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How to Send Quiz Leads to Klaviyo

Apart from giving your customers personalized product recommendations, you can connect your quiz to Klaviyo. This way all the contacts coming from the quiz will be added to your Klaviyo account and you can create targeted email campaigns to upsell them.

This article walks you through the process of connecting your quiz to Klavviyo and setting up post-quiz email flow. You can also follow our step-by-step tutorial.

To connect the quiz to Klaviyo you’ll have to provide your Klaviyo Public API Key. Public API Key is essential because it allows us to send information to Klaviyo Profiles.

  1. To find your Public Key login to your Klaviyo account. In account Settings open the API Keys tab and copy the public API Key. You can get your Klaviyo Public API Key here. how to send leads to klaviyo public api key
  2. Navigate back to the Shop Quiz: Product Recommendation Quiz app.

  3. In the Quiz > Connect tab, scroll to Klaviyo and edit the connection. Paste your Public API Key and save. how to send leads to klaviyo public api key provided1 how to send leads to klaviyo public api key provided2

  4. Publish the changes with the top-right Publish button.

  5. Test quiz all the way to the results. Make sure to provide a sample email that doesn’t already exist in your Kalviyo account.
  6. To verify the test, open Kalviyo > Audeince > Profiles section. If a new profile was added the integration was successful.

From now on all the contacts coming from the quiz will be added to your Klaviyo account.

Following these steps ensures that every quiz participant's contact information, alongside their responses and product recommendations, are forwarded to your Klaviyo account, registering as custom properties within Klaviyo customer Profiles. These properties are instrumental in personalizing Klaviyo email templates.

how to send leads to klaviyo customer profile

Note

Processing Time: Klaviyo may have some delay in displaying new leads.

Character Limitations: Special characters (e.g., è, é, ê) may impede data transmission.

Sending Follow-up Emails via Klaviyo

It’s possible to send the product recommendation follow-up emails via Klaviyo, although this is not something that’s a one-click install. It should be built by someone with technical knowledge and experience in Klaviyo.

Below you’ll find some basic instructions that can be forwarded to a developer.

Note

Once the quiz is connected to Klaviyo (and the data is sent there), it’s out of our app’s scope, and any particular questions on how to set up the flows and how to build the email templates should be directed to Klaviyo.

  1. Add Email Question: To send contacts to Klaviyo your quiz needs to have an email question. You can add it to the quiz from the Quiz Builder tab by clicking + and selecting email from the dropdown list.
  2. You can also ask for marketing consent directly in the quiz.
  3. Connect Quiz to Klaviyo: Follow the instructions in this section to learn how to connect your quiz to Klaviyo correctly.

  4. Create a Segment: All quiz contacts can be grouped into a segment in Klaviyo.

    1. To create a new segment in Klaviyo go to Audience > List & Segements and click create a new Segment.
    2. Name the segment and set up the definition.
    3. The PERMALINK-{{quiz_id}} property is unique for profiles coming from the quiz. If you don’t see the permalink property in the dropdown menu, you may need to take a test quiz and try again.
    4. Click Create a segment. Now all the contacts coming from the quiz will also be added to this specific segment.

  5. Create an Email Flow: You’ll have to create a flow that is triggered when someone gets added to the segment we created in the previous step. This is the trickiest part, the emails you send have to be custom-built in Klaviyo.

    1. To create an email flow that includes only quiz takers open the Flows tab.
    2. Choose to create from scratch and come up with a name.
    3. Next, you’ll be asked to set up a flow trigger.
    4. Choose a segment created in the previous step. This way whenever someone enters the segment they will trigger the email flow.
    5. Confirm with DONE.
    6. Grab the EMAIL action and drop it below the flow trigger.

  6. Edit the Email: In the next steps, you should edit the email template.

    1. Click on the three dots and edit the email.
    2. Edit the name/subject/email to your liking and select the HTML email template.

    3. From the Connect > Klaviyo tab you can download a ready-to-use email template.

      how to send leads to klaviyo email tempalte download1 how to send leads to klaviyo email tempalte download2

      Tip

      If you would rather create your own email template, check this section for more details.

    4. Copy the code and go back to Klaviyo.

    5. Open the HTML email template and remove the existing code.
    6. Paste the new template code.
    7. You can then preview the email as one of your segment subscribers.
    8. Make sure to Save the changes and click Done.
    9. Return to your flow and turn your email LIVE.

From that moment on, all the quiz takers, who leave their email, will be automatically added to your Kalviyo Segment and will be sent a follow-up email.

Remember to deactivate the email Notifications from the Quiz Builder once the Klaviyo flow is set up.

Adding Quiz Contacts to Klaviyo List

Shop Quiz: Product Recommendation Quiz allows you to add contacts from the quiz directly to a list in Klaviyo.

  1. To do that you’ll need to provide a Private API Key.
  2. To create a new Private Key for the Shop Quiz: Product Recommendation Quiz app login to your Klaviyo account.

  3. In account Settings open the API Keys tab and create a new Private API Key. For list-specific contact additions, you can get your Klaviyo Private API Key here. how to send leads to klaviyo private api key

  4. Allow Full access.

  5. Copy the private key.
  6. In the Quiz Connect tab scroll to Klaviyo and edit the connection.
  7. Paste your Private API Key.
  8. Choose to mark all profiles as true and select a list that contacts should be added to.
  9. Keep in mind that contacts from the quiz can be added only to a Single Opt-in List in Klaviyo.
  10. Save the changes and publish them with the top-right Publish button.
  11. Remember to test the connection with a sample email.

Tip

It is possible to add contacts to Klaviyo List but there may be a better way: instead of adding them to a general list you can create dynamic segments based on your customers’ responses to send them hyper-targeted campaigns. Highly segmented campaigns return more than 3X the revenue per recipient as unsegmented campaigns. With Klaviyo you can create segments to filter your leads and assign email flows to each segment. Read more about how to create and use segments on Klaviyo.

Use Quiz Data In Klaviyo Email Templates

If you need to modify our Klaviyo email template to match your brand’s style guide, you’ll need a developer because email templates in Klaviyo are built using HTML, CSS and the Django templating system.

We send all the responses to the quiz and the recommended products along with the contact information to the customer’s Klaviyo profile. This information will appear in the customer’s profile as custom properties.

how to send leads to klaviyo customer profile

If you need to add any additional information to the email template, your developer can do so by pulling the appropriate custom properties from the user profile.

Example Email Templates

In this example, we’re using our quiz ID dbqHqN, which you’ll need to replace for your quiz ID. Here is the code for reference:

```html
<h3>Hello {{ person|lookup:'Q-dbqHqN ZMiXjj: .Before we get started... what\'s your name?'|default:'' }}!</h3>
<p>Here we are making sure the product exists:</p>
{% if person|lookup:'SLOT-dbqHqN: Step 1: Cleanser - product_0_image_url' %}
<p>Cleanser</p>
<p><img alt="This is the cleanser image" src="{{ person|lookup:'SLOT-dbqHqN: Step 1: Cleanser - product_0_image_url'|default:'' }}" /></p>
<p>{{ person|lookup:'SLOT-dbqHqN: Step 1: Cleanser - product_0_name'|default:'' }}</p>
<p>{{ person|lookup:'SLOT-dbqHqN: Step 1: Cleanser - product_0_price'|default:'' }}</p>
<p>{{ person|lookup:'SLOT-dbqHqN: Step 1: Cleanser - product_0_sku'|default:'' }}</p>
<p><a href="{{ person|lookup:'SLOT-dbqHqN: Step 1: Cleanser - product_0_url'|default:'' }}">Buy now</a></p>
{% endif %}
{% if person|lookup:'T-dbqHqN: 40s' %}
<p>You are in your forties</p>
{% endif %}
```

This example demonstrated that you can not only include custom properties that are passed from the quiz to your Klaviyo account, but you can also use IF-ELSE conditional statements to show/hide content based on the customer’s responses to the quiz.

Note

Note that when looping through the products, the count starts in 0 (zero), so for example, if you were to display the name of 3 products in a slot you’d have to do it like this:

```html
<p>{{ person|lookup:'SLOT-dbqHqN - product_0_name'|default:'' }}</p>
<p>{{ person|lookup:'SLOT-dbqHqN - product_1_name'|default:'' }}</p>
<p>{{ person|lookup:'SLOT-dbqHqN - product_2_name'|default:'' }}</p>
```

Here are some other email templates that you can use as a reference:

Warning

Bear in mind that these templates (unlike the one generated from the Connect > Klaviyo tab) won’t work as is. They were created for a sample quiz. Your developer will have to modify the custom properties to match the ones that are passed from the quiz to your Klaviyo account. The quiz ID is different, so are other property names.

Pull Product Information Directly from Shopify

There’s a feature in Klaviyo that allows you to pull the product information directly from Shopify by providing the id. This way you don’t need to use the description or image_url that is provided by revenuehunt, but can pull it directly from Shopify by providing the origin_id of the product. More information about this function can be found here.

By following this article, you can set up your post-quiz email flow with Klaviyo.