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Klaviyo

Learn how to manage the Klaviyo integration

Introduction

You can use the Klaviyo integration to create Klaviyo profiles for customers that complete your quiz and use them in email campaigns. The created profile will contain the customer's email, quiz answers, and product recommendations.

Setup

Initialize the integration

The set up the Klaviyo integration:

  1. Click Integrations in the Organization section of the sidebar.
  2. Click Add key in the Klaviyo card.
  3. Add a private key for your Klaviyo account. Private keys allow us to manage your Klaviyo lists and add new customer profiles. To create a new private key for Help Me Choose A.I.:
    1. Visit Klaviyo's private key creation page.
    2. Give your key an easy to recognise name in case you need to change it later, e.g. HMC key.
    3. In the right hand menu, select Full Access in the Events, List, Profiles, and Subscriptions rows. Klaviyo key permissions
    4. Click Create at the top of the page.
    5. Copy the private key in the Your Private Key section, it is the text starting with pk_.
    6. Go back to the Help Me Choose Klaviyo form from the start of step 3 and paste the private key.
  4. Click Save

The Klaviyo integration will be initialized now, but you still need to connect it to the Klaviyo list where the customer profiles will be sent.

Choose a destination list

To connect the integration to a Klaviyo list:

  1. Click Update integration details.

  2. Select a list from the Klaviyo list ID dropdown.

    The dropdown will load all currently available lists from your Klaviyo account. If you do not see any lists, you might have pasted the wrong private key during initialization, or missed one of its permission fields.

    Below each list, you will see whether the list is Double opt-in or Single opt-in. Double opt-in lists require an additional confirmation from the customer's email, whereas Single opt-in lists create the customer profile as soon as the quiz is completed. To change the opt-in status of a list, edit the list's settings in Klaviyo.

  3. Click Save.

You can go back and edit the private key or selected list from the Integrations page if needed.

The Klaviyo integration has now been successfully set up and you can connect existing quizzes to it.

Enable quiz email capture

To connect a quiz to the integration:

  1. Open the organization's Quizzes page.

  2. Open the quiz that you want to connect to the Klaviyo integration.

  3. On the Content tab, scroll down to the Data capture screen section.

  4. Toggle on the Enable data capture screen switch.

  5. (Optional) Edit the contents of the email capture screen.

    The Title and Subtexts are what the customers will on the email capture screen before completing the quiz. Make sure to clearly explain to the customer how their email address will be used.

  6. Click Save quiz.

Customers going through the quiz will now see your email capture screen before receiving recommendations. They can optionally skip providing an email. If the customer agrees to provide their email, a new Klaviyo profile will be created with their email address, quiz answers, and product recommendations in your Klaviyo list. An HMC Quiz completed event will also be sent whenever they complete a quiz.

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