Seeking Advice on Integrating Klaviyo Sign-Up Forms with Segments

Hello Klaviyo Community,

I'm currently working on optimizing our email marketing strategy and have encountered a challenge that I'm hoping to get your insights on.

We aim to segment our subscribers based on their interests right from the sign-up process. Specifically, we'd like new subscribers to choose their areas of interest during sign-up and then be automatically added to corresponding segments in Klaviyo. This would allow us to send more targeted and relevant content to our audience.

While exploring Klaviyo's capabilities, I came across discussions about integrating sign-up forms with segments. However, I'm unsure about the best practices to achieve this seamlessly. For instance, how can we set up our sign-up forms to capture these preferences effectively? Are there specific settings or customizations within Klaviyo that facilitate this process?

Additionally, I noticed a thread discussing similar challenges but couldn't find a definitive solution. Has anyone successfully implemented this strategy? If so, could you share your approach and any potential pitfalls to avoid?

Your expertise and experiences would be invaluable as we strive to enhance our subscriber engagement through better segmentation.

Thank you in advance for your assistance!

Best regards,

Alina

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Hey @Alinawilliams,

Welcome to the community! The best way to achieve your goal is to capture profile properties in your signup forms, and then create segments based on those profile properties.

Profile properties are data stored on a person’s profile in Klaviyo, that you can use for segmentation, flow filtering, email personalization, and much more. You can capture profile properties on signup forms with many different blocks, like Multi Checkboxes, radio buttons, text inputs, date inputs, ect. For example, if you want subscribers to choose the type of pet(s) they have, you could add a Multi Checkbox block to your form, and create a property called Pet, with a different property value in each checkbox. Example of how this would look below:

After that, set the form live, and people will begin to fill out the form. Once you have values for your Pet profile property, you can make segments based on the values for that property. An example segment would have the definition “Properties about someone: Pet contains the text Dog.” People will enter this segment when they select Dog in the checkbox, and submit the form.

You can either trigger flows based on those segments, and people who enter the segments will enter the flows. You can also send campaigns to these segments.

Let me know if I can answer any additional questions regarding this! Happy to help more, if so.

-Byrne

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