Preference Pages & Multiple Email Lists

Hi @notboredgames!

Love the intention to give people more control over which emails they’re getting from you. There are a couple technical recommendations I’ll add to the great info you already got from @kaila.lawrence 

1. Simplify the properties you’re using. Assume there will be some percentage of your list that has multiple interests, and will want to be “subscribed” to multiple content segments (like Newsletter, Crowdfunding Projects, and Our Comic)
   
   1b. Best way to set this up for the most foolproof logic in the long run is to use a Text data type property. So have one property for each interest or content stream, and use a simple “yes” / “no” value. Most of the time, you won’t actually use that “no” value, but setting it up this way helps you identify those who have the “yes” value on their profile, and separately identify those where the interest value “is not set.” You’ll find that’s a more accurate way of grouping people than using the Boolean T/F logic for a custom property.
   
   1c. Here’s a great help doc outlining the difference between the data types for custom properties
   1d. Example of how I’d configure this: Property name = content_preference_crowdfunding_projects   Property values = yes, no
    
2. When you set up your preferences page, make sure you set up the global (account-wide) version so your dynamic {%manage_preferences%} tag is a functional link in the footer of your campaign AND flow emails.
   
   2b. If you set this up in the settings for a specific list, then ONLY that list will have a functional link. This means even segments based off your “master” list will not meet the conditions for that link to pull up the correct preferences page. I learned this the hard way. Don’t want you to have to build the page twice!
   2c. Here’s the precise section of the help doc Kaila gave you with instructions for how to configure this global/ default preference page

There’s more technical context behind why the Text data type is the best to use for the custom properties you’ll create for this content preference, but I didn’t want to overwhelm you here. Happy to share if you’re interested!

Also, nerd alert lol 🤓 Since it seems like you have an existing interest in building a robust subscriber profile… If you’re not already familiar with Brennan Dunn, I highly encourage you to check out this 18 min YouTube video when you get a chance. 

His perspective on audience segmentation, treating your email list like a database, and using custom fields (in Klaviyo language = custom profile properties) will be invaluable as you build more sophistication into your Klaviyo account. It’ll also help you get a solid understanding of how Klaviyo works best - when you have one “master” email list and leverage segments to create specific groups of people rather than using multiple lists to achieve that grouping. 

You’ve got this!

Gabrielle

Klaviyo Champion & Marketing Lead at ebusiness pros

It’s my pleasure @kaila.lawrence - segmenting and customer preferences is one of my personal favorite parts of Klaviyo. :D

Hey @ebusiness pros 

Thank you so much for your post. 

What you stated is very interesting. Could you please elaborate on exactly what you mean by “having one property for each interest” and the “yes”/ “no” value. If you could provide an example I would sincerely appreciate it. 
a
The way I was going to set it up was to have one profile property = content_preferences

And three property values (using the “multi checkbox block”) = music, membership, announcements, 

If I have understood correctly, you are saying to set up three individual profile properties = 

1. content_preferences_music
2. content_preferences_membership
3. content_preferences_announcements

Using the Radio buttons and/or multi checkbox? 

And create two values for each property = 

1. yes
2. no

Thank you for your help and assistance.