The Survicate and Klaviyo integration allows you to:
Update Klaviyo subscriber profiles with survey responses to any field of your choice in real-time;
Create automated campaigns based on survey responses as well as segment your email audience more effectively;
Create new leads in Klaviyo based on the Contact Form survey submissions.
This article will teach you how to connect Klaviyo integration step-by-step on a survey level to update contact properties with survey responses or create new contacts when someone answers your survey.
📌 Before connecting the integration, make sure your respondents will be recognized. Collecting respondents' information to pass data to the correct Klaviyo contact is necessary.
Create your survey
The Klaviyo integration works with all survey types if the respondents are identified.
See more in the Share your survey part.
In this guide, we'll show you how to create an Email or Shareable link survey and share it via Klaviyo.
If you'd like to connect the integration to another survey type, you can jump to the Connect your survey section.
Click on + Create new survey, select any creation method (a template, using AI survey creation, or adding your own questions), and survey type:
In the Configure tab of the survey, select Klaviyo as the tool to identify respondents with:
For more in-depth instructions, check out our article.
Enable Klaviyo integration
1. To enable Klaviyo integration, go to the Integrations tab, find, and pick Klaviyo from the list of integrations.
Click the Connect button to set up the authorization.
2. A pop-up window will appear for you to log in to your Klaviyo account.
If you don't see the pop-up window, you may need to allow pop-ups in your browser - please look for the settings in your browser URL bar or use instructions for Chrome, Firefox, Opera, Edge, or Safari.
Connect your survey to Klaviyo
Now that the Klaviyo integration is connected, you can set up individual settings for each survey. Go to your survey, select the Connect tab, and choose Klaviyo from the list of available integrations:
Here, we'll look closer at all the possible options and features that you can set up for each survey.
Update contact properties
Update contact properties
Once the integration is enabled, you'll be able to flow all survey responses into Klaviyo as contact properties. By doing so, you'll enrich your Klaviyo subscriber profiles with invaluable survey insights.
1. Select the question you wish to update the fields from. To avoid flooding your Klaviyo user profiles with data, we enable you to decide on a question level whether or not to send responses to Klaviyo.
❗ Ranking and Matrix questions are not supported for Klaviyo integration
2. Select the prospect field you want to integrate with from the list or add a new one by writing the name of the new field:
❗️We do not display your custom properties in the dropdown list. If you'd like to flow survey responses into a custom property you've created beforehand, just type in the property's name and confirm by clicking +Create [property name].
By default, Survicate is sending the content of an answer as the prospect field value, but you can change the label to make it shorter or to fit your data structure - click edit mapping to modify these values:
📌Note: We send the values mapped based on the response group for the NPS® question. However, if you'd like to receive your numeric value, you can switch on "Send Answers as 0-10 values".
3. You can connect more questions to your integration by clicking ➕Connect another question and applying the same steps.
Create new contacts
Create new contacts
1. To create a new contact in Klaviyo from Survicate, add a Contact form question to your survey with a required Email field.
2. In the Connect tab of the survey, under the Settings tab of the Klaviyo Integration, select Create new contacts and select the contact form you have added to the survey.
3. You have to add all your new contacts to the chosen Klaviyo list. To do that, enable Add contacts to Klaviyo list and pick a list.
Test the integration
Once you have your survey ready and integration set up, you can test it without leaving Survicate - click the Test Integration button next to any field you've created
We will create a test user and send questions answers in the format you selected.
You can view it by clicking See sample data:
You should see any responses pushed to Klaviyo as an event and under the Information section on the dummy user profile.
Share your survey
After everything is set up in your survey, go to the Share tab and decide how to send your email survey.
The Klaviyo integration will work as long as respondents are identified!
If you use a mailing list in Klaviyo to distribute your surveys, we automatically capture subscribers' first & last name and email address information - so you'll know who responded to your survey! You'll be able to filter survey results by these attributes, too. You can also add any attributes to your survey link that are supported by Klaviyo.
Direct link
Direct link
Grab a link to your survey from the Copy Link button, and hide it behind a CTA button or hyperlink.
Launch in an email
Launch in an email
Display its first question directly in the email's body, and start the survey directly from the email. They'll then be redirected to a landing page to take the rest of the survey.
1. Click Get your code, then copy the HTML code.
2. Open your email builder in Klaviyo, go to Email Templates, and pick the template you need.
3. Choose the Text block where the survey should be placed or add a new Text block to the template.
Click on Source code, remove the text that you see there and paste the HTML code of your survey in the field.
4. Create a new Campaign with the use of your new template, send your email, and get ready to dive into your insights.
You can use the Klaviyo integration with other survey types, as long as respondents are identified:
If you created a Website or in-product survey, learn how to identify respondents by passing their
emailwith JavaScript. Then, launch the survey.
For Mobile app survey, check here how to identify respondents by passing their
emailattribute to Survicate with the Mobile SDK. Then, launch the survey.
💡 Alternatively, in any survey type, use a Contact form question to ask respondents for their email address (and, optionally, other details). Make sure to place the Contact form before the questions mapped to Klaviyo fields.
❗️Please note that the integration won't work for anonymous responses.
Analyze your survey results
After your survey starts collecting responses, you will see them immediately in the Analyze tab of the survey.
The Analyze tab shows you Overall results with statistics and over-time data, as well as Individual responses to look into each survey submission in detail.
You can check out our guide for an in-depth description of all the possibilities of the Analyze tab.
Feedback in the Insights Hub
💡 To obtain even more comprehensive feedback, we recommend syncing survey responses to the Insights Hub, where they will be automatically analyzed and categorized into Topics along with feedback from your other sources, such as:
online reviews,
call transcripts.
After you connect sources to the Hub, feedback will appear there in real-time, and it will be automatically segmented into Insights and categorized into Topics:
The Hub will categorize and analyze feedback from surveys and other sources, to:
automatically detect customer sentiment;
identify technical issues and bugs reported by users and segment them into Topics and actionable Insights;
understand your customers' needs and wants better.
You can also ask the Research Assistant to quickly and effectively find answers to all your questions. The responses are generated based on the feedback you integrated into the Insights Hub and the answers collected with surveys in your workspace.
Best practices
Personalize the survey and boost the response rate by recalling respondent attributes
Personalize the survey and boost the response rate by recalling respondent attributes
Include the respondent's name in the survey for a personalized touch or some other fact you know about them without creating a separate survey for each respondent!
You can add respondents' attributes (an identifying trait) to the email's name or body and to the survey's URL.
It's possible thanks to our attributes recalling feature and the possibility to recognize who answered the survey automatically. Including their name in the survey makes them feel seen, without too much additional work on your side!
Add a survey to your newsletter
Add a survey to your newsletter
By including the NPS survey in your Klaviyo email campaigns, you can better track client satisfaction levels and address any feedback from customers.
You can find out how to create a newsletter in Klaviyo here.
You can add follow-up questions to those who rated the newsletter badly to ask them for tips on what to improve.
Here's an example template for a newsletter survey, ready to use!
While creating your survey, you can start with one of our ready-to-use templates or add questions from scratch. In both cases, you can edit the questions to include the following examples.
Automate an Email survey to be sent out after a customer's first purchase
Automate an Email survey to be sent out after a customer's first purchase
A survey you send in a Klaviyo email sent after purchase can inquire about product quality, shipping, or customer support. The answers will help you identify areas for improvement and increase customer satisfaction.
Klaviyo describes how to automate an email to be sent after a person's first purchase here.
We'll show you how to build a survey to include in such automation that will ask about all the important aspects of the customer's experience.
You can use our templates, AI creation, or create your own survey from scratch!
If you'd like to send a link to the survey in your Klaviyo email, using a matrix question is a great way for a respondent to rate multiple parts of the purchasing process:
However, if you'd rather embed the survey in the email, starting with an NPS, a Rating or Smiley scale, or a Single-choice question is better.
FAQ
Why is my Klaviyo integration not working?
Why is my Klaviyo integration not working?
Ensure the integration is enabled at the survey level and that all necessary fields are correctly mapped.
You can also try to reauthorize the integration:
Why are my test survey responses appearing as anonymous in Klaviyo?
Why are my test survey responses appearing as anonymous in Klaviyo?
When you send a test email from Klaviyo, the responses may appear as anonymous because the test email doesn't include recipient-specific information.
To properly test respondent identification, send the survey to an actual contact in your Klaviyo list using the live send option.
📞 If you have any questions on setting up Klaviyo integration - feel free to reach out to our team via chat or email: support@survicate.com.
Net Promoter, NPS, and the NPS - related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.