The ACTIONS tab in your Shop Quiz contains a custom property that can be used with some of Octane AI's integrations, letting you leverage the powerful data you collect across multiple platforms.

Continue reading to learn what you can do with your quiz's custom properties.

Table of Contents

1. What Can You Do With Custom Properties?

1.1. Klaviyo

1.2. Alloy

2. Locating Custom Properties

2.1. Shop Quiz

2.2. Octane AI Lists

2.3. Integrations


1. What Can You Do With Custom Properties?

Custom properties take the data you collect in Octane AI and turn them into targetable variables you can use with Octane AI's integrations. Currently, custom properties are supported by:

You can customize the name of the custom properties in your quizzes, whether you're using one as a product quiz or a conversational pop-up.

In addition to customizable quiz custom properties, additional Octane AI data like lists and information from Facebook Messenger opt-ins are available as well.

1.1. Klaviyo

When an email is collected in Octane AI while your Klaviyo integration is active, a profile will be created in Klaviyo with that email and any custom properties that were collected up to the time of the opt-in.

These custom properties can be targeted in any segment definition or flow trigger. Here's an example of a useful segment definition:

This condition, Properties about someone > $source equals Octane AI quiz organizes everyone with the $source Octane AI quiz property, which includes any emails you collected from a Shop Quiz or Conversational Pop-up.

If you wanted to specify people who finished your quiz only, you could use this definition instead:

This will only include people whose profiles include the Octane: Quiz result property, indicating that they reached a results page in your quiz.

You can use similar conditions to set the triggers of your flow, but we recommend creating segments and then setting up your flow to trigger when someone enters that segment.

Custom properties can also be used in HTML emails to customize the content of an email, letting you create automated emails that dynamically display content based on someone's personal journey through your quiz!

1.2. Alloy

Alloy uses the same custom properties as Klaviyo to send information to other platforms through recipes. You can add pre-set recipes or create your own that sends all custom properties about someone to another platform, or select specific ones only.

The input form used to select custom properties to sync is dependent on the platform you're syncing into, as well as the form custom properties take in the target platform.

For example, when you send custom properties into Omnisend or Mailchimp, custom properties will be included in an email profile as tags.

Customer created vs. Customer updated

Alloy has two important triggers:

  • When a customer is created in Octane AI

  • When a customer is updated in Octane AI

Alloy will only sync customer information on the first opt-in for recipes that use the When a customer is created in Octane AI trigger, and will only sync information when an existing customer updates for When a customer is updated in Octane AI.

To make sure your customers are updated when they re-submit zero party data through your Octane AI content, you should have multiple recipes that use both triggers.

The prebuilt Octane AI / Mailchimp recipes in Alloy's Marketplace are great examples you can look at to check out how custom properties are used in Alloy.

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2. Locating Custom Properties

Custom properties can be located under the ACTIONS tab in the Shop Quiz editor for answers you add to your questions, as well as each of your results.

Here's how to find each ACTION tab:

  1. Question Answer Actions

  2. Results Actions

Additional custom properties, such as personal information about someone are not customizable but still can be used with compatible integrations.

2.1. Shop Quiz

  • Octane: [Quiz Question] Quiz Answer

  • Octane: Quiz result [Results page]

Shop Quiz custom properties will copy the question, answer or results page internal name that you use while creating your quiz.

Customizing the name of your results pages' properties can be a great way to display multiple results pages in a single profile, whether they're from the same quiz or multiple quizzes.

2.2. Octane AI Lists

  • Octane list: [List name] member / not a member

Lists in Octane AI can be created in the Customers page. Every Octane AI account includes a list for each of their Messenger, SMS and email subscriber lists by default.

2.3. Integrations

These are custom properties that are specifically related to one of Octane AI's integrations.

Facebook Messenger

  • Octane: gender: male / female

  • [Facebook Page name]: 1

Any Facebook pages of yours the customer is subscribed to will be listed with a value of 1.

In addition to gender, profiles with a Facebook Messenger opt-in will also sync with the name their Facebook account uses.

Klaviyo / Alloy

  • $source: Shop Quiz / Shopify / Welcome, Exit intent, Add to cart pop-up

Any source marked as Octane AI Shopify are emails taken from Shopify with the marketing checkbox filled in.

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