When a customer completes an Okendo quiz or survey that includes an email question, you can ask for their marketing consent and automatically sync them to a Klaviyo list. This article covers the setup steps for both quizzes and surveys.
In this article, you will learn about:
Before you begin
💡 First, connect Okendo to Klaviyo. See Getting started with Klaviyo and Okendo.
Ask for marketing consent in your Okendo quiz
Open your quiz in the Okendo quiz builder and include an Email question.
Toggle Ask for marketing consent to on.
When a respondent checks "Email me with news and offers", they are subscribed to email marketing in Shopify.
Ask for marketing consent in your Okendo survey
Open your survey in the Okendo survey builder and include an Email question.
Toggle Ask for marketing consent to on.
When a respondent checks "Email me with news and offers", they are subscribed to email marketing in Shopify.
Set up a list in Klaviyo
These steps apply whether you're subscribing quiz or survey respondents.
In Klaviyo, go to Lists & Segments and confirm that your target list exists. Create one if needed.
Click the overflow menu next to your list and select List Settings.
Scroll to Opt-in Process and choose your preference:
Single opt-in: The respondent is added to the list automatically when they check the consent box.
Double opt-in: The respondent receives a confirmation email and must click a link before being added to the list.
Sync email subscribers between Shopify and Klaviyo
These steps apply whether you're subscribing quiz or survey respondents.
In Klaviyo, go to Integrations and open your Shopify integration settings.
Scroll to Sync settings and ensure Sync your Shopify email subscribers to Klaviyo is checked.
Select the Klaviyo list you want subscribers added to.
⚠️ If the Shopify sync is not enabled in your Klaviyo integration settings, subscribers will not be passed to Klaviyo even if consent is collected in Okendo.