Uploading and Segmenting with Consent

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Overview

The subscribers in your account may opt-in to multiple forms of marketing, and thus have multiple consent values attributed to their profiles. In this article, you will learn how to upload consent to a list in Klaviyo, as well as how to use this consent in segmentation.

What Is Consent?

Consent 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

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

For more information, check out our article on Consent in Profiles.

Upload Consent to a List

Upload via a CSV File

To upload consent to a list, your first option is to upload a CSV file. This file must start with a column containing email addresses. All of these email addresses must be valid and every row must have an email address. Then, you can include any other columns, including one for consent. Note that you can only use the values in the above chart (email, web, mobile, sms, and directmail) in that consent column.

You may want to store multiple values for the consent property, such as when someone consents to receive email communication and online targeted content from your business. In that case, organize your data as an array: [‘email’,’web’].

To begin, create a spreadsheet with columns for email, any applicable contact information, and consent. Your file will look something like this:

consent_file2.png

Then, save this spreadsheet as a CSV file.

Navigate back into your Klaviyo account to select an existing list or create a new list. Next, click the Manage List dropdown and select Import Contacts.

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.

manage_list.png

Add your file under Upload file, and either drag and drop the document or select it from your computer.

upload_csv.png

Once you have inserted your CSV, you will be directed to a field mapping page. Make sure that all of your fields match. Your row pertaining to consent should read Consent in the Column Name, Klaviyo Field, and Type. If it does not, select Consent from each associated dropdown.

Then, select Import Review.

consent_import_review.png

You will then be prompted to review your information and continue. Select Start Import.

start_import.png

If all of your information is formatted properly, you will be informed that your upload was successful and that there were 0 records skipped. If your records fail to upload, check that your spreadsheet is formatted correctly, starts with the email column, and includes all valid information.

Upload via Copy/Paste

Alternatively, you can choose to upload your consent information via copy/paste in Klaviyo. Start by creating a spreadsheet with columns for email, any applicable contact information, and consent.

Again, any spreadsheet cells that contain multiple consent values should be formatted in an array. However, unlike a file upload, any array of more than one consent value should be formatted in the following way: “[‘web’,’email’]”.

Including quotation marks around your brackets is crucial for the copy/paste upload to work properly.

Your file will look something like this:

sheet_for_copy-paste2.png

Now, navigate back into your Klaviyo account to an existing list, or create a new list. Select Upload via copy/paste. Then, paste in your spreadsheet data.

start_import_consent.png

Select Start Import.

Next, you will be directed to a field mapping page. Make sure that all of your fields match. Your row pertaining to consent should read Consent in the Column Name, Klaviyo Field, and Type. If it does not already, select Consent from each associated dropdown. Then, select Import Review.

consent_import_review2.png

You will be prompted to review your information and continue. Select Start Import.

start_import_2.png

If all of your information was formatted properly, you will be informed that your upload was successful and that there were 0 records skipped.

successful_upload.png

If your records fail to upload, check that your spreadsheet is formatted correctly, starts with the email column, and includes all valid information.

Segment Using Consent

When building a segment around consent, select Properties about someone and $consent from the dropdown. Choose contains as your metric, and select the consent value you want to segment on (directmail, email, mobile, sms, or web) from the Dimension value dropdown. For Type, select List.

consent_values.png

If you want this segment to include people who opted into multiple consent values, you’ll need to use the AND connector. Let’s say your goal is to create a segment to find out which subscribers have consented to email and SMS; you will add an AND connector and repeat the previous steps for both email and SMS.

In the example below, the segment will pull in any customers who have consented to both email and SMS.

email_and_sms_consent.png

For Type, select List. Using this list data type allows you to choose multiple values for consent. Finally, click Create Segment.

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