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I’ve added multiple buttons to an email where each button correlates to a different product. I am asking recipients to select products they like the most. This information is then collected and added to their profile in the custom properties section which will then be used to create lists and segments. However, in an ideal world I would love to be able to have them select more than one button, and add multiple favorite products to their profile so that I can add them to multiple segments and lists. What is the best way to accomplish this as a CTA in a Welcome email?

Great question and love the use case.  So, you won’t be able to have them select multiple buttons at once within the email (like a checkbox section in a form).  These types of features don’t reliably render across all major email clients, So Klaviyo doesn't support embedded surveys, forms, videos, or widgets inside of Klaviyo emails.

 

Here’s a link that references a related help article.

 

However, some ideas on what you could do:

  • Modify your preferences page to include the information you’re looking for (here you can create a form to collection information you need - we do this with sports teams, ie. which teams do you follow).  You can then have the link in your email go to that page.
  • Another option is a service like Typeform, they provide a beautiful survey experience to collect more information from subscribers and they integrate really well with Klaviyo to update profiles.

Hi @JoshCecil - welcome to the community!

As you implied, there are probably numerous ways to go about this. 

Using a Klaviyo Signup Form

The easiest and quickest way to implement this is to take a user to a landing page with an embedded Klaviyo Signup Form where they can select multiple options (checkbox) and submit their preferences. 

Using the Preference Page

Alternatively, you can add these products as “preference” options in the Preference Page and send users to the Preference Page which will have a prompt that allows them to select one or more products. 

Either of these methods will append multiple values within a list to a single custom property field which you can use in your Segmentation rules to define “Contains” to match again.

Using a Third Party Survey or Quiz Tool

The next level up is to consider using a third party survey or quiz tool that can make the experience richer and provide deeper insights and reporting.  You can look in the Klaviyo Integrations Library for some options that work well with Klaviyo, I personally like Octane.ai or Typeform.

Build a Custom Solution

The last option, which requires developer resources, is to have the link sent to a landing page (or redirection tool) on your site that can Update Profile programmatically via Klaviyo’s API.  In other words, you’re rebuilding the Update Property Link functionality to incorporate multi-selects that appends preferences rather than replacing them.  I think it would be a nice feature request for Klaviyo!

Hope this helps!

 


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