Customer Interest Survey

Customer Interest Survey

Overview

To enhance customer segmentation and personalization, a new profile property called survey_selections has been introduced. This property stores customers’ survey responses in a comma-separated format, making it compatible with Klaviyo’s advanced search and filtering functionalities.

By leveraging this property, you can efficiently segment customers based on their survey responses, helping you deliver more personalized and targeted communications.

How survey_selections Works

When customers complete a survey, their selected responses are saved under the profile property survey_selections.
For example:

  • Profile Property Value:
    coffee,tea,energy_drinks

This structured format ensures that Klaviyo can easily filter and match responses when building customer segments.

Benefits

  • Enables dynamic segmentation based on survey responses.

  • Improves targeted marketing campaigns by tailoring communication to customer preferences.

  • Provides deeper insights into customer interests for better decision-making.

Creating a Segment for Survey-Completed Customers

Follow the steps below to create a segment in Klaviyo that includes all customers who have completed the survey: 

Step 1: Access the Segments Page

  1. Log in to your Klaviyo Dashboard

  2. Navigate to "Lists & segments"

  3. Click Create List / Segment, and then select Segment

                                                                        Figure 1.0

Step 2: Name the Segment

  • Enter a descriptive name for your segment.
    Example: Survey Completed – Interest Bonus Awarded


                                                                                                Figure 1.1

Step 3: Define Segment Conditions

  1. In the segment conditions panel, select "Properties about someone" from the Condition dropdown menu.

  2. Set the property as survey_selections.

  3. Define the condition to match profiles where survey_selections is set.

  4. Adjust additional filters if needed (e.g., specific values such as “coffee” or “energy_drinks”).

                                                                                                Figure 1.2

Step 4: Create the Segment

  • After defining the condition, click "Create segment."

  • The segment will now be successfully created.

                                                Figure 1.3

Step 5: Preview Matching Profiles

  • Klaviyo displays the real-time count of profiles that meet your defined conditions.

  • Click the "Preview details" button (located in the top-right corner) to see the full list of profiles in the segment.


                                                Figure 1.4

Use Cases

With the survey_selections property, you can build advanced, dynamic segments, such as:

  • Customers interested in specific product categories (e.g., coffee, snacks, or drinks).

  • Customers eligible for exclusive offers based on their preferences.

  • Audiences for personalized email campaigns or loyalty rewards.

Best Practices

  • Regularly review and update your segments as customers’ survey preferences change.

  • Combine survey-based segments with other data points (e.g., purchase history, engagement) for hyper-targeted campaigns.

  • A/B test messaging and offers to optimize customer engagement and conversions.

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