How to Add an Update Profile Property Action to a Flow

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Overview

Learn how to add an update profile property action into a flow so that you can collect and track profile data.

This flow action allows you to:

  • Update an existing profile property
  • Remove an existing profile property
  • Create and set a new profile property

Add the Update Profile Property Action

  1. Navigate to a specific flow.
  2. Drag and drop an Update Profile Property action into the flow.
  3. Click into the Choose property action dropdown.
  4. Choose one of the following: 
    • Update Existing Property
      This option allows you to update the value of an existing custom property. If the property you select is a list of values, you can choose to add or remove a value from the list. If the property doesn’t yet exist for a recipient profile, the property will first be created and then the value will be updated.
      Klaviyo automatically detects and validates the data type of the property you choose. For example, if you have a property like "Age" and all the existing values are numbers, then you try to update the value to "tom" we'll display an error because "tom" is not a number.
    • Remove Profile Property
      The option allows you to remove an existing custom property from a profile. This will not only clear a value, but fully remove the property from the profile.
    • Create Profile Property
      This option allows you to create a brand new custom property and assign the value. If the property already exists for a given recipient profile, we’ll update the value. Here, you can also configure the data type for the new property:
      • TextThis is any regular string of text, like "Tom" or "Chocolate."
      • NumberThis is any numeric value, like 0, 5, or 750.
      • List:  This is a list of values, and we'll let you input all the values you want to be part of your new list.
      • Boolean: A boolean is a binary variable, having two possible values, “true” and “false." You can select true or false from a dropdown.
  5. (Optional) Click Add Step to update several profile properties at once
    1. There is no limit to the number of steps
    2. Steps will occur in the order they appear
    3. It's possible to re-order steps
  6. Click Save

If you have multiple update profile property actions placed next to each other, add at least a one-minute time delay between them so the updates do not interfere with each other. 

View Activity

You can see a summary of who is waiting and who has moved through this step in the left-hand panel.

If you click View All Activity, you will be able to see the following:

  • Who is scheduled and in Waiting
  • Who is in Needs Review (if the flow component is/was in manual mode)
  • Who has successfully moved through the component and is Completed
  • Who was Skipped due to failing the flow filters or otherwise no longer qualifying at send time

update_profile_property_example.png

Additional Resources 

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