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)
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
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.