How To Create A Profile Property Klaviyo

8 min read Oct 06, 2024

How to Create a Profile Property in Klaviyo: A Guide for Beginners

Klaviyo is a powerful marketing automation platform that allows you to create personalized email campaigns and segment your audience effectively. One of the key features of Klaviyo is its ability to create and manage profile properties. Profile properties are pieces of information about your customers that help you understand their behavior and preferences. By creating and leveraging these properties, you can create more targeted and effective marketing campaigns.

This article will guide you through the process of creating profile properties in Klaviyo.

Understanding Profile Properties

Before we dive into the creation process, let's understand what profile properties are and why they are crucial. Profile properties are essentially data points that you store about your customers. These data points can be anything from their name and email address to their purchase history, browsing behavior, and even their interests.

Here's a simple example: imagine you run an online store selling clothing. You might want to create a profile property called "Favorite Style". This property would allow you to categorize your customers based on their preferred style, such as "Casual", "Formal", "Sporty", etc. By segmenting your audience based on "Favorite Style", you can send targeted emails promoting clothing items that align with their preferences.

Creating Profile Properties in Klaviyo

Now that you understand the importance of profile properties, let's dive into the creation process:

Log in to your Klaviyo account: Start by navigating to your Klaviyo dashboard.
Go to the Profile Properties section: Click on the "Profiles" tab on the left-hand side of your dashboard. You will see a list of existing profile properties. Click on "Manage Properties" to access the creation screen.
Create a New Property: Click on the "Add Property" button. You will be presented with a form to create a new profile property.
Fill in the Property Details: Here, you'll need to provide essential details about your new profile property.
- Name: Give your property a descriptive and recognizable name. For instance, "Favorite Style", "Last Order Date", "City", or "Referral Source".
- Type: Choose the appropriate data type for your property. Klaviyo offers various types, such as:
  - Text: For text-based information like names or addresses.
  - Number: For numerical data like age or order value.
  - Date: For dates, such as birth dates or order dates.
  - Boolean: For true/false values, such as "subscribed" or "not subscribed".
  - List: For dropdown menus, allowing customers to select from a predefined list.
  - Email: For capturing email addresses.
  - URL: For storing website URLs.
  - Phone Number: For capturing phone numbers.
Set Options (If Necessary): Depending on the type of profile property you are creating, you may need to set additional options. For instance, you can set the number of characters allowed for a text property or the date format for a date property.
Save the Property: Once you've filled in all the necessary details, click on the "Save" button to create your new profile property.

Using Profile Properties

Now that you have created your profile properties, you can start using them to segment your audience, personalize your emails, and track your customer behavior.

Here are some examples of how to use profile properties in Klaviyo:

Segmentation: You can create segments based on specific profile property values. For example, you can segment your audience by "Favorite Style" to send targeted emails promoting specific types of clothing.
Personalization: Use profile properties to personalize your email content. For instance, you can use the "Name" property to address customers by their name or use their "Last Order Date" to send them reminders about upcoming anniversary sales.
Tracking: Profile properties can be used to track customer behavior. For example, you can track "Last Purchase Date" or "Number of Orders" to understand customer engagement.

Tips for Creating Effective Profile Properties

Here are some tips to help you create effective profile properties that will benefit your marketing efforts:

Plan Ahead: Before creating profile properties, carefully consider the data you need to collect and how you will use it.
Keep it Relevant: Focus on creating profile properties that provide valuable insights into your customers.
Prioritize: Start with the most important profile properties first. You can always add more later.
Keep it Clean: Regularly review and update your profile properties to ensure accuracy and avoid redundancies.

Conclusion

By creating and leveraging profile properties, you can unlock the full potential of Klaviyo and create personalized marketing campaigns that resonate with your audience. Take advantage of this powerful feature to understand your customers better, build stronger relationships, and ultimately drive more sales.