Overview

This guide will show two methods of displaying dynamic content in Klaviyo emails using Octane AI's Klaviyo integration.

If you haven't already, learn how to connect Klaviyo here.

Table of Contents

1. How Does It Work?

1.1. Creating a Metric-Triggered Flow (Required)

2. Using Variables to Add Content

This feature is available on the Octane Plus plan. For any questions on this plan, reach out to our support team at [email protected].


1. How Does It Work?

Here's a quick breakdown of how a dynamic email flow might work inside of Klaviyo:

1. Customer takes quiz and submits email.

2. "Quiz completed" event appears in customer's Klaviyo timeline.

3. A flow is triggered every time this event appears in someone's profile.

4. An email built with event variable code fills with data from the customer's quiz results.

The timeline event that appears when someone takes the quiz is able to convert quiz results into data that can be used in Klaviyo emails to insert content like a link back to the quiz results.

By adding this data to a Klaviyo email in the right way, it can turn back into product information when sent to a customer.

This may look intimidating at first, but a large amount of this content can be created just by following steps and copying the code provided in Octane AI's guides.

1.1. Creating a Metric-Triggered Flow (Required)

In order for dynamic emails to work, the email needs to know that it's going to pull its content from quiz completions.

This is done by creating a flow that is triggered whenever the "quiz completed" timeline event appears in a profile.

Before creating the flow, make sure to register your Klaviyo data at least once using this method. Without this step, the event won't be an option for the flow until it has shown up in Klaviyo at least once time.

How to make a metric-triggered flow

1. Create a new flow in Klaviyo from scratch.

2. On the trigger select screen, pick Metric.

3. For the metric, search "quiz completed".

4. Select your quiz's "quiz completed" event. The quiz you choose with your event is the only quiz this flow will pull data from.

5. Click "Done" to finalize the trigger and create the flow.

Any emails added to this flow will be able to add dynamic variables like {{ event|lookup:'quiz results URL' }} which will turn into content from a customer's quiz session.

Learn more about this Octane Plus feature here

After you've made this flow, any email inside of the flow can use dynamic elements from the quiz.

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2. Using Variables to Add Content

Event variables are used in Klaviyo to reference metadata sent in events created by integrations like Octane AI. Essentially, this means event variables are bits of code you can use to display content stored in the 'quiz completed' event Octane AI sends into a Klaviyo profile.

Each of the variables below represents a piece of data from each product included in your quiz recommendations.

Data

Event variable

Title

title

ID

id

Store URL

link

Image

image

Price

price_formatted

Description

description

Tags

tags

Type

type

Results Page URL

quiz results URL

When an event variable is added to Klaviyo emails with the correct formatting, the data that the variable represents will be shown in the email.

In the example below, the top piece of code represents the name of the product, while the bottom line of code will show the price of the same product.

Using the same line of code but with different event variables in additional content blocks around this one, you can add the matching product image and product page URL and create dynamic, interactable product entries in your emails.

2.1. Creating Content with Event Variables

Event variables can be used with HTML and CSS code added into email content, like text or image blocks. As long as the formatting is compatible, the event variable will turn from a piece of code in the block to the data it represents.

Luckily, getting event variables in the correct code format can be done while editing an email in Klaviyo.

You'll also find code examples you can use as a reference or copy/paste in this in-depth guide on event variables.

2.2. Using the Shareable Results Page URL

Quiz events for Pioneer & Enterprise users will also include a shareable results page URL. This URL will link to a snapshot of the results page someone received when they completed your quiz.

This does mean any changes made afterwords to the result won't be reflected in the specific link that someone receives.

You can insert this dynamic link into any Klaviyo content block using the following code:

Dynamic results page link

{{ event|lookup:'quiz results URL' }}

Here's a quick look at what a dynamic email would look for a recipient:

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Have any questions? Send an email to [email protected] or use the support icon to chat with our team.

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