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Creating a Quiz Results Flow in Klaviyo

#integrations #klaviyo #quiz-flow #quiz-email

Mark Baek avatar
Written by Mark Baek
Updated over a week ago

This guide will show you the basic steps for creating a quiz that can be triggered on quiz completion, and create dynamic content based on a customer's answers or product recommendations.

πŸ’‘ What you'll learn


πŸ’‘ Prerequisites

Before creating any flows or segments in Klaviyo, make sure your data has been verified first.

  • Octane Plus is required to create the type of flow described in this article. Use the list-based flow described in this guide if you're on the base plan.
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Follow along with the video above or the steps below.

  • We recommend Segment flows if you're on the Octane plan.

  • We recommend Metric flows if you're on the Octane Plus plan.

What to know about creating a flow for quiz results

In order to insert product data into a Klaviyo flow, these requirements must be met:

  • The flow must be a metric flow.

  • The flow must be triggered by the specific quiz's completion event.

  • Quiz data must be synced at least once.

Any other type of flow will not be able to dynamically access customers' quiz results.

Creating a quiz completion flow

Before following the steps below, make sure you've synced your quiz's data into Klaviyo at least once. This can be done manually, or by submitting an opt-in through a published quiz.

πŸ“• Creating a metric flow

  1. Start from the Flows page in Klaviyo and click on Create flow.

  2. Select Create From Scratch.

  3. Name your flow then click on "Create flow".

  4. Under Select a trigger, click on the "All triggers" tab.

  5. Select Metric.

  6. In the list of triggers, select the quiz completed metric connected to your quiz.

  7. Save the trigger (you can add trigger or flow filters later).

This flow will now enter customers whenever the quiz completed event that you selected appears in someone's profile.

Previewing quiz data in your flow

Knowing how to preview quiz data is an important part of working with Klaviyo's dynamic content features.

πŸ“• Previewing quiz data

  1. In your new metric flow, drag-and-drop an email into the flow.

  2. Open the email in the email editor, either with a template or as a blank email.

  3. Click on Preview & test in the top right section of the editor.

  4. On the right side of the preview, data from quiz opt-ins will be displayed under Preview Event Info.

The preview area will let you preview dynamic content using quiz data, but also will let you instantly access the dynamic variables needed to customize emails with quiz data.

In the next section, you'll use this preview area to grab the variable to dynamically insert a link back to someone's results page.

Adding a quiz results URL

Quiz completions will also generate a link to a customer's result page, which can be inserted into any Klaviyo email.

πŸ“• Adding a quiz results URL

  1. In the email preview, scroll down under Preview Event Info.

  2. Locate the quiz results URL variable.

  3. Hover over quiz results URL and click to copy the variable.

  4. Go back to your email and paste the code that you copied.

You can also use the codes listed below to add a quiz results URL. You can use the custom property version outside of metric flows but the event variable can only be added inside of metric flows.

Data type

Flow type

Dynamic variable

Custom property

All flows

{{ person|lookup:"quiz results URL"|default:"" }}

Event variable

Metric flows

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

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