Edit Opt-In Related Pages - SMB

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Overview

For each list in Klaviyo, you will be able to edit and customize the different pages contacts see when they subscribe. You can navigate to these pages by selecting the particular list you would like to edit the forms for, clicking Subscribe Pages, and then View All Pages. The pages available are:

  • Subscribe Pages
    • Subscribe
    • Confirm Your Email (for double opt-in lists)
    • Email Confirmation (for double opt-in lists)
    • Opt-In Confirmed (for double opt-in lists)
  • Manage Preferences
    • Preferences
    • Preferences Confirmation
  • Unsubscribe
    • Unsubscribe
    • Unsubscribe Confirmation

Subscribers will see these pages when they sign up for your newsletter list (or any other list that they sign up for), which is why you must first navigate to the particular list before you edit these pages. By reviewing and updating these forms, you can control the messages your subscribers see when they first opt-in, as well as when they unsubscribe.

Your subscribe and manage preferences pages will allow you to provide your subscribers the opportunity to tell you more about themselves. You can prompt subscribers to share information like age, gender, preferred email frequency, or which types of products they are most interested in.

Preferences pages can be inserted into an email using the Manage Preferences tag found in the Insert Tag dropdown of the text editor. Please note that if you are inserting a manage preferences tag in an event-based flow email or an campaign sent to a segment, you will edit the Manage Preferences page in the Default Email Forms tab in your account.

Update Opt-In Related Pages for a List

To access all opt-in related pages, navigate to the list they are connected to. Next, click Subscribe Pages in the menu bar.

When you click View All Pages, you will be redirected to a page where all opt-in related pages live.

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When you click View All Pages, you will see the following menu of all opt-in related pages:

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Customize a List's Subscribe / Preferences Page

When you click on the preferences page for a given list, you will notice that here isn't any "Add Fields" section. This is because the preferences page for a list mirrors the subscribe page. So, to edit the preferences page, you must first edit the subscribe page.

When someone first signs up, you will want to collect as much information as you can, since some subscribers may never decide to update their preferences. Any fields you'd like to appear on your preferences page must be added directly to the list's subscribe page first.

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You can add different types of fields using the editor in the lefthand panel. First Name, Last Name, Organization, and Title are fields that are pre-populated in Klaviyo.

Text boxes, Checkboxes, Radio Buttons, and Dropdowns, on the other hand, are used to collect custom properties. Which of these formats you want to use will depend on the information you’re collecting.

For example, Radio Buttons and Dropdowns allow subscribers to select one value from a pre-determined set of options (good for choosing email frequency preferences), whereas Checkboxes allow subscribers to select multiple values (good for choosing content preferences). Text boxes allow subscribers to input their own value (good for inputting their birthday).

Any of the values you collect here will later be available for segmentation based on the Properties About Someone condition.

Fields and Sections that Cannot Be Updated

Some fields and sections of your unsubscribe and opt-in pages cannot be edited. Any section without a dotted outline can not be changed. For example, on the Email Confirmation page you can edit the logo, the heading, and the text field above the subscribe button. On the other hand, you can not edit the following "Confirm Your Subscription" message:

For double opt-in lists, you cannot modify the subject line of the confirmation emails subscribers receive after clicking Subscribe on the opt-in confirmation page. The subject of this confirmation email defaults to the following, where <list name> is replaced with the name of your list the subscribe page is synced with:

Confirm Your Subscription to <list name>

Here is an example subject line from a confirmation email for a list named "Newsletter":

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Redirect Opted-In Subscribers to a Thank You Page

If you want to automatically redirect opted-in subscribers to your own Thank You page, you can do this on the "Opt-In Confirmed" page for your list.

Here, you will see a Redirect drop-down on the right-hand side of the page. If you click this drop-down, you will see a window that says, "Skip this page and redirect to ____." This is where you can enter the URL for your Thank You page. When subscribers opt in, they will then be directed to your custom Thank You page instead of seeing a standard "Opt-In Confirmed" message.

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Unsubscribe vs. Manage Preferences

Unsubscribe and Manage Preferences pages are often used together, since most marketers would rather recipients change their email preferences rather than unsubscribe completely.

While it isn't currently possible to add preference options to an unsubscribe page, you can still include a link to your preferences page on your unsubscribe page.

Learn more

If you are interested in designing your own unsubscribe or preferences page, you can use our Hosted Pages feature. To have this feature enabled for your account, contact success@klaviyo.com or your account manager.

Preferences Pages

In your account's main navigation sidebar, you will see a Preferences Pages tab where you can edit default manage preferences and unsubscribe pages. Default emails forms are used exclusively when emails are sent to segments or in flow emails triggered by an event -- so, if you insert a {% manage_preferences %} or {% unsubscribe %} in either of these types of emails, the default email forms will be used.

When you send a campaign to a list or a list-triggered flow (for example, a welcome series), the default email forms will not be used. Instead, you can edit these pages for the applicable list as outlined above.

Best Practices

Subscribe and manage preferences pages are great ways to collect information about your subscribers that you can later use to send more targeted and relevant emails. A few different criteria you may consider asking your subscribers are:

  • Email frequency preferences
    Allowing subscribers to choose how frequently the receive emails from you can reduce spam complaints and unsubscribe rates.
  • Content preferences
    Allow customers to select the type of content they are interested in so you can send more targeted emails and optimize conversions. Examples of this could include categories, men’s vs. women’s products, specific sizes, and other options relevant to your particular business.
  • Birthday information
    This allows you to strengthen your relationship with your customer base by offering them special promotions on their birthdays. Please note that you will need subscribers to input in their birthday in a specific timestamp format (MM/DD/YYYY).

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