With the custom properties in Octane AI's Shop Quiz feature, you can send the zero-party data you collect into platforms like Omnisend or Mailchimp. This includes any emails you collect in a product recommendation quiz, or a Conversational Pop-up.
Use this guide to learn how to set up the recipes in Alloy that will allow you to take advantage of this feature.
Table of Contents
1. Setting Up a Recipe
Recipes in Alloy are automated flows that have already been built for you to take advantage of without having to set one up from scratch and can be found in Alloy's Marketplace.
This allows you to set up and start using useful automations like updating customer information or sending quiz data to platforms like Mailchimp or Omnisend in just a few simple steps.
Head over to the Marketplace.
Search for the recipe you'd like to use.
Click on "Use Workflow".
Add your account credentials
Select your account from the target platform.
Your account credentials will differ from app to app. For a quick look at your Octane AI credentials, including your API key, you can refer to your account's Settings page.
2. Custom Properties
Custom properties are automatically added to any quiz you create and can be found under the Actions tab in the Shop Quiz editor for any multiple choice question answer or results page that you add.
When looking at custom properties in Alloy, they're indicated with a Name and Value just like they are in Octane AI. However, the value of a property isn't directly visible in Alloy and can only be viewed in Octane AI or in the target platform.
Because this data exists as custom properties, they can easily be sent into other platforms like Klaviyo or Omnisend.
When setting up a recipe that sends custom properties into Omnisend, you should first add the pre-built recipe When customers are created in Octane, create customers in Omnisend from Alloy's marketplace.
Then, you can create a custom recipe using the following steps to send custom properties into Omnisend.
1. For the recipe trigger, select "Update a Contact".
This makes the recipe work when a customer's information is updated with custom properties in Octane AI.
2. Add an Iterate block that loops through the "OctaneAi Trigger: Custom Properties" list.
This will allow you to target any and all custom properties a customer is updated with later in this recipe.
3. Add an Omnisend Legacy block that finds a user by email for its Action.
In the block's inputs, make sure you add Email from the list of Octane AI triggers.
4. Add another Omnisend Legacy block that updates a contact.
In the next block, select "Update a Contact" as the action. You'll need to add Contact ID as the input so that Omnisend can locate the customer, and under Optional Parameters, add Name and Value from the Iterate block's list of variables.
When you're finished, the blocks after your recipe's triggers should look like this:
Any custom properties synced through this recipe will appear in the Omnisend contact's profile as tags that you can use to segment customers with.
Alloy includes a pre-built recipe for syncing custom properties into Mailchimp. Once this recipe is added to your workflow, you'll just need to add the Name and Value variables to the recipe, otherwise you'll receive an error indicating that the recipe is incomplete.
Just like the Omnisend recipe, you'll just need to make sure you add the variables from the Iterate block.
Custom properties you send to Mailchimp will display as tags as well and can be used to segment contacts or even directly target with campaigns.
Have any questions? Send an email to [email protected] or use the support icon to chat with our team.