Klaviyo Quiz Builder — Recommend & Segment

Why build Klaviyo quizzes in ConvertFlow

A signup form gets you an email address. A quiz gets you an email address plus everything you asked along the way — skin type, goal, budget, room size, use case.

That matters in Klaviyo specifically, because every answer can be written to a property on the profile. A property is a segment, and a segment is a flow. Instead of one welcome series for everyone, you can build a series per answer — which means the quiz pays for itself in the email programme, not just in the opt-in rate.

Connect Klaviyo to ConvertFlow

Connect Klaviyo from ConvertFlow's Integrations area. There's no API key — Klaviyo connects over OAuth, so review the permissions it asks for and click Allow.

ConvertFlow then pulls in your Klaviyo lists and segments, so quiz takers can be segmented and enrolled in flows the moment they finish.

How to create the best Klaviyo quiz funnels

Before building your Klaviyo quiz in ConvertFlow, figure out what questions to ask and what results come from each combination of answers.

Quizzes can look very different from one business to another. But there are some general best practices that will apply to most Klaviyo quiz funnels:

Keep your Klaviyo quiz concise

The more questions you ask, the more likely a shopper is to drop out before completing it. And a lengthy quiz could mean more results combinations for you to create. Ask just enough questions to give accurate results to quiz takers and personalize their funnel path. Three to five questions will be plenty for many use cases — you can always expand your quiz if you learn you're missing crucial information.

Limit product recommendations for each result

One of the main points in creating a Klaviyo quiz is to reduce overwhelm and choice overload. It's your job to figure out the best-fit recommendation for the customer. Occasionally it makes sense to recommend multiple products, like if you're recommending items to buy as a set. But limit their choice to three or four max, and differentiate the options you recommend to make their decision easy.

Keep flow in mind

The questions you ask should make sense together and lead naturally from one to the next. Ask simple questions first — if you're making a skincare quiz, you'll probably ask about skin type before you ask about goals or concerns.

Draft your Klaviyo quiz questions and answers

Let's take the example of a fictional furniture store. We want to recommend specific Shopify product collections based on the customer's style and use case. Our questions with their answers might look something like this:

• Question 1: What room are you furnishing?
• Question 2: What's your interior style preference?
• Question 3: What's the size of this room?

Match Klaviyo quiz answer combinations to product & content recommendations

Now, we can define each answer combination into unique results. There are a lot of potential combinations here — which is a great reason to keep your quiz short — but you don't necessarily need to come up with unique results for each combination of answers. Instead, keep your Klaviyo quiz simple to start, focusing on personalization for your top shopper segments. You can always add additional quiz logic later.

With this in mind, here are a few that we came up with for our quiz:

• Living room, Contemporary, Large — contemporary living room furniture for large spaces
• Living room, Contemporary, Medium — contemporary living room furniture for medium-sized spaces
• Living room, Contemporary, Small — contemporary living room furniture for small spaces
• Kitchen, Large — large kitchen furniture
• Kitchen, Small — small kitchen furniture
• Bathroom — all bathroom furniture
• Patio — all patio furniture

As a mindmap, the combination of questions and recommendation options would look something like this:

When it came to determining what results to provide, we created more personalized recommendations for the more popular, high-ticket room categories. Each combination of style and size responses for people shopping for their living room gets a unique result.

But our store doesn't have a lot of variety in style when it comes to kitchen furniture, so we can create kitchen recommendations based on size alone. And we have fewer items in our bathroom and patio collections, plus these are less popular — so it makes sense to recommend the whole room collection to shoppers there.

Build your Klaviyo quiz in ConvertFlow

Choose a Klaviyo quiz template

Make the quiz creation process easier by choosing a quiz template that aligns with your product's end goal. ConvertFlow has a wide range of customizable quiz templates for all kinds of verticals, niches, and outcomes.

Select a format for your Klaviyo quiz

Now decide how you want your quiz to display on your store. You can display a quiz:

• On a dedicated landing page
• As an overlay popup
• Embedded onto an existing page on your website

We typically recommend using landing pages for quizzes so you can have a single quiz URL to promote in a variety of ways.

Adding a quiz element

If you started from scratch, or your template doesn't have a quiz element, click to add a new element from the toolbar and choose the "Quiz" element from the element types to the right.

You'll now have a quiz added to your campaign, with controls to customize it displayed to the right. In the panel, you can toggle the quiz progress bar, manage quiz questions, toggle next and back buttons, and manage quiz completion actions.

Adding questions to your Klaviyo quiz

To add a new question, click "Add Question".

You'll be able to either create your question from scratch, or choose from a library of quiz question templates. Note at the top of the panel that you can switch between editing the content, the design, and the logic of the question.

Mapping quiz answers to Klaviyo properties

This is the step that makes the quiz worth running. Select a contact custom field to map your quiz question to. When someone answers, their answer is stored in that property on their profile in ConvertFlow and in Klaviyo.

Use the "+ New field name" option to create one. Klaviyo creates the matching profile property automatically when the contact info is sent, so there's nothing to pre-configure in Klaviyo — you can design the quiz around the data you want and let the properties appear as they're used.

This is what lets you run highly segmented email and SMS flows based on the answers people give.

Choosing a Klaviyo quiz question type

You can choose between multiple question types — simple surveys, image surveys, surveys to choose an icon, color, letter, or emoji. You can also have your question be a form field, like a text input, dropdown select, numerical input or range slider.

Pro tip: want to show a message between questions, or a loading screen before completing your quiz? Use the "show a message" type.

Customizing the Klaviyo quiz question content

Edit each question's title, description, and images. By uploading images and gifs for each question, you can make longer quizzes more fun and engaging, which increases completion rate.

Defining answers for your Klaviyo quiz

Customize the answers by adding new ones and editing or removing any pre-populated answers.

Each answer can have a label and a value, editable by double-clicking the answer. The label is what shows to quiz takers, while the value is what gets stored as the Klaviyo property value.

Keep values short and consistent — sensitive rather than My skin is quite sensitive — because those are the strings you'll build Klaviyo segment conditions against later.

Pro tip: if your quiz outcome depends on a score, use the score setting to increment or decrement the quiz taker's score for each answer. For image, icon and color surveys, each answer's visual representation can be customized.

Adding sub-questions

Sub-questions let you organize quiz questions under a parent question. When sub-questions display, the progress bar doesn't advance — it only visualizes progress through parent questions. By default, quiz takers are automatically routed to sub-questions after answering the parent, which can be overridden by skipping questions based on answers.

Styling your Klaviyo quiz

The funnel builder has three levels of styling for long quizzes:

Quiz theme-level styling

In the builder panel, click the "Theme" tab for styling controls across all content types — headings, paragraphs, buttons, progress bars. You'll also find theme styles for quizzes, so you can style the majority of your quiz from one place.

Quiz element-level styling

Select the quiz element, scroll to its "Design" settings, and adjust styles for that element — progress bar, questions, next and back buttons. Element-level styles override theme styles.

Per-question styling

Each question will often need slightly different formatting — one may have horizontally positioned text options, the next vertically stacked image options. Click to edit the question and open the "Design" tab to adjust layout, spacing and colors for that specific question.

Integrate your Klaviyo quiz with Klaviyo

With your questions created and your properties mapped, jump to the form step of the quiz. Select the form in the funnel builder and click to the "Actions" tab in the side panel.

Click to add or manage integrations, find Klaviyo in the list, click "Connect", and follow the on-screen instructions to authorize the integration.

Segment contacts in Klaviyo

Now set up an automation to sync field values from form submissions into Klaviyo. You'll then be able to segment shoppers based on their quiz answers and add them to your lists.

After authorizing the integration, you'll be brought back to the "Actions" modal. Scroll down to the automations section and click "Add Automation". Select the automation type that adds a profile to the relevant Klaviyo list — for example, "Klaviyo — Add to list" — and choose the appropriate list.

All new subscribers will now be added to that list when they complete the quiz form. You can add further automations too — adding a subscriber with SMS consent if you collected a phone number, or updating profile properties.

You'll also want an automation that tracks quiz completion as an event in Klaviyo, which is what lets you fire a post-quiz follow-up flow.

Map ConvertFlow's preset fields to Klaviyo

Email address and first name are mapped to Klaviyo for you. For the rest — last name, phone, company — open your Integrations page and click the Fields button, then enter the data name of the Klaviyo property each preset field should write to.

Configuring Klaviyo quiz completion actions

Set the confirmation type — what the quiz taker sees on completing the quiz. Examples include:

• Showing a simple thank you message
• Redirecting to a URL you paste
• Jumping to another step in your funnel
• Triggering another ConvertFlow campaign (quiz → popup)

If you need conversion pixels and custom scripts to fire on completion of your quiz, add them through the script manager.

Conditionally mapping answers to Klaviyo quiz outcomes

Want to conditionally perform actions when your quiz is completed? Click "Add Conditional Action" from the quiz element's "Actions" tab.

For each conditional action you add, you can conditionally:

• Redirect to a different URL
• Jump to a different funnel step
• Show a different thank you message
• Display a ConvertFlow popup campaign
• Run specific automations — including adding to a different Klaviyo list per outcome
• Fire specific pixels and custom scripts

Complex Klaviyo quiz outcomes

Reduce complex scenarios by ordering your quiz answers alphabetically and using conditions such as "if answers are mostly A". These help define conditional scenarios for quiz takers who mostly answer with options positioned alphabetically — for example, if answers are mostly B, redirect to bundle B.

Or you can use numerical quiz scoring to more dynamically handle quizzes with lots of possible outcomes, and display a quiz score result at the end.

Set up personalized product recommendations for your Klaviyo quiz

Using the products feed and product hero elements, you can quickly showcase personalized product recommendations.

Filtering which products show

First, select the product source. Product elements can use products added to ConvertFlow or from your connected ecommerce platform, such as Shopify.

Conditional Klaviyo quiz product recommendations

Using the product element's conditional recommendations feature, you can conditionally show products based on quiz answers — useful for quiz outcomes and recommendation feeds where you want to recommend dynamically without creating separate campaigns or funnel steps.

Once added, set the conditions for the recommendation scenario. You can add as many conditions as you like using ConvertFlow's full selection of targeting conditions, and control whether ALL or ANY must be met. Then configure which products should show — via the Shopify products filter, or by adding custom products if using the ConvertFlow source.

Simplifying mapping Klaviyo quiz answers to lots of product SKUs

Using the quiz auto recommendation filter

With the "Quiz Auto Recommendation" product filter, ConvertFlow automatically uses answers submitted to your quiz questions and custom fields to filter products in your catalog. Toggle between products matching ANY or ALL answers to set how strict the recommendations are, and use the exclusion dropdown for any questions or fields you don't want considered.

Using A/B/C mapping

To quickly map answers to product recommendations in long quizzes, use "if answers are mostly A/B/C" conditions to map lots of answers to multiple recommendations based on alphabetical order. Selecting mostly A answers recommends Shopify collection A, and so on.

Use Klaviyo quiz answer merge tags

ConvertFlow's Shopify products filter supports merge tags, so quiz answers can dynamically filter products. Use this when the values of your quiz answers map to how your products are named — for example {apparel_type} to only show hoodies if the shopper selects hoodie, or {shirt_size} to filter variants.

Pro tip: when using comma-separated values or merge tags in product filters, toggle the AND/OR operator to control whether the product name must contain all keywords or any keyword.

Customize the design of your Klaviyo quiz product recommendations

With your products added, customize design options from the side panel:

• Grid or list layout
• Maximum number of products to show
• Margins, padding, container widths
• Button colors, font types, text styling

Preview your Klaviyo quiz funnel

Click "Preview" in the top right of the builder to view your quiz as it will appear on your store, and test its functionality. Any automations you've set up won't run here — so you won't be creating profiles or adding them to your Klaviyo lists while testing.

Launch your Klaviyo quiz funnel

On the Launch page you'll see slightly different options depending on the format chosen earlier.

• Landing page: select your domain and customize the URL path.
• Popups and sticky bars: set the pages the quiz shows on, and which visitor segments see it.
• Embeds: copy the embed code to any page on your store, with optional visitor segment targeting.

Report on your Klaviyo quiz

The funnel breakdown report shows where shoppers drop off question by question, and which answers they select — with orders, revenue and AOV attributed to each answer.

Segment and personalize in Klaviyo

Once answers are landing on Klaviyo profiles, build segments inside Klaviyo on those property values, exactly as you would with any other profile attribute.

This is where a quiz stops being a lead-capture tactic and becomes a retention one: your abandoned-cart flow can reference the products someone was recommended, your winback can reference the goal they told you about, and your campaigns can be sent to the answer rather than the whole list.

The connection works in reverse too — ConvertFlow can read your Klaviyo segments and personalize your store for them, so a returning quiz taker sees their recommended products again instead of being asked to retake the quiz.