Klaviyo

This integration attaches your survey response data to Klaviyo customer profiles.

Setup

To enable your Klaviyo integration, click the Integrations tab in your EnquireLabs app. Locate Klaviyo and click "Connect."

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Enhanced Plan

Before you get started, verify that you're on EnquireLab's Enhanced plan. If not, you can simply upgrade on your Account page.

On the following screen, you'll be asked to input a Klaviyo API key.

You can create an API key in your Klaviyo account, here. Title it "EnquireLabs." Copy and paste the Private API Key into the API Key field in your EnquireLabs app and click Save.

Importing Historical Data

To import your historical EnquireLabs survey response data into Klaviyo, start by exporting the required date range. Follow this link for more information on exporting your data..

Once you have your survey data set, clean it up to include the headers email and question (the actual question you asked, e.g., how did you hear about us). This is all you need to import your data to Klaviyo.

In Klaviyo, navigate to your master list and click Manage List, and then Import Contacts. More information on importing Klaviyo's support documentation.

Create Custom Flows Based on Responses

To create Flows based on survey responses, make sure you've followed the instructions above, then click Lists & Segments in your Klaviyo dashboard. In order to create targeted Flows, you need users in segments.

On the following page click Create List / Segment. Then click Segment.

On the following page, give your segment a name. In this example, we titled it "HDYHAU: Influencers". Then:

  • Select Properties about someone under Select a Condition
  • Type the name of your survey question under Dimension.
  • Type the survey response you're building a segment of in the Dimension Value field

If you're looking to simply build a segment of users who answered a survey, change Equals to Is Set.

Now that you have a Segment built of customers with specific certain responses, you can now build out a Klaviyo Flow targeting those users. Click Flow, then Create from Scratch.

Create Flow from scratchCreate Flow from scratch

Create Flow from scratch

On the following page, after titling your Flow, click Segment. Find the segment you created in the previous step. You're now all set to start building out Flow targeting specific users who answered a survey specific response!

Create Klaviyo FlowCreate Klaviyo Flow

Create Klaviyo Flow

Send Email to Users who Haven't Completed Survey

To send an email to customers who haven't completed a survey, you need to create a new Flow that triggers when a customer places an order (Klaviyo needs to know which order status URL to pull from Shopify's API). You can add a Delay so they're not getting an email immediately after they place their order.

When setting up the Flow, add a Flow Trigger with the following parameters: Properties about someone, Dimension: [insert your question title], Is not set. By adding this, you've segmented users who've placed and order and have not filled out the question you set. Make sure you've uploaded all your EnquireLabs data to Klaviyo so it's up to date (this is only needed if you didn't enable our Klaviyo integration when you launched your survey or Question Stream).

Next determine your email Delay (we recommend 1-2 days, so the order is still fresh in your customers' mind).

Next build your survey content and add a link with Protocol: and URL: {{ event.extra.order_status_url }}. This will link to the order confirmation of the order that triggered the Flow.

As always, be sure to test extensively when sending emails to customers!


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