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Klaviyo User Guide

Welcome to the Untitled ID + Klaviyo User Guide! This guide is designed to help you understand and utilize the features of our Untitled ID Tag tool, which provides you with valuable insights into your website visitors and empowers your email marketing efforts, and help you utilize this data within Klaviyo. With the Untitled ID Tag and Klaviyo, you can identify, engage, and convert potential customers like never before.

The Untitled ID Tag captures essential information about your website visitors, including their name, personal email address, age range, income range, household address, and more. This data provides you with deep insights into your visitors’ demographics, allowing you to craft targeted email marketing campaigns.

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Instructions

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Install Tag

  1. Add the provided tag code to the <head> file on your website. This enables the tool to collect visitor data. For step-by-step instructions on how to create a new tag and install on your website, visit the following guides:

    1. How to Create New Tags in arrow-up-rightUntitled

    2. How to Install the arrow-up-rightUntitled ID Tag

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The tag will automatically collect visitor data as they interact with your website. This data includes crucial details that can enhance your understanding of your audience.

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Filter & Export Data as CSV

When you’re ready to use the collected visitor data for your Klaviyo campaigns, follow these steps to export your newly collected data as a CSV file:

  1. Log in to your Untitled account and navigate to the “Visitor table” page.

  2. Toggle between the different file types to select whether you want to download from the B2B file, B2C file or PTE file.

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  1. Select the Filters button to select your date range and segment your list based on demographic, firmographic and behavior data . For more advanced targeting, connect your Shopify data to Untitled and identify matches between your visitor data and existing customer database.

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  1. Select “Apply Filters” once complete to view results.

  2. Click on the “Export” button. A CSV file containing the selected data will be generated and downloaded to your device.

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Import Data into Klaviyo

If you’re using Klaviyo for your email marketing campaigns, here’s how you can import the exported data:

  1. Log in to your Klaviyo account.

  2. Click the “Lists & Segments” tab under the “Audience” section on the left side navigation menu and then select the “Create List/Segment” button on the top right hand side of the page.

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  1. Select the “List” upload option.

  2. Name your list and select the “create list” button.

  3. Select the “upload contacts” option.

  4. Click the “upload” button and select your saved CSV file.

  5. Map the fields from your CSV export into the Klaviyo fields.

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Info Note that not all fields in the Untitled ID Tag export need to be mapped to Klaviyo. The ones we suggest are:

  • first_name > First Name

  • last_name > Last Name

  • personal_email > Email

  • personal_address > Address

  • personal_address_2 > Address 2

  • personal_city > City

  • personal_zip > Zip Code

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Importing Additional Fields

If there are additional fields in your Untitled ID Tag upload that you would like to pull over into your Klaviyo list upload, you can create a new field:

  1. Select the attribute you would like to bring over to Klaviyo and then click on the “Create New Field” button on the Klaviyo mapping drop down.

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  1. Name the profile property and select the data type. For attributes like age range, gender, etc. – we recommend selecting “text” as the data type.

  2. Click “create” once you are finished.

  3. The new data field will now be available for mapping.

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  1. Once you are finished mapping your fields, select the “Next” button in the top right hand corner.

  2. Select “yes, update subscription status for all imported contacts to ‘subscribed” and then click “import” on the top right hand side.

  3. Your list should start to populate. Larger lists may take a bit of time to fully upload.

  4. Once populated, your list is good to go to add to a campaign or existing flow of your choice.

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*Crucial Step – remove the Double Opt-In feature and turn on Single Opt-In

To enable single opt-inarrow-up-right for a given list:

  1. Click into the list you want to edit.

  2. Select Settings.

  3. Select Consent.

  4. Check the box next to Single opt-in.

  5. Click Save.

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Best Practices

  • Ensure you are using a “Cookie-Consent” banner on your website to meet compliance regulations within your state when collecting and using visitor data.

  • Use the collected data responsibly to create personalized and relevant email marketing campaigns.

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