Klaviyo Survey Tool — Collect & Segment

Why run Klaviyo surveys in ConvertFlow

Most survey tools give you a report. The answers sit in a dashboard, someone reads them once, and nothing downstream changes.

A survey wired into Klaviyo behaves differently. Each answer is written to a property on the shopper's profile, so the response becomes a segment you can email against. Ask why someone hasn't repurchased and you can build a flow for each reason.

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 survey takers can be segmented and enrolled in flows the moment they answer.

How to build the best Klaviyo surveys

By adding a Klaviyo survey to your ConvertFlow landing page, popup, or embed, you can ask your visitors a question and present them with fixed answers for them to select.

To add a survey to your campaign, click to add an element and choose the "survey" element type.

Klaviyo survey options

Once you've selected a survey element, you'll be able to manage its survey options in the builder panel.

Here you can add survey options, arrange their position, edit their text, and map your survey to a Klaviyo profile property.

If you want your visitors to be able to select multiple options, toggle the "multi-select" option. Multiple selected values will be mapped to your property separated by commas.

Each survey option can also have images if you want clickable images for your visitors to select from.

To control additional settings for your survey options, such as:

• Separating the data value from the displayed label
• The image used in the survey option
• The score increase or decrease applied by the survey option

Then, click on the survey option to open up a settings modal where you can control each of these options.

Map survey answers to Klaviyo properties

This is the step that makes the survey worth running. Use the "Map to custom field" dropdown on the survey element — pick an existing property or create a new name with "+ New field name".

Klaviyo creates the matching property automatically the first time a profile is sent, so there's nothing to configure in Klaviyo beforehand. Once answers are landing on profiles, each becomes a segment you can build a flow against.

Keep your answer values short and consistent — too-expensive rather than It was a bit too expensive for me — because those are the strings you'll build Klaviyo segment conditions against.

Styling your Klaviyo survey

Below the survey option settings and in the "Themes" tab, you'll find the style controls — width, text alignment, fonts, colours, sizing, whether options are stacked or responsive, drop shadows and more.

Klaviyo survey confirmation actions

While a survey element is selected, click to the "Actions" tab to choose what happens when someone selects a survey option.

• Redirect your visitors to a URL
• Show another step in the campaign, or specific steps based on the selection
• Display a thank you message
• Display another campaign you've created in ConvertFlow
• Open an SMS message to a phone number

Adding automations to your Klaviyo survey

Here you can also add automations — ConvertFlow actions such as sending a lead alert to a team member or adding a ConvertFlow tag to segment the survey taker for future targeting.

You can also add Klaviyo automations: choosing which Klaviyo list the profile is added to once they've completed your survey, so segmentation happens at the moment of the answer rather than in a later sync.

Map ConvertFlow's preset fields to Klaviyo

Email address and first name are mapped to Klaviyo for you. With Klaviyo connected, your Integrations page shows a Fields button — use it to map ConvertFlow's remaining preset contact fields to Klaviyo properties by entering the property's data name.

Running scripts & pixels when completing your survey

By adding scripts to your survey's confirmation actions, you can fire conversion pixels in your advertising platforms and perform other custom javascript. ConvertFlow runs scripts added here only after a survey option has been selected.

Adding conditional logic to your Klaviyo survey

By default, your survey performs the confirmation action you've set. But there may be scenarios where you want to act only for certain people — directing survey takers to a certain outcome based on the sum of their selections, or adding to a different Klaviyo list per answer.

By clicking "+ Add Conditional Action", you can perform actions only for the visitors that meet the conditions you've defined.

Target who gets asked

With Klaviyo connected, target the survey to specific Klaviyo segments — buyers only for a post-purchase question, a particular cohort for NPS — rather than showing it to all traffic and diluting the responses.

Segment and personalize in Klaviyo

Once answers are landing on Klaviyo profiles, build segments from those property values and target your flows against them.

You can also personalize your store for Klaviyo segments — so what someone told you in the survey changes what they see on their next visit, not just what lands in their inbox.