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Collecting Names for Klaviyo in Octane AI

#integrations #klaviyo #quiz

Mark Baek avatar
Written by Mark Baek
Updated over 8 months ago

Octane AI's collect text question can be used to collect a first name or last name in Klaviyo. Use this guide to learn how.

πŸ’‘ What you'll learn


Where to collect names in a quiz

You can collect names and any other kind of user-typed answer in a collect text question. Collect text questions can be added in any quiz and can be customized to accept any kind of text answer you'd like to collect.

To collect a name and apply it to a profile name in Klaviyo, you'll need to follow these steps:

  1. Add a first name question.

  2. Add a last name question.

  3. Edit the custom properties in the Connect section of the editor.

After adding a first and/or last name question, check out the next section to learn how to make sure the answers are synced correctly as names in Klaviyo profiles.

❓ Can I collect first & last names on the same page or with an opt-in?

To collect a first & last name for a Klaviyo profile, separate pages are necessary for each.

Names are not able to be collected in opt-in pages currently.

Matching the custom property to Klaviyo's default property

Once your questions have been created, go to the Connect tab in the quiz editor to change the property name of your question.

Find the custom property for your name questions, and change the custom properties names to:

  • first_name

  • last_name

This will make sure the first & last names are applied to the Klaviyo profile's first & last name fields.

Note: this will only guarantee that the names will be mapped to the profile name in Klaviyo.

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