Export contact lists

Overview

In this destination service, DinMo will create lists of contacts and keep them up to date in Klaviyo.

To do so, you will need to go through these three steps:

  • Creating a Klaviyo destination. Refer to the corresponding section for more info.

  • Creating a user segment composed of all the users that will populate your Klaviyo contact list. Refer to this step-by-step tutorial to learn how to build segments without SQL in DinMo.

  • Activating the segment to the Klaviyo destination to start sending data. Refer to the corresponding section for more info.

Each time the activation will be running:

  • Any new user entering your DinMo segment will be added to your Klaviyo list

  • Any user leaving your DinMo segment will be removed from your Klaviyo list

  • Any profile attribute changes will be synchronized with Klaviyo, either by updating existing attributes or creating new ones.

Note that only users who have an email linked to a SendGrid contact will be present in your Klaviyo list. In this service, DinMo will not create new contacts in Klaviyo.

Destination setup

To start exporting lists, you are first required to create a Klaviyo destination with the corresponding destination service.

Learn how to create such a destination in our step-by-step tutorial

Optional: Setup default activation settings

At the end of the destination creation, you will be proposed to setup Default Activation Settings. This step is optional, but is highly recommended to facilitate the activation process.

By configuring default settings, synchronizing all your contacts lists to Klaviyo will just take one click. Without default settings, you will be required to go through the configuration each time you activate a new segment.

Note that even if you setup default settings, you will still be able to adjust activation settings for each of your activations if you wish to.

Refer to the Activation configuration section for more info about the default settings configuration process.

Add a Destination option: Synchronize profile attributes: DinMo will create and/or update your profiles' attribute values in Klaviyo.

Activation configuration

Once the destination has been setup, and your DinMo segment created, you can create an activation to start sending data to Klaviyo right away. The segment will be exported as a contact list in Klaviyo.

Learn how to activate a segment in our step-by-step tutorial

Activation Name and Description

In this section, the name you enter will be the name given to the list created in Klaviyo.

By default, and if you activate your segment using the default activation settings, the name of the list will be the DinMo segment name.

Fields mapping

In the Fields mapping section, you are asked to specify which field corresponds to the email address of the users of the segment. The user can choose between email, phone number, or Klaviyo ID as the mandatory matching key for the profile sync. The user can select additional profile attributes from the existing options in Klaviyo. The user also has the option to create new custom attributes, which will be added during the first synchronization.

Scheduling

In this section, specify how often the list should be updated in Klaviyo. Every time the list is updated:

  • Any new user having entered your DinMo segment since the last update will be added to your list, if and only if this user is already an existing Klaviyo contact

  • Any user having left your DinMo segment since the last update will be removed from your list

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