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Ask people to fill in details about themselves

  • 20 January 2021
  • 2 replies
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Hi there,

 

I would like to know more about my subscribers. I want to integrate this in my welcome flow. At first I wanted to use checkboxes in my email and connect those to custom properties. Is there a way this could work in Klaviyo?

 

As a back up plan, I wanted to link to a manage preference page, using the manage preference tag in a button. Also this is not working. Does anyone have experience with this? 

 

:) or maybe some other great ideas?

 

Thnks!

Krizia

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Best answer by ksanfelipe 21 January 2021, 02:26

Hey @kriziadg !

We don’t currently support the ability to include checkboxes in your template, but there are a few workarounds.

The first option is to use buttons to collect information about your customers. You can view our Help Doc here: https://help.klaviyo.com/hc/en-us/articles/115005255248-How-to-Use-Buttons-to-Collect-Information-About-Your-Recipients

I think this option is good for a single question, but I wouldn’t recommend using it 4+ times in your template.

Instead, I would recommend directing users to a preference page as you described! If using a button block to link users to the preference page, you can do this with the tag: 

{% manage_preferences_link %}

The only thing to keep in mind is that if you’re sending this content in your welcome flow, and that flow is triggered by a list, then you’ll need to make sure you update the list preference page. This is not the same as the global “Preference Pages” for your account. You can find more information on list preference pages here: https://help.klaviyo.com/hc/en-us/articles/115005251848-Understanding-Opt-in-Related-Pages-for-a-List#customize-a-list-s-preferences-page2

 

Reply back if you have any questions!

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Userlevel 5
Badge +2

@kriziadg Klaviyo lists these options

Through popup/signup form: https://help.klaviyo.com/hc/en-us/articles/360002050572

Through preference pages: https://help.klaviyo.com/hc/en-us/articles/115005251848
Additionally if you know some coding/html/css - hosted pages: https://help.klaviyo.com/hc/en-us/articles/115005077067-Create-a-Custom-Unsubscribe-or-Manage-Preferences-Page

Or through links (buttons or images) in your email: https://help.klaviyo.com/hc/en-us/articles/115005255248

 

Does that help?

 

Userlevel 3
Badge +1

Hey @kriziadg !

We don’t currently support the ability to include checkboxes in your template, but there are a few workarounds.

The first option is to use buttons to collect information about your customers. You can view our Help Doc here: https://help.klaviyo.com/hc/en-us/articles/115005255248-How-to-Use-Buttons-to-Collect-Information-About-Your-Recipients

I think this option is good for a single question, but I wouldn’t recommend using it 4+ times in your template.

Instead, I would recommend directing users to a preference page as you described! If using a button block to link users to the preference page, you can do this with the tag: 

{% manage_preferences_link %}

The only thing to keep in mind is that if you’re sending this content in your welcome flow, and that flow is triggered by a list, then you’ll need to make sure you update the list preference page. This is not the same as the global “Preference Pages” for your account. You can find more information on list preference pages here: https://help.klaviyo.com/hc/en-us/articles/115005251848-Understanding-Opt-in-Related-Pages-for-a-List#customize-a-list-s-preferences-page2

 

Reply back if you have any questions!

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