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Contributor I
September 24, 2021
Solved

Should I Add Birthdays to Profiles in A Welcome Flow through a Preference Page or Signup Form?

Hi all,

I’m currently creating a welcome series as a ‘we want to get to know you’ e-mail. This e-mail should either lead to the preferences page where they will add additional information (interests, etc.), but also their birthday.

I know that a date field isn’t possible within the preferences page, so it got me wondering: How would I go about letting people who just subscribed to enter their birthdate? Would I send them to a sign-up form and would their e-mail already be pre-filled? To me this doesn’t make any sense as they’re already subscribed and will see another sign-up form right?

Hoping to get some answers on this.

Thanks in advance for your reply.

Leon

    This topic has been closed for replies.
    Taylor Tarpley
    Community Manager
    September 24, 2021

    Hi @Veilig, 

     

    Welcome to the Community! This is a great question to ask, as it’s best practice to to collect information from your subscribers to give them the most personalized experience possible! 

     

    While you are correct, a Date Property  isn’t an up-front option to insert in the ‘Manage Preferences’ Page, there is still a way to Collect Customer's Birthdays through a Preference Page! It is imperative for any date data type to be formatted in a certain way to be recognized in Klaviyo. To update your Preference Page to collect birthdays, I suggest adding a ‘Text Field’ that would supply the necessary format needed for Klaviyo to recognize the birthday data correctly, included pre-filled text to ensure the information is inputted correctly by your subscribers, as seen below. The Property will need to be formatted MM/DD/YYYY to be recognized successfully. Don’t forget to Save the Field when you’re done! 

     

     

     

    I would also suggest checking out these Community Posts to gain further insight form fellow users asking the same question! 

      

    Thanks for being a part of the Community!

     

    -Taylor 

    1 reply

    Taylor Tarpley
    Community Manager
    Community Manager
    September 24, 2021

    Hi @Veilig, 

     

    Welcome to the Community! This is a great question to ask, as it’s best practice to to collect information from your subscribers to give them the most personalized experience possible! 

     

    While you are correct, a Date Property  isn’t an up-front option to insert in the ‘Manage Preferences’ Page, there is still a way to Collect Customer's Birthdays through a Preference Page! It is imperative for any date data type to be formatted in a certain way to be recognized in Klaviyo. To update your Preference Page to collect birthdays, I suggest adding a ‘Text Field’ that would supply the necessary format needed for Klaviyo to recognize the birthday data correctly, included pre-filled text to ensure the information is inputted correctly by your subscribers, as seen below. The Property will need to be formatted MM/DD/YYYY to be recognized successfully. Don’t forget to Save the Field when you’re done! 

     

     

     

    I would also suggest checking out these Community Posts to gain further insight form fellow users asking the same question! 

      

    Thanks for being a part of the Community!

     

    -Taylor