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Octane AI + Klaviyo: Creating Segments from Quiz Answers

  • April 30, 2024
  • 5 replies
  • 123 views
W
Contributor II
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  • Wes
  • Contributor II
  • 4 replies

Hi,

I have been following numerous how-to’s on both Klaviyo and Octane about how to create a segment based on answers given on an Octane quiz. Klaviyo and Octane are both connected and I have entered the correct properties. For some reason, only a very small portion of emails are being added to the segment but when I download a .CSV file for profiles that fit this property, I can see there are a lot more people who match this property.

What might I not be doing correctly to make sure everyone with this property is added to my segment. I have attached screenshots.

 

 

Best answer by bluesnapper

Hi @Wes 

Glad you solved your issue.

Jumping in here for @Brian Turcotte.

If a contact completes your survey and provides their email, a Klaviyo profile with their survey responses is created.

If a contact who completes your survey doesn’t submit their email, but they have been cookied by Klaviyo previously - this usually means they’ve submitted their email via a form or checkout, or clicked a link in a Klaviyo email or SMS - their survey responses will be added to their existing profile. That assumes they’ve completed the survey from a cookied device and are not browsing incognito.

If they’ve never provided their email, then campaigns and flows cannot be sent to them.

With surveys (I also use Octane AI), I include a discount offer on the optional step that requests their email. If you don’t already do this, it would increase your email subscriptions from the survey.

Hope that helps

Andy

    5 replies

    Brian Turcotte
    Forum|alt.badge.img+37
    • Brian Turcotte
    • Klaviyo Alum
    • 1393 replies
    • May 2, 2024

    Hi @Wes!

     

    I’ll check on this internally and update the thread ASAP!

    - Brian

    W
    Contributor II
    Forum|alt.badge.img+1
    • Wes
    • Author
    • Contributor II
    • 4 replies
    • May 2, 2024

    Hey @Brian Turcotte 

    I have figured out the issue since I posted this question...although I can see a lot of people have answered this question on the quiz and match the properties, only a small few have entered their email. I think only people who entered their email have been added to thr segment I have set up.

    I do have an additional question though....if I set up a flow to trigger for people who match these conditions, will the flow only be sent to people who have entered their email on the quiz?

    Thanks!

    bluesnapper
    Partner
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    • bluesnapper
    • Champion & Partner
    • 784 replies
    • Answer
    • May 3, 2024

    Hi @Wes 

    Glad you solved your issue.

    Jumping in here for @Brian Turcotte.

    If a contact completes your survey and provides their email, a Klaviyo profile with their survey responses is created.

    If a contact who completes your survey doesn’t submit their email, but they have been cookied by Klaviyo previously - this usually means they’ve submitted their email via a form or checkout, or clicked a link in a Klaviyo email or SMS - their survey responses will be added to their existing profile. That assumes they’ve completed the survey from a cookied device and are not browsing incognito.

    If they’ve never provided their email, then campaigns and flows cannot be sent to them.

    With surveys (I also use Octane AI), I include a discount offer on the optional step that requests their email. If you don’t already do this, it would increase your email subscriptions from the survey.

    Hope that helps

    Andy

    https://bluesnapper.com - Klaviyo Champion '24 & Partner
    W
    Contributor II
    Forum|alt.badge.img+1
    • Wes
    • Author
    • Contributor II
    • 4 replies
    • May 3, 2024

    Hi @bluesnapper,

    Thanks for this! This explains it so clearly.

    bluesnapper
    Partner
    Forum|alt.badge.img+45
    • bluesnapper
    • Champion & Partner
    • 784 replies
    • May 3, 2024

    No problem @Wes happy to have helped.

    Have a great weekend when you get to it!

    Regards

    Andy

    https://bluesnapper.com - Klaviyo Champion '24 & Partner


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