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Setting Up a Quiz Automation in Postscript
Setting Up a Quiz Automation in Postscript

#automation #opt-in #postscript #quiz #sms #welcome-flow

Mark Baek avatar
Written by Mark Baek
Updated over 4 months ago

You can use an automation in Postscript to send post-quiz SMS messages to quiz customers and include personalized data like quiz answers and a link to their results page.

πŸ’‘ What you'll learn


πŸ’‘ Prerequisites

  • Have Postscript integrated.

Using this integration will require an active Postscript account.


Automations are used in Postscript to send message flows. By connecting an automation to your Octane AI keyword, you can create a post-quiz flow and insert personalized quiz data to phone numbers collected in a quiz.

Creating an automation

Before creating a post-quiz automation flow, you'll need to sync an opt-in at least once so that quiz data is targetable in Postscript.

  1. In Postscript, go to Messaging β†’ Automations.

  2. On the right, click on Create Automation β†’ Create Automation Flow.

  3. Select "Create a new automation" and click Create flow.

  4. In the Automation properties menu under Trigger event or property, click on the "Select an event" dropdown menu.

  5. Find Octane AI's quiz completed custom event, and select it. The event will be named after your quiz in Octane AI.

  6. Scroll down in the Automation properties menu and click Save. If you want to add other filters, this can be done after saving.

Once you save this automation, it will automatically trigger for any subscribers that opted in through your targeted keyword.

Adding quiz data to an automation

One your automation is created, you can add quiz data through the Merge Tags feature.

  1. In the automations editor, add a Message from the Flow actions menu.

  2. When editing the message, click on the Merge Tags icon.

  3. Under SUBSCRIBER PROPERTIES, find the Octane AI data you'd like to add.

  4. Click on the property to insert a variable representing the property value.

Custom properties reference

The custom properties a subscriber receives in Klaviyo will match the custom property names & values set for your quiz inside of Octane AI.

Before using the integration, make sure that your quiz's custom properties are correctly labeled by opening your quiz in Octane AI's quiz editor and going to Connect.

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