manual exports, helping you refine your segmentation strategy and improve marketing personalization.
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 Segments data
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Step 4:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing Klaviyo Segments 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 Segments Data
After installing Coefficient, follow these steps to import your Segments 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 “Segments”
- Choose which segment fields you want to import (e.g., name, definition, member count)
- Apply any filters if needed
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Segments data remains up-to-date:
- Select your imported Segments 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 Segments from Klaviyo?
In Klaviyo’s dashboard, you can view your segments in the Segments section, but exporting comprehensive segment data with definitions and metrics for cross-segment analysis can be challenging.With Coefficient, you can import your Segments data directly into Excel with a live connection that automatically updates to reflect changes in segment definitions and member counts, giving you a complete view of your audience segmentation strategy.
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How do I get a list of Segments in Klaviyo?
Within Klaviyo’s interface, navigate to the Segments section to view your customer segments and their basic metrics. This approach is limited to Klaviyo’s standard views and doesn’t easily support comparative analysis.By using Coefficient to import your Segments data into Excel, you gain more flexibility to compare segment performance, analyze overlap between segments, and identify which targeting criteria yield the best engagement and conversion results.
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How to automate importing Klaviyo Segments 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 segments data, ensuring your Excel reports always reflect the current state of your audience segmentation for accurate marketing analysis.
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How do I download Segments data from Klaviyo?
In Klaviyo, basic segment information can be viewed in the Segments section, but downloading comprehensive data across all segments with consistent metrics isn’t straightforward.Coefficient streamlines this by creating a direct connection between Klaviyo and Excel, allowing you to import and refresh your segments data with just a few clicks, maintaining a live view of all segment definitions and performance metrics in one place.
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How to send email alerts about Segments data from Klaviyo?
Klaviyo offers limited notification options for segment-related events but lacks comprehensive alerting based on segment growth, changes in composition, or performance comparisons.With Coefficient, you can set up data-driven alerts that notify you and your team when important segment trends emerge, such as significant shifts in segment size, unusual performance metrics for specific segments, or when audience composition changes in ways that affect your targeting strategy.
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