The date picker question in Octane AI will allow you to feed data into Klaviyo that triggers flows based on data like:
Birthdays
Anniversarys
Pregnancy due dates
Weddings
Use this guide to learn how to get started.
💡 What you'll learn about
What to know about collecting dates (jump to section)
Creating a date-triggered flow in Klaviyo (jump to section)
Using flow filters with date data (jump to section)
Additional resources (jump to section)
💡 Prerequisites
Date data from a quiz will have to be synced into your KIaviyo account at least once before it will be selectable for a new date-triggered flow.
What to know about collecting dates
To sync date data with Klaviyo correctly, a date picker question must be used. If a different question type (such as a free form text question) is used instead, Klaviyo won't recognize the property as date data.
Date picker questions are designed for general use. When a date is passed into Klaviyo, it will be passed as a custom property with date data, which means it won't be passed as a specific date type like a birthday.
However, since a date based flow can be created in Klaviyo using the date property synced by Octane AI, specific flows like birthday flows can be easily made using dates collected by Octane AI.
💡 Check the 'Connect' tab in your quiz editor before collecting emails
Before collecting and syncing data, check the Connect tab of the quiz editor to make sure the properties you're sending are labeled correctly.
Creating a date-triggered flow in Klaviyo
Follow these steps to create a date-triggered flow in Klaviyo. Before following these steps, you'll need to sync data from an email opt-in at least once which makes your quiz properties selectable by Klaviyo features.
📕 Creating a date-triggered flow
In Klaviyo, go to Flows → Create flow.
Click on Create from scratch.
Name your flow.
On the left menu under TRIGGER SETUP, select Date Property.
Click on the "Choose property" dropdown menu.
Select the custom property that represents your quiz's date question.
Before the flow trigger is complete, you'll also need to select:
When the flow will start
How often the flow repeats
📕 Choosing when the flow will start
You can choose to have the flow start a certain amount of time before the date that the customer entered, or on the date that the customer entered.
For example, if you wanted someone to start receiving emails from this flow 2 weeks before their birthday, that can be specified in the trigger setup.
📕 Choosing how often the flow repeats
The flow's frequency has 3 options:
Monthly: best for dates like subscription renewals.
Yearly: best for dates like birthdays & anniversaries.
Should not repeat: best for dates like weddings & pregnancy due dates.
Octane AI isn't able to pass on subscription renewal dates, so while monthly frequencies can be chosen, this frequency option may not be suited for the types of dates collected in an Octane AI quiz.
You'll be able to create subscription renewal flows through your Shopify / Klaviyo integration instead.
Using flow filters with date data
Dates collected in Octane AI can also be used with flow filters & conditions as well.
This can be done while creating a filter by selecting Properties about someone and then selecting the name of the property passed on by your quiz date question.
An example of a flow you could create using dates is letting someone know about a sale for an item they viewed when it's close to their birthday.
If you're using a date-triggered flow, any time delays you add will be relative to the date that your flow is based on.
Additional resources
For more resources on how to use dates in Klaviyo, check out these guides from Klaviyo's knowledgecenter.
Article | What you'll learn |
How to dynamically insert dates into emails & SMS. | |
How to create a segment based on date data. | |
Deep dive into how customers are scheduled for date-triggered flows. | |
A step-by-step guide for building birthday flows in Klaviyo. |