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Tracking marketing consent in soft opt ins

  • August 18, 2025
  • 2 replies
  • 33 views

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Hi!

I’m setting up A/B testing for a pop up form with three variations:

  1. Transactional

 

  1. Soft opt-in marketing consent

 

  1. Opt-in marketing consent

 

 

 

Now, my main issue is how to manage profiles once the test goes live.

With C. Opt-in marketing consent, that’s easy enough, as I created a custom property ‘marketing_consent’ with the value ‘true’ if they tick the box. 

With A. Transactional, they are only signing up to receive our webinar schedule and nothing more. Unless they already are part of an existing list, we wouldn’t send them any marketing communications. 

So, how can I differentiate between the users that have joined via A or B? With B. Soft opt-in, I don’t get a profile property created. How would I be able to tell between the users that signed up via A (no marketing comms permitted), and the ones that signed up via B (marketing comms permitted)?

Thank you!

 

Best answer by Byrne C

Hey ​@hopithop,

Welcome to the community! We can definitely differentiate people who submit form B from form C. To create a segment of everybody who submits form B, you’d make a segment with the definition:

  • Person Form Submitted by Profile at least once over all time where form_version_id equals ID_HERE

You’d replace ID_HERE with the actual ID of the form version. Get this ID by going to the form, and clicking on version B of the form to edit it/look at it’s performance. You should see a string of numbers that’s unique to version B of the form. That’s going to be it’s version ID. Once you have a segment with the above defintion, you’ll have a segment of everybody who submitted version B of the form.

Let me know if this makes sense!

2 replies

Byrne C
Community Manager
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  • Community Manager
  • 562 replies
  • Answer
  • August 19, 2025

Hey ​@hopithop,

Welcome to the community! We can definitely differentiate people who submit form B from form C. To create a segment of everybody who submits form B, you’d make a segment with the definition:

  • Person Form Submitted by Profile at least once over all time where form_version_id equals ID_HERE

You’d replace ID_HERE with the actual ID of the form version. Get this ID by going to the form, and clicking on version B of the form to edit it/look at it’s performance. You should see a string of numbers that’s unique to version B of the form. That’s going to be it’s version ID. Once you have a segment with the above defintion, you’ll have a segment of everybody who submitted version B of the form.

Let me know if this makes sense!


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  • Author
  • Contributor I
  • 2 replies
  • August 20, 2025

Hi ​@Byrne C that makes total sense! Thank you so much! Just started with Klaviyo so still figuring it all out. 

Thanks again!