NOTE: Click here to learn more about using the Klaviyo integration to sync your customers to Retently.
The native Klaviyo integration allows you to export survey data and assign them as contact properties and adds them as events that you can use as filters for your automated Klaviyo messages.
Manage the survey data export
Go to the Integrations page and connect the Klaviyo integration by clicking the Connect button and pasting the API key in (more info can be found here). If the integration is already connected, then go to the desired campaign.
In the campaign you want to export data from, choose the submenu "Export".
Next, go to the "Export" section in your campaign, and click the OFF toggle next to Klaviyo:
You will then be redirected to your Klaviyo account, where you'll be asked to choose what Klaviyo workspace you would like to connect to Retently.
After selecting the needed workspace, you will be redirected to the campaign's "Export" section in a few moments, and you should notice that the Klaviyo toggle is not set to ON. By default, all options are selected, but you can remove the checkmark to the fields that you don't want to export to Klaviyo.
After configuring your export and saving the campaign settings, every time you will receive a new survey response in this campaign, the integration will automatically export the selected fields to Klaviyo.
The integration can export the following data:
Response rating - Export the answer to the Main Rating question as a contact property in Klaviyo.
Response button label - Export the answer as a button label to the Main Rating question as a contact property in Klaviyo.
Response category - Export the respondent's category (Promoter, Passive, or Detractor) as a contact property in Klaviyo.
Response text feedback - Export the comment left to the Main Open-ended question as a contact property in Klaviyo.
Last survey response date - Export the date of the last received response as a contact property in Klaviyo.
Last survey sent date - Export the date of the last survey sent as a contact property in Klaviyo.
Response as a note - Automatically generate a note with the survey response details and add it to the contact's profile in Klaviyo.
Retently profile link - Export the survey respondent's Retently profile link as a contact property in Klaviyo.
Account CX score - this export is available only if "Accounts" are included in your plan. It will export the value of the Account CX score that is calculated based on the domain of the customer.
NOTE: If the customer answers another survey, the data in these fields will update automatically to display the latest survey data. Except for the notes, as they are not updated. Instead, a new note will be created with the new response.