Overview
This article includes a guide for when testing out your Octane AI content with an integrated Klaviyo account, as well as solutions to some common issues when it comes to Octane AI and Klaviyo.
💡 What you'll learn
💡 What you'll learn
Best practices for testing Klaviyo, as well as explanations & solutions for the most common issues associated with using Octane AI's Klaviyo integration.
Best practices for testing Octane AI's Klaviyo integration
When testing out Octane AI's integration with Klaviyo and you want to see how the integration works when multiple customers submit their email, you should make sure to perform one of the following tasks with each test:
Clear browser cookies between each quiz & email submission.
Start a new private/incognito mode session between each quiz & email submission.
You should also make sure that each email is brand new and has not been submitted through Octane AI before.
💡 Why is this important?
💡 Why is this important?
Quiz submissions & opt-ins are tracked by cookie. This ensures that:
Quiz submissions will be remembered if a customer opts in later.
Returning quiz takers can be remembered without an opt-in.
When testing the integration, data can appear to be syncing incorrectly if you submit different opt-ins through the same customer cookie.
Following the best practices for testing ensures you simulate the customer experience each time instead.
Common issues & solutions
While testing Klaviyo, here are some common issues you may encounter and possible solutions.
Profiles are syncing without quiz data
💡 The problem
💡 The problem
Profiles are syncing from Octane AI but they're appearing without any quiz custom properties or events.
💡 What you can do
💡 What you can do
When a profile populates, quiz data can take 1-2 minutes to populate.
If the profile still doesn't have any quiz data 3-5 minutes after syncing, we recommend trying a new set of tests with our recommended best practices.
In particular, taking a quiz with:
A new email never used before with Octane
In an incognito/private mode session
This simulates a blank slate opt-in that should be clear of any other complicating factors like cookies getting crosswired.
If it still isn't working, contact our team at [email protected].
Custom properties are not visible in Klaviyo
💡 The problem
💡 The problem
Klaviyo has been connected to Octane AI, but the custom properties I want to use in my Klaviyo flows & segments are not present.
💡 What you can do
💡 What you can do
Each time you take a quiz with Klaviyo integrated, any custom properties that are sent with the profile will count towards the requirement above.
You can also manually add custom properties to a profile. You only have to do this once, and the property will always be targetable in Klaviyo even if you delete it later.
Emails submitted in Octane AI aren't appearing in the designated Klaviyo list
💡 The problem
💡 The problem
Emails synced from Octane AI to Klaviyo are not appearing in the list designated for quiz syncs in Octane AI Integration settings.
💡 What you can do
💡 What you can do
Two common reasons this can happen are:
The API key is set to limited access.
The list is set to double opt-in.
Checking your API key access settings
In Klaviyo, go to Settings.
Click on API Keys.
The API key you're using with Octane AI should be labeled "Full Access".
Checking list settings (for double opt-in)
A double opt-in list won't accept subscribers unless the double opt-in is approved, so while you will still receive the email profile with quiz data, they won't appear in the list until a double opt-in is manually confirmed.
A quick way to test if this is the culprit is to go to your list settings in Klaviyo and set the list to single opt-in, then testing another sync.