Klaviyo doesn’t have a built-in quiz tool. But, this doesn’t mean Klaviyo users can’t use quizzes to collect subscribers and make personalized product recommendations on their ecommerce store.
Instead, you can use third-party software to create and launch your quiz, then feed the contact 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 product quiz funnel template:
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 formats:
Decide which one is best for you, then select it as an option when prompted in ConvertFlow:
We’ll choose a landing page for the example in this article, where we'll build out a quiz for a fictional furniture store. 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.
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.
You have two options for this:
We’re going to create a quiz funnel for a fictional furniture store and want to switch up the colors a little to match our brand.
Head to the "Theme" tab in the builder's side panel. From here, you can customize styling for all kinds of element types:
Let’s open up the button options and change to a dark green color:
These (and any other) changes made at the theme-level should get applied across the entire quiz. You can then make tweaks to individual elements as and when you like throughout the campaign.
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 furniture store example, we’ll include the following questions:
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 campaign 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 email & SMS sequences 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 subscriber and contact data to be passed on to.
To do this, we’ll jump to the “Call-to-action” step of the quiz.
Then, select the form in the main builder and click the “Manage 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, click the “Connect” button, and follow the on-screen instructions 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 “Manage 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” automation from the dropdown and choose the list you want to add people to:
All new subscribers 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 subscriber to a list with SMS consent (if you collected a phone number in the 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 call-to-action step.
First off, you want to make sure the default action of your form sends people to the correct step in the quiz funnel:
Now go to the outcome step so we can start customizing it to show the right content and products.
You can make use of dynamic merge tags to personalize any text according to a person's quiz answers. For example, we'll get our headline sub-text to reflect back details about the room and style answers that were given:
This can be seen in action in the Preview area:
Next, we'll get the products added.
Using the products element, you can quickly showcase personalized product recommendations. And if your store is built on Shopify, you can use ConvertFlow’s Shopify integration to feed products in from your Shopify catalog with filters according to each person’s quiz answers.
Most templates will already have a products element included. But, you can also manually add one to any campaign:
Once added, click the "Manage Products" button from the side panel to configure which products show. If you don’t use Shopify, you can still add products to ConvertFlow by detailing product names, images, prices etc.
For this tutorial, we’ll assume you use Shopify, so select the Shopify products source:
Finally, we need to build the conditions that filter what products are recommended by your Klaviyo quiz.
Head back into the "Manage Products" modal in ConvertFlow and select the "Add Conditional Product Recommendation" button:
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 recommend these products:” underneath.
Select “Products in Collection” from the dropdown menu and choose the Shopify collection that's relevant to the answer combinations we just added:
Now just repeat this step by creating a new conditional recommendation for each answer/outcome combination you have in your quiz:
Once you’ve set up all desired recommendations, scroll down to:
Click “Done” at the bottom of the modal. You'll now be able to customize a whole heap of design options for your products from the side panel:
Finally, hit “Save” and “Publish” your campaign, 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 funnel. 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 campaign format your quiz uses: popup, landing page, embedded, etc.
If you’ve got Shopify connected, you can simply display the quiz as a landing page on your Shopify domain—meaning it appears with your standard website header and footer, etc.
Just select the Shopify domain and set the URL path to whatever you want:
Note: Displaying your landing page on your Shopify domain is required for ConvertFlow's products element to be able to use the Shopify products source.
But for embedded and popup campaigns, 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 a popup quiz to appear on blog posts when viewing on desktop. It might look like this:
For embeds, you’ll receive a simple embed code you can place anywhere on your site. You can also optionally set targeting conditions for embedded campaigns, so they dynamically display only for certain shopper segments.
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 campaign by simply toggling the switch underneath the targeting conditions:
If you’ve already installed ConvertFlow’s one-time script on your website, your campaign 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 list growth and product recommendations with quizzes, you’ll need third-party software that integrates with Klaviyo.
Create a free ConvertFlow account and integrate