Additional resources

Custom data decision checklist

Before creating a new custom data field, ask:

  1. Will this data change the content someone receives?
    If yes → keep.
    If no → don’t collect it.

  2. Will this data affect a flow trigger or timing?
    If yes → keep it.

  3. Will we actually use this data within 30–60 days?

  4. Can Klaviyo already infer this from behaviour instead?
    (e.g., category interest)
    If yes → don’t duplicate it as a custom field.

  5. Is this field appropriate for the channel?
    Don’t ask heavy questions in a pop-up.