Transactional surveys are sent when an external event is triggered. In simpler words, when something happens outside of Retently, a survey is triggered.
In this article, we will cover how you can trigger a survey via Klaviyo.
Set up a transactional campaign in Retently
Start with creating a new transactional (email or in-app campaign) in your Retently account.
Review all campaign sections and adjust them as needed: templates, audience, trigger, reminders, alerts, autoreplies, etc.
Next, go to the Trigger section, select "Generic webhook" from the triggers menu, and copy the generated webhook URL; you will need to add it soon to Klaviyo.
After you've finished adjusting your campaign, you can save it and switch it ON. No surveys will be sent out just yet, as the campaign needs to be connected to an external source of events, in this case, Klaviyo.
Track Klaviyo events via Flows
In your Klaviyo account, go to the Flows category, and either create a new flow or adjust an existing one.
Next, configure the Flow's trigger. This is the event that once fired, will dispatch the email survey from Retently.
Afterward, add a Webhook action to your Flow, and paste the Retently "Generic Webhook" URL you've copied from your campaign's Trigger section to the "Destination URL" in Klaviyo Flow.
Scroll a little lower, and you will see the "JSON body" text area, which is where you have to specify what data you want to send to Retently, along with your contact that is about to be surveyed.
You can start with these basic fields:
{
"email": "{{ person.email|default:'' }}",
"first_name": "{{ person.first_name|default:'' }}",
"last_name": "{{ person.last_name|default:'' }}"
}
If needed, you can also send other properties to Retently. To do this, follow this short tutorial:
Create the property in Retently first, and make sure the property name is written in lowercase and spaces are replaced with underscores. For example, instead of Register Date, your property should be register_date: https://app.retently.com/settings/contact-attributes/contact-props.
Next, add the property name to the "JSON body" field in Klaviyo Flow.
Finally, make sure that the Retently property has a Klaviyo merge field associated (the element in the {{}} symbols).
Once everything looks ok, you can save your Klavioy Flow, and the moment you activate it, every time the Flow's trigger is fired, the contact will receive a survey via Retently.