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Klaviyo Notifications for Kno Surveys Results
Klaviyo Notifications for Kno Surveys Results

Describes setup to send notifications using KnoCommerce survey triggers for customer support or general survey result awareness

Landon Anspach avatar
Written by Landon Anspach
Updated over a week ago

There may be situations where you would like to be notified about particular survey response events. One way to do this is to set up notifications to be emailed to a particular account email. Here are the instructions on how to set this up within KnoCommerce and Klaviyo.

Setup Klaviyo/KnoCommerce Integration

Make sure that you have set up the integration using our Klaviyo help doc. Key points to this integration are:

Setup Data to Push to Klaviyo

KnoCommerce pushes data into Klaviyo on a question-by-question basis. You can create the settings to get data into Klaviyo within the 'advanced settings' options on each individual question in the survey builder.

The data that will be added as a Custom Property on customer profiles is two-fold:

1. Survey Completion status - This will be the survey title prefixed by Kno Survey. The values will be: view, partial, completed.

2. Question Tag - This will be the question title prefixed by Kno and followed by the particular response for that question.

Creating a Klaviyo Segment

Once the data starts getting pushed into Klaviyo (you'll need to wait to do this step until several customers have answered your survey and the question data has been pushed into Klaviyo), you can set up your segment!

The main part of your segment definition will use 'Properties about someone' to start, but from there, you've got several other options.

Survey Status Trigger

From there, you can use survey completion status as partial, view, or completed...

Question Trigger - Any Answer

Or you can use the question tag + 'is set' for anyone who answered that particular question...

Question Trigger - Specific Answer

Or you can use the question tag + a specific answer to the particular question...

Multiple Triggers can use multiple criteria that combine any number of these settings to get the specific combination you want! Lots of possibilities here!

Creating a Klaviyo Flow

Now you'll need to go to the Klaviyo Flows section, click Create Flow in the top right-hand corner of the page, and then click Create From Scratch in the top right-hand corner of the page.

Create the Flow

In the popup modal, give the Flow a name (no tags necessary) and Create Flow.

Trigger Setup

On the next screen, select a Segment as your Flow Trigger.

Then you'll need to search for the Segment that you've already created, select it, and click Done in the lower left-hand corner of the page (no Flow Filters necessary).

Optional: Time Delay

You can choose to add a time delay if you'd like, but this is not necessary.

Notification Setup

The next step is to add a Notification to your flow.

Then you'll need to configure the settings for that notification, depending on where you want to send it and what information you want it to contain. Make sure that you set the following:

  1. Send to - the emails you want to receive the notification (up to 5)

  2. From - Profile of Sender

  3. From/Reply-To Email - the reply email address

  4. Subject - Email Subject

  5. Email Content Text - what information/content you want your notification to contain

For the email content, depending on the context of the flow that you're creating, you can choose to either send the content of one survey question OR you can send the full content of the survey by adding all of the custom properties/individual questions from the survey in which you're interested.

NOTE: Essential to this portion of the setup will be using Klaviyo's variables within your notification text. Check out their help doc on Template Tags & Variable Syntax for more details on how to utilize that capability in Klaviyo.

The last step for the notification is to push Save for the Notification settings, then turn the notification from Draft status to Live Status.

Deploy the Flow

The final step is to deploy your Flow in the top right-hand corner!

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