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How to Connect Klaviyo to Interact
How to Connect Klaviyo to Interact

This article will describe how to connect your Klaviyo account to Interact apps.

Matthew Clark avatar
Written by Matthew Clark
Updated over a week ago

Note: You'll need a quiz to follow these steps.

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Steps for this integration:

Find your Klaviyo API Credentials:

Step 1: Login to your Klaviyo account and navigate to your Account Name found on the button left of your home screen.

Step 2: Click on your Account Name and then hit "Settings."

Step 3: Navigate to API Keys.

Step 4: 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.

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.

Connect Klaviyo to your Interact App:

Step 1: Turn on Lead Generation on the Interact app builder left sidebar. To create your Opt-In Form, select the Contact Field information you would like to collect from your quiz takers.

The phone number field on our opt-in form includes a country code dropdown. This provides validation to prevent bad phone number entries from visitors.

Step 2: Under Connect your email list, choose Klaviyo from the list of integrations.

Step 3: Copy and paste your Klaviyo Private API Key and click Connect API.

Map Interact Triggers to Klaviyo Actions:

Step 1: In the following steps you will have the chance to map a set of Klaviyo actions to individual Interact triggers. A trigger can be, for example, when a quiz taker receives a specific quiz result or answers a specific quiz answer. To open the selection of Klaviyo actions to select, click on the Add Actions button:

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 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."

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 custom fields. Default fields (cannot be changed): Email, First Name, Last Name, Company Name, Phone Number, Zip Code.

Step 2: For all other fields, choose one contact field from the dropdown that you would like to populate with the form value. Example: mapping Company Name to "Custom Field 1" will populate the value inputted for Company Name into the Klaviyo custom field "Custom Field 1".

Step 3: When finished with mapping your form fields, be sure to click Save & Continue. If you find you need to make changes, you may edit the integration settings at any time. 

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.

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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.

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