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Klaviyo: Setup
Getting Started with Klaviyo
Getting Started with Klaviyo
How to connect and use our Klaviyo integration to send personalized flows for Octane and Octane Plus users.
Mark Baek avatar
Written by Mark Baek
Updated this week


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.

What you'll learn

Important tips to know when first setting up Klaviyo.


In Octane AI, you'll need:

  • An active account

  • A saved quiz

In Klaviyo, you'll need:

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.

  1. In Octane AI, go to the Integrations page.

  2. Next to Klaviyo, click the "Add" button.

  3. In the integration form, add your private API key.

  4. (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:

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

Step 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.

Step 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

  • Easily organize subscribers by quiz answers or results.

  • 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).

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