You will learn

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 

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

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.

Common use cases for content blocks

Common use cases for content blocks

  • 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).

 


A Customer Hub drawer interface open on the right side of an example brand's website and showing two example content blocks.

Content block events

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

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

Access content blocks

  1. Navigate to the Customer Hub tab in Klaviyo’s left-hand navigation.
  2. Click the gear (settings) button.
  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 a setup menu 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 a blank setup menu and configure each field manually.
          CHContent0.jpg
Configure your content block

Configure your content block

Once you've chosen your starting point (template or from scratch), the setup modal opens so you can edit the block's details.

  1. Under General, enter or update the following details:
    • 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.
    • 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.
    • Banner image (Optional)
      • Upload an image to display at the top of this content block.
        CHCONTENT2.jpg
  2. 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.
          CHCONTENT4.jpg
  3. When you’re finished, click Add.
How customers will see your content blocks

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

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

Example use cases with personalization tags

When referencing a custom profile property in a personalization tag, make sure the value in the “lookup” section matches how you’re storing that property in Klaviyo. Custom properties may be formatted or named something different than the examples provided. 

  • 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

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

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 

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:

A content block cannot be recovered after it’s been deleted. You can put a content block in draft mode to remove it from your Customer Hub instead of deleting it completely by opening the block’s editing menu and changing its Visibility setting to Hidden

  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

Additional resources

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