This guide will introduce you to what you need to know to get started with using Octane AI's Klaviyo integration.
How Octane AI's Klaviyo integration works
The core value in Octane AI's Klaviyo integration is the ability to pass on any data you collect in a quiz into Klaviyo along with a customer's email or SMS opt-in.
The data that can be passed on includes:
Results page URL
In Klaviyo, this data can be used to segment customers, trigger & filter flows and even create dynamic email content.
Connecting Octane AI with Klaviyo
Once you've created a private API key in Klaviyo for the Octane AI integration, you can follow the steps below.
📕 Connecting Klaviyo to Octane AI
In Octane AI, go to the Integrations page.
Next to Klaviyo, click the "Add" button.
In the integration form, add your private API key.
(OPTIONAL) Select a list for all Octane AI contacts to sync to.
If you don't select a list in step 4, emails & SMS will still be sent to Klaviyo with quiz data but they won't be added to any particular list.
These customers will still be able to be segmented, added to flows and so on.
How to verify your quiz data
Before syncing any data into Klaviyo, it's best to make sure that your quiz data is labeled correctly. This can be done by opening your quiz in the quiz editor and checking the Connect tab. The Connect tab will show what the custom properties that correspond to each answer & results page look like.
These properties represent:
Octane AI lists
Quiz result page URL (Octane Plus)
Although custom properties should match your quiz content, they can sometimes be de-synced when a quiz is created from a template or when content is copied.
Registering quiz data in Klaviyo
Once you've verified that your data matches your answers (or you've customized them the way you'd like), the data will need to be sent to Klaviyo at least once before it can be targeted by Klaviyo features.
What you can do in Klaviyo with Octane AI data
Once you've connected Klaviyo, verified and registered your quiz data, you're ready to target Octane AI data using Klaviyo features.
Here's a summary of what you can do with the integration:
For an in-depth explanation of how you can use Octane AI data in Klaviyo, check out the Klaviyo guides below.
Dynamic event variables (used with the quiz completed event available on Octane Plus)