Gobot's deep integration with Klaviyo allows you to pass data collected by your chatbots and shoppable quizzes over to Klaviyo. For example, you can use your chatbot and/or shoppable quiz as an email or SMS opt in and then send this contact information along with valuable shopper profile data over to Klaviyo for retargeting. You can also send to Klaviyo a list of products recommended by your quiz so you can retarget.
Gobot sends chatter name, telephone address, email address, permissions, and custom properties/fields collected by your chatbot or shoppable quiz to Klaviyo. Further, as mentioned above, Gobot also sends all quiz product recommendations over to Klaviyo. We discuss each of these items below individually.
None of the above data will be transferred unless your bot also collects a visitor's email address - so we discuss email collection below first.
PASSING COLLECTED EMAILS
By dragging the Email Field button into your bot script you can get your bot to collect emails. You can also use this functionality to trigger the sending of an email or email sequence by adding the collected email to an email list in Klaviyo. All you need to do is choose Klaviyo in the right hand panel (see images below) and connect it to Gobot.
Step 1: Drag the Email Field button into your bot script.
Step 2: Click Show advanced options in the right hand panel.
Step 3: Click Configure New Account and paste your Klaviyo API key.
As an initial step, copy your API token from your Klaviyo account, located in Klaviyo admin under Account > Settings > API keys.
Next, select Klaviyo and the Klaviyo email list where you want the new email address added.
Paste your API key into the Connect New Account window.
Easy, right? If you follow the above steps, all emails collected by your bot will be automatically added to a campaign of your choosing in Klaviyo.
Note: By default, Klaviyo enforces double opt-in for subscriptions. If you do not receive the opt-in email, check your spam folder. Emails collected by your bot will not be entered into your Klaviyo list until the Klaviyo opt-in is registered.
Don't use a separate email marketing platform? No worries! You can also use Gobot directly to send emails to website visitors chatting with your chatbots. Click here to learn more.
PASSING QUIZ CUSTOM PROPERTIES / FIELDS
You can easily pass valuable customer profile data collected by your shoppable quiz into Klaviyo. After creating your quiz in quiz or product finder mode, and dragging the quiz / product finder element into the center panel of the bot builder (quiz building instructions here), you can opt to pass quiz data, including shopper responses and product recommendations output by your quiz, into Klaviyo. In the right hand panel, under CRM Integration, select Klaviyo and follow the steps to connect your account to Gobot. As detailed above, you will need your Klaviyo API key handy.
Note that you can pass data into multiple systems simultaneously. Note further, as detailed above, that your quiz data will not pass unless your bot also collects a visitor's email address.
After a visitor engages with your shoppable quiz within approximately 15 minutes their information will be synced with Klaviyo. By way of example, see a sample customer profile below.
On the left side you'll note that name collected by the bot is included in the Klaviyo profile record. Also, because "Subscriber granted consent" was checked off in Gobot, the Accepts Marketing Custom Property is "true".
Listed under Information are responses to each question presented by the quiz. In this quiz one question was presented inquiring as to a shopper's preferred fit for jeans ("Gobot Preferred jeans fit") and the shopper selected two jean fits that suited him: Stretchy and Baggy. Now that you know this customer's preferences, you can use this information to enroll him in a personalized marketing campaign - in this person record you can see that Bob was enrolled in a list called "test" under Lists & Segments. You can also use this data to dynamically further personalize the browsing experience for this customer.
You will also find the recommendations presented to the chatter after completing the quiz in the Klaviyo record above. In this case, "Gobot: Recommended Jeans" was the name of the quiz as set in Gobot and five different pants are listed as recommendations presented by the quiz (starting with Micro Pant in Stone).
NOTE: for quiz questions and selected choices to show up in Klaviyo you will need to name each question in the Gobot quiz / product finder builder under Optional Settings as shown below in the screenshot of the Quiz / Product Finder builder with the question element (Preferred jeans fit) selected.
MAP GOBOT TRIGGERS TO KLAVIYO ACTIONS
After passing Gobot data to Klaviyo you can leverage this data to create personalized Lists & Segments, and trigger various Klaviyo Flows.
Using a cosmetics quiz as an example, you can set up a Segment to include all quiz takers that volunteered their hair color to be blonde and treated. You can then create a Campaign or Flow that is triggered whenever a person is added to the Blonde Treated Segment. For example, your store may have products that work particularly well for blondes with highly treated hair and you can use this type of personalized campaign to bring these products to the attention of all such blonde customers.
In the Klaviyo profile screen shot above, a chatter engaged with a quiz that probed as to preferred jeans fit. The quiz taker expressed a preference for baggy and stretchy jeans and was recommended various pants selections matching her expressed preferences. You can create a Segment in Klaviyo for all quiz takers that expressed a preference for both baggy and stretchy jeans. You can also create a Segment for all quiz takers that were recommended one or more particular products.
As a first step, click Lists & Segments on the left and then Create List/Segment in the upper right.
Next, click the Segment option and you will see the screen below where you can select "Properties about someone" from the drop down menu.
Choose custom properties created by Gobot based on chatter responses to your quiz and quiz recommendations. In this example, you could choose either "Gobot: Preferred jeans fit" or "Gobot: Recommended jeans". These labels were set in Gobot. As for "Preferred jeans fit" this is the name set for one of the quiz questions (see how to set in screen shot above). As to "Recommended jeans" this is the name set in Gobot for your quiz.
"Gobot: Preferred jeans fit" corresponds to your quiz fit preference question. You can select from the three quiz choice options presented by the quiz. In this particular example, the choices presented are: baggy, stretchy, flared.
"Gobot: Recommended jeans" corresponds to the products recommended by Gobot after a chatter completes the jeans quiz You can select from all the product recommended by Gobot. This is super useful for retargeting a chatter that doesn't end up buying the recommendation.
Note: If options don't appear when you click in a custom property, start typing and you will see custom properties you have to choose from (those previously applied to a person) appear for selection. If the Gobot custom property you are looking to use for segmentation is not already associated with a person profile in Klaviyo then modify an existing single person profile to include the custom field and then revisit creation of the segment - now the custom field will appear as an option for you to use once you start typing in the field. We suggest doing a trial run of your chatbot/quiz - this will create a test person profile with the relevant custom properties (rather than manually add the custom properties to an existing profile). Once you do that all of these custom properties will be available for selection when you set up your segment.
Once you have your List & Segment set up, you can create an automation Flow to send emails to your personalized list. Click on Flows on the left and then Create Flow in the upper right, as shown below, and then click on Create from Scratch.
Next, name your flow and then select a trigger. In this example, the flow is triggered whenever someone is added to a list called "Loves Baggy and Stretch Jeans" (which is a bit different than the list we created for this example above). The flow also includes an action, which is to send a very personalized email to chatters that expressed interest in this particular type of jeans.
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