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Using a survey response as a Klaviyo Flow trigger

S
Written by Steve Jones
Updated over 3 months ago

If you are a merchant that leverages the Klaviyo marketing platform, then you will be familiar with their Flow automations. A great feature of Grapevine Surveys is the ability for a survey response to be set as the Trigger for a Klaviyo Flow.

The benefits of this new feature are almost limitless:


Segmentation: Segmenting your Klaviyo audience based on survey responses ensures that tailored emails can be sent with content relevant to the survey topic.


Engagement: Follow up on survey responses with a promotional offer, or an invite to further relevant surveys.


Feedback: Follow-up emails for additional insights or to address any concerns highlighted within the initial survey response.


Thank Customers: Show appreciation to respondents for taking the time to participate in the survey. A great way to maintain positive customer relations.

This feature can play a key role in driving further positive customer engagement across a variety of scenarios.

This article will walk you through the simple steps required to set up a survey response as a Klaviyo Flow trigger.

Please note:

Please ensure that the Klaviyo integration has been enabled within your Grapevine Surveys settings before commencing.

Our guide How to enable the Klaviyo integration will walk you through the simple steps required.

Prerequisites

  • An active Klaviyo account

  • The Klaviyo integration has been enabled within Grapevine Surveys

  • Your survey has already been created within Grapevine Surveys

Setting up the survey response as a Klaviyo Flow trigger

Within Klaviyo, navigate to Flows > Create Flow > Create from Scratch and select the create from scratch button.

Select Metric as the trigger type:​

Trigger_metric.png


Within the Metric list, search for survey and then select Survey Response:

survey_response_flow_trigger.png

The Flow map will update to show Survey Response as the Flow Trigger:​

flow_trigger_map.png

Don't click Done just yet though, first we will add a Trigger Filter!

Specify the survey to be used with a Flow trigger filter

Filtering the flow to a specific survey code is an important step. Without this filter, the flow would be triggered by any response one of your live on-site surveys. This could result in customers receiving emails incorrectly.

For our Klaviyo Flow to apply only to a specific survey we will need to locate and copy the survey code. This code can be located within several areas of the Grapevine Surveys app. Please see our article on locating the unique survey code of your on-site survey.

Once you have your unique on-site survey code, return to your Klaviyo Flow and click on the option for Trigger Filters:​

trigger_filters.png

Click on the Add a Trigger Filter button

​Within the Trigger Setup section we need to specify the Dimension and Dimension values:

trigger_set_up_blank.png

Select survey_code as the Dimension, and paste your survey code as the Dimension Value:

dimension_and_code.png

Click Save and then click Done.


The Trigger Filter has now been saved to your Flow Map:

trigger_saved_to_map.png

Splitting email paths based on the survey answer

One example of how complex a Flow based on a survey response can be, is to split the Flow based on the score of an NPS survey. You can then send a different email to your Detractors, Passive respondents and Promoters

NPS_survey_response_flow_3_way_split.png


Here is how one of those configured splits might look:

configured split.png

Survey responses reported to Klaviyo Profile

Survey responses can be seen on the Activity section within a Klaviyo profile:
​​

klaviyo_survey_response_includes_question.png

Need any help?

If you have any questions about the content of this article or any other Grapevine Surveys related question, then please do just get in touch.

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