Introduction to Customers & Opt-ins

Overview

Your Octane AI dashboard keeps a record of customers who opt-in through your quizzes.

Each list will help you contextualize your Octane AI subscribers. This article will go over:

• What the Customers page contains

• Making a list of subscribers who answer particular quiz questions

Default customer lists

The default customer lists are:

• People with email

• SMS subscribers

Additional lists can be created manually, or automatically include customers based on opt-in source.

Any list a customer is part of in Octane AI can be sent to integrations as a custom property.

Customer information

Subscribers in Octane AI can have several pieces of information associated with them.

Platforms will indicate the customer's opt-in source.

• Onsite: a quiz published on a website

• Shopify: a quiz published in a Shopify website

• Email: email opt-in given

• Phone: SMS opt-in given

• Facebook (legacy): Facebook Messenger opt-in given

Creating a list for quiz answers

Create lists based on subscribers who selected specific answers in your quiz with these steps:

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

2. Click on the name of your quiz to open the quiz's stats page.

3. Scroll down to the Engagement stats.

4. Find the question and answer you'd like to make a list for.

5. Click on the "+" icon.

Anyone who selects that answer and gives an opt-in will be added to the list.

Have any questions? Send us an email at [email protected] or use the support icon in the bottom right corner to chat with our team.