Hello, I want to send an email to gather information on where a recipient sells online, whether that’s Amazon or Shopify. I want to automatically add a tag to that user based on their input so that I can create an Amazon list and a Shopify sellers list. Is this possible?
Automatically add a tag based on customer input
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Best answer by retention
Hey
If I understand your requirements, if you want to send your email subscribers a link to a Form or a way for them to be “tagged” into a specific group (Segment). Klaviyo lets you store Custom Profile Properties, which is like “tagging” but you can define your on field and value.
For example, in your case, you may have a field called sells-online
where the values might Shopify
or Amazon
so you can Segment them on that property. You can create two Segments, one where the sells-online
property is Amazon, and another Segment where the sells-online
property is Shopify.
To set these values via an email to your List, I can think of three ways to do this:
Add the Profile Property as a Preference in the Preference Page
You can add the profile property sells-online
as an option in their Preference Page (in your Default Consent Pages), and send users a link to the Preference Page to complete their Profile including this value. Once they have done so, the will go into your Segment as you defined it above. This also lets them set any other “preferences” you might have available.
Add the Profile Property in a Klaviyo Signup Form (Embedded)
Alternatively, if you prefer to just create a Signup Form and embedded it on your site, you can create a Sign Up Form and create a Checkbox (or dropdown or radio button, depending on what you prefer) like this:
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Once your done, just embed the form in a page on your site and send users to that page in your email to complete. As an added bonus, you can capture other information at the same time as well.
Use a Update Profile Property Link in your Email
This is a bit more advanced, but you can also just create two links your email and let the users click on it within the email. When they click on one of the links in the email, they will be added to the respective property to their Profile and you can lead them to any page on your site. This is using the update_property_link
tag in the Templates. You can find the step-by-step instructions here:
Hope this helps!
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