Find your Klaviyo API Credentials:
Step 1: Log in to your Klaviyo account
Navigate and click on your Account Name, which can be found on the button left of your home screen.
Then hit "Settings."
Step 2: Navigate to API Keys and select "Create Private API Key."
Step 3: Under Private API Keys you will find your Klaviyo Private API Key.
Your Private API Key is required for the next setup steps.
We recommend creating one specifically for connecting to Interact, click Create Private API Key to generate a new one. Ensure it includes Full Access permissions for Lists, Profiles, and Subscriptions.
Step 4: Copy your Private API Key for a later step.
Creating a List in Klaviyo
Step 1: Under "List & Segments", Select "Create New." Then click "Create List".
Step 2: We recommend creating a list for each Quiz Result.
Name your list the same name as your Quiz Result. Hit "Create List."
Step 3: On your list, select "Settings" and then select "Consent."
Step 4: Under Consent, you can choose a Double Opt in or a Single Opt in for your Contact List.
By selecting the Double opt-in, this requires new subscribers to confirm their subscription before being added to the list.
By selecting Single opt-in, this immediately subscribes people to this list without a confirmation.
Step 5: Hit "Save" when you have selected your opt-in process.
Connect Klaviyo to your Interact App:
Step 1: Turn on "Lead Generation" on the Interact app builder's left sidebar.
To create your Opt-In Form, select the Contact Fields information you would like to collect from your quiz takers.
Under Form Settings, select additional settings for your Opt-in Form.
Step 2: Scroll down and customize your Opt-in Form. Then click "Save & Continue."
Step 3: Under Connect your email list, choose Klaviyo from the list of integrations.
Step 4: Paste your Klaviyo Private API Key and click Connect.
Step 5: Ensure the connection is successful
Upon entering credentials and allowing access you should get a green "connected account" check mark. This verifies that it has been connected and you can move on to the next step.
Map Interact Triggers to Klaviyo Actions
Step 1: Under “Results”, click Add Action.
Next, you’ll map Interact triggers to Klaviyo actions.
A trigger happens when a quiz taker gets a specific result or selects a certain answer.
An action is what Klaviyo should do in response (e.g., add to a list, apply a tag).
Set up a trigger for each quiz result. When someone finishes the quiz and receives that result, the trigger will fire and Klaviyo will automatically run the actions you’ve assigned.
Step 2: In the slideout menu, you will see a list of available actions to run in Klaviyo.
The available actions are:
Add to Contact List **Required**: Choose a Klaviyo contact list from the dropdown to add new contacts to a specific Klaviyo contact list. Example: For a quiz result trigger, you could connect different results to different contact lists to send autoresponders specific to the quiz result your customers received.
Update Custom Field: Type a Klaviyo custom field name in the input box to update the custom field for new contacts with a specific value. The value will auto-populate with the trigger name, but you can customize this with any value you want. Example: For a quiz result trigger, you could type in custom field "Quiz Result Title" in the input box and populate the field with the quiz result title for your quiz.
Step 3: Once finished with one trigger, you can select a different trigger from the left sidebar
When you have set all triggers that you need for your specific setup, be sure to click Save & Continue.
Step 4: *Optional* You are then taken to "Answers."
If desired, repeat steps 1, 2 and 3 to set a Trigger for specific Quiz Answers. When a quiz taker takes the quiz and chooses the specific quiz answer this will Trigger the following Actions. When you have set all the triggers you need for your specific setup, click Save & Continue.
You can also skip this step and click "Save and continue."
Step 5: Klaviyo Settings
By default, existing Klaviyo profiles will have their contact information updated.
Keep the box checked to update existing Klaviyo profiles with the opt in form values.
Map Form Fields to Klaviyo Custom Fields
Step 1: Here you will find an overview of the way your opt-in form fields are connected to Klaviyo fields.
All fields are list-specific, meaning we list out all connected contact lists and their associated fields. You will map custom fields on a per-list basis. Default fields (cannot be changed): Email, First Name, Last Name
Step 2: For each remaining field, choose the Klaviyo contact field where you’d like the form value saved. You can either select it from the dropdown or type the field name.
When you’ve finished mapping your fields, click Save & Continue.
You can return to your integration settings at any time to make changes.
Step 3: Test Integration
Select Test Integration to test your Integration with Klaviyo. When it is successful, hit Publish on your quiz.
IMPORTANT: If your quiz is already published and embedded, any changes made to the integrations will require you to publish your quiz after changes have been saved.
Frequently Asked Questions
Will existing Klaviyo contacts be updated?
Yes, existing Klaviyo contacts will be updated with updated field values and be added to new lists.
What will a new contact look like in Klaviyo?
The following screenshot is an example Profile in Klaviyo:
Quiz result title field maps to custom field Quiz Result
Important: A new profile will be subscribed to the appropriate list with Email opt-in status Subscribed. Klaviyo respects the double opt-in settings for the specific lists. A list with double opt-in enabled will not show profiles who have not yet consented in your list. You are responsible for ensuring proper consent is provided by new subscribers. On your list, you can change the consent under settings. You have the option to change to a single opt in or a double opt in.