How to create content blocks for Customer Hub

You will learn

Learn how to create and configure content blocks to add personalization to your Customer Hub drawer experience. Content blocks are customizable sections you can configure to display calls to action or personalized information to shoppers, such as their loyalty points, subscription status, and more. 

Content blocks display on the For you tab of your Customer Hub drawer, complementing other merchandising tools (e.g., recently viewed items, recommended products, favorites) to tailor customers’ shopping journey. 

Before you begin 

This guide explains how to create content blocks to display in the Customer Hub interface on your site. Before proceeding, ensure that the Customer Hub feature is enabled in Klaviyo.

Learn more about Customer Hub.

About content blocks

Content blocks are flexible in terms of how you can use them to surface relevant or important information for site visitors directly in the Customer Hub interface. You could build them to:

• Prompt a certain action (e.g., “Email us”).
• Direct shoppers to a specific URL or page (e.g., a subscription management page or a new product collection).
• Dynamically surface personal information (e.g., loyalty points, subscription status) from someone’s Klaviyo profile with personalization tags. This can be information you’ve collected through Klaviyo, imported, or synced from other platforms or integrations.
• Show off a highly-rated product with user-submitted images and reviews
• Create a limited time promotion or collection for signed-in shoppers.

For more advanced, dynamic content blocks, you could:

• Use if/else conditional logic to control how a content block appears based on profile data (e.g., if they’re part of your rewards program or not).

Content block events

When you create a content block in Klaviyo, you must give it a name. Each time a site visitor clicks on that content block in the Customer Hub interface on your site, Klaviyo tracks a Customer Hub clicked on content block event. The names you give to each block are used for filtering those events. 

As a best practice, assign each block a name that’s familiar and easily recognizable for the content within it. Names cannot be changed after initial creation because they’re used to track events in Klaviyo, and are for internal data only, meaning they’re not shown externally to visitors interacting with your Customer Hub.

Configure content blocks

To create content blocks to display in the For you tab of the Customer Hub drawer:

1. Navigate to the Customer Hub tab in Klaviyo’s left-hand navigation.
2. Select Settings.
   
3. Choose Content.
4. Select Add block to open the Add new block creation menu. From here, you’ll need to input details based on how the block should look and function.
   
5. Create a Name (e.g., Manage Subscription). 
   • Names are permanent and internal only. You’ll use them later when filtering Customer Hub clicked on content block events.
6. Under Content, input what you want shoppers to see in the content block. This can be:
   • Static text (e.g., Manage my subscription)
   • A personalization tag that surfaces information from someone’s Klaviyo profile, if available. See example personalization tag use cases below.
     

     Event data is not currently supported for content blocks in Customer Hub.

7. Under Description, add subtext to the block for additional context or messaging (e.g., if you’re prompting subscription management, you could say: “Send early, skip a month, and more”). Note that you can also use personalization tags in description text.
8. In the Link box, provide a corresponding URL to send visitors who click on the block to (e.g., your subscription management page).
9. From the Visibility dropdown, choose who sees the block (i.e., all users, logged-in users, logged-out users, or hide the block entirely).
   

   To remove a content block from your Customer Hub without deleting it entirely, select Hidden as the Visibility status. Doing so will save the block but move it to a draft mode.

10. For Target, select whether the link should open in a new tab or the same tab.
    
11. Optional: choose a Banner image to display within your content block. 
12. Click Save.

Using personalization tags to surface profile data

Personalization tags allow you to use your customer data to create an individualized experience for every site visitor who engages with your Customer Hub. Use profile and custom personalization in content blocks to display special Klaviyo properties. Pairing this personalization with a corresponding URL allows you to tailor customer journeys on your site. 

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

Example use cases for 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' }}

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

Conditional if statements allow you to control how a block appears to different shoppers based on their profile information for more advanced customization. 

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.

Adjust the order of content blocks

To change the order of your content blocks as they appear in your Customer Hub:

1. Navigate to the Customer Hub tab in Klaviyo’s left-hand navigation.
2. Select the Settings in the top right corner, then click Content. 
3. Use the up and down arrows in the top right corner of each block to reorder them as desired.
   
4. Save your changes.

Edit a content block

To edit a content block:

1. Navigate to the Customer Hub tab in Klaviyo’s left-hand navigation. 
2. Select Settings in the top right corner, then click Content. 
3. On the block you wish to edit, click the pencil icon. 
4. Make your desired changes and click Save. Note that you cannot change a content block’s name. 

Delete a content block

To delete a content block:

1. Navigate to the Customer Hub tab in Klaviyo’s left-hand navigation.
2. Select the Settings in the top right corner, then click Content. 
3. Click the trash can icon on the block you want to delete.
4. Click Delete. 

Next steps

Showcasing products in your content blocks? Display their current star rating to further incentivize shoppers by connecting Klaviyo Reviews to Customer Hub.

Additional resources

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