This guide will take you through using custom properties to segment profiles, trigger flows & create filters.
This is the best way for users on the Octane base plan to create quiz-based Klaviyo flows.
💡 What you'll learn
💡 What you'll learn
Where custom properties appear in Klaviyo.
How to target specific properties.
Using custom properties in flows.
💡 Prerequisites
💡 Prerequisites
Targeting custom properties requires adding the custom properties to Klaviyo first.
Make sure the Klaviyo integration has been connected to Octane AI before starting.
What are custom properties?
Custom properties are profile properties in Klaviyo that aren't standard. In the case of Octane AI, these custom properties are sent to Klaviyo every time someone opts in through a quiz:
Quiz answers
Quiz result page
Results page URL (Octane Plus)
Octane AI lists
Once inside of a Klaviyo profile, specific properties can be targeted to personalize flows & email content based on preferences.
Custom properties can also be used with Klaviyo's "Personalization" as well as "Show/hide" features.
Personalization lets you insert a property, like a quiz link or a quiz answer into emails while show/hide lets you add filters into specific pieces of email content.
When an email is submitted through a quiz, only the properties that represent the quiz taker's answers & results are sent.
Check the Connect tab in the quiz editor before launching a quiz to make sure the properties are aligned with your quiz content correctly.
🎬 VIDEO: Using Quiz Data with Integrations
🎬 VIDEO: Using Quiz Data with Integrations
Learn how to locate the data portion of your quizzes in Octane AI.
The Accepts Marketing property
The Accepts Marketing property for Octane AI opt-ins will be synced as "false". This is because the Accepts Marketing is a Shopify-specific property that will be marked "true" if the subscriber places an order with the marketing checkbox filled in during checkout.
This won't impact compliance or your ability to send marketing flows to anyone.
Triggering email flows with custom properties
For Octane base users, custom properties are the best way to send emails to customers based on their quiz data. With custom properties, you can:
Filter flows
Create segment lists
Add conditional splits to flows
Directly triggering a flow with custom properties isn't possible. Instead, one of the methods above can be used to create quiz flows (usually a list flow).
Filtering flows with quiz data
When an email is sent to Klaviyo from Octane AI, it'll sync into the list selected in the integration settings.
📕 Filter flows with custom properties:
Step 1: Create a new flow and select a Lists as the trigger.
Step 1: Create a new flow and select a Lists as the trigger.
Segment and metric flows are also options you could use for other methods.
Step 2: Under FLOW TRIGGERS, select the list that quiz opt-ins are synced to.
Step 2: Under FLOW TRIGGERS, select the list that quiz opt-ins are synced to.
Step 3: Click on FLOW FILTERS and click "Add a flow filter".
Step 3: Click on FLOW FILTERS and click "Add a flow filter".
Adding a flow filter allows us to create multiple list flows using the same list, but personalizing the requirements.
Properties can also be used to filter customers inside of a list, but this method prevents a single flow from getting too bloated with conditional splits.
Step 4: For the condition, select "Properties about someone".
Step 4: For the condition, select "Properties about someone".
The "Properties about someone" condition lets you target profile properties.
For Dimension, select the property name you want to target, and you can either target a particular value or you can target the general property.
🔎 Optional filter ideas
🔎 Optional filter ideas
Target anyone that has completed a quiz:
After targeting the results page property (in this case Octane: Quiz result) and setting the operator from equals to is set, a filter has been created that only allows profiles that have a results page property of any kind.
People who have never finished a quiz won't have a results page property, so this flow will only allow customers that completed a quiz & gave email consent.
Target new customers with a certain quiz preference:
The filter in this example only allows customers who don't have a skincare routine already and have never placed an order on the website. This allows the flow to send targeted emails and focus on winning a new customer over.
Triggering flows with quiz segments
Segments can be used to filter customers first before sending them into a flow made for that segment only.
Here's a quick explanation of the difference between lists & segments in Klaviyo:
Lists: subscribers can be added through Klaviyo forms, integrations & manually.
Segments: subscribers can be added by targeting customer data.
Because lists can't be directly filtered with custom properties, that makes segments a useful tool for organizing quiz subscribers but also for triggering flows. This method helps keep quiz flows separate from other flows & lists, but it does also add 1-2 minutes to the time it takes for a customer to receive their 1st email after opt-in.
📕 Creating a quiz segment flow:
Step 1: In Klaviyo, go to Audience > Lists & Segments then click on "Create List/Segment".
Step 1: In Klaviyo, go to Audience > Lists & Segments then click on "Create List/Segment".
In the confirmation screen, select Segment to continue.
Step 2: Name your segment and for the condition, select "Properties about someone".
Step 2: Name your segment and for the condition, select "Properties about someone".
The Definition of the segment will be the conditions that each profile it sorts have to match.
Step 3: Select a property name & value the segment will target.
Step 3: Select a property name & value the segment will target.
In this example, we're choosing the result page property and using the is set operator.
Use is set to create a condition that will accept profiles that have the property with any value, so that you don't have to specify exact ones.
Step 4: After saving the segment, create a new flow. For the trigger, select Segment.
Step 4: After saving the segment, create a new flow. For the trigger, select Segment.
Step 5: Select the segment you created & add any flow filters you'd like.
Step 5: Select the segment you created & add any flow filters you'd like.
