In this guide, you'll learn the difference between custom and Klaviyo properties, how to use them, how to remove them, best practices, and more. Profile properties allow you to understand your customers on a personal level and segment them based on this knowledge. By the end of this article, you'll gain new insights into your customers and leverage properties in a more strategic and organized way.
Don't have time to read? Check out the dos and don'ts graphic at the end of this guide for a brief outline of best practices.
Before You Start
Before jumping in, it's important to have your ecommerce store integrated with Klaviyo and profiles in your account to work with. It is also best practice to enable signup forms so that you can gather custom and Klaviyo properties about your subscribers.
To check if signup forms are installed properly, go to Install Code Snippet. If the green success banner appears on this page then you know that they were successfully enabled. If this banner does not appear, then forms are not enabled on your account and you’ll need to install a snippet of code on your ecommerce site. Head to our article on installing signup forms for step-by-step instructions.
Custom vs. Klaviyo Properties
You can find profile properties within the Profiles tab of your Klaviyo account. Here, your first 50 contacts will appear. Click into a profile, or search for one directly in the search bar at the top of your page. On the right-hand side of an individual's profile are details about them, and toward the bottom of this is the Information section which contains many of these properties.
There are two different types of profile properties: custom properties and Klaviyo properties.
Custom properties are found under the custom properties section in the Information tab of a profile. Custom properties are just that— completely customizable properties that you generate yourself and are specific to your content, brand, and use case.
Custom properties that you may consider gathering include:
- Information about gender, size, interests, and birthdays
- Preferences around email frequency, type of content, etc.
- Responses to a questionnaire
Klaviyo properties are default properties in your account, and you can find them listed in various spots within a profile. When exported in a file, many of them are identified by a dollar sign ($) prefix. This dollar sign prefix is not necessary to add to your CSV when uploading the same properties into Klaviyo as you will be prompted to map the upload with the property of your choice.
Klaviyo properties include:
- Klaviyo ID
- First Name
- Last Name
- Phone Number
- Address 2
- State / Region
- Zip Code
- SMS Consent Timestamp
- First Active
- Last Active
- Profile Created On
- Date Added
- Last Open
- Last Click
When you export a profile, the last open and click, first and last active, and date added properties do not appear in your CSV.
Using the $id property for identifying profiles is often not best practice. However, if you choose to do so, please refer to our API documentation to learn how to use it for template sends, personal messages, and targeted exports.
Add Custom Properties to a Profile
There are three ways you can add custom properties to profiles in your account:
- Manually add them (from a list or individually)
- Ask customers for them
- Sync them through your integration
Manually Add Them
From a List
When uploading a list, any column after the "Email" column in a CSV file can be used to attach a custom property to a profile. For example, you could have a "Gender" column that corresponds with each contact's designated gender.
In a CSV file, create a column for Email, First Name, and Last Name. Then, add a fourth column after these for your custom property. For each person, add their designated property value. For the sake of this example, the property is Gender and the contacts all identify as female.
Next, copy these four columns of information and head back to the Lists and Segments tab. Select Create List/Segment in the upper right-hand corner of the screen and create a new list; alternatively, you can add these contacts to an existing list instead.
Once your list is created, select Upload Contacts. You will be directed to Upload file or Upload via copy/paste. Complete either option and select Start Import.
After uploading this list, you will be brought to a Field Mapping page. Review the fields that were uploaded. Verify that the Name and Email headers automatically map to Klaviyo's default properties. For new custom properties, you will have the option to create an entirely new property from them or add them to an existing custom property instead, under Klaviyo Field.
Be sure to apply the correct Klaviyo field when uploading properties. If there's already a Klaviyo field (for example, City for a list of customers' home cities) apply that field rather than creating a duplicate property that will clutter your account. If a property has not been created yet, a Create option will appear in the dropdown. Type in the property name you want it to be defined as (ex/ Gender).
Finally, select a Data Type so that your information appears as accurately as possible. For this particular case, select String. However, there are other options to choose from. For example, if you upload a series of dates or birthdays, you would use Date as the data type.
After reviewing this information, select Start Import. Because this is a small number of people, the import is fairly quick.
For information on how to format dates so that they upload successfully in Klaviyo, head to our article on formatting dates and timestamps in CSVs.
Contacts that do not already have their own profiles will have new ones created. Otherwise, any new column value will be added to their existing profile. You can navigate into one of these profiles to see how it appears on their designated page. Any column that already exists on a contact's profile will be overwritten by the most recent upload. Meanwhile, any column that does not already exist will not affect existing properties, as you can have as many custom properties as you desire in the Information tab of a given profile.
You can also manually add individual custom properties to a profile, rather than in a list of profiles. To do so, navigate to the profile you wish to add a property to. Select Add next to Custom Properties.
This will generate a modal where you add a Property and Value. For example, you can input the custom property: Favorite Color and value: Blue. Then select Add Property to add this to the profile.
Ask customers for them
The second way to gather custom properties is to ask your customers for this information directly. You can take three possible routes to collect information from customers:
- Collect custom properties with a signup form
- Collect custom properties with a subscribe or manage preferences page
- Collect custom properties by asking for information in your emails
Signup Form Example
If you decide to collect custom properties with a signup form, there are a number of blocks you can drag and drop in to customize the form's appearance and the type of information you collect from subscribers. When you select a block, editing options will appear in the left-hand sidebar. Configure the details of the block, including text and styling. To gather information on your customers' favorite colors, drag a dropdown input into your form. Plug in the custom property input that prompts the customer to add their own value.
If they then select “Blue,” this is will be mapped to their profile within your account. If this person already has a value for that property on their profile, when they submit the form, the existing value will be overwritten by their new value.
Form with Hidden Fields Example
You can also acquire profile properties through hidden fields on a Klaviyo form. Hidden fields collect information discreetly as they are attached to the submit button of your form. They typically collect properties centered around form content or its location on your site. By default, all new signups have a Source property as a hidden field. This identifies where the profile came from in the List Growth Report.
If you add hidden fields that correspond to properties that already exist on someone's profile, they will be overwritten by the new value when someone submits the form.
To add a new hidden field, navigate into your button editor and select +Add a property under SUBMIT HIDDEN FIELDS.
If you have various forms throughout your website, you may want to add hidden fields to indicate the webpage that a profile was browsing when they submitted your forms. For example, if you own a bookstore with pages dedicated to different genres, you can add a hidden field to your form to collect this URL information. The hidden field then tracks the genre this person is interested in.
Sync Them Through an Integration
The third way to collect custom properties is to sync them directly from your integrations. This happens automatically, and the type of properties that appear depend on what integrations you have. For example, a Shopify integration automatically syncs an Accepts Marketing custom property to Klaviyo.
For more information on the custom properties that are synced through integrations, please refer to the integration documentation on our Help Center.
To ensure consistent formatting across profiles, think through the name of a custom property before creating it. Changes to property names and their values, even something as simple as editing the spelling or capitalization, will generate an entirely new property in Klaviyo. Properties and their values must be exactly the same across your account.
For example, changing "gender" with a lowercase g to "Gender" capitalized would result in both inputs becoming their own properties, despite the fact that they are meant to be the same. Keep spelling and formatting consistent for all properties and their values as you add them to profiles over time. "Gender: Male" and "gender: male" would have two different properties and two different values if they were both to be put into your account.
Consider the naming conventions you use beforehand so you don’t end up with extra clutter that you will have to go back and delete. Remember, consistency is key.
You can adjust the name of custom properties if you would like to do so for a small number of profiles. However, custom property names cannot be adjusted in bulk without removing the original property. If you want to rename a property in bulk, first create a segment of profiles with this property and export these customers with their property and value. Next, reach out to our support team and request that we purge the original property from your account and customer profiles. You will then re-upload the profile property and value with the desired name to a list to adjust the property name.
In general, the goals of property management are to remain organized, cut out superfluous properties that you don’t need, and pay attention to our rules around naming and editing. When naming and editing properties, make sure that the name and value matches across your account as this is case sensitive.
If you decide to edit a property after it has been applied to profiles, it will generate an entirely new property and you will have to go back and delete the previous one. If you do not keep these factors in mind, you will soon have multiple properties for the same information, and your account will become cluttered and disorganized.
It is best practice to clean out properties that are no longer useful to you. If you want to delete a custom property that you created in your account, you can do so within the profile itself. You cannot, however, delete Klaviyo properties because they are default Klaviyo properties that are built into the platform.
If you have many properties that span across profiles, you may need to bulk delete them. Bulk deletion can only be performed by a Klaviyo staff member, so this should only happen when absolutely necessary. If this is the case, reach out to a member of our Support Team. When you do so, you will be prompted to file a support ticket. In that ticket, list all of the properties that you want to be deleted.
To delete a property from a single profile, head to the Information section of that profile and find that custom property. Next to the property is a pencil to edit and a red X to delete it. Click the X.
The phrase, Delete property? will appear. Select Yes.
Note that deleting a property from one profile will not automatically delete it from other profiles. This should only be done when you want to remove properties from a single, or a small, number of profiles.
Use Profile Properties
You’ve learned what properties are, how to upload them, and how to manage them. Now, the question is: how do you use profile properties? In this section, we'll go through examples of how to use Klaviyo and custom properties in your account.
More specifically, we will outline:
- How to input dynamic properties into Klaviyo emails
- How to use properties to create key segments for advanced targeting
- Best practices around filtering flows base on properties.
You cannot segment or filter a flow with a property until it exists on at least one profile within Klaviyo. For that reason, you may consider having a test profile to add these properties to before creating your designated segments and flows.
Input Dynamic Properties in Klaviyo Emails
To input properties in emails, you can use variable syntax. Variable syntax allows you to customize content to be user-specific by inputting the person variable and adding the lookup filter with your property attached. This will dynamically populate emails with customer-specific content.
Here is an example in which Favorite Color is the desired input.
It's usually a good idea to provide a default value in case someone doesn't have the custom property you're trying to use by including the default filter. It is also important to note that we don't recommend placing a custom date property in your default preference pages in Klaviyo, as you will need to make sure people enter a date in a format we accept.
Use Properties to Create Key Segments
A key factor in sending successful email campaigns is to segment your audience. Segmentation allows you to target email recipients with specific content that appeals to them. Moreover, you can use segments to send customers content via social media ads, targeted forms, and SMS.
The example below shows a segment of women who are Patriot's fans. The custom property is brand, and these specific individuals chose the Patriots as their brand of choice.
Make sure that all instances of that property value and name are included if you have not remained consistent across profiles. Moreover, customers may add their sports preference differently, in this case with Pats, Patriots, patriots, and pats. Another common instance when this occurs is with country. Someone from the United States may list their country of origin as USA, US, us, United States, etc. All values that you add need to be accounted for, split between OR conditions.
Next, target this segment with a form that informs customers of new deals on women’s Patriots apparel. Instead of having an area to subscribe to marketing, have a link to that page of your website. Likewise, set the form to only target individuals within the chosen segment.
You can also set your segment to include anyone whose property contains a certain value. This means that your segment condition would state: Properties about someone > contains ________.
You can only apply contains to list data types. List data types must also have the full value within your condition. They are formatted as an array in your account. For example, if you own a bakery and gather custom properties for your customers' favorite baked goods, you can give them the option to select multiple properties associated with their one profile (e.g., chocolate cake, vanilla cake, chocolate chip cookies, and sugar cookies). These will appear as list data types in your account.
However, you can't simply target "chocolate" when creating the segment condition by stating that the property "contains chocolate." Instead, include the entire property name, written out in full, (such as chocolate cake and chocolate chip cookies) as shown below:
For more information and ideas for segments that you can customize and use to boost sales, check out our Guide to Advanced Segmentation.
Use Properties to Filter Flows
You can use properties to filter flows and target customers with specific information that is relevant to them. An example of this would be a Happy Birthday Flow. You can collect birthdays from customers when they sign up for your newsletter. Then, use this property when creating your flow by having the flow trigger be a Date Property and sending them a coupon or thoughtful message via email or SMS. Have this flow repeat annually and update the timing to match your customers' local times and your own content needs.
Make sure to choose different names for your profile properties and event properties. If an event property has the same name as a profile property, only the profile property will appear in the filter.
By now, you’ve learned how to create, manage, and use custom properties. You will also have a deeper understanding of the differences between Klaviyo and custom properties that you make yourself. Check out our complete list of the do's and don’ts of custom properties at the end of this guide as another resource to add to your Klaviyo toolkit. Then, see how you can use properties to create targeted content that directly pertains to your business. This is just another step in the direction of truly owning your marketing.
- About the Information Section of a Profile
- How to Delete, Merge, or Export Profiles.
- Guide to Advanced Segmentation
- About Data Types
- Ecommerce Integrations
- Template Tags and Variable Syntax
Dos and Don'ts for Properties