How to create content blocks for Customer Hub

You will learn

Learn how to create content blocks for your Customer Hub, which are customizable sections you can add to the Customer Hub interface to personalize your shoppers' experience. You can create your own custom content blocks or use a template from Klaviyo's content block library, which includes pre-configured blocks for common scenarios and surfacing customer data (e.g., loyalty points or subscription status) from various integrations.

Before you begin 

This guide explains how to set up content blocks so they display on your site’s Customer Hub. Before proceeding, ensure that you have the Customer Hub feature enabled in Klaviyo.

Learn more about Customer Hub.

What you can do with content blocks

Content blocks help you customize the For you tab of the Customer Hub interface. You can use them to display customer-specific information or encourage visitors to take a certain action, so each person enjoys a tailored experience when interacting with your onsite Customer Hub.

Content block events

When you create a content block, you must give it a name. Klaviyo tracks each time a site visitor clicks on a content block as a Customer Hub clicked on content block event, using the name you provide for reporting and filtering. For this reason, it’s best to choose names that are familiar and relevant to the content in each block. 

Keep in mind, names are for internal use only; they aren’t visible to your customers. You also cannot change a block’s name after it’s created.

Create a new content block

There are a few steps to follow to create and publish content blocks to your Customer Hub interface. The next few sections walk through this setup.

Access content blocks

1. Navigate to the Customer Hub tab in Klaviyo’s left-hand navigation.
2. Click Settings.
3. Select Content > Add content block.
4. From here, choose how you want to start:
   • Use a pre-built template from the content block library.
     • Browse the library by category (e.g., loyalty, deals, list growth) or filter by integration. Click Add block on any template to open it in the content block editor with pre-filled, but fully editable fields
       

       Integration-specific content blocks require that you have already enabled that respective integration in Klaviyo.

     • Build your own content block.
       • Click Build your own to open the a blank setup menu in the editor
         

Configure your content block

Once you've chosen your starting point (template or from scratch), the content block creation menu will open on the right for customization.

1. In the Add new block menu, enter or update the following details:
   • Block title
     • Write a heading or a call to action (e.g., Shop Spring Collection).
   • Block description
     • Add details or context using regular, static text, or insert personalization tags to pull dynamic, customer-specific information (e.g., available rewards points). Event data is not supported. 
       

       If you use an integration-specific template, personalization tags are pre-configured to match the platform's custom property names.

   • Link (Optional)
     • Provide a URL to direct visitors when they click the block (e.g., to a product page). You can also choose if the link should open in a new tab.
   • Internal name
     • Create a recognizable name (e.g., “Rewards” for a block showing rewards points). Note that this name is used for reporting and cannot be changed once saved.
   • Banner image (Optional)
     • Upload an image to display at the top of this content block.
2. Under Targeting, choose which types of visitors can see the content block:
   • Login status
     Choose which types of visitors can see the content block based on login status.
   • List/segment membership
     Show or hide the block for certain lists or segments:
     • Show to: Select lists/segments that should see the block.
     • Don’t show to: Select lists/segments that should not see the block.
3. When you’re finished, click Add.

To preview how your content block looks in your Customer Hub, switch to the Design menu along the left. From here you can view your in the Customer Hub preview canvas, as well as select any content blocks to edit them.

How customers will see your content blocks

The content blocks your site visitors see, and the details displayed in those blocks, depend on whether they’ve signed in to their account and if Klaviyo has identified them. Keep in mind that:

• Klaviyo can only display content blocks targeted to specific lists or segments to visitors who have signed in to an account or who have been identified by Klaviyo in another way (e.g., followed a link in an email or filled out a sign-up form). Anonymous, signed-out visitors will not see these blocks.
• Content blocks with personalization tags will only display profile data for signed-in visitors. If a visitor is signed out, the default value will display. If there is no default value, the text will not show.

Using personalization tags to surface profile data

Content blocks support the use of profile and custom personalization to dynamically pull information from each customer's Klaviyo profile.

The content block library features several integration-specific templates that are already set up with the correct personalization tags for that platform and specific use case. However, if you have a different integration or use case in mind, you can add or modify personalization tags in your content block's description to display the data you need.

Note that event data is not currently supported for content blocks in Customer Hub.

Example use cases with personalization tags

• Surface available loyalty points:
  You have {{ person|lookup:'loyalty_points'|default:'0'|floatformat:0 }} points
• Remind a shopper of their membership tier (e.g., Bronze, Silver, Gold):
  {{ person|lookup:'Membership Tier'|default:'No membership' }} Status
• Prompt a certain shopping journey with personalization:
  Celebrate your {{ person|lookup:'breed_type'|default:'dog' }}

Tip: Keep in mind that when using personalization tags, there may be some visitors who haven’t provided all the data your tags reference. To account for these instances, use default text to prevent blank spaces in place of the missing data. 

Using conditional logic

For more advanced customization, you can use conditional if statements to control how a block appears to different shoppers based on their profile information. 

Example if/else statements

• Help members manage their current subscription while incentivizing non-members to start a subscription plan:
  {% if person.subscription_status not "Cancelled" and person.subscription_status %}Manage your subscription {% else %}Start a subscription & save! {% endif %}
• Engage VIP loyalty members while showing non-members a CTA to join:
  {% if person|lookup:'Loyalty Points' > 150 %}Hey VIP! You’ve always got free shipping & free returns {% else %}Have you heard about our VIP program? Join today on our website to start earning rewards. {% endif %}

Learn more about if statements.

Additional resources

• How to style your Customer Hub
• How to enable product recommendations in Customer Hub
• Message personalization reference