How to create content blocks for Customer Hub

You will learn

Learn how to create content blocks for your Customer Hub to deliver a personalized experience for each customer. Content blocks are customizable sections that allow you to display relevant information, such as loyalty points or subscription status, or prompt customers to take specific actions. 

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

You can use content blocks in a variety of ways to display personal information to site visitors or encourage them to take action. They display on the For you tab of the Customer Hub interface, complementing other merchandising tools (e.g., recently viewed items, recommended products, favorites) to tailor each customer’s shopping journey. 

Common use cases: 

• Encourage actions
  • Prompt visitors to contact you (e.g., “Email us”)
  • Send shoppers to a specific URL or page (e.g., subscription management or referral information pages)
• Highlight and guide customer journeys
  • Promote special offers or exclusive collections for signed-in shoppers
  • Showcase a highly-rated product with reviews and images
• Display personalized information from a Klaviyo profile
  • Use personalization tags to dynamically show customer-specific details from their Klaviyo profile. This can be information you’ve collected via Klaviyo, imported, or synced from other platforms or integrations, such as:
    • Loyalty points
    • Subscription status
    • Membership tier
• Advanced personalization
  • Use if/else conditional logic to control what information displays in a content block based on customer profile data (e.g., display rewards information exclusively to rewards program members and present a default message to everyone else).

Content block events

When you create a content block for your Customer Hub, 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 because they’re required for accurate event tracking in Klaviyo. 

Set up a content block

To create a content block for your site’s Customer Hub:

1. Navigate to the Customer Hub tab in Klaviyo’s left-hand navigation.
2. Click the Settings button.
   
3. Select Content.
4. Click Create content block to open the block creation menu.
   
5. Under General, input details based on how the block should look:
   • Internal name
     • Give your block a recognizable name (e.g., “Rewards” for a block showing rewards points). Note: This name is used for internal tracking, analytics, and custom CSS and cannot be changed once saved.
   • Block title
     • Write a heading or a call to action (e.g., Shop Spring Collection).
   • Block description
     • Add subtext for additional context. This can be:
       • Static text (e.g., New Floral Spring Collection)
       • A personalization tag that pulls information from the customer’s Klaviyo profile (e.g., available reward points). See example personalization tags for use below.
         

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

   • Link
     • Provide a URL that corresponds to the content in the block; this is where visitors will be directed when they click the block (e.g., a featured products page or your rewards management page).
     • Choose if the link should open in a new tab.
   • Banner image (Optional)
     • Upload an image to display at the top of this content block.
       
6. Under Targeting, decide which types of visitors can see the content block:
   • Login status
     • Choose whether to show this block for all users, only logged in users, or only logged out users.
   • Lists/segment membership (Optional)
     • Show or hide the block for specific 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.
         
7. When you’re finished, click Save.

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:

• Klavio 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

Personalization tags are a powerful tool for tailoring content to each customer who interacts with your Customer Hub. By using profile and custom personalization tags within you content blocks, you can pull personal customer data directly from their profiles, creating individualized experiences for signed in visitors. 

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' }}

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.

Reordering, editing, and deleting content blocks 

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

1. Navigate to the Customer Hub > Settings > Content.
2. On the block you wish to move, click the additional options (3 dots) menu. 
3. Select Move up or Move down to reorder your blocks as needed.
4. Save your changes.

To edit a content block:

1. Navigate to the Customer Hub > Settings > Content.
2. On the block you wish to edit, click the additional options (3 dots) menu.
3. Select Edit, then make your desired changes. Note that you cannot change a content block’s internal name. 
4. Click Save. 

To delete a content block:

1. Navigate to the Customer Hub > Settings > Content.
2. On the block you wish to delete, click the additional options (3 dots) menu.
3. Select Delete.
4. Click Delete again to confirm your choice. 

Additional resources

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