Overview
This Klaviyo pre-launch checklist will help set the groundwork for Klaviyo opt-ins and quiz data to flow into your Klaviyo account.
This will allow you to:
Segment customers on quiz data
Send automated flows on quiz completion
Send result page URLs through email
This article will be a quick reference on how to follow this checklist.
Connect Octane to Klaviyo | |
Disable double opt-in from the connected list | |
Create a segment with the Quiz Completed Event to trigger post-quiz emails (use custom properties for non-Plus users) | Guide to Segmenting Customers in Klaviyo with Octane AI Data |
Review custom properties pulling from the quiz to Klaviyo | |
Review the custom event name for your quiz | In the quiz editor, go to: Settings > Klaviyo |
Create a post-quiz flow | Guide to Triggering an Email Flow in Klaviyo with Quiz Results |
What's next?
Check out our guide on key questions if you're building a dynamic quiz, or rules for a custom quiz.
Use the pre-launch quiz checklist for an example of prepping an Octane AI quiz.
Check out previous articles:
Have any questions? Send an email to [email protected] or use the support icon and we'll get back to you as soon as we're able.