Using email frequency/preferences in campaigns

Forum|Forum|1 year ago
January 17, 2025
12 replies
504 views

Hi all,

I have set up a preference centre, and have started collecting email frequency preferences (always, weekly and monthly) This mainly relates to our newsletter, which we send weekly. However, I need to obviously exclude anyone that has picked ‘monthly’. My only idea on how to do this is to manually exclude this segment when sending a campaign, but is there an easier way?

Thanks!

Katie

Best answer by emma.owens

Hi @katie_hull !

Just wanted to follow up on this thread - the simplest way to go about this would be to exclude your monthly segment from your campaign sends, to make sure that anyone that has selected that preference aren’t receiving weekly newsletter emails! When you get to the ‘Audience’ page when scheduling your campaign, you will just want to select your monthly segment under ‘Do not send to’:

I hope this helps and please let me know if you have any additional questions!

Show previous replies

P

pwieland

Contributor IV

But now when I go to add the definition = Properties about someone = Email Frequency (Daily, Weekly, Monthly) the email frequency doesn’t show up as a property. Do I have to wait until someone actually selects the frequency? Seems like something I should be able to set up before hand.

@pwieland, yes unfortunately, you need to have the property be set for at least one profile for this to show up in the segment builder.

The easiest way to do this is to add the custom property “Email Frequency” to a profile from the profile page using the “Add custom property” button

@cadence ok thanks. I set up the radio buttons on the preference page like in the screenshot below. Then I went and added custom property Email Frequency = Weekly and Email Frequency = Monthly to two different profiles like you described. Does that mean it should work now?

I see this in the segment definition builder now.

We send emails daily. I guess now for my main 90 Day Engaged segment that I use the most I want to include in the definition “properties about someone → does NOT contain Email Frequency = Weekly” and then the same for monthly?

Kim from Cadence

Partner

@pwieland, that sounds right to me! It should work. You’d want to exclude those who explicitly asked to receive email only on a weekly/monthly cadence from your daily sends. Hardly anyone will have these properties set for now but it should grow over time if people choose those options on your pref page.

If you do bigger weekly or monthly campaigns you wanted to send to these folks, you’d target them more specifically with a segment and send (as described in comments above).

This is a pretty simple setup for not over-blasting folks who said they want to get email less frequently from you.

Cadence / Book a demo

Kim — Founder @ Cadence | Helping brands automate recurring campaigns (daily, weekly, monthly) | Happy to connect! | https://cadencecampaigns.com

Sign up

Use your Klaviyo credentials

Log in to the Community

Use your Klaviyo credentials