How to update a profile property when someone clicks a link

You will learn

Learn how to build email templates with buttons that tag subscribers with information based on the option they click. You can use this process to add profile properties when they click a link. 

Use cases for collecting information via links

In Klaviyo, you can use links or buttons to collect information automatically from email recipients. For example:

• In your newsletter campaigns, add buttons that let users specify how many times a week they want to receive emails from you.
• In a thank you email to a new customer, prompt the recipient to update profile details such as gender.
• In a winback email, prompt a customer to choose the category of products they are most interested in learning more about.

Add buttons or links that update profile properties

Note that when you add a button or link that can update a profile property, recipients can only select one value. If they already have a value for the property set, their selection will overwrite the existing value. This includes properties with a list data type: the entire list will be overwritten, and it is not possible to simply append a list item to an existing list. 

Buttons

1. Head to the email template you want to use.
2. Add a button to the email template.
3. Click on the button where you want to add this feature.
4. Enter the following into the URL field:
   

   {% update_property_link 'profile_property' 'property_value' 'redirect_link' %}

5. Change each section of the code to reflect:

   • 'profile_property': the profile property that you'd like to update or create; for example, favorite_color

   • 'property_value': the value that the particular button corresponds to; for example, blue

   • 'redirect_link': the URL that you want them to redirect them to after they click the button

These fields do not support dynamic content. Only standard URLs (i.e., formatted as https://www.klaviyo.com) are supported. This code will work anywhere you'd normally add a link. The property value should be text or a number for best results. Note that if this property is already set for a particular recipient, it will be overwritten when they click the button. 

Linked text

1. Navigate to the email template you want to use.
2. Highlight the text you'd like to link.
3. Click the hyperlink icon in the text editor.
   
4. Enter the following into the URL field.
   

   {% update_property_link 'profile_property' 'property_value' 'redirect_link' %}

5. Change each section of the code to reflect:

   • 'profile_property': the profile property that you'd like to update or create; for example, favorite_color.

   • 'property_value': the value that the particular button corresponds to; for example, blue.

   • 'redirect_link': the URL that you want them to redirect them to after they click the button.

Example of using links to collect information

Let's say that we want to collect dessert preference information from our subscribers by asking them if they prefer cake or pie.

To create this survey:

1. Set the 'profile_property' to dessertsurvey.
2. Change the 'property_value' to pie.
3. Make the link redirect to a thank you page.

In this case, our code would look like the following.

{% update_property_link 'dessertsurvey' 'pie' 'http://www.your-website.com/survey_response' %}

Whenever someone clicks the 'pie' button, it will update the 'dessertsurvey' profile property to 'pie,' and then go to a thank you landing page you create.

Now that we've collected data from our customers, we can use it in emails. This data is stored just like a regular customer property, and can be used to create segments that use these properties as conditions in the definition, split flows by different properties, and personalize messages using this data.

Test and review your results 

To test the functionality of your new button, save the message as a template and send it to yourself as a personal email. If you send a preview rather than a personal email, the button/link will direct to a placeholder page and will not update your profile. 

Once someone clicks an update property link in a live email, their response is stored on their profile. You can navigate to a profile to see an individual’s response, or you can create a segment to identify everyone that clicked a specific option. 

View individual results

To see which option someone selected on their profile: 

1. Search for a profile in Klaviyo using an email address or name. 
2. Click a profile from the results to view all details. 
3. Locate the Custom properties section of the profile. 
4. Find the profile property set in the update property link (“dessertsurvey” in the example above).
5. Note the property’s value (e.g., “cake”).

Create a segment based on answers

To create a segment of all profiles who clicked an update profile property link or button: 

1. Navigate to the Lists & Segments page. 
2. Click Create List / Segment, then click Segment.
3. In the Dimension field, select your profile property, and in the Dimension value field, add your property value.
   
4. Finally, click Create Segment to generate a segment of everyone who clicked your update property link/button.

Additional resources

• Advanced segmentation reference
• How to create customer engagement tiers