Creating a preference center in Klaviyo allows your subscribers to manage their email preferences, including selecting the types of emails they want to receive and updating their personal information. Here’s a detailed step-by-step guide on how to create a preference center in Klaviyo:
Step-by-Step Guide to Creating a Preference Center in Klaviyo
- Log in to Klaviyo:
- Go to your Klaviyo account and log in with your credentials.
- Navigate to Signup Forms:
- Click on the “Signup Forms” tab in the left-hand menu.
- Create a New Form:
- Click on “Create Signup Form.”
- Select “Preferences Page” as the form type.
- Design Your Preference Center:
- Use the drag-and-drop editor to design your preference center.
- Add fields such as email address, first name, last name, and any other custom fields you want subscribers to update.
- Include checkboxes or dropdowns for different email categories (e.g., Newsletters, Product Updates, Promotions).
- Set Form Actions:
- In the form editor, click on “Actions” to set what happens when a subscriber submits the form.
- Choose “Submit the form” to save the subscriber’s preferences.
- You can also redirect subscribers to a thank you page or display a custom message upon submission.
- Map Form Fields to Klaviyo Properties:
- Ensure that the fields in your preference center are mapped to the correct Klaviyo properties.
- For example, map the “First Name” field to the Klaviyo property “First Name.”
- Create Lists or Segments for Email Categories:
- Go to the “Lists & Segments” tab and create lists or segments based on the email categories you included in your preference center.
- For example, create a list for “Newsletters,” “Product Updates,” and “Promotions.”
- Set Up Email Campaigns or Flows:
- Create email campaigns or flows targeting the lists or segments you created.
- Ensure that each email campaign or flow is relevant to the preferences selected by your subscribers.
- Add a Link to Your Preference Center in Emails:
- In your email templates, add a link to your preference center.
- This can typically be done by adding a “Manage Preferences” or “Update Preferences” link in the footer of your emails.
- Test the Preference Center:
- Before going live, test the preference center to ensure that it works as expected.
- Update your preferences and check that the changes are reflected in your Klaviyo account.
Example Components of a Preference Center
- Personal Information:
- Fields for subscribers to update their name, email address, and other personal details.
- Email Preferences:
- Checkboxes or dropdowns for different types of emails (e.g., Newsletters, Product Updates, Promotions).
- Frequency Preferences:
- Options for subscribers to choose how often they want to receive emails (e.g., Daily, Weekly, Monthly).
- Unsubscribe Option:
- An option for subscribers to unsubscribe from all emails.
Tips for Creating an Effective Preference Center
- Keep It Simple: Ensure the preference center is easy to use and navigate.
- Be Transparent: Clearly explain what each email category entails so subscribers can make informed choices.
- Personalize the Experience: Greet subscribers by their name and pre-fill known information to make the process seamless.
- Promote It: Regularly remind your subscribers that they can update their preferences to receive relevant content.
By following these steps, you can create a preference center in Klaviyo that empowers your subscribers to manage their email preferences, leading to better engagement and reduced unsubscribe rates.
