Klaviyo doesn’t have a built-in quiz tool. But, this doesn’t mean Klaviyo users can’t use quizzes to capture leads and make personalized product recommendations from their ecommerce store.
Instead, you can use third-party software to create and launch your quiz, then feed the lead data into your Klaviyo account.
The best place to start is choosing a design template that aligns with your product’s desired outcome or end-goal.
ConvertFlow has a wide range of customizable quiz templates for all kinds of verticals, niches, and outcomes. Browse our template library to see them all.
For this article, we’ll use a simple A/B/C outcome quiz:
Once you’ve chosen a template and created (or logged into) your ConvertFlow account, the next step is to decide how you want it to be displayed on your website.
You can display a quiz in a variety of different ways:
Decide which one is best for you, then select it as an option when prompted in ConvertFlow:
We’ll choose an overlay popup for the example in this article. Next, we’ll start customizing the design and functionality of our quiz.
If you chose to have your quiz within a popup or site message, you’ll need to set how it’s triggered when someone is browsing your website.
This can be one of:
To do this in ConvertFlow, just head to the settings tab in the right pane and scroll to the trigger section.
We’ll just set ours to appear as a “time delay” popup after 15 seconds. It’s also set to not show again for three days to people who’ve closed the popup without completing:
Note: This is relevant only to popups and site messages. You won’t need to take this step if you decided to have your quiz on a landing page (or embed it on an already existing page).
Before we set up the actual quiz questions and answers, it’s best to make sure the fundamental design looks the way you want it to.
This means adding in your brand colors, logo, fonts, styles, etc.
We’re going to pretend to have a fitness brand called Fit.ness. So, we’ll replace the placeholder icon with a logo on each step of the quiz:
And also switch the coloring to match the colors of our hypothetical brand. Let’s go for a green color:
Make sure to repeat all your design customizations for each step in your quiz.
Now that we’ve got the quiz looking how we want it to from a visual perspective, it’s time to build out the questions of our Klaviyo quiz.
The exact questions to include depend on a range of things, such as your target audience and desired outcome. But, generally speaking, you want to make sure the quiz is appealing to those you’re trying to attract and aligns with the solution your business offers.
For our fitness business example, we’ll add the following questions:
Note: We appreciate that some people may not identify as strictly male or female. But for the sake of keeping this quiz example simple, we’ll stick to just the two options here.
To add the question, we just edit the headline text in each step:
Then, to set the answer options, just select the survey element and edit the options in the right-side panel.
You can click the pencil icon to edit each option:
Your quiz can be as long or as short as is needed. Just duplicate/delete the CTA steps to add or remove questions.
It’s also important at this stage to set up your field mapping correctly.
For each quiz question, open up the “Map to Custom Field” dropdown in the side panel:
Then, scroll to the “ConvertFlow Custom Fields” section, select the “New Field Name +” option, and give your field a unique, recognizable name that’s relevant to the question:
This means that all the answers a visitor gives in the quiz will be saved as individual fields in their ConvertFlow contact profile.
But, more importantly, once we connect Klaviyo (in the next step), these fields will also be replicated as custom properties in the person’s Klaviyo contact profile. Meaning you’ll be able to run all kinds of highly segmented retargeting and follow-up campaigns based on the answers people give to your quiz 😎
See this help guide for more information on setting up your quiz correctly.
Your quiz should now have all the questions created. Next, we need to connect your Klaviyo account for all the lead data to be passed on to.
To do this, we’ll jump to the “Email Capture” step of the quiz.
Then, select the form in the main builder and click the “Confirmation Actions” button in the side panel:
A modal window should now appear on your screen.
At the top of the window, select the “New Integration +” button to start connecting your CRM or ESP (in this case, Klaviyo):
Note: If you’ve already connected an integration to ConvertFlow previously, you’ll instead see a button that says “Manage Integrations.”
In the next window, find Klaviyo from the list of options and click the “Connect” button. Login to your Klaviyo account and follow the steps to verify the integration with ConvertFlow.
Now that Klaviyo is connected to ConvertFlow, we can set up an automation to pipe the data from any form submissions into your Klaviyo account.
You should be brought straight back to the “Confirmation Actions” window after authenticating the Klaviyo integration. From here, scroll down to the automations section and click the “Add Automation” button:
Then, select the “Klaviyo - Add to list” option from the dropdown:
Just choose your desired Klaviyo list from the dropdown and click “Create Automation.” All leads should now get added to this list whenever they fill out the quiz form.
Note: You can add further automations here, too—such as adding the lead to a list with SMS consent (if you collected a phone number in the lead capture form) and updating specific Klaviyo contact properties.
This next step is where you’ll set up the ‘behind-the-scenes’ functionality of your quiz. In other words, the outcomes/results visitors are shown after submitting their email in the previous lead capture step.
For example, in our quiz, we’re going to pretend that our fitness brand has eight different workout programs available for sale on a Shopify store:
So, if someone answers “Male” and “Lose weight” and “Gym” in the questions of our quiz, they will get directed to the relevant program—in this case, number six.
The first step in this is to make sure all the different possible outcomes are created as ‘steps’ in the ConvertFlow quiz.
So, back in the main builder, scroll down beyond the “Email Capture” step and customize the different “Outcome” steps to suit your quiz’s needs:
Note: You can duplicate steps if you need more than is already in the template as default.
Next, we’ll use ConvertFlow’s conditional actions feature to connect our quiz answer combinations to the relevant outcome steps.
To do this, head back up to the “Email Capture” step and open up the same “Confirmation Actions” box we used to link Klaviyo earlier. Scroll to the bottom of the window that opens and click the “Add Conditional Action” button:
A box will appear underneath where you can start building the conditions and actions for each combination of answers in your quiz.
Click “Add Condition” and then add the first question and answer option to the “All required” group of conditions:
Click “Create Condition,” then repeat for the other questions in the quiz:
Once you’ve built out the first set of possible answer options like this, scroll down to where it says “Then perform these actions:” underneath.
Select “Jump to a CTA step” from the dropdown menu and choose the step that’s relevant to the combination of answers in the conditions above:
You’ve also got the option of running automations here that are specific to each conditional action created.
For example, we could run automations to add people into further, more segmented lists in Klaviyo:
This is great for being able to send targeted follow-up emails and campaigns based on the answers people gave in the quiz 🙌
Repeat this step by creating a new conditional action for each answer/outcome combination you have in your quiz:
Once you’ve set up all desired conditional actions, click “Done.” Then, hit “Save” and “Publish” your CTA, and we’re almost ready to launch!
Hit “Preview” in the top right of the builder to move to the next screen, where you can check the look and functionality of your quiz. Don’t worry, Klaviyo automations won’t run on the preview screen, so you won’t be creating contacts and adding to lists, etc. over and over while testing.
If it all looks good, select “Launch” to go through to the final step:
The launch screen will look slightly different depending on the CTA type your quiz uses: popup, landing page, embedded, etc.
For landing pages, you’ll get the opportunity to set a URL and page meta data.
But for embedded and popup CTAs, you’ll be able to set specific targeting conditions. For example, we can set the popup to only show on certain website pages or devices.
Let’s say we only want our popup quiz to appear on blog posts when viewing on desktop. It might look like this:
Even for embedded CTAs, it’s a good idea to set the popup to only be active on the page(s) the quiz will appear on. Otherwise, you'll be needlessly loading script (and adding to load times) across your entire website.
Nothing else is required here if you’re running your Klaviyo quiz on a standalone landing page. Just grab the URL, and you’re ready to go 🙌
For popups and embedded forms, activate your CTA by simply toggling the switch underneath the targeting conditions:
If you’ve already installed ConvertFlow’s one-time script on your website, your CTA should now be ready to show on relevant pages. If not, you’ll be prompted to add this script to your site first.
Just copy the code and insert it into your website’s <head></head> tags.
Alternatively, you can connect without needing to touch the code at all via WordPress plugin, Shopify app, Google Tag Manager, or Segment. Instructions are all there as soon as you toggle that launch button the first time 🙌
This guide should have given you clear instructions on how to create a Klaviyo quiz for your website or ecommerce store.
Klaviyo is a great CRM and email marketing option. But to drive leads and product recommendations with quizzes, you’ll need third-party software that integrates with Klaviyo.
Create a free ConvertFlow account and integrate