How to upload and segment with consent

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Learn how to upload a CSV of subscribers that have opted in to marketing for one or more channels, and how to use consent information in your segments. 

What is consent?

The $consent property is a Klaviyo property that shows you the channels through which a customer wants to receive marketing communications from your business. Consent is stored as a list array in Klaviyo and includes five supported values, which correspond to different methods of engaging your subscribers. These values include:

Value

When to use

"email"

When a person opts in to marketing email content

"web"

When a person opts in to on-site targeted content

"mobile"

When a person opts in to mobile push

"sms"

When a person opts in to SMS

"directmail"

When a person opts in to direct mail

Make sure to use straight quotes (") rather than curly quotes (“) when using these consent values. 

Consent is either added to profiles based on their interactions with your brand (e.g., subscribing to email or SMS via a GDPR-compliant Klaviyo form, opting into marketing at checkout, etc.), or manually added by importing a CSV file into a list.

For more information, check out our article on consent in profiles.

Upload profiles to a list with consent

To upload profiles with consent for a marketing channel, upload a CSV file. This file must include a column containing either email addresses, phone numbers, or both depending on what type of consent you are adding. All of these email addresses and phone numbers must be valid. 

Owners, Admins, and Analysts can all import and export lists. Managers can import lists, but not export them. For more information on user permissions, read User Management and Privileges.

If your CSV upload fails for any reason, use Troubleshooting list imports to resolve the error. 

Upload a list with email consent

If you have a CSV file containing email addresses for a group of people who have explicitly opted in to email marketing: 

  1. Create a CSV file with a column labeled Email containing a valid email address in each row 
  2. Navigate to the Lists & Segments tab in Klaviyo 
  3. Create a new list using the Create List / Segment button, or open an existing list (not segment) 
  4. Click Manage List > Import Contacts
  5. Select your CSV file to upload 
  6. On the Import Review page, click Subscribe to Email Marketing in the Email row and confirm that all profiles have opted in through the modal that appears 
  7. Click Import Review
  8. Click Start Import

Upload a list with SMS consent

If you have a CSV file containing phone numbers for a group of people who have explicitly opted in to SMS marketing: 

  1. Create a CSV file with a column labeled Phone Number containing a valid, properly formatted phone number in each row 
  2. Navigate to the Lists & Segments tab in Klaviyo 
  3. Create a new list using the Create List / Segment button, or open an existing list (not segment) 
  4. Click Manage List > Import Contacts
  5. Select your CSV file to upload 
  6. On the Import Review page, click Update subscription status in the Phone Number row and confirm that all profiles have opted in through the modal that appears 
  7. Click Import Review
  8. Click Start Import

Upload a list with multi-channel consent 

If you have a CSV file containing contact information for a group of people who have opted in to either email, SMS, or both: 

  1. Create a CSV file containing four columns, with the labels Email, Phone Number, Consent (for profiles with email consent), and SMS Consent Timestamp (for profiles with SMS consent)
    • Note that SMS Consent Timestamp is only required for contacts who have provided SMS consent
  2. Fill in the emails and phone numbers for all contacts in your list, ensuring that phone numbers are properly formatted 
  3. In the Consent column, add the following value to the row of any profile that has opted in to receive emails from you: ["email"]
    • Note: Leave this column blank for profiles that have not opted in to email
  4. In the SMS Consent Timestamp column, add in a properly-formatted date and time reflecting when each SMS subscriber opted in to SMS marketing
    • Note: Leave this column blank for profiles that have not opted in to SMS
  5. Navigate to the Lists & Segments tab in Klaviyo 
  6. Create a new list using the Create List / Segment button, or open an existing list 
  7. Click Manage List > Import Contacts
  8. Select your CSV file to upload 
  9. Click Import Review
  10. Click Start Import

Segment using consent

When building a segment around consent, use the following segment, replacing CHANNEL with the channel of your choice (e.g., email, directmail): 

Properties about someone > $consent > contains > CHANNEL

If you want this segment to include people who opted into multiple consent values, you’ll need to use the AND connector. If your goal is to create a segment to find out which subscribers have consented to email and SMS, use this segment: 

Properties about someone > $consent > contains > email

AND

If someone is or is not consent to receive SMS > is consented to receive SMS

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