Contributor I

Solved

Preference Page to Properties in Profiles

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I’ve created a bunch of properties in the preference page, but they aren’t showing up on the profiles to select and test. How do I set these properties on profiles so we can segment lists correctly?

profiles

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Byrne CAnswer

Community Manager

Hi @HilaryFVF

I’d like to add on to the answers given in this thread, and also provide you with some information regarding the expected behavior of custom properties.

When you create a new property, that property isn’t automatically assigned to your profiles. They’ll need to take an action (like filling out your preference page, filling out a form, ect) to have that property appear on their profile. Along with this, a newly created profile property that isn’t in any profile yet won’t appear in dropdown menus for segments or flows. That being said, there are a couple ways to address this:

Add that property (and the property value) to one person’s profile. Once you do this, that property and value will appear in dropdowns. To do this, go to a profile, and press “Add custom property.” From there, add the property and value in the box provided. See screenshot below for where to find this option.
Upload a CSV file to Klaviyo where the profile property in question is one of the columns of the file. When you do this, the property and value you set will be applied to all profiles in the upload, and will be available to use in segment/flow dropdowns.

Right now, there isn’t a way for a newly created property to be automatically applied to all your profiles, but the answer that marika-t gave, where you use a segment-triggered flow to apply a profile property to a segment would be a good workaround for this.

Let me know if you have any additional questions, and best of luck!

-Byrne

marika-t

Problem Solver III

Hi @HilaryFVF!

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

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

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

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

MANSIR2094

Expert Problem Solver IV

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.

Mansir Digital Portfolio

H

HilaryFVFAuthor

Contributor I

@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.

marika-t

Problem Solver III

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!

Byrne CAnswer

Community Manager

Hi @HilaryFVF

I’d like to add on to the answers given in this thread, and also provide you with some information regarding the expected behavior of custom properties.

When you create a new property, that property isn’t automatically assigned to your profiles. They’ll need to take an action (like filling out your preference page, filling out a form, ect) to have that property appear on their profile. Along with this, a newly created profile property that isn’t in any profile yet won’t appear in dropdown menus for segments or flows. That being said, there are a couple ways to address this:

Add that property (and the property value) to one person’s profile. Once you do this, that property and value will appear in dropdowns. To do this, go to a profile, and press “Add custom property.” From there, add the property and value in the box provided. See screenshot below for where to find this option.
Upload a CSV file to Klaviyo where the profile property in question is one of the columns of the file. When you do this, the property and value you set will be applied to all profiles in the upload, and will be available to use in segment/flow dropdowns.

Right now, there isn’t a way for a newly created property to be automatically applied to all your profiles, but the answer that marika-t gave, where you use a segment-triggered flow to apply a profile property to a segment would be a good workaround for this.

Let me know if you have any additional questions, and best of luck!

-Byrne

H

HilaryFVFAuthor

Contributor I

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.

MANSIR2094

Expert Problem Solver IV

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.

Mansir Digital Portfolio

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