Preference Page to Properties in Profiles

Hi ​@HilaryFVF! 

There are two main ways you can add a custom property to a contact's profile:

1. Add this information yourself (e.g. by manually adding it, or uploading a CSV)
2. Ask contacts to provide this information

Here are two step-by-step articles for how to accomplish this:

• Collect custom properties with a sign-up form
• Collect custom properties with a subscribe or manage preferences page

I hope this helps! Let me know if you have any follow up questions :)

Hello ​@HilaryFVF 

To make properties created in the preference page visible and usable for segmentation, ensure they are correctly mapped to your profiles. Verify that the properties are saved in your audience database and linked to the subscription preferences. If this seems complex or needs tailored adjustments, feel free to reach out for implementation support.

​@marika-t no it doesn’t really help, it is quite a vague answer. 
 

I set properties on the preference page. So why aren’t they showing up in profiles for me to manually set?

adding the same properties to the profile seems like a huge gab for user error/typos causing two properties instead of one. 
 

I expect the custom property to be on all profiles, even if blank. 

Hi ​@HilaryFVF,

Unfortunately, Klaviyo doesn’t automatically add them once the profile property is created on the preferences page.

This is because different lists might have different properties, which might not be relevant to other lists.

A way to bulk add is to:

• Create a segment that pulls in all profiles that you’d like to update
• Create a segment-triggered flow off of the above segment
• Add an Update Profile Property action to update the respective existing property (e.g. “emailFrequency”) with the value “weekly”. Or if it’s a new property you’re creating, you would simply Create a New Property
• Set the Profile Property action live and then add past profiles to the flow!

The above steps will ensure that all desired profiles now have the profile property set and updated on their profile.

Let me know if you have any follow-up questions!
 

How I think I’m going to do this (to avoid typo/user errors)

Update my test account preferences with the preferences listed (we want all checked off for all subscribers we are importing anyways)

Export the list this user is in (admin/test accounts list)

Use these columns to import it to my users. I’m importing users anyways so this seems like the cleanest. 

In case someone else searches and has the same issue as me. 

Hello ​@HilaryFVF 

To avoid typos and user errors, update your test account preferences with the necessary settings and export the relevant list. Then, use those columns to import the users, ensuring a clean process. If the implementation seems complex, feel free to reach out for further assistance.