Octane AI's Klaviyo integration works for email and SMS opt-ins. Use this article to learn how these opt-ins are stored, where they go in Klaviyo and a quick look at what you can do.
Prerequisites
You'll need to have Octane AI's Klaviyo integration connected.
To send SMS opt-ins to Klaviyo, SMS will need to be enabled in Klaviyo and double opt-in enabled in the target list as well.
How does collecting opt-ins work with Klaviyo?
Any opt-in you collect in Octane AI will automatically be synced to Klaviyo as long as it's a valid email and/or phone number, and the integration is connected.
Profiles will appear in Klaviyo right away, but quiz data may take 1-3 minutes to populate.
Opt-in pages added to Octane AI quizzes should make sure the opt-in language allows for express, compliant consent.
Read this guide to learn more about making compliant opt-ins.
Where are the emails & phone numbers Octane AI collects stored?
Octane AI stores any opt-ins you collect on the Customers page in the Octane AI dashboard in one of two default lists:
People with email
SMS subscribers
Additional lists can be created manually, or automatically include customers based on opt-in source.
Where are opt-ins stored in Klaviyo?
All Klaviyo opt-ins will go to the list that has been selected in:
Integrations > Klaviyo > Actions > Customize:
From there, customer profiles can be further segmented using quiz data.
How to use separate lists for syncing quiz opt-ins to Klaviyo?
However, if you are collecting email and SMS opt-ins with your Octane AI quiz, you can use separate lists. The first step is to add all lists you want to use in the Integrations > Klaviyom, and you can then set separate lists for your quizzes, email, and SMS opt-ins.
To set multiple lists for quizzes just go to your quiz, and in the Connect tab > Klaviyo add the right lists to sync subscribers too. This will allow you to keep the email list single opt-in and use double opt-in for SMS subscribers. You'll be able to select only lists that were selected in the Integrations tab. Lists selected under each quiz will have a priority for syncing profiles.
