You can put a Simplesat survey in any Klaviyo email, whether it's a template, a campaign or a flow email, without connecting Klaviyo.

Connect Klaviyo to save each customer's latest rating on their Klaviyo profile, where you can build segments on it. Connecting also lets you create Klaviyo profiles for people who answer a survey but aren't in Klaviyo yet, and bring your Klaviyo profiles into Simplesat as customers.

The Klaviyo page lists its integrations under Account-wide integrations and Survey integrations. Click Activate integration on each one you want.

The Klaviyo integrations are available on every Simplesat plan. To connect, you need:

To see what a connected tool can read and write, see Integration security, permissions and data flow.

Before you rely on an integration, test it with a real response. Testing an integration end to end walks you through it.

When Klaviyo sends the email, it fills in the variables in the survey code, so each response comes in with the customer's details:

To test the survey, send a campaign to yourself and click a rating. The response shows on the Feedback page.

If a response comes in without the customer's name or email, see Placeholders and merge fields.

If feedback reaches Klaviyo later than you expect, or you want to change an integration's settings, see Writing feedback back, and mapping the fields.

With this integration on, you can build Klaviyo segments from Simplesat feedback, such as customers whose latest sentiment is negative, and a segment can start a flow.

For each response, the integration finds the Klaviyo profile with the same email as the customer and saves these custom properties on it:

It saves them at least five minutes after a response arrives, and again whenever the response changes. If the response has no email, or no Klaviyo profile has that email, the integration skips it.

When someone with no Klaviyo profile answers a survey, this integration creates one for them with their email, first and last name, company and customer ID. It runs as soon as the response arrives.

If a profile with that email already exists, the integration leaves it alone. The new profile isn't added to a list or subscribed to email.

By default, the integration runs on Every response from all current and future surveys. To choose which surveys and sentiments it runs for, go to When should this integration run? and choose Let me choose.

Let me choose shows a row for each active survey in your workspace. Each row has switches for positive, neutral and negative responses (the green smiling, orange neutral and red frowning faces), each with and without a comment. Switch on the ones that should create profiles. A response creates one only when the switch matching its survey, its sentiment and whether it has a comment is on. Every switch starts off, so a survey you don't switch on creates no profiles.

When you first click Activate integration on Sync profiles from Klaviyo to Simplesat, it fails with "400: Bad Request - Trigger missing interval" because the sync has no run schedule yet. Contact us, and once we've set the schedule, click Activate integration again.

The first time Sync profiles from Klaviyo to Simplesat runs, it imports every Klaviyo profile, which can take a few hours on a big account. After that, it runs on the schedule we set, and each run picks up only the profiles that changed in Klaviyo since the last one.

Each customer comes in with their email, name, company (the profile's organization) and Klaviyo profile ID. The sync doesn't change anything in Klaviyo.

Contact sync from a connected tool has more on how contact syncs work.

Moving to a different Klaviyo account turns your integrations off until you activate them again, so note which ones are on before you start.

Each integration keeps its settings. Responses that arrive while an integration is off aren't sent to Klaviyo. Survey code in your Klaviyo emails keeps working the whole time.

The integration needs a run interval before it can switch on. Contact us, and we'll set one up so you can activate it.

Check these:

A Klaviyo email has no ticket ID, so Simplesat can't tell two clicks on the same email apart. Each click on a rating creates a new response, and each one counts in your reports.

Simplesat checks the connection only when you first connect. If Simplesat's access is later revoked in Klaviyo, the integrations fail, but the page still reads Authenticated with Klaviyo. To fix it, click Revoke access, then Authenticate, then Activate integration on each integration you use.

If the page does show an error message, Integration error messages and what they mean explains it.

Yes. Turn on Sync Simplesat feedback to Klaviyo profile, then build segments on profile properties such as latest nps or latest sentiment.

Yes, through a segment. Build a segment on a property such as latest sentiment, then set the flow to start when someone joins the segment. Simplesat updates profile properties. It doesn't send events to Klaviyo.

Simplesat keeps every response. The Klaviyo profile holds only the latest rating for each metric, plus the latest sentiment and comment.

No. It creates a profile only when no Klaviyo profile has that email, and leaves existing profiles alone.

Yes. Paste the survey code into the flow's email, the same way you would for a template or campaign. The flow decides when the email goes out, for example a number of days after an order is delivered.