This guide will show you how to connect Octane AI to Yotpo and what you need to use Octane AI quiz data in Yotpo features.
💡 What you'll learn
Connecting Yotpo to Octane AI
To connect Yotpo to Octane AI, just follow these steps:
Go to the Integrations page in Octane AI.
Locate Yotpo, and click Connect.
When prompted, sign into the Yotpo account you'd like to connect.
Once an account has been selected, click Continue.
That's it! Yotpo has now been connected and any email or SMS opt-ins will automatically sync into Yotpo.
What you can do with Yotpo + Octane AI
When a customer completes a quiz and has submitted an opt-in through the quiz, Yotpo will receive the following data:
Customer email
Customer phone number
Custom profile properties including:
Quiz answers
Quiz results page URL
Quiz completion custom event
This data in Yotpo will allow you to trigger flows, create segments & personalize messages with quiz answers.
Triggering a Yotpo flow on quiz completion
If a customer that has opted in through Octane AI completes a quiz, a custom event will be triggered in Yotpo indicating quiz completion.
This quiz completion event can be used as a custom trigger in Yotpo as long as it has synced an opt-in. Before following the steps below, make sure that at least one opt-in has been submitted through a published quiz.
📕 Displaying quiz completions as a custom trigger
In Yotpo, go to Flows -> Custom Triggers.
Locate the custom trigger that represents your quiz.
In the left column under Display as a Trigger, make sure the Octane AI quiz completed event is set to "Displayed".
📕 Creating a post-quiz flow
Once your custom trigger is showing, go to Flows -> My Flows in Yotpo.
Create a new flow.
In the list of triggers, scroll down to the bottom to locate custom triggers.
Select the Octane Quiz Completed trigger.
Once this trigger has been chosen, customers will enter this flow every time they complete that particular quiz.
Displaying quiz recommendations in an email
If a flow uses quiz completion as a trigger, you'll be able to use the Dynamic Products Block in an email.
Once this block has been added to an email, it will automatically populate with product recommendations from the quiz session that triggered the email.
Adding quiz answers into a message
Quiz answers can be inserted into a message by adding it as a personalization tag. Simply use the {..} icon while editing text to choose a personalization tag.
These tags are custom profile attributes that Octane AI syncs into Yotpo with an opt-in, and represent quiz answers, the results page name and a shareable URL to the results page from the latest quiz session.
Learn about how to customize custom properties in Octane AI.
