Getting Started with Klaviyo

Overview

Octane AI's Klaviyo integration is an incredibly powerful tool that allows you to:

Seamlessly sync email & SMS opt-ins to Klaviyo.
Send quiz answers & results to Klaviyo as targetable data.
Create personalized email flows based on quiz activity.

This guide will take you step-by-step into setting your integration up to bring data from Octane AI into Klaviyo, as well as some best practices.

Prerequisites

In Octane AI, you'll need:

An active account
A saved quiz

In Klaviyo, you'll need:

An active account
A private API key created

For the Klaviyo private API key, make sure that the access level is set to Full Access.

Connecting the integration

First, let's connect Klaviyo with 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.

Registering quiz data in Klaviyo

Quiz data is sent over to Klaviyo as custom properties. These properties represent:

Quiz answers
Quiz results
Octane AI lists
Quiz result page URL (Octane Plus)

However, each property from your quiz must be added at least once to Klaviyo before you can start using that data inside of Klaviyo.

1. Adding quiz data to Klaviyo with an opt-in

To add quiz data through opt-ins, you simply need to provide your email or phone number through a quiz (which can be done in a published version, or through a preview).

As the provided opt-in syncs, it will also sync the answers and results chosen in that session.

2. Adding quiz data to Klaviyo manually

With the amount of important answers that can be in a quiz, taking the quiz over and over with different answers can be time consuming.

Another way custom properties can be logged in Klaviyo is by manually adding and editing them in a Klaviyo profile:

Properties only have to be added once in order for the data to be targetable in Klaviyo, so replacing a previous property in a profile will work for 1st time data.

An example of using Octane AI custom properties to create Klaviyo filters.

What you can do with Octane AI & Klaviyo

In Klaviyo	Use Case
Segment customers with quiz data.	Easily organize subscribers by quiz answers or results.
Trigger a flow when someone finishes a quiz.	Send an email with a discount code or other content when a quiz is completed. Send an email that automatically populates with products from quiz results (Octane Plus).
Create an email that dynamically changes with quiz results (Octane Plus).	Add products into an email based on quiz results. Add a link back to the customers' results page. Add text content based on quiz answers.