The Ecommerce

Personalization
Playbook for Marketers
Driving Revenue with Quizzes, SMS,
Messenger, Opt-ins & More
Table of Contents
Introduction from Matt Schlicht, CEO + Co-Founder, Octane AI Recommended Resources for DTC Brands
Foreword from Nik Sharma, Sharma Brands
The Playbook Playlist on Spotify 108 Influencers to Follow on Twitter
109 Podcasts
The Future of Ecommerce
110 Blogs & Newsletters
Why is Personalization Important? Step-by-Step Guide to Maximizing Your Return With Octane AI

15 24 Mind-Blowing Personalization Stats that will Help Your Ecommerce Brand Grow The Shop Quiz
20 Section Summary: Key Tips & Takeaways Shop Quizzes for Shopify: Understanding Quiz Functionality and Possibilities
116 Defining the Goal and Structure of Your Quiz
How to Personalize the Customer Journey to Accelerate Growth
122 Creating a Roadmap of the Customer Journey Through Your Quiz
22 Drawing Customers In With Engaging Tools 128 Taking Your First Steps Into the Shop Quiz Tool
28 Leveraging Buyer Profile Data to Personalize Every Touchpoint 134 Use Questions and Answers in Your Quiz to Gather Data and Lead
32 Building Emotional Connections and Retaining Customers for Life Customers to the Right Purchase
38 Section Summary: Key Tips & Takeaways 142 Sync Customer Data and Buyer Profiles to the Platform of Your Choice With Opt-ins
147 Use Explainer Screens to Set the Pace and Vibe of Your Quiz With Custom
Personalizing the Customer Experience with Octane AI Content
153 Build Buyer Personas and Personalize Product Recommendations With
41 A Journey Map: How Octane AI Can Power Personalized Customer Experiences Results Pages
42 The Shop Quiz 162 Analyze, Edit and Embed Your Quiz From Its Main Hub
56 Facebook Messenger & SMS Marketing Automation 164 Add Your Quiz to Your Shopify Store With a Simple Embed
64 Opt-Ins and Pop-ups 171 Learn Valuable Insights From Your Shop Quiz
70 Analytics & Data 175 Understand Your Customers Through Buyer Personas
75 Integrations
85 Section Summary: Key Tips & Takeaways Shop Quiz Integrations and Maximizing Your Remarketing
182 Translating Your Shop Quiz Analytics Into Your Messaging
Additional Ecommerce Tools to Enhance the Customer Experience
189 Use Facebook Opt-ins to Send Targeted Sales Notifications in Messenger
87 Insights, tips and exclusive offers from our friends helping deliver a better ecommerce 195 Enhance Your Email Campaigns With Quiz Insights Through Octane AI’s Integrations
experience 203 Use Shop Quiz Integrations Together to Maximize Your Audience

Tips & Tricks for Maximizing the Potential of Your Shop Quiz
211 Show a Discount Code on the Results Page If They Opted In
217 Using Images For Answers
220 Show a Confirmation Screen Between Questions
2
Table of Contents
Promoting Your Shop Quiz Conversational Facebook Ads

227 Placing Your Shop Quiz Where It Matters Most 326 Automatically Send Follow-up Messages to Customers Who Click Your Facebook Ads
343 Send Messenger Campaigns for New Sales, Products, Holidays, and More
Shop Quiz Walkthroughs 350 Send a Conversation Abandonment Message When Customers Click Ads that Click to
237 BeautyBio: A Virtual Skincare Consultation Messenger But Don’t Click Through to The Website
246 Rooted NYC: Matchmaking Plants and People
256 Skinny Mixes: The Ultimate Shop Quiz Barista
Advanced Sponsored Messages
266 Doe Lashes: Discovering Customer Lash Styles
358 Send a Welcome Series Over Messenger to Customers Who Haven’t Subscribed via Email or
Facebook Messenger & SMS
Purchased Yet
General Facebook Messenger Setup & Automated Customer Support
368 Send Replenishment Messages to Encourage Customers to Repurchase a Product That Can
Run Out
Facebook & On-Site Opt-ins
374 Send Win-back Messages to Bring Customers Back Who Haven’t Purchased in a While
281 Collect Messenger, Email and SMS Subscribers When Customers Browse Your Store 382 Trigger Facebook Messages to Customers Based on Facebook Data
291 Collect Messenger and Email Subscribers When Customers Comment on Facebook Posts 391 Use Your Email Marketing Platform to Trigger Facebook Messages to Customers Based on
and Ads Email, Shopping, Rewards, and Subscription Data
297 Collect Email, SMS and Messenger Subscribers When Customers Swipe Up on Instagram
Stories SMS Engagement

Messenger Automation 398 Increase the Amount of Revenue Channels You Have With SMS Campaigns
402 Send SMS Campaigns for New Sales, Products, Holidays and More
302 Send Browse Abandonment Messages to Customers Who View a Product But Don’t
Add to Cart 405 Send SMS Cart Abandonment Messages to Customers Who Add to Cart But Don’t Purchase
305 Send Cart Abandonment Messages to Customers Who Add to Cart But Don’t Purchase
Coordinate with Email
308 Create a “Get Started” Message for Messenger and a Main Menu With Your Most Important
409 Launch an Exclusive Sale on Messenger and Promote It to Your Email Subscribers
CTAs
416 Include CTAs for Connecting on Messenger in Email Campaigns to Customers Who Are Not Yet
313 Connect Customers to Your Contact Page and FAQ Page If They Are Looking For
Connected on Messenger
Support
317 Set Up Automated FAQ Conversations in Messenger
Final Thoughts
322 Automatically Help People Change Their Notification Settings in Messenger
423 Calls to Action: Book a Demo or Try it Free
424 Outro from Matt Schlicht, CEO + Co-Founder, Octane AI

3
Intro: Personalization is the Future of Ecommerce
One of the most inspiring customer experiences is the Businesses who implement this customer-centric
feeling of shopping in a high-end, luxury store. There’s strategy have an opportunity to stand out and grow
always a friendly sales associate there to support you by quicker.
answering questions, getting to know you and suggesting
products they genuinely think you’ll love. This is why we created The Ecommerce Personalization
Playbook for Marketers. It’s important to educate
While shopping, you build a unique friendship. The ecommerce owners and marketers about the massive
associate learns about your likes, dislikes and opportunity with personalizing customer experiences
preferences, and they become a personal friend that’s and how to implement them.
always there to help you during your shopping
experience. Technology can democratize powerful abilities
previously limited to an elite few, and we are only at
Before you know it, you’re exchanging numbers and the beginning of how it will change the landscape of
following each other on social media, so the associate ecommerce. Every day at Octane AI we craft tools to
can reach out whenever there’s something new they bring us closer to what we know is possible.
know you’ll love — it’s a genuine relationship backed by
passion and knowledge, and completely personalized to I hope you are inspired and excited about the ideas,
each and every customer. strategies and tools covered in the next 400+ pages.
Enjoy!
We believe this personalized, high-end experience, scaled
by technology, is the future of ecommerce.
Sincerely,
With the explosive growth of ecommerce and technology Matt Schlicht
advancements, every online business can offer this same
kind of VIP experience using customer journey CEO & Co-Founder of Octane AI
automation, conversational interfaces and artificial
intelligence.

4
Foreword from Nik Sharma, CEO, Sharma Brands
Nik Sharma is the CEO and Founder of Sharma Brands. With visual creative, we focus on identifying value props
Working with ecommerce founders and executives to through customer reviews, customer service feedback, and
enhance their vision and scale their business, Nik has comments/DMs from social media, and then putting that
supported leading brands such as Juneshine, Judy, Drink into video and static creative assets to test.
Hydrant, Cha Cha Matcha and Haus.
Lastly, with on-site web experiences, we use landing pages
When working with brands, the primary focus of my to promote education, and quiz builders to help customers
team at Sharma Brands is to figure out the most narrow down what they are looking to get from the brand.
convenient path to purchase for a customer. In many To keep conversion rate high, we focus on helping
cases, we focus on 3 key areas: target audience and customers identify what they're looking for with a quiz, and
platform, creative and copy, and the on-site web get them to checkout without any fluff in between.
experience.
With customer journeys as a whole, you always want to
With the audience targeting, we focus on identifying who help customers get in with messaging that resonates with
our consumer is, what their interests are, where they them, identify what they're looking for quickly, and get out
live, all the way down to what they might read, where so they can have some of their time back. While you may
they might shop, or what music they might listen to. The believe customers want to spend time on your site, the
goal is to identify who the consumer we're going after is, trust is, they want to buy what they need and continue on
so that we can tailor a targeted message that with their day!
communicates why that persona should become a
customer. Nik Sharma
On creative, we focus on looking at exploring what we CEO & Founder, Sharma Brands
call copy "avenues" and copy "cul-de-sacs". Avenues help
us focus on macro copy points, and the cul-de-sacs help
us narrow down exact wording within those value props.

5
Before you start... We made you a (playbook) playlist.
Listen along as you move through the playbook and jam out.

Search for “The Ecommerce Playbook Playlist by Octane AI” or

Listen Now
on

6
The Future
of Ecommerce

7
The Future of Ecommerce

In 2020, there was one thing no one could predict: the This global shift in consumer behavior fueled ecommerce growth
global pandemic, causing a shift in consumer behavior. to accelerate by 5 years (IBM). Ecommerce spending in the USA
increased by 30.1% (DigitalCommerce360) and doubled in
Before 2020, shoppers relied on globally-distributed Canada (Retail Insider).
consumer goods from large retailers. With the global
pandemic throwing a wrench in everyday routines (and The greatest part? The ecommerce industry is just getting
causing a shortage of everyday products like toilet paper), started.
people turned where they always do—Google.

This shift in the world pushed shoppers to search for new

ways to buy. This gave direct-to-consumer brands the
opportunity to boast about their benefits, such as the
ease of direct delivery, the competitive pricing without in-
person retail mark-ups, and the stylish branding for even
the most basic product categories.

Discovered by everyday consumers were DTC brands that

had been there all along. Brands like Who Gives a Crap
for sustainable toilet paper products, Tushy for bidet
attachments, or cleanly-branded Good Wipes for
decomposable hygiene wipes.
Source: U.S. Census Bureau News

8
The Future of Ecommerce

The Highest Hurdle for DTC Brands to Overcome

The early advantage for brands who were born direct-to- So what’s the key differentiator for winning ecommerce
consumer is wearing off. Fast ecommerce growth has sent brands? Personalization.
signals to big-box retailers that they have an unseized
opportunity with online shoppers. And, they are using
their resources to begin to compete.

Large consumer product goods (CPG) organizations are

acquiring DTC-born brands and doubling down in the
ecommerce space.

For example, Unilever acquired Dollar Shave Club, a DTC

subscription razor products company. Shiseido acquired
Drunk Elephant, a clean skincare company. Procter &
Gamble announced plans to acquire Billie, a DTC shaving
products company.

There are digitally native vertical brands that are winning

over their product categories: Casper, a DTC mattress
company, made an initial public offering on the New York
Stock Exchange. Gymshark, a fitness apparel company,
received funding from General Atlantic and was valued at
over $1 billion.

9
The Future of Ecommerce

Why Some Brands Win and Some Brands Don’t

Let’s take a deeper look at Dollar Shave Club. One of the key reasons Unilever acquired Dollar Shave Club was
the “deep connections to its diverse and highly engaged
Dollar Shave Club has dominated the DTC shaving space consumers.” For most brands, this could be the difference between
for years because they have created a personalized acquisition or direct competition.
experience. They use data analytics to target and
personalize emails, and use this data to ensure
subscriptions are personalized with the right product
offerings. This personalization is what builds lifelong
relationships with its customers and has made it difficult
for competing brands to replicate.

For every visitor, Dollar Shave Club offers a unique online

experience that mimics an in-store consultation. This
consultation allows them to collect data on customers,
enabling them to build individualized relationships at scale.

With every interaction, Dollar Shave Club uses advanced

technology to personalize the experience. They retarget
certain customer segments, send personalized emails
based on minute details, and, above all, are creating a
relationship that cannot be replaced by a competitor or
large corporation.

10
 WHAT IS ONE STRATEGY EVERY WINNING BRAND USES?

“Creating at least two robust email funnels: (1) new subscribers — onsite capture
to 5-8 part welcome flow — and (2) post purchase, especially to get reviews and
UGC from holiday customers (i.e., gifters) as well as aggressively push those
holiday customers into returning customers post-Christmas and into the New
Year.”

Aaron Orendorff
VP of Marketing
Common Thread Collective

11
Why is Personalization
Important?

12
Why is Personalization Important?

The path to purchase used to be simple:

customers entered big-box retailers with brand
impressions from traditional media (like TV or “Customers have a bigger choice than ever, and
newspaper), looked at a shelf of well-placed many brands try to personalise the journey. Given
products, spoke with a sales associate, and this, brands need to really show that they are
chosen an item to purchase. thinking about the customers real needs and wants
and not providing a generic service or brand.”
Now, the purchase path is individualized.
Customers are influenced by various channels — Adam Pearce, Founder of Blend Commerce
they spend time with—from TikTok to YouTube.
By the time they engage with a brand directly,
they expect a personalized experience. In fact,
63% of consumers (Retail Customer Experience)
say they expect personalization. Without
personalizing the shopping experience, you’re
telling customers that you haven’t been paying
attention to their unique needs.

13
Why is Personalization Important?

5 Experts on Why Personalization is Important

“Unless you sell a hyper-unique product, “Looking beyond the pixel for "There is so much noise out there. If you
you'll always have competition. Customize personalization is so important in today’s don't personalize your customer journey,
that journey so the buyer feels like they are a customer journey, both on and off-line. you will likely be skipped over.
part of your team.” People love feeling special, and going Competition is fierce and if you can catch
beyond that to build value when it my eye quickly then I'm more likely to
matters is taking the customer journey to remember you and make a purchase at
Chase Alderton the next level. This can be achieved by some point.”
Growth Marketing Manager, personalizing your loyalty program
ReCharge Payments
based on customer data gathered Christine Watson
through a quiz or survey, for example. Director, CRM & Email,
Going beyond discounting and offering Tinuiti
something of meaning and value to your
customer ultimately builds lifetime value
“Technology has allowed us to understand more and loyalty.”
than ever about a single persona and their
interactions with a brand. So many DTC brands “Customers will feel appreciated knowing that
aren't capitalizing on that data in a way that you're addressing their wants and needs.”
makes the consumer feel special. They are
missing out on the quickest path to conversion."
Jennifer Root Tommy Ong
Erin Falter Senior Marketing Manager, CEO & Founder,
Growth, Sharma Brands Stamped.io
AdQuadrant

14
Why is Personalization Important?

24 Mind-Blowing Personalization Stats that will Help Your Ecommerce Brand

Grow

81% 70% Up to 50%

of consumers want brands to get to of consumers say a company’s of customer acquisition costs can be
know them and understand when to understanding of their personal reduced with personalization.
approach them and when not to. needs influences their loyalty. ― Adweek
― MarketingDive ― Salesforce

79% 88% 59%

of consumers say they are only of U.S. marketers reported seeing of customers say that
likely to engage with an offer if it has measurable improvements due to personalization influences their
been personalized to reflect personalization, with more than half shopping decision.
previous interactions the consumer reporting a lift greater than 10%. ― Instapage
has had with the brand. ― Instapage
― Instapage
15
Why is Personalization Important?

24 Mind-Blowing Personalization Stats that will Help Your Ecommerce Brand

Grow

40% 79% Businesses see 83%

of executives say their customer of organizations that exceeded lower response rates generated in
personalization efforts have directly revenue goals have a documented an average marketing campaign due
affected sales and profits in personalization strategy. to lack of personalized content.
channels like ecommerce. ― Monetate ― Monetate
― Street Fight Magazine

Almost 44% Only 20% 72%

of consumers are more likely to of shoppers are satisfied with the of consumers say that they only
have repeat purchases due to level of personalization they engage with personalized content.
personalized content. currently receive. ― Smart Insights
― Segment ― Business Insider

16
Why is Personalization Important?

24 Mind-Blowing Personalization Stats that will Help Your Ecommerce Brand

Grow

90% 71% 70%

of consumers are willing to share of consumers feel frustrated when a of millennials are frustrated with
their behavioral data if additional shopping experience is impersonal. brands sending irrelevant emails. ―
benefits are provided that make ― Segment SmarterHQ
shopping cheaper or easier.

44% 36% 91%

of consumers check Amazon if the of consumers say retailers need to of consumers say they are more
brand they’re shopping with doesn’t do more to offer personalized likely to shop with brands that
provide product suggestions that experiences. provide offers and
are relevant. ― Retail TouchPoints recommendations that are relevant.
― SmarterHQ to them.
― Accenture
17
Why is Personalization Important?

24 Mind-Blowing Personalization Stats that will Help Your Ecommerce Brand

Grow

56% 63% More than 50%

of online shoppers are more likely of consumers will stop buying from of consumers are willing to share
to return to a website that brands that use poor information on products they like in
recommends products. personalization tactics. order to get personalized discounts.
― Invesp ― Smart Insights ― Retail TouchPoints

98% 84% 74%

of marketers say personalization of consumers say being treated like of consumers say “living profiles”
advances customer relationships. a person, not a number, is very with more detailed personal
― Evergage important to winning their business. preferences would be useful if they
― Salesforce were used to curate personalized
experiences, products and offers.
― Accenture
18
 WHY IS PERSONALIZATION IMPORTANT?

“The benefits of personalization are well known as far as ensuring that you’re
marketing relevant products and experiences to the customer, but also proper
execution of those personalization efforts can allow for additional utility in
targeting, excluding, or developing look-alike audiences based on descriptive, 1-
to-1 behaviors.”

Alex Kyle
Director, Paid Social & Special
Projects at Hawke Media

19
Why is Personalization Important?

Section Summary: Key Tips & Takeaways

● A global shift in consumer behavior fueled ecommerce growth to accelerate by 5 years (IBM).

● In the last few years, consumers have discovered DTC brands and the simplicity of
ecommerce shopping.

● Personalization has always been a missing piece of the DTC shopping experience, until now.

● Personalization is important because it makes the purchase path individualized. It tells

customers you know who they are and what they need.

● 79% of organizations that exceeded revenue goals have a documented personalization

strategy (Monetate).

20
How to Personalize the Customer
Journey to Accelerate Growth
Collect more opt-ins and buyer profile data, humanize every touchpoint
and build emotional connections throughout the customer journey

21
How to Personalize the Customer Journey to Accelerate Growth

Drawing Customers in With Engaging Tools

Imagine how much you could increase Deep personalization is what humanizes
revenue if every product the online shopping experience. In fact,
recommendation, every email and every 77% of consumers (Instapage) say they
advertisement perfectly matched a would choose, recommend, or pay
customer’s need, preference or concern. more for a brand that provides a
This is the power of personalization. personalized experience. In order to
start humanizing the customer journey,
Advanced personalization marketing
you’ll need to start collecting data with
is what makes your brand better
every new opt-in and customer to
than its competitors.
gather behavioral data, demographic
Rather than guessing what customers data, attitudinal data and more.
will enjoy, there are tools available
where you can learn a customer’s Drawing customers in will be key for
demographics, behaviors, attitudes, the rest of the journey.
pain points and preferences. Using this
data ensures messages are extremely Let’s look at conversion rate
targeted and relevant to every optimization to start.
individual, no matter what stage of the
buyer’s journey they’re at.

22
How to Personalize the Customer Journey to Accelerate Growth

Drawing Customers in With Engaging Tools

Opt-in Conversion Rate Optimization For personalizing the customer

journey, our goal is to draw customers
An opt-in conversion is when a visitor in and collect more email addresses Why is personalization
responds to a call to action on your and phone numbers—all while important?
website. For example, when a customer gathering buyer profile data at the
"Ecommerce is so cluttered. You need to
clicks a button to subscribe to your same time. We’re going to focus on
be able to connect your brand to the
email, SMS or Facebook Messenger list, opt-in conversion rate optimization to consumer and be memorable.
it is considered a new conversion. ensure you’re bringing in the right Otherwise, you get lost in the noise.
people, with the right data to
Conversion rate optimization is personalize communications and keep
improving your site to maximize the your audience engaged.
Sally Cordukes
number of conversions you get. The way
Marketing & PR
you optimize your site is dependent on We’ll show you how you can use three DOYOUEVEN
what your conversion goal is. However, main tools (pop-ups, quizzes and
no matter your goal, A/B testing will be chatbots) to achieve this.
key to improving conversion rates over
time.

23
How to Personalize the Customer Journey to Accelerate Growth

Drawing Customers in With Engaging Tools

Pop-ups Exit intent: An automatically triggered pop-

up to catch a visitor’s attention when they
There’s a reason why some of the top indicate they’re about to leave the website.
Shopify and Shopify Plus brands use pop- It performs especially well with Facebook
ups on their site—they work. Messenger opt-ins because it only
requires the customer to click a single
When optimized for your website, pop-ups button.
are not intrusive to customers. Rather, they
provide a path to something actionable. Welcome pop-up: A pop-up that’s triggered
Including an incentive, such as a 20% after a customer spends a specific amount
discount for new email, SMS or Messenger of time on your website or lands on a
opt-ins, will help you increase your pop-up specific page.
conversion rate. If you take your pop-ups
one step further by personalizing them by These pop-ups have been successful for Live
location, CTA text and URL, language and Love Gameday, converting over 29,000
relevant products, you’ll see an even higher new subscribers in just 30 days.
conversion rate.
Jump to learn more about Octane AI’s pop-ups ⇨
There are two main pop-ups every brand
should be using (and that we’ve seen
perform really well for merchants): a
welcome pop-up and an exit intent pop-up.
24
How to Personalize the Customer Journey to Accelerate Growth

Drawing Customers in With Engaging Tools

Quizzes Quizzes are a great way to engage your

website visitors. In fact, 75% of visitors that
There’s something about discovering a
land on BeautyBio’s website start their
quiz that excites and engages customers
quiz. Since customers are already engaged
right away. Quizzes are fun, and people
with you, asking for an email or phone
enjoy being in charge of a quiz journey
number during a quiz will increase your opt-
to receive personalized answers or
ins while you also collect data about a
recommendations.
customer’s preferences, needs, likes, attitudes
and behaviors.

91% of consumers (Accenture) say they are

more likely to shop with brands that provide
offers and recommendations that are relevant
to them. Instead of re-marketing to customers
based on page views and guesswork, you can
implement known information you have
about customers that took a quiz to properly
target every campaign and message.

Learn how BeautyBio used a quiz for virtual consultations ⇨

25
How to Personalize the Customer Journey to Accelerate Growth

Drawing Customers in With Engaging Tools

Quizzes are an excellent opt-in

conversion tool with and without an Why is personalization
incentive offering. Many businesses will important?
include an email, SMS or Messenger
opt-in section in order for customers to "Each person has a unique motivator to
purchase your product. But, they also each
receive their quiz results. With this
have a different evaluation and research
tactic, Doe Lashes increased their process before purchasing. Brands need to
email conversion by 3X. engage at the right time and at the right
place.”

However, businesses can also offer a

discount or free product to increase the
chances of a customer opting in to
receive marketing communication from
your brand. For example, Spongelle
offers a 15% off discount for quiz users Frank Fimbres
that opt-in to receive emails. Marketing Manager Dyln

With either strategy, you’re bound to

grow your marketing lists exponentially! Jump to the Shop Quiz section to learn more ⇨

26
How to Personalize the Customer Journey to Accelerate Growth

Drawing Customers in With Engaging Tools

Chatbots Aside from on-site, customers can Some brands build product
engage with your chatbot from your recommendation quizzes directly in
Known for creating human-like Facebook page, comment capture Messenger to collect customer profile
interactions between businesses and campaigns or Click to Messenger ads. data. You can also send cart and browse
customers, chatbots are artificial Pop-ups and single-click opt-ins are abandonment reminders, post-
intelligence (AI) software that can create strong tools for capturing customers, purchase follow-ups, Sponsored
conversations with users through too. Once customers are subscribed, Messenger ads and more. All of this
messaging applications like Facebook you can build engaging conversations helps you learn more valuable
Messenger, SMS, or telephone. and flows that drive more revenue information about your customers.
for your business.
With a Facebook Messenger chatbot, Using an on-site chat widget, Skinny
you can include an on-site Messenger Mixes gained over 10,000 new Facebook
widget where customers can interact Messenger subscribers in 90 days.
with you directly on your website. From
the moment a customer engages with
your store on Messenger, they are Jump to the Messenger & SMS
considered opted in and can receive section to learn more ⇨

messages from your brand.

27
How to Personalize the Customer Journey to Accelerate Growth

Leveraging Buyer Profile Data to Personalize Every Touchpoint

It’s important to realize that not every The benefits of this type of
customer is the same. Without knowing personalization are undeniable: 72% of Why is personalization
who your customers are, what they’re consumers (Smarter HQ) say that they important?
looking for and how you can help them only engage with personalized content,
"Every customer is unique with unique needs
makes personalizing their journey but only 22% (Segment) are satisfied
and wants. By personalizing the customer
difficult. with the level of personalization they journey, you can point customers in the right
receive. Learning how to properly directly of what product would be best for
You want to ensure you’re actually them.
leverage the data you collected through
learning who your customers are your opt-in tools will help you set your If you brand has a lot of product offerings, the
from the first touchpoint. brand apart from competition and keep perfect product for a potential customer may
get lost on your site.”
customers coming back for more.
But the question that comes next is
what do you do with the customer data In the next few pages, we’ll talk about
you’ve collected? This is where properly segmenting your buyer profile
segmenting comes in handy, and how data -- and turn that data into
you’ll be able to personalize various knowledge -- so you can humanize every
touchpoints in the customer journey. interaction customers have with your Melanie Cooper
brand with relevant and personalized Founder
messaging. CJC Marketing

28
How to Personalize the Customer Journey to Accelerate Growth

Leveraging Buyer Profile Data to Personalize Every Touchpoint

Segment customers based on buyer user into one of five buyer profile Grouping customers by skin concern helps
profile data segments: BeautyBio target its campaigns. This type of
data collection and segmentation is how
With quizzes, it’s easy to segment ● Breakouts
BeautyBio increased its AOV by 28%!
customers based on answers that are ● Fine lines and wrinkles
driven by data. A “buyer profile” is ● Sensitive skin From the results page, BeautyBio converts
built from customer data, such as ● Uneven skin tone 7.7% of customers. The rest can be
behavior data, engagement data, ● Enlarged pores retargeted using the buyer profile data and
attitudinal data and more. segmentation BeautyBio captured.

For example, the skincare brand

BeautyBio was able to tell what skin
concern customers had from a few
quiz questions.

Based on answers to BeautyBio’s quiz

question, “What’s your main skin
concern?”, they segmented every quiz

29
How to Personalize the Customer Journey to Accelerate Growth

Leveraging Buyer Profile Data to Personalize Every Touchpoint

How to use your buyer profile data Prospect more profitable audiences: Discover new audiences: You could
If you find certain group of customers discover a new segment of customers
Once you’ve collected your buyer profile have a higher conversion rate or you didn’t know was shopping at your
data and segmented customers into average order value, prospecting similar store. For example, Doe Lashes
groups, the next step is to actually use audiences can mean a better return on discovered some website visitors had
that data in your marketing strategy. your advertising investment. never worn false lashes before. After
There are many ways brands can use identifying these customers, they could
buyer profile data to personalize emails, Focus brand messaging: By knowing create educational material to support
SMS, Messenger, landing pages, ads and who your customers are and where they these new customers.
more. spend their money, you can position
your products and brand better towards
Here are a few examples: them.

Educate with value-added content to

Improve retargeting: Retarget your
build brand credibility: If you learn
buyer profile segments with paid ads
you have a group of customers with oily
that offer more specific and
skin, create content to educate them
personalized product offerings and
about treating oily skin and the
messaging. Create lookalike audiences
products to help. This includes blog
in Facebook Ads Manager based on the
posts, videos and infographics. Bailey’s CBD shares blog content related
data you collect.
to a customer’s quiz results.
30
 WHY IS PERSONALIZATION IMPORTANT?

“While many brands know of and want to use personalization, few do. This
makes it a significant opportunity to differentiate and leave a lasting impression
with shoppers, who reliably spend more when taken through personalized
experiences.”

Dan McIvor
Founder & Director
Swanky Agency

31
How to Personalize the Customer Journey to Accelerate Growth

Building Emotional Connections and Retaining Customers for Life

Now that you’ve learned what tools can help you increase
opt-ins, how to gather customer data, how to segment
Why is personalization
your data into buyer profiles and how to use it, the next
important?
step is understanding how to personalize the customer
journey and funnel at every stage. "Any mechanism you can use to gather
more information about your customers
Mastering a personalized customer journey is what will and what they're looking for is critical,
and on-site quizzes help you do that in a
help you continuously acquire and retain every customer. way that feels fun and interactive, not
invasive.
We asked a few agencies and Shopify apps what DTC
brands they admire most. We’ll share a few examples of It helps you understand their needs and
surface the exact products that will work
brands with awesome customer experiences next! best for them - and that increases the
likelihood that they'll be satisfied with
their purchase and continue buying from
you in the future.”

Chris Elliot
Executive VP
Glew Analytics

32
How to Personalize the Customer Journey to Accelerate Growth

Examples of Brands with A+ Customer Experiences

What’s your most-admired

DTC brand?
Brooklinen sells luxury products for bed,
bath and loungewear. They are most well “Brooklinen has a great product, their
known for their bed sheets. Their mission creative is simple, yet effective, and
is to sell quality products at accessible their customer service is fantastic.
prices.
I had the seam fall out of a duvet
cover after a year and they replaced
Customers admire Brooklinen for their
it for free!”
simplistic and effective website design, and
most importantly, their customer service.

You can call, text or email question to their

support team or get in touch using their Mandi Moshay
live chat powered by Solvvy, offering four Director of Retention
effective avenues to help customers one- Common Thread Co
on-one.

Visit their store ⇨

33
How to Personalize the Customer Journey to Accelerate Growth

Examples of Brands with A+ Customer Experiences

What’s your most-admired

DTC brand?
Glossier is a makeup, skincare, body care
and fragrance brand. Their mission is to “Glossier has beautiful storytelling
have customers be a part of the process: woven into the shopping experience,
“We’re building the future beauty company giving visitors a feeling of community
where everything we make starts with you. and purpose right off the bat.”
We create the products you tell us you
wish existed.”

By including customers in their mission, Cade Proulx

Glossier creates a unique experience Head of Revenue
where their buyers are just as important as Operations & Partnerships
the products being sold. Carro

Visit their store ⇨

34
How to Personalize the Customer Journey to Accelerate Growth

Examples of Brands with A+ Customer Experiences

What’s your most-admired

What started as a class project in 2017
DTC brand?
turned into a DTC brand with over 50,000
products sold in just three years. “Braxley Bands is the epitome
of what happens when you
Braxley Bands is known for their online pair an outstanding brand
personality, which shines through with personality with a solid
their casual and conversational website product and a compelling
website experience. From the
tone. Every paragraph feels as though
moment you land on their site,
you’re chatting with a close friend. This you’re absorbed into their
creates a customer experience that feels weirdness.”
inviting to every visitor.

Aside from an awesome product, Braxley

Lisa Oberst
Bands is partnered with an organization
Email Marketing
called Trees for the Future. For every band Specialist
sold, Braxley supports the organization Fuel Made
with planting a tree.
Visit their store ⇨
35
How to Personalize the Customer Journey to Accelerate Growth

How to Win the Customer Experience with Personalization

An A+ customer experience doesn’t happen

overnight, but it’s possible for any brand that
is data-driven! Businesses that have
memorable customer experiences achieve it A customer visits your website
by finding ways to personalize every
interaction a customer has with them. Customer takes a quiz and gets
recommendations
From the moment a customer lands on your
website to the messages you send to try and
You collect buyer profiling data and segment
bring them back in the future, every
customers based on that data
experience has to be unique, targeted and
personalized. This level of personalization
starts with utilizing your customer data. Customer purchases recommendation and
opts in to email, Messenger or SMS
So, what tools should you consider in order
to collect buyer profile data? Let us show you You continue to engage with the customer
the power of quizzes, Facebook Messenger, on these channels to recommend
SMS and more! products, discounts and more

36
How to Personalize the Customer Journey to Accelerate Growth

Personalizing the Customer Experience with Octane AI’s Platform

37
How to Personalize the Customer Journey to Accelerate Growth

Section Summary: Key Tips & Takeaways

● Advanced personalization marketing is what makes your brand better than its competitors.
Using the right tools to draw in customers and collect data will be key for building
personalized journeys.

● Conversion rate optimization is improving your site to maximize the number of conversions
you get.

● Draw customers in to collect buyer profile data with a welcome and exit-intent pop-up, an on-
site quiz and a chatbot.

● Segment customers into groups based on your collected buyer profile data.

● Improve retargeting, prospect more profitable audiences, focus your brand messaging, share
educational content and discover new audiences based on your buyer profile data.

● Use your data to personalize every touchpoint in the customer journey.

38
Personalizing
the Customer
Experience with
Octane AI

39
Personalizing The Customer Experience with Octane AI

Introduction to Octane AI

Octane AI personalizes the customer Personalization

experience on your Shopify store Automate personalization
during every stage of the customer throughout the entire customer
journey including prospecting, journey by dynamically applying
shopping, consultation, retargeting, and the data from Octane AI to email,
retention. SMS, Messenger, ads, and on-site
product recommendations and
Data Collection Tools
Collect buyer profile data from
notifications.
20%
customers via the Shop Quiz, Analytics Increase in Overall
pop-ups, interactions on Track and analyze everything. Revenue after
Messenger and SMS, and from Discover which personalization Implementing Octane AI
our deep Shopify integration. automations generate the most

Database
All data collected across our tools
revenue and see which type of
customer spends the most
money and implement a strategy
10%
Of All Site Visitors
is saved on Octane AI and can be to connect with more
Opted In to Marketing
used to personalize automations prospective customers who have
both on and off Octane AI. those same qualities.

40
Personalizing The Customer Experience with Octane AI

A Journey Map: How Octane AI Can Power Personalized Customer Experiences

41
Personalizing The Customer Experience with Octane AI

The Shop Quiz Customer

takes Quiz and
Octane AI
Personalization starts with learning who your customers collects
are. How can you accurately personalize a journey if you customer data

don’t know who you’re engaging with? A Shop Quiz gives

every brand the right toolbox to do this.

No matter what industry your store is in, a Shop Quiz os

beneficial for any niche. Businesses can get so creative with Customer gets
how they use a quiz to engage with their customers--all segmented and
while collecting data, recommending products to increase added to a list on
Octane AI
sales and growing your subscriber list at the same time.

This engagement is the start of building long lasting

relationships with your customers, keeping them coming Customer receives
back for repeat purchases just for the amazing experience. personalized email,
SMS or Messenger
retargeting campaign
In this section, we will learn about the power of a Shop Quiz for recommended
to build a relationship with your customers, give product.
personalized product recommendations and advice, drive
opt-ins and sync this data across your marketing channels
to take your customer journey personalization to the next
level.

42
Personalizing The Customer Experience with Octane AI: The Shop Quiz

Every Customer Has a Need, Concern, Preference and Personality

I need to I want some eyelashes

Is this product
find a ring that make me look
going to work for
that she’ll GLAMOROUS! I’m
me though?
like... ready to go out!

My skin keeps There are so many

breaking out, options...Which
which product can vitamins do I need for
fix it…? my specific condition?

I’ve never bought

Which crib will
I’m specifically something like this
be right for my
into slim pants. before, I have no idea
baby?
what I’m doing...

43
Personalizing The Customer Experience with Octane AI: The Shop Quiz

What is the Shop Quiz?

The Shop Quiz makes it easy for you to personalize

the entire customer journey by having an amazing
conversation with every customer who visits your
store — the same way a sales associate might when a
customer walks into a retail store.

The Shop Quiz is your store’s customer personalization

engine:

1. Encourage customers to take your Shop Quiz on

your homepage, navigation, ads, and more.
2. Use the Shop Quiz to discover the concerns,
needs, preferences, and contact information
of each of your customers.
3. Immediately show a recommended product,
product selection, bundle, advice, or other
personalized content based on their answers.
4. Track everything and sync all of the data to your
marketing channels to power a personalized
customer journey moving forward.
44
Personalizing The Customer Experience with Octane AI: The Shop Quiz

Quizzes Connect Customers With Advice, Recommendations and Guidance

Personalize the on-site shopping experience based on who your customers are and not just what they look at.

Ask a series of questions to match a customer with one of your buyer personas and its corresponding product
recommendations.

Questions Answers Analysis Expertly Personalized

From the + From the From the Advice, Recommendations,
Brand Customer Brand and Guidance For the
Customer

45
Personalizing The Customer Experience with Octane AI: The Shop Quiz

BeautyBio Drove a 28% Increase in AOV Using a Shop Quiz

28% 7.7%
Higher AOV in Customers Conversion Rate from
Who Complete the Quiz Results Pages
Shoppable Quiz

“If it makes sense for your business, do it. We have

seen such a great return with the quiz and it will
continue to help us help our customer better.”

Caitlin Bushnell,
Marketing Coordinator,
BeautyBio

46
Personalizing The Customer Experience with Octane AI: The Shop Quiz

The Shop Quiz as a More Effective Opt-in Driver

Grow your email, SMS and

Messenger opt-ins more effectively Why are on-site quizzes
than you’ve ever done before. beneficial?

The Shop Quiz gives your visitors a "On-site quizzes capture opt-in customer
data that helps power personalization.
reason — besides a discount — to
With this data, you're creating relevant
want to share their valuable contact experiences for customers.
information with your brand. The
setup is very flexible, you can request What's more, you own that data and a
customer shares it voluntarily. If you
an email to send the quiz results to, listen to the data they share, you're
or often, after such a fun and helpful helping build trust.”
brand interaction, people just want to
continue a relationship.

Leslie Wong
Ecommerce companies report that
Partner Marketing
customers who sign up through a
Klaviyo
quiz are their most valuable
prospects.

47
Personalizing The Customer Experience with Octane AI: The Shop Quiz

Bariatric Fusion Increased Email Opt-ins by 16X Using a Shop Quiz

16X 15.1%
More Emails Collected Conversion Rate from
Than On-Site Pop-Ups Quiz Results to Purchase

“We chose Octane AI for the simple reason that they

are taking the leadership role in not just the
messenger and SMS game, but in e-commerce
themselves. They have the tools or are willing to
supply the tools to help companies succeed.”

Zach Niemiec
Director of Admin Services,
Bariatric Fusion

48
Personalizing The Customer Experience with Octane AI: The Shop Quiz

Shop Quiz Benefits

Personalize your marketing with The Shop Quiz will be the #1 way you
valuable data collected from the collect opt-ins. At any point in the quiz,
Shop Quiz. Use this data for you can ask customers to opt in to
personalization and retargeting across email, Facebook Messenger or SMS. This
email, SMS, Messenger and more. data gets saved to Octane AI and can be
used with integrated apps, such as
For example, if you’ve a quiz user has Klaviyo, ads, SMS, Messenger and more.
oily skin. Once they opt in to Messenger,
SMS or email, you can follow up to Companies with omnichannel customer
recommend a product for oily skin and engagement strategies retain 89% of
offer a discount for them to purchase their customers. Providing customers
that product. with the option to opt on every
marketing channel gives store owners
By enabling brands to engage with every the ability to offer a memorable
visitor who walks through their virtual omnichannel experience where
doors, ecommerce stores can use Shop interactions with every customer are
Quizzes to show the right products for based on real data, no matter where the
every person and make them feel message is sent.
confident about their purchases.

49
Personalizing The Customer Experience with Octane AI: The Shop Quiz

Use Shop Quiz Data to Personalize Email, Messenger, SMS and Facebook Ads

User data collected on the Quiz

Facebook Ads Messenger & SMS

Klaviyo & Email

50
Personalizing The Customer Experience with Octane AI: The Shop Quiz

Shop Quiz Technology

No code required to implement. Fully integrated with Shopify. All the bells and whistles.

Shop Quizzes can be created with ● Automatically sync your products ● Track custom Facebook pixel
Octane AI, without any code, by any on results pages. No need to edit events for answers and product
marketer. them manually recommendations. Even if the
● Customers can add products to customer doesn't finish the
● Customize your quiz with an their cart directly from the Shop quiz, the merchant can
easy-to-use builder Quiz personalize the retargeting ads
● Create simple and complex logic ● Full revenue tracking and ● Collect phone number, email,
for what questions, answers, attribution and Messenger and send
products, and content should be ● Segment customers based on automated personalized follow
shown to who and at what time answers and results ups
● Beautiful aesthetics and design ● Integrated with your ecommerce ● Advanced analytics for every
● Drag-and-drop interface stack (ESP, Messenger, SMS, ads, quiz and question
etc)

51
Personalizing The Customer Experience with Octane AI: The Shop Quiz

Shop Quiz Use Cases

The Shop Quiz is valuable for every Types of Shop Quizzes:

industry. You can make Shop Quizzes Why are on-site quizzes
for almost any use case, from ● Product recommender beneficial?
recommending gifts to creating ● Gift Finder
"A Shop Quiz allows you to segment
engaging adventures that delight your ● Routine Finder
different customers in real-time.
customers. ● Customer onboarding
● Size Finder You can show them the most relevant
● Survey product you have for them while
bringing a gamification aspect to it.”
● Bundle builder
● Style finder
● Customer support
● Consultation
● Recipe finder
● Personality quiz Jeremiah Curvers
● Choose your own adventure Co-founder & CEO
● Product reveal Polysleep
● Personalized sales pitch
● Educational
● Qualifier
● Infinite more possibilities
52
Personalizing The Customer Experience with Octane AI: The Shop Quiz

Examples of Quiz Types

In the same way you can have an infinite number of conversations with your customers, there are an infinite number of Shop
Quizzes that you can create. Here are some visual example ideas to get your personalization journey started.

53
Personalizing The Customer Experience with Octane AI: The Shop Quiz

Live Shop Quizzes to Try (Click the image)

Since the Shop Quiz launched in August, we’ve been inspired by some of the amazing and beautiful quizzes that our customers
have set live to get to know their shoppers, recommend products, drive opt-ins and capture data to deliver personalization.

54
Personalizing The Customer Experience with Octane AI: The Shop Quiz

Determining If Your Store Needs a Shop Quiz

To determine if your customers If you answered “Yes” to any of the

would get value from a Shop Quiz, questions, then your store and your Why are on-site quizzes
ask yourself and your team these customers would benefit from a Shop beneficial?
questions: Quiz.
“On-site quizzes for ecommerce are so
powerful because it is the only thing that
● Do customers shop on your store in So how do you launch a Shop Quiz on comes close to replacing that in-store
order to address a need, concern, or your store? The first step is to concierge experience you get when you go
preference? What is it? into a boutique shop.
brainstorm and design how your Shop
Quiz will work. For ecommerce, providing that 1:1
● Do customers ever ask you for help conversation is invaluable to help you tailor
figuring out what product they your content, product offerings, discounts,
should get? Later in this playbook, we'll walk you sales, social and email campaigns — all of
through some great strategies and best that comes from the data you get from your
● Do you want to know more about customers.”
practices for brainstorming and setting
your customers?
up your Shop Quiz.
● Would your customers have a better
experience if it was personalized?

● Are there conversations you find

yourself having with your customers Kristen LaFrance
over and over again? Senior Content Marketer
Jump to the Shop Quiz section to learn more ⇨ Shopify
55
Personalizing The Customer Experience with Octane AI

Facebook Messenger & SMS

Marketing Automation
More than half of people who message a business expect to
use messaging more to make purchases in the future. If you
aren’t engaging in conversational commerce via SMS,
Facebook Messenger, and other marketing channels, you
are falling behind.

Similar to email marketing, you can create and build

Facebook Messenger and SMS campaigns and broadcasts;
turn on pre-built, revenue-generating flows such as cart
abandonment and create and build targeted campaigns.

However, when you combine your SMS and Messenger

marketing with personalization tools like the Shop Quiz, you
can achieve much higher open and conversion rates than
you can with traditional SMS or Messenger marketing.

In this section, we will give you an overview of Facebook

Messenger and SMS marketing automation and what it
could mean for your business.

56
Personalizing The Customer Experience with Octane AI: Facebook Messenger & SMS Marketing Automation

What is Facebook Messenger and SMS Marketing?

In 2020, SMS and Facebook Messenger Everything you can do with email
exploded in popularity. In fact, 79% of marketing you can do with Messenger
smartphone users make their shopping and SMS marketing -- and then some.
decisions based on SMS opt-in or similar
mobile device services. Here’s just a short list of what’s possible:

● Targeted campaigns based on Shop

The results of SMS and Messenger
Quiz data, Facebook data, and
marketing speak for themselves: the
purchase history.
average open rate for a message sent
● Triggered flows based on cart &
via Octane AI is 80-98% and the average
browse abandonment and any
click-through rate is over 30%. 1 out of 9
purchase event.
abandoned cart messages convert into
● Automated back-and-forth
a sale.
conversations with customers that
lead to a purchase
Skinny Mixes, a Shopify Plus brand
● Recommending products within
that sells zero-calorie mixers,
conversations.
increased their revenue by 20% and
● AI auto-responses to respond to
recovered 19% of their carts with
common questions instantly.
Messenger and SMS marketing.
● Coordinated campaigns and data
between email, Messenger and SMS.
57
Personalizing The Customer Experience with Octane AI: Facebook Messenger & SMS Marketing Automation

Messenger and SMS Drive Better Results

80-98% Average open rate

43%
Average click-through rate
1 9 out of
Abandoned cart Facebook
messages convert into a sale

7-20% $15
Up to

Increase in revenue for top

Octane AI customers.
Per Messenger
subscriber
6-14x
Return on ad spend (ROAS)

58
Personalizing The Customer Experience with Octane AI: Facebook Messenger & SMS Marketing Automation

Benefits of Engaging with Customers Using Messenger and SMS

● 5x increase in open rates and 7x

increase in opt-in rates compared to
email
● 7-30% increases in revenue
● Realtime back-and-forth conversations
● Advanced targeting for campaigns
based on birthday, anniversary, and
Facebook custom audiences
(Messenger)
● Less cluttered than email, with all the
same perks
● Collect emails and coordinate your
Messenger and SMS campaigns with
your ESP
● Decrease response time with
automated and AI responses
● Better lead nurturing
● Increased ROAS with Facebook Click-to-
Messenger Ads

59
Personalizing The Customer Experience with Octane AI: Facebook Messenger & SMS Marketing Automation

Facebook Comment Capture

● Automatically send a message to

everyone who comments on your
Facebook posts and ads

● Turn your Facebook commenters into

Messenger followers, as well as collect
email and SMS opt-ins (via
Messenger)
● Send your audience from Facebook to
your Shopify store by running
comment contests and sending
personalized follow-up messages

● Ideal for any brand with high

engagement on their Facebook posts
or ads

Jump to the Messenger & SMS section

to learn how to set up these tools ⇨

60
Personalizing The Customer Experience with Octane AI: Facebook Messenger & SMS Marketing Automation

Examples of Personalized Messenger and SMS Automation from 6 Brands

61
Personalizing The Customer Experience with Octane AI: Facebook Messenger & SMS Marketing Automation

Examples of Personalized Messenger and SMS Automation from 6 Brands

62
Personalizing The Customer Experience with Octane AI: Facebook Messenger & SMS Marketing Automation

Skinny Mixes Used Messenger and SMS to Recover Abandoned Carts and Revenue

$60K+
Monthly Abandon Cart
19%
Of Abandoned Carts
Revenue Recovered via Recovered
Messenger Flows

“It’s rare to find people in the tech space who are both
knowledgeable, personable & passionate. Matt, and
the Octane AI team are constantly surprising us with
their attention to detail and dedication to our brand. It
has been truly inspiring working with the Octane AI
team and we’re excited for our future with them.”

Alex Tenney
Digital Marketing Specialist

63
Personalizing The Customer Experience with Octane AI

Opt-ins & Pop-ups

It’s 3X less expensive to retain an existing customer than to
convert a new one. That’s why you need to build up your
owned marketing lists, including your email, SMS and
Facebook Messenger.

With a larger list, you can build more direct relationships

with your customers without having to be dependent on
expensive customer acquisition strategies like ads.

Octane AI provides a suite of pop-ups and opt-in tools to

help you collect emails, phone numbers and Messenger opt-
ins. In this section, we will go over everything from welcome
pop-up to exit intent and more.

When combined with the Shop Quiz and Facebook

Messenger & SMS automation, you can drive exponential
increases in your opt-ins.

64
Personalizing The Customer Experience with Octane AI: Opt-ins & Pop ups

What are the Top Pop-ups for Opt-ins?

Your customers don’t always notice call-to-actions and

offers when browsing your website. This is because
they’re typically focused on one thing: viewing products.
Pop-ups are a great tool for grabbing a visitor’s
attention, no matter where they are on your site.

Here are a few pop-ups that work well to drive revenue

and increase email, SMS and Messenger opt-ins.

● Exit intent: Triggered to catch a visitor’s

attention when they indicate they’re about to
leave the website.
● Welcome pop-up: Triggered after a customer
spends a specific amount of time on your
website or scrolls down on your homepage.
● Add-to-cart pop-up: A button on your site that
encourages users to talk to your bot. This is a
great way to drive traffic to your bot and engage
your visitors.

65
Personalizing The Customer Experience with Octane AI: Opt-ins & Pop ups

Special Messenger-only Opt-in Tools

You can get customers to opt in for Facebook messages

with a single click because Facebook can automatically
detect their Facebook accounts, even if it’s their first
time visiting your website.

Because of that, there are several additional ways to get

opt-ins with Messenger

● Add-to-cart checkbox: A checkbox added

below your add-to-cart buttons, enabling Octane
AI to send messages through Messenger.
● Order status page button: A button on your
thank you page that lets customers sign up for
order updates and other updates on Messenger.
● Customer chat widget: A Messenger-powered
chatbot that can communicate with customers
directly on the website
● Comment Capture: automatically message
anyone who comments on any of your Facebook
posts or ads and turn them into subscribers.

66
Personalizing The Customer Experience with Octane AI: Opt-ins & Pop ups

How to Optimize Your Pop-ups for Success

● Include an incentive, like an exclusive

discount or free product
● Use engaging images and branded
colors. For example, customers
gravitate towards other people, which
increases your click-through and
conversion rates
● Offer more than one opt-in channel for
customers to choose their preference
● Create exclusive opt-in content and
target each to specific website pages.
For example, each product collection
could have its own unique pop-up
relevant to the collection
● A/B test your pop-up copy, design and
incentive (between percentage and
dollars off) to maximize your conversion
rate
● Optimize your pop-ups for mobile and Jump to learn more about setting up opt-in tools ⇨
desktop
67
Personalizing The Customer Experience with Octane AI: Opt-ins & Pop ups

6 Examples of Engaging Pop-ups and Opt-in Tools

Welcome & Exit Intent Add-to-cart Pop-up Add-to-cart Checkbox

Third-Party Opt-in
Order Status Page Button Integrations (Justuno & Privy)
Customer Chat Widget

68
Personalizing The Customer Experience with Octane AI: Opt-ins & Pop ups

DOYOUEVEN Generated 12K+ Opt-ins & $80K in Revenue Using Octane AI Pop-
ups

12K+ $80K+
Opt-ins in 30 days Revenue generated in
30 days

“Targeted and retargeted ads is one thing, but Octane

AI offers a more personable experience for the
consumer to connect with. Quit waiting and jump on
it! It’s such a missed opportunity for growing your
subscriber list and earning untapped revenue.”
Sally Cordukes
PR & Marketing
DOYOUEVEN

69
Personalizing The Customer Experience with Octane AI

Analytics & Data

Data and analytics are a marketer’s best friend. Without
analytics, how can you learn from your campaigns and adjust
your marketing to match your customers?

For years, brands have relied on reactive data to personalize

their marketing -- click data, purchase data, etc. This leads to
marketers who react to their customers, instead of
anticipating their needs proactively.

There is a better way, through: intent data. What does the

customer want to purchase? What is the customer looking
for? Who are they buying for?

Shop Quizzes are the ultimate tool for collecting this

valuable intent data from your customers and taking
action on them. Combining this with pop-ups, Facebook
Messenger and ads, you can learn a lot about every
customer’s individual wants and needs.

In this section, we will discuss how Shop Quizzes collect this

data and how you can leverage it to succeed with your
marketing.

70
Personalizing The Customer Experience with Octane AI: Analytics & Data

How to Collect Data with Octane AI’s Platform

● Use the Shop Quiz to ask questions about product

preferences (e.g. what snack are you looking for)
● Ask questions about the customer (e.g. how old are
you, what’s your skin type) via Quiz and Messenger
● Harness the Shop Quiz to learn about customer
routines and tastes (e.g. how often do you
moisturize)
● Collect email, phone number, and Messenger
contact info via Shop Quiz, pop-ups, Shopify check-
out, and Messenger conversations
● Gather name, gender, time zone, profile photo, or
any other answer by getting customers to opt in via
Messenger questions
● Build engaging back-and-forth conversations
directly in Messenger to ask customers about their
preferences and intent
● Keep track of engagement data within Messenger
● Leverage Facebook custom audience data (e.g.
birthday, anniversary, etc.) using Messenger

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Personalizing The Customer Experience with Octane AI: Analytics & Data

Segmenting Your Data into Buyer Profiles

Octane AI automatically stores the data

you collect from the Shop Quiz. The
Shop Quiz also creates a buyer profile
segment based on each results page
you create for your quizzes.

Clearly name your Shop Quiz results

pages based on the corresponding
buyer profile, Example: one results page
could be named “oily skin, 18-35” and
another could be named “dry skin, 18-
35” to differentiate between the two
buyer profiles.

Once you name your results pages, you

can utilize this data to personalize your
Facebook Messenger and SMS
messages by creating Octane AI
customer lists.

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Personalizing The Customer Experience with Octane AI: Analytics & Data

Using Your Buyer Profile Data for a Personalized Customer Journey

Using buyer profiles for advanced Pinpoint customer segments

segmentation is like creating a master When someone takes your quiz, they
key to personalization. After you’ve become a data point that you can target
segmented your customers based on without needing any guesswork.
buyer profile data, here are a few ways
to leverage that data for personalized
From Octane AI’s dashboard, you can
experiences.
make creative audiences then use that
audience in a Facebook or email
Upgrade your messaging winback campaign.
Whether you use Octane AI’s multi-
channel toolbox or platforms of your With data-driven customer segments,
own, buyer profiles equip you with the you’ll even have information like what
knowledge to build personalized products members of that group tend
messaging. to purchase, creating stronger upsell
opportunities too.
If you’re announcing a sale with SMS or
Facebook Sponsored Message, you’ll
know how the message should be
worded to catch the eyes of the targeted
customers.
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Personalizing The Customer Experience with Octane AI: Analytics & Data

Use Data Collected in Messenger or SMS Marketing

Great marketers use their analytics to Here are some key stats that give you an
adjust the way they approach their idea of how effective Messenger and
audience. When accurate data is SMS channels can be:
incorporated into your campaign it acts
as a powerful multiplier, making your ● 53% of people are more likely to
messaging more compelling by shop with a business they can
targeting the right people at the right message.
time. ● Businesses using Facebook
Messenger on Octane AI see
over 80% open rates while SMS
can have up to 98% open rates. This means getting more customers in
the door, and getting more data about
● 46% of consumers prefer live what works best with your customers
chat, while only 26% prefer which Octane AI makes super easy.
email.
Not only does Octane AI let you know
Using Messenger and SMS to engage how users are engaging with the
your audience lowers the barrier of platform, you’ll even get details on how
entry before the decision to make a much interaction and revenue individual
purchase is made. features are generating.
74
Personalizing The Customer Experience with Octane AI

Integrations
Octane AI is well-known for its suite of integrations -- both
direct integrations with Octane AI for Messenger and the
Shop Quiz, along with its Sponsored Message apps, which
allow you to send targeted Facebook Messages based on
the Facebook Custom Audiences you can create from your
review apps, loyalty apps, affiliate apps, and more.

In this section, we will go over some of Octane AI’s most

popular integrations. If you don’t see your favorite app
listed, fear not -- the Octane AI team is working on new
integrations all the time based on your feedback.

75
Personalizing The Customer Experience with Octane AI: Integrations

Connect the Entire Octane AI Platform to Your Shopify Store

1M+
Merchants on Shopify
Shopify is the leading multi-channel commerce
platform. Merchants use Shopify to design, set
up, and manage their stores across multiple

$100B+ 175
sales channels, including mobile, web, social
media, marketplaces, brick-and-mortar
locations, and pop-up shops.
Total sales on Shopify Countries with
The entire Octane AI platform integrates with Shopify merchants
Shopify to allow brands to create Shop
Quizzes, run Facebook Messenger & SMS
marketing, or present opt-in tools on Shopify
sites.

76
Personalizing The Customer Experience with Octane AI: Integrations

Connect the Entire Octane AI Platform to Your Shopify Plus Store

5300+
Top brands on Shopify Plus
Shopify Plus is the chosen enterprise platform
for billion-dollar merchants such as Rebecca
Minkoff, LeSportSac, and Fashion Nova. It is

126% 10K+
also home to Fortune 500s selling direct to
consumer (DTC) like GE, Nestle, Pepsi, and
Unilever, along with high-growth digitally
native brands (DNVB’s) like MVMT, All Birds, YoY average growth Peak orders per minute
Rothy’s, Gym Shark and Hawkers. for Shopify Plus
merchants
The entire Octane AI platform integrates
directly with Shopify Plus to ensure enterprise
brands’ technology stacks are integrated for
better performance and built to empower
brand marketers.

77
Personalizing The Customer Experience with Octane AI: Integrations

Use Octane AI with Facebook Messenger to Send Direct Messages or Create Ads

1.3B
Monthly active users
400K
Businesses on Messenger
Messenger has become one of the world's most
popular messaging tools by offering a platform that
brings people and businesses closer together.
Currently, there are approximately 400,000
businesses on the Messenger Platform, and people
and businesses are exchanging over 20 billion
messages on Messenger each month.

With Octane AI and Facebook Messenger,

ecommerce brands can create interactive
conversations that personalize recommending
products, offering discounts, showing content, running
campaigns, and more. Open rates on Messenger are
consistently over 80% and with good reason.

78
Personalizing The Customer Experience with Octane AI: Integrations

Collect Email Addresses in Automated Messenger Conversations & Sync to Klaviyo

Learning about your customers needs, preferences Ask the customer Add the customer
and pain points is critical for personalization. Collecting a question on to an Octane AI
this info is easy when using a Shop Quiz or through a Messenger list
Messenger conversation. With either tool, you’re
collecting buyer profile data that can be synced to your Sync data
Klaviyo account. The Octane AI integration with Klaviyo into Klaviyo
makes personalizing your email campaigns simple.

Once you’ve added the integration in a few simple Ask the customer
steps, key data points will automatically sync with a question in a Shop Quiz
Klaviyo as custom properties. This gives you a variety
of ways to customize and personalize your email
campaign targeting.

79
Personalizing The Customer Experience with Octane AI: Integrations

Sync Buyer Profile Data from Shop Quizzes to Klaviyo

Quiz answers and results

can be assigned a custom
property in Klaviyo

Lists are turned into custom

properties making it easy to
segment customers in
Klaviyo based on Octane AI
data

Profiles will display custom

properties from the quiz in
Klaviyo.
80
Personalizing The Customer Experience with Octane AI: Integrations

Automatically Recover Abandoned Carts for Subscription Products With ReCharge

Use Messenger to upsell customers if they are not

on a subscription and follow up with customers who
10,000
Top Brands Using Recharge
cancel their subscriptions to gain insight.

50%
of Repeat Customers Are
33%
More Spent on Repeat
More Likely to Make Purchases Compared to
Another Purchase New Customers

81
Personalizing The Customer Experience with Octane AI: Integrations

Increase Abandoned Cart Conversions by Adding Social Proof With Yotpo

80%+
Open Rates on
6-8%
Response Rates to Yotpo
Abandoned Cart Review Content
“Social media, especially messaging, is prime Messages
time to offer social proof. What can be more
relevant to shoppers than displaying validation
from satisfied customers? The integration
between Octane AI and Yotpo leverages reviews to
make Facebook Messaging a powerful platform for
commerce: driving engagement, reducing cart
abandonment, and generating upsells.”

Tomer Tagrin
CEO, Yotpo

82
Personalizing The Customer Experience with Octane AI: Integrations

Boost Messenger Opt-Ins With Justuno and Privy

34%
Opt-In Rate With
25%
Reduction in Paid
Justuno + Octane AI Ads CPA

Collect Messenger subscribers in your Justuno

or Privy pop-up with a Messenger checkbox
500K+ $2.5b
Revenue Generated for
Total Users
Merchants in 2019
83
Personalizing The Customer Experience with Octane AI: Integrations

Manage Customer Service Alongside Octane AI With Gorgias and Re:amaze

Gorgias and Re:amaze are able to detect when a customer is sending a manual response or interacting with automated messages.

Sync customer info and follow up on campaigns Create a tiered support flow with Octane AI
sent in Octane AI automations

● Over 2000 merchants ● 20k+ eCommerce brands

● 30% or more increase in support efficiency ● +15% average customer engagement
● 100M+ conversations managed ● 5x reduction in customer service response
times

84
Personalizing The Customer Experience with Octane AI

Section Summary: Key Tips & Takeaways

● The Shop Quiz makes it easy for you to personalize the entire customer journey. Connect
with customers with advice, recommendations and guidance. It’s an effective opt-in
driver too.

● You can create targeted Facebook Messenger and SMS campaigns and broadcasts,
including revenue-generating flows such as cart abandonment.

● Octane AI provides a suite of pop-ups and opt-in tools to help you collect emails, phone
numbers and Messenger opt-ins, including pop-ups, chat widgets and more.

● Use a Shop Quiz to collect buyer profile data, segment your data and personalize your
campaigns and flows based on buyer profile segments.

● Octane AI is integrated with many other tools to help you personalized your customer
journeys, including Facebook Messenger, Facebook ads, Shopify, Klaviyo and more.

85
Additional Ecommerce
Tools to Enhance the
Customer Experience
Insights, tips and exclusive offers from our friends
helping deliver a better ecommerce experience

86
Additional Ecommerce Tools to Enhance the Customer Experience

Using Octane AI, you can learn valuable

information about every potential
customer. This information is transferred
across all marketing channels, such as
email, Facebook Messenger, SMS and
ads, to offer positive customer
experiences.

However, there are a variety of other

tools available to create positive
customer experiences within the
Shopify ecosystem.

In this next section, we’ll list several tools

for you to check out. And just for being
an awesome Playbook reader, we have a
few special offers for some listed
tools.

Enjoy!

87
Additional Ecommerce Tools to Enhance the Customer Experience

What’s your go-to tip to

increase conversions?

Glew is an ecommerce analytics and “There's so much you can do to

business intelligence software. Their increase conversion, but right now,
I'd say the biggest one is making
products support businesses with
sure your mobile experience is
intelligence, alerts and automation, so clean, optimized and easy to shop.
you can focus on your customers to
drive more revenue. People are spending a lot more
time at home and on their phones
right now, so making it as easy and
Using Glew, you can target campaigns frictionless as possible to browse
and products by segmenting customers, products and check out on any
and you can track all revenue and device is key.”
inventory.

Right now, you can get 15% off a

Glew.io, Glew Plus or Glew Plus
Premium annual subscription for
reading our Playbook! Use this link.
Chris Elliot
Executive VP
Glew

88
Additional Ecommerce Tools to Enhance the Customer Experience

What’s your go-to tip to

increase conversions?

Gorgias offers an enhanced help desk “Use live chat with engaging chat
for ecommerce merchants. Their campaigns during your busiest
mission is to help brands turn their hours of the day.
support center into a profit center.
A study we did based on customers
who have not purchased within the
Using the Gorgias help desk, you can last 30 days showed that almost
view your customer's order history as 50% converted when answered
you close out their ticket to ensure speed within 2 minutes via live chat, with
all customer information available
and accuracy. at the fingertips of the support
agent.”
You can also personalize every
interaction with automatic data syncing
from Shopify, such as first name and
shipping address.

Gorgias is offering Octane AI Playbook

readers their second month free. Use Philippe Roireau
this link to get started. Head of Business Development &
Partnerships
Gorgias
89
Additional Ecommerce Tools to Enhance the Customer Experience

Why is personalization
important?

Using Sezzle, merchants offer a variety “Simply put, every customer is

of payment methods. Sezzle’s mission is unique. The more you can cater the
shopping experience to each
to enable shoppers to take control of
individual shopper, the more likely
their financial futures, spend they are to engage and become a
responsibly and achieve financial customer.”
freedom.

By allowing customers to pay for a

product in four installments, merchants
increase sales since customers can pay
in a way that’s comfortable for them.

For Octane AI Playbook readers, if you

sign up for Sezzle using this link you’ll
receive a 30-day promotional rate of
2.5% plus $0.30 per transaction (a
discount from the regular 6% rate). Kevin Wild
Head of eCommerce Partnerships
Sezzle

90
Additional Ecommerce Tools to Enhance the Customer Experience

What’s your go-to tip to

increase conversions?
Loyalty Lion is a data-driven loyalty and
“Notifying shoppers of an
engagement platform. Using Loyalty Lion, immediate benefit or reward while
brands can increase LTV with points, they’re browsing your site is an
rewards, A/B testing and more. effective way to encourage them
over the line and to complete a
purchase.
These tools are designed to retain your
current customer base by offering rewards The instant gratification of a free
that keep them coming back for future gift or bonus points delights
purchases. potential customers, encouraging
them to seal the deal.”
You can test your current customer
retention score to see where to level up
your loyalty here.

Interested in Loyalty Lion? They’re offering

Octane AI Playbook readers a free trial.
Use this link to try it for free.
Mollie Woolnough-Rai
Sr. Content Marketing Executive
Loyalty Lion

91
Additional Ecommerce Tools to Enhance the Customer Experience

Why is personalization
important?

Judge.me is a reviews app. Ecommerce “Every customer has a different

merchants can easily collect reviews background and buying behavior,
so a one-size-fits-all product offer
and share them across their website
won’t work.
and on social media using Judge.me.
By personalizing the customer
By automatically adding rich snippets to journey, you bring more relevant
review content, Judge.me allows brands experiences to your customers and
satisfy their particular needs.”
to use reviews for organic search traffic,
too.

Reviews give customers the chance to

share personal thoughts about a
product, and businesses can respond to
those to ensure positive experiences.

Interested in Judge.me? Use this link to

start a 45-day free trial for reading Lily Vuong
the Octane AI Playbook. Marketing Writer
Judge.me

92
Additional Ecommerce Tools to Enhance the Customer Experience

What’s your go-to tip to

increase conversions?
Alloy is an ecommerce automation
platform. With workflows built for orders, “Automate all the tedious aspects
store operations and more, merchants can of running your store! Store
reclaim time to focus on growth and their automation will let you focus on
customers. product development and strategic
parts of your business rather than
manual fulfillment and data entry
Part of Alloy’s automation tool is work.”
segmenting customers by spending habits,
geography and more to send personalized
discounts, products and updates!

We know how important personalization is

for an A+ customer experience.
Sara Du
Learn more about Alloy here. Also, you can CEO & Co-founder
get 20% off an annual contract if you Alloy
mention the Octane AI Playbook!

93
Additional Ecommerce Tools to Enhance the Customer Experience

What’s your go-to tip to

increase conversions?

Re:amaze is an integrated customer “Readability is my top tip when it

service, live chat and help desk platform comes to optimizing a website for
conversions. Websites jammed
for ecommerce businesses. with words and a website absent of
words will produce equally poor
Using Re:amaze, businesses can results.
support customers through email, chat,
Focusing on improving readability
social, SMS and VOIP channels in a
allows you to focus on other areas
single inbox. Managing customer of your site optimization
inquiries in one place improves the automatically and in a more
overall customer experience with fast intuitive way.”
response times.

Interested in Re:amaze? Use this link to

get a free two-month trial exclusive
to Octane AI Playbook readers.

David Feng
Co-founder & Head of Product
Re:amaze

94
Additional Ecommerce Tools to Enhance the Customer Experience

Why is personalization
important?

Omnisend is a marketing automation “Personalizing a customer's journey

platform tailored for ecommerce. They leads to a more positive and
relevant experience, keeping the
offer automation tools for email and customer engaged.
text message marketing.
Omnichannel marketing is the
By automating your conversations with perfect way to give customers that
personalized experience.”
customers, Omnisend helps brands
drive more sales with improved
targeting, abandoned cart messages
and other campaigns and flows.

Learn more about Omnisend’s tools on

their website. You can get a 14 day trial
with Omnisend by visiting their
website.

Lindsay Mearman
Marketing Manager
Omnisend

95
Additional Ecommerce Tools to Enhance the Customer Experience

What’s your go-to tip to

increase conversions?

“Social proof is the quickest way to

Trustpilot is a a reviews app that increase your on site conversion
brings consumers and businesses rate.
together to share, collaborate and
In a 2019 consumer survey, 66%
improve. said the presence of social proof
increased their likelihood to
When customers can share their purchase a product. Of those
honest feedback with a brand, they’re respondents, positive star ratings
and reviews on the homepage were
given the opportunity to guide other most likely to drive them to make a
customers and your business on how purchase (86%).”
to improve.

This creates a positive customer

experience when businesses take the
reviews seriously.

Learn more about Trustpilot and their Anna Huston

available business plans here. Partner Marketing Manager
TrustPilot

96
Additional Ecommerce Tools to Enhance the Customer Experience

Why is personalization
important?
Refersion is an affiliate marketing
“Personalization helps brands get
platform. With Refersion, you can track closer to marketing to the almighty
every sale from an affiliate referral, segment of one, which builds trust
automate your commissions and offer and engagement with their
personalized affiliate relationships. customers and can support
increasing lifetime value (LTV) and
repeat purchases.”
An affiliate program is a great way to get
your most loyal customers more involved
with your brand. With rewards for each
affiliate, you’re building specialized 1:1
relationships.

If you’re interested in an affiliate

marketing program, learn about
Refersion’s pricing plans here.

Richard Carreon
Director of Marketing
Refersion

97
Additional Ecommerce Tools to Enhance the Customer Experience

What’s your go-to tip to

increase conversions?

Skubana is an order fulfillment, “First I would say speed. The most

inventory operations and business important thing you can do is
create a frictionless experience.
intelligence platform.
Second, focus on delivering value.
They offer a variety of solutions for Kits and bundles are a great way to
ecommerce businesses that want a do that because they increase AOV,
multichannel or multi-warehouse they give customers more value for
their money and more product to
solution. experience.”

Skubana’s product includes forecasting

tools to help you increase profits, track
inventory movement, find new
opportunities and more. Keeping
yourself organized means a better
experience for your customers!

You can learn more about Skubana on Chad Rubin

their website. CEO & Co-founder
Skubana

98
Additional Ecommerce Tools to Enhance the Customer Experience

Why is personalization
important?

Smile rewards is a loyalty program “Marketing without personalization

app designed to build customer just comes across as salesy spam. If
I'm not your target audience, don't
retention and loyalty through points,
market to me.
VIP tiers and referrals.
If I am, you should know where I
Their on-site loyalty widget makes it am in the customer journey to only
easy for customers to engage with a show me relevant content.
Otherwise I'm going to get cold feet
brand’s loyalty program without and find someone who values my
needing to leave the webpage they’re time.”
on.

By offering three kinds of rewards,

customers have a variety of ways to
engage, earn and redeem points.

Learn more about Smile Rewards by

visiting their website. Tim Peckover
Content Marketing Manager
Smile Rewards

99
Additional Ecommerce Tools to Enhance the Customer Experience

What’s your go-to tip to

increase conversions?

Bold Commerce offers ecommerce “Simplify your checkout in every

merchants a variety of tools to help you way possible.
grow your online store. Fewer form fills, make it just as
simple on mobile, utilize saved data
You can use Bold for subscriptions, on both desktop and mobile.”
upselling, bundles, custom pricing,
memberships, loyalty points and so
much more.

With a large product set like this,

merchants can use Bold to create
memorable customer experiences from
acquisition to retention.

Learn more about Bold for Shopify

here, and check out all their free trial
options. Casey Gannon
Director of Growth
Bold Commerce

100
Additional Ecommerce Tools to Enhance the Customer Experience

Why is personalization
important?

“There is a disconnect between

Yotpo is an ecommerce marketing what consumers want when they
buy from brands (personal,
platform. Their product includes
emotional connections), and what
reviews, ratings, loyalty, referrals, SMS traditional loyalty programs offer
marketing and user-generated content (only cost savings).
marketing.
The brands that recognize this and
are able to create customer-centric
These tools are designed to offer great loyalty programs that meet these
customer experiences, so businesses expectations will successfully drive
can grow their sales using social proof, LTV from these shoppers.”
better customer journey campaigns and
social media campaigns.

Visit Yotpo’s website to learn more

about each tool available.

Katie McKeever
Sr. Enterprise Customer Success Manager
Yotpo

101
Additional Ecommerce Tools to Enhance the Customer Experience

What’s your go-to tip to

increase conversions?

Justuno’s platform is focused on data- “Creating a personalized customer

driven intelligence and conversion journey leads your visitors to
purchasing the correct product for
optimization.
them and will more likely make that
customer a repeat buyer.
They offer a variety of tools for
increasing sales, lead capture and Construct a CRO strategy to give
messaging. These include spin the sale information and assist your
visitor to the checkout page.”
wheels, countdown timers, cross-selling,
banners and more.

Justuno offers advanced A/B testing and

analytics, so you can measure the
impact of your campaigns on
customers.

If you’re interested in learning more

about Justuno’s tools, check out their Kelsey Stapleton
website here. Director of Customer Success
Justuno

102
Additional Ecommerce Tools to Enhance the Customer Experience

Why is personalization
important?

“Just like in real-life, consumers

Klaviyo is an email marketing platform for want to feel seen and heard. They
any business that sells online. want to be in a conversation, not
talked at.
Building relationships online is no different
Brands need to show they are
than in-person. You need to listen to
listening to their customers and
customers, process and understand what personalization is one way to
they’re saying (directly and indirectly), and accomplish that at scale.”
act on that insight—in real-time. Most
software complicates and extends this
process, never delivering what you really
need. With Klaviyo, you can have an idea in
the morning and deliver by the afternoon.

Interested in Klaviyo? Head to their website

to get started.
Leslie Wong
Partner & Integration Marketing,
Klaviyo

103
Additional Ecommerce Tools to Enhance the Customer Experience

Why is personalization
important?

Okendo is a customer reviews app for “A one-size-fits-all approach to the

ecommerce brands to build trust and customer journey can be damaging
excitement, showcase customer to a customer's brand loyalty.
experiences and compel buying action.
Consumers today expect brands to
understand their personal needs,
For every customer, brands can which is why delivering an
showcase it on their website to experience that's truly personalized
encourage other website visitors to to the customer can separate you
from the competition.”
purchase those products.

Businesses can also showcase UGC

from customer reviews, too. This
creates product credibility, so
customers can feel satisfied with the
products they purchase.

You can head over to Okendo to start a Rachel Tyers

90-day free trial by clicking here. VP of Strategic Partnerships
Okendo

104
Additional Ecommerce Tools to Enhance the Customer Experience

What’s your go-to tip to

increase conversions?

Privy offers a range of website “Use cart saver exit intent

conversion, email marketing and campaigns to stop shoppers from
leaving the site with items in their
text messaging tools. cart.

This includes spin to win By stopping abandonment before it

conversions, post-purchase emails, happens, you can significantly
reduce the 70-80% of ecommerce
newsletters, abandoned cart flows,
carts that are abandoned.”
coupon reminders and more.

Their goal is to help ecommerce

brands get more customers from
their traffic.

Visit their website to learn more.

Alison Aldrich
VP of Partnerships
Privy

105
Additional Ecommerce Tools to Enhance the Customer Experience

Why is personalization
important?

Shogun provides your customers with “Before the rise of ecommerce,

unique ecommerce experiences by store owners and floor reps at
retail stores would give you advice
making it easy to build and optimize
and recommendations based on
your online store. your needs.

Their product features a drag-and-drop Online personalization is a step

page builder that ensures fast website towards recreating that experience,
and speaking to your visitors’ exact
page load times for higher conversions. needs is the key to turning them
into customers and and repeat
A well-designed and fast-loading customers.”
website is a part of creating positive
customer experiences, which is why
Shogun is a great tool for brands
looking to up their website game.

Interested in Shogun? Head to their

website to get started. Phillip Moorman
Director of Marketing
Shogun

106
Recommended Resources
for DTC Brands

107
Recommended Resources for DTC Brands

Recommended Influencers to Follow on Twitter (click the icon)

Web Smith Samar Owais Ben Jabbawy Nik Sharma

@web @samarowais @jabbawy @mrsharma

Adrianne at
Kristen LaFrance Jake Cohen Harley Finkelstein
ADmission
@kdlafrance @jfccohen @harleyf
@A_at_admission

Aaron Orendorff Lucas Walker Val Geisler Yelitsa Jean-Charles

@AaronOrendorff @WalkerLucas @lovevalgeisler @TheYelitsa

Taylor Holiday Ann Handley Loren Padelford Ben Parr

@taylorholiday @annhandley @LorenPadelford @benparr

Kelly Vaughn Andrew Foxwell Deb Mecca Matt Schlicht

@kvlly @andrewfoxwell @DebMecca @MattPRD

108
Recommended Resources for DTC Brands

Recommended Podcasts: Listen & Learn (click the icon)

Resilient Retail Ecommerce Honest Commerce Ecommerce Fuel

resilient.shopify.com Influence honestcommerce.co ecommercefuel.com
ecommerceinfluence.com

Commerce Tea Ecommerce

EcomCrew Shopify Masters
commercetea.com Fastlane
ecomcrew.com shopify.com/podcasts
ecommercefastlane.com

Next Level My Wife Quit Her

The Commerce Lab Facebook Ads Wavebreak Podcast Job
@TheCommerce_Lab Podcast wavebreakpodcast.com
mywifequitherjob.com

Entrepreneurs on Practical
Future Commerce Business Wars
Fire Ecommerce
futurecommerce.fm wondery.com
eofire.com practicalecommerce.com

Own your The Fizzle Show

The Unofficial
DTC Growth Commerce Podcast
Shopify Podcast dtcgrowth.simplecast.com Boldcommerce.com
unofficialshopifypodcast.com
/podcast
fizzle.co/show

109
Recommended Resources for DTC Brands

Recommended Blogs and Newsletters: Subscribe & Learn (click the icon)

Retail Brew Leanluxe Forbes Ecommerce Fuel

morningbrew.com/retail leanluxe.com Forbes.com ecommercefuel.com

2PM DTC Magazine Marketing Week Starter Story

2pml.com dtcmagazine.com marketingweek.com starterstory.com

Shopify The Drum Modern Retail Ecommerce Times

shopify.ca/blog thedrum.com modernretail.co ecommercetimes.com

Klaviyo InternetRetailing Inc 5000 A Better Lemonade

klaviyo.com/blog internetretailing.net inc.com/inc5000 Stand
abetterlemonadestand.com

Tech Crunch Retail Dive Business Insider Octane AI

techcrunch.com retaildive.com businessinsider.com blog.octaneai.com

110
Step-by-Step Guide to
Maximizing Your
Return With Octane AI

111
 The Shop Quiz
Product Seller. Educator. Content Provider. Octane AI’s Shop Quiz tool
is a robust sandbox capable of shaping an infinite variety of quizzes
using nothing but your ideas and a little ingenuity.

Continue reading for a deep dive on how to master the easiest quiz
tool you’ll ever use.

112
STEP-BY-STEP GUIDE TO MAXIMIZING YOUR RETURN
WITH OCTANE AI

Shop Quizzes for Shopify:

Understanding Quiz
Functionality and
Possibilities

113
Step-by-Step Guide to Maximizing Your Return With Octane AI

Shop Quizzes for Shopify: Understanding Quiz Functionality and Possibilities

Octane AI’s Shop Quiz tool gives brands However, the potential of a Shop Quiz
a blank canvas to create quizzes. An lives and breathes in the details.
easy-to-use interface holds a toolbox of
possibilities for building a Shop Quiz Leveraging the data-gathering
from start to finish. potential of quizzes allows a brand to
go full throttle on personalization
and optimize the customer journey
This no-code process starts with the beyond the sale.
basics. Core components of a quiz, like
questions, answers, results and Like many tools worth using, the Shop
products, can be created from the first Quiz tool is easy to use, but there are
moment the quiz tool is opened. complexities worth explaining.

In the next section, we’ll share an

in-depth guide for best practices
and advanced techniques to getting
the most out of Octane AI’s quiz tool,
from ideation to a behind-the-scenes
look at real industry examples.

114
 WHAT PEOPLE ARE SAYING ABOUT OCTANE AI

“On-site quizzes are ushering in the next generation of experience

personalization. Not only does it get customers the products they actually want,
but it gives you all the data you could need to customize the rest of the post-
purchase and customer retention experience in ways that will matter to your
customer and help build a relationship with them that goes beyond a
simple sale.”

Tim Peckover
Content Marketing Manager
Smile.io

115
SHOP QUIZZES FOR SHOPIFY: UNDERSTANDING FUNCTIONALITY AND
POSSIBILITIES

Defining the Goal and

Structure of Your Shop Quiz

116
Shop Quizzes for Shopify: Defining the Goal and Structure of Your Shop Quiz

How to Brainstorm When Planning Your Quiz?

If a customer came to you and didn’t know what How many recommendations would
to buy, what questions would you ask them to be you want to make after finding out a
able to recommend the right product? customer’s preferences?

117
Shop Quizzes for Shopify: Defining the Goal and Structure of Your Shop Quiz

Types of Product Recommendations You Can Make

Bundle of items meant to Hero product featured alone or A selection of products

go together as the main choice with side presented together that the
recommendations customer can choose from

Tip: Think about the buyer personas that each results page will represent.

118
Shop Quizzes for Shopify: Defining the Goal and Structure of Your Shop Quiz

Industry Examples of Product Recommendations

Recommend items that Recommend a single hero Recommend multiple

match, like a routine product for an easy decision products to choose from

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Shop Quizzes for Shopify: Defining the Goal and Structure of Your Shop Quiz

How to Brainstorm When Planning Your Quiz?

When you recommend products, do you want to Are there any questions you want to ask customers
include additional upsells or cross sells? specifically for remarketing purposes on email,
Messenger, or ads?

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Shop Quizzes for Shopify: Defining the Goal and Structure of Your Shop Quiz

How to Brainstorm When Planning Your Quiz?

Do you want to collect information from your Where on your website do you plan to put the
customers like Messenger, Email and SMS opt-ins? quiz and how will you promote it?

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SHOP QUIZZES FOR SHOPIFY: UNDERSTANDING FUNCTIONALITY AND
POSSIBILITIES

Creating a Roadmap of the

Customer Journey Through
Your Quiz

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Shop Quizzes for Shopify: Creating a Roadmap of the Customer Journey Through Your Quiz

Important Items to Consider For Questions That Determine Results

Which questions are What is the minimum Are your questions and Are there questions that
important for recommending amount of questions that answers best represented need an explanation to help
your product? will provide an accurate in text, or with images customers understand the
recommendation? and logos? context?

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Shop Quizzes for Shopify: Creating a Roadmap of the Customer Journey Through Your Quiz

Industry Examples of Common Questions That Determine Results

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Shop Quizzes for Shopify: Creating a Roadmap of the Customer Journey Through Your Quiz

Important Items to Consider For Questions That Humanize a Quiz

What kind of personality What kind of conversations Do you want to add Is there content you
would an sales associate would you have with your confirmation screens in could add that helps give
for your store have? customers? between pages? life to your questions?

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Shop Quizzes for Shopify: Creating a Roadmap of the Customer Journey Through Your Quiz

Example Questions That Humanize the Your Shop Quiz

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Shop Quizzes for Shopify: Creating a Roadmap of the Customer Journey Through Your Quiz

Important Items to Consider For Questions That Collect Data

Is there information you want

to know about your
customers that isn’t related to
product recommendations?

If you collect opt-ins, do you Are there questions you

want to offer an incentive could ask that will help
within the quiz or through a you refine your buyer
different channel? personas?

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SHOP QUIZZES FOR SHOPIFY: UNDERSTANDING FUNCTIONALITY AND
POSSIBILITIES

Taking Your First Steps Into

the Shop Quiz Tool

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Shop Quizzes for Shopify: Taking Your First Steps Into the Shop Quiz Tool

How Creating a Shop Quiz in Octane AI Works

Create Pages For The Quiz Add Rules to Structure Your Quiz Embed Your Quiz On Your Store
Add questions, results and Use Octane AI’s built-in rules logic to Embed your quiz on your website and
custom content using the build the journey customers will take start gathering conversions, customer
quiz tool in your dashboard through your quiz depending on the data and opt-ins.
answers they choose.

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Shop Quizzes for Shopify: Taking Your First Steps Into the Shop Quiz Tool

Types of Pages You Can Make in Octane AI’s Quiz Tool

Sections

Multiple / Picture Choice

Give customers a selection of answers they can pick
in response to a question.

Text Collection

Let customers freely type an answer in response to

a question or prompt.

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Shop Quizzes for Shopify: Taking Your First Steps Into the Shop Quiz Tool

Types of Pages You Can Make in Octane AI’s Quiz Tool

Sections

Opt-ins
Choose between Messenger, Email and SMS opt-in
pages.

Explainer Screen

Create a custom page using content like text,

images or links.

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Shop Quizzes for Shopify: Taking Your First Steps Into the Shop Quiz Tool

Types of Pages You Can Make in Octane AI’s Quiz Tool

Results

Product Blocks

Use one or more blocks of product

recommendations and content to design the look
of each results page.

Products and Collections

Add products and collections straight from your

store that are automatically updated anytime you
update your catalogue.

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Shop Quizzes for Shopify: Taking Your First Steps Into the Shop Quiz Tool

FAQs About Shop Quizzes

Will a customer’s data be saved even if they don’t How do I use Octane AI’s Klaviyo integration with
complete the quiz? the Shop Quiz tool?

● Yes. Any replies and opt-ins given by the customer ● With Octane AI’s Klaviyo integration, any email
will be saved in your Octane AI dashboard even if you collect in your quiz will automatically sync
the customer didn’t take the quiz all the way to a into Klaviyo along with the customer’s answers
results page. and buyer persona as custom properties. If
someone takes the quiz and gives you their email
What kind of data can I see in Octane AI’s dashboard? in Octane AI later, then their quiz results will still
be able to sync.
● You can view detailed engagement data for every
question you’ve created for your quiz, as well as a What kind of quizzes can I make with the Shop Quiz
detailed breakdown of the performance of each tool?
buyer persona. With metrics like conversion and
drop-off percentages, you can optimize every step ● There’s a huge variety of quizzes you can make
of your quiz. with the quiz tool, so the ideal type of quiz for
your store will vary between brands. Consider
You’ll also be able to view an individual customer’s what kinds of products you’d like to recommend
answers and results which are fully exportable. and where in the customer’s journey you’d like
the quiz to be. Also keep in mind what data you
want to get from engagement with your quiz.

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SHOP QUIZZES FOR SHOPIFY: UNDERSTANDING FUNCTIONALITY AND
POSSIBILITIES

Use Questions and Answers

in Your Quiz to Gather Data
and Lead Customers to the
Right Purchase

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Shop Quizzes for Shopify: Use Questions and Answers in Your Quiz to Gather Data and Lead Customers to the Right Purchase

Questions You Can Make in Octane AI’s Quiz Tool

Multiple / Picture Choice

What is it?

● Let customers choose between text or image-based

answers.

What can it do?

● Easy but powerful customization options for

formatting your image answers. Access different
settings for desktop and mobile layouts.

● Attach a list in Octane AI to any answer that adds

any customer that chooses that option.

● Use rules to show or hide an answer depending on

a customer’s previous choices.

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Shop Quizzes for Shopify: Use Questions and Answers in Your Quiz to Gather Data and Lead Customers to the Right Purchase

Questions You Can Make in Octane AI’s Quiz Tool

Text Collection
What is it?

● Gather free-form answers from customers that

they type out.

What can it do?

● Gather custom information from customers that

you can export from Octane AI’s dashboard with
the rest of their answers and profile.

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Shop Quizzes for Shopify: Use Questions and Answers in Your Quiz to Gather Data and Lead Customers to the Right Purchase

Create a Picture Choice Question in the Quiz Tool

STEP 1
Click “Add Section” in the Quiz Editor and
Select the Picture Choice Option
In the quiz editor, click the “Add section” option
to create a new question. Under the
“Questions” category, select the picture choice
option to create a new question that uses
images for answers.

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Shop Quizzes for Shopify: Use Questions and Answers in Your Quiz to Gather Data and Lead Customers to the Right Purchase

Create a Picture Choice Question in the Quiz Tool

STEP 2
Create as Many Answers as You Need For
Your Picture Choice Question
New answers can be added by clicking “Add
answer” while editing your new question.
Upload images for at least two answers, adding
a label and adjusting alignment options for
each image.

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Shop Quizzes for Shopify: Use Questions and Answers in Your Quiz to Gather Data and Lead Customers to the Right Purchase

Create a Picture Choice Question in the Quiz Tool

STEP 3
Choose the Text and Image Layout You’d
Like For Your Answers
The section “Answers Display” in your quiz will
have important options for picture choice
questions. In addition to customizing the layout
of your answers, you can set how many
answers are displayed per row on desktop and
mobile devices.

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Shop Quizzes for Shopify: Use Questions and Answers in Your Quiz to Gather Data and Lead Customers to the Right Purchase

Create a Picture Choice Question in the Quiz Tool

STEP 4
Add Rules to Your Question to Decide
Which Page a Customer Will See Next
You can set a question to lead to the
next section or straight to results.

If you create a specific rule set for the

question, you can point a customer to a
specific section in your quiz based on
the answers they chose. Use a mix of
“Any” and “All” conditions to decide
which answers are mandatory and
which ones are optional for this set of
rules.

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 WHY DO YOU THINK ONSITE QUIZZES ARE IMPORTANT FOR DTC BRANDS?

“The customer doesn't always know what they're looking for when they come to
the site. So it's important to help educate them and help them understand
everything your brand has to offer. It's even a great place to offer product
recommendations and up-sells/cross-sells to those customers that know exactly
what they are looking for.”

Nikki Johnson
Co-Founder
Sticky Digital

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SHOP QUIZZES FOR SHOPIFY: UNDERSTANDING FUNCTIONALITY AND
POSSIBILITIES

Sync Customer Data and

Buyer Profiles to the
Platform of Your Choice
With Opt-ins

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Shop Quizzes for Shopify: Sync Customer Data and Buyer Profiles to the Platform of Your Choice With Opt-ins

How Opt-ins in Shop Quizzes Work

Opt-in Page is Added Customer Opts In While Opt-in is Synced to

During Quiz Creation Taking the Quiz Connected Platforms
Opt-ins can be added as Whether you have a Messenger, Email Messenger, email and SMS subscribers
mandatory or optional steps or SMS opt-in, or all three, customers can be used with Octane AI’s features
in a Shop Quiz. will be subscribed as soon as they right away and can automatically sync
submit their opt-in during your quiz. with integrations like Klaviyo and
Facebook Ads.

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Shop Quizzes for Shopify: Sync Customer Data and Buyer Profiles to the Platform of Your Choice With Opt-ins

Display Exclusive Content Based on Whether a Customer Has Opted In

STEP 1
Add the Opt-in Page That Your Content Will
Connect To
When adding the opt-in, you should enable the
option to skip the question if the customer
wishes to. Otherwise, tying content to this opt-
in won’t matter since the content will always
display for any quiz takers.

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Shop Quizzes for Shopify: Sync Customer Data and Buyer Profiles to the Platform of Your Choice With Opt-ins

Display Exclusive Content Based on Whether a Customer Opted In

STEP 2
Use the Drag-and-Drop Feature to Place the
Opt-in in the Right Order in Your Quiz
The opt-in should come before the content you
want to connect with the opt-in.

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Shop Quizzes for Shopify: Sync Customer Data and Buyer Profiles to the Platform of Your Choice With Opt-ins

Display Exclusive Content Based on Whether a Customer Opted In

STEP 3
Display an Answer or Product Block Based
on How a Customer Answered the Opt-in
You can choose to show an answer or product
block using a rule based on a customer’s reply
to the opt-in.

Product blocks can include additional content

like text, images and links, so an advanced
technique is creating a product block with just
content like an exclusive discount -- letting you
offer a bonus to customers that become a
subscriber.

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SHOP QUIZZES FOR SHOPIFY: UNDERSTANDING FUNCTIONALITY AND
POSSIBILITIES

Use Explainer Screens to Set

the Pace and Vibe of Your
Quiz With Custom Content

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Shop Quizzes for Shopify: Use Explainer Screens to Set the Pace and Vibe of Your Quiz With Custom Content

What an Explainer Screen Can Do in a Shop Quiz

Explainer Screen
What is it?

● Blank slate pages that can be fully customized using

text, images and links.

What can it do?

● Set the vibe of your quiz with custom pages added

between questions or before results like a loading
state or an introduction to a section of your quiz.

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Shop Quizzes for Shopify: Use Explainer Screens to Set the Pace and Vibe of Your Quiz With Custom Content

Create a Loading Screen For Your Quiz With Explainer Screens

STEP 1
Click “Add section” in the Quiz Editor and
Select the Explainer Screen Option
Explainer pages can’t collect answers from
customers, but do have flexibility as free form
sections in your quiz.

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Shop Quizzes for Shopify: Use Explainer Screens to Set the Pace and Vibe of Your Quiz With Custom Content

Create a Loading Screen For Your Quiz With Explainer Screens

STEP 2
Remove the Button and Set a Timer For the
Explainer Screen
After adding your title, enable the
“After...seconds” and “Do not show button”
options on the left options menu while editing
the explainer screen.

This makes sure the explainer screen behaves

specifically like a loading screen.

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Shop Quizzes for Shopify: Use Explainer Screens to Set the Pace and Vibe of Your Quiz With Custom Content

Create a Loading Screen For Your Quiz With Explainer Screens

STEP 3
Add an Animated GIF as Additional Content
on the Explainer Screen
Under “Additional content”, click the “Add
content” option. Then, expand the image
column to upload an animated GIF. You can use
max width options to resize the GIF into a
smaller size if you’d like.

Once the file has finished uploading, click “Add”

before going back to the explainer screen.

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Shop Quizzes for Shopify: Use Explainer Screens to Set the Pace and Vibe of Your Quiz With Custom Content

Create a Loading Screen For Your Quiz With Explainer Screens

STEP 4
Drag and Drop the Explainer Screen to the
Location You’d Like it to Appear
If you want this loading screen to appear right
before someone sees their results, you can
leave it right at the end.

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SHOP QUIZZES FOR SHOPIFY: UNDERSTANDING FUNCTIONALITY AND
POSSIBILITIES

Build Buyer Personas and

Personalize Product
Natural Sylvia
Most concerned with natural ingredients

Recommendations With
Results Pages High-end Alice
Most concerned with the
luxurious feel of the product
Create targeted product recommendations for customers
based on the answers they chose while taking your quiz.
Customize product block with layout options and additional
content to personalize each result.

Each results page you create is a buyer persona with complete

analytics in Octane AI’s dashboard making sure you’re never
in the dark about what’s working best.

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Shop Quizzes for Shopify: Build Buyer Personas and Personalize Product Recommendations With Results Pages

Examples of Results Pages

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Shop Quizzes for Shopify: Build Buyer Personas and Personalize Product Recommendations With Results Pages

How Results Pages Can Represent Buyer Personas

Customers take your quiz Octane AI’s analytics tells you which Use data for better retargeting, focus
and see results based on questions customers engage with on profitable customers and
their answers and which results create the most improve your brand messaging.
conversions

155
Shop Quizzes for Shopify: Build Buyer Personas and Personalize Product Recommendations With Results Pages

Personalizing Recommendations Within a Buyer Persona

Ask a clearly defined question

that’s key to how you want to
recommend products.

Display customized recommendations

for different customers within the
same profile.

Use rules inside of a product or

product block to pair it with an
answer in the quiz.
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Shop Quizzes for Shopify: Build Buyer Personas and Personalize Product Recommendations With Results Pages

Create Personalized Product Recommendations Based on Customer Answers

STEP 1
Decide Which Products You Want to Display
for Each Buyer Persona
The specific products you want to show off in
your results pages, along with the amount are
key to creating each of your buyer personas.

If you’re not sure how to make this decision,

you can find more details in Designing Your
Shop Quiz.

Hero Products have the Items that are usually

spotlight on your results purchased together can be
page, but may include an effective choice as well.
secondary
recommendations.

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Shop Quizzes for Shopify: Build Buyer Personas and Personalize Product Recommendations With Results Pages

Create a Prospecting Ad For Customers Similar to a Buyer Persona

STEP 2
Export Your List as a Custom Facebook
Audience
For this example, we’ll create a list directly in
Octane AI. Navigate to Lists in the left-nav menu
of your dashboard to see all of the lists
available to you.

Any list here can be turned into a custom

Facebook audience with a switch - including
default ones like your entire Messenger
subscriber list.

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Shop Quizzes for Shopify: Build Buyer Personas and Personalize Product Recommendations With Results Pages

Create Personalized Product Recommendations Based on Customer Answers

STEP 2
Create Product Blocks For Each Set
of Recommendations You Want on
the Page
Each product block has its own set of
layout settings. Use multiple product
blocks to control how and where
products are recommended when a
customer sees their results.

If you only have a single product or set

of products, then creating a single
product block is okay too.

159
Shop Quizzes for Shopify: Build Buyer Personas and Personalize Product Recommendations With Results Pages

Create Personalized Product Recommendations Based on Customer Answers

STEP 3
Use Product Rules to Pair Products
With Answers
After you add a product to your quiz, you’ll
have the option to add rules to the entire
product block or an individual product.

These rules will require customers to

select the answers you choose in order to
view these products. Repeat this step for
each product you want to have special
requirements to view.

Tip: All customers that land on a results page should still be in the same buyer persona, even if you personalize specific recommendations.

160
 WHY DO YOU THINK ONSITE QUIZZES ARE IMPORTANT FOR DTC BRANDS?

“On-site quizzes accomplish two things. First, it personalizes the experience and
the product(s) while educating the consumer on the value of the subscription
which is key to conversion.

Secondly, after a consumer completes a quiz, they've invested time and interest
making them more likely to convert. They have built trust and put in the work to
build a personalized subscription, now, subscribing is the easy part.”

Casey Gannon
Director of Growth
Boldcommerce

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SHOP QUIZZES FOR SHOPIFY: UNDERSTANDING FUNCTIONALITY AND
POSSIBILITIES

Analyze, Edit and Embed

Your Quiz From Its Main
Hub
Each Shop Quiz you create features its own page in your
dashboard, acting like its control center. You can easily access
the editor, or generate your embed code if you’re ready to set
your quiz live.

Octane AI also offers unparalleled analytics with the Quiz Tool.

You can view detailed decision data for every question and
answer, get a complete picture of each results page and
export any set of customer answers.

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Shop Quizzes for Shopify: Analyze, Edit and Embed Your Quiz From Its Main Hub

What You Can Do From Your Quiz’s Main Page

View Detailed Analytics For Each

Edit Your Quiz Get Your Embed Code Part of Your Quiz

Dry skin results page

Oily skin results page

163
SHOP QUIZZES FOR SHOPIFY: UNDERSTANDING FUNCTIONALITY AND
POSSIBILITIES

Add Your Quiz to Your

Shopify Store With a Simple
Embed

164
Shop Quizzes for Shopify: Add Your Quiz to Your Shopify Store With a Simple Embed

3-Step Overview to Adding Your Quiz to Shopify

STEP 1 STEP 2 STEP 3

Get Quiz Embed Code Add the Quiz to a Page Make Changes to your Quiz Without
in Shopify Needing to Embed Again

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Shop Quizzes for Shopify: Add Your Quiz to Your Shopify Store With a Simple Embed

Add Your Quiz With Different Page Options

Page Body Full Body

Display a quiz within the main Take over the full screen with a
body of a webpage quiz embed

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Shop Quizzes for Shopify: Add Your Quiz to Your Shopify Store With a Simple Embed

How to Embed Your Shop Quiz in Shopify

STEP 1
Grab Embed Code From the Quiz’s Main Page
From the Shop Quiz Tool page, click on your
quiz to navigate to its main page. From here,
find the button that says “Get the code” to
generate your embed code.

A pop-up will appear letting you select between

different page options for your code. Simply
copy the code to add to your store later, no
need to do any coding yourself!

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Shop Quizzes for Shopify: Add Your Quiz to Your Shopify Store With a Simple Embed

How to Embed Your Shop Quiz in Shopify

STEP 2
Create a New Page in Shopify For Your Quiz
From your Shopify admin dashboard, go to
“Online Store” under the “Sales Channel” tab in
the left-hand navigation. Once there, click on
“Pages” and press the “Add page” button to
create a blank page for your store.

This page won’t be accessible until you link it on

your website, so don’t worry about a customer
finding the new page.

Tip: Once you add your quiz to this page, you can link it anywhere you’d like such as on your home
page, website navigation, within your Octane AI bot and more.

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Shop Quizzes for Shopify: Add Your Quiz to Your Shopify Store With a Simple Embed

How to Embed Your Shop Quiz in Shopify

STEP 3
Add the Quiz Embed Code to Your New
Shopify Page
Open your new page in Shopify’s admin
dashboard and locate the “Content” form. This
is where you’ll fill your page’s content, but
before making changes, select the “< >” icon.

This switches the form to a mode that

recognizes code. From here, just paste the quiz
embed code you copied from Octane AI’s
dashboard earlier and save your changes.

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Shop Quizzes for Shopify: Add Your Quiz to Your Shopify Store With a Simple Embed

How to Embed Your Shop Quiz in Shopify

EXAMPLE IDEAS
STEP 4
Preview the Quiz and Decide Where to Link ● Your home page or
It navigation bar are great
After saving the page, you can click “View page” locations to get the fullest
to try out your quiz. picture of your buyer
personas as possible.
In order for customers to take your quiz, you’ll ● You can promote your
have to link this page somewhere! quiz in channels like email
or ads to introduce
potential customers that
aren’t on your website.

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SHOP QUIZZES FOR SHOPIFY: UNDERSTANDING FUNCTIONALITY AND
POSSIBILITIES

Learn Valuable Insights

From Your Shop Quiz
The questions you ask aren’t just important for matching
customers with a product recommendation. As customers
take your quiz, every decision they make and how they
interact with your quiz is recorded in Octane AI’s dashboard
with meticulous detail.

You may learn new facts about your audience that you never
knew before. Questions that ask about demographics and
familiarity with your products may let you make better
recommendations, but they also help you understand your
customers better.

171
Shop Quizzes for Shopify: Learn Valuable Insights From Your Shop Quiz

What Kind of Analytics Octane AI Collects For Your Quiz

Performance metrics Buyer persona data Engagement stats

172
Shop Quizzes for Shopify: Learn Valuable Insights From Your Shop Quiz

How Questions Can Reveal Insights Into Your Customers

Use Questions That Learn Access Detailed Decision Data Optimize Your Quiz
About the Customer in Octane AI and Remarketing

173
Shop Quizzes for Shopify: Learn Valuable Insights From Your Shop Quiz

How Questions Can Reveal Insights Into Your Customers

Do you have a large customer segment that’s new to your product?

Add content to your question Create a list in Octane AI to target Encourage sales with an incentive
segments to educate customers the segment via Messenger, like a discount offered to the
why a question matters Email or SMS segment that submitted a
marketing opt-in

174
 Natural Sylvia
SHOP QUIZZES FOR SHOPIFY: UNDERSTANDING FUNCTIONALITY AND Most concerned with natural ingredients

POSSIBILITIES

Understand Your Customers

Through Buyer Personas
Buyer personas are data driven segments that translate your
customer base into clear categories through engagement with
your Shop Quiz. The more customers that take your quiz, the
more complete your picture of your customers’ preferences
will become.

This information doesn’t just help improve conversions on Price-Sensitive Kevin High-end Alice
your store, but also gives you a valuable advantage in your Most concerned with price
point
Most concerned with the
luxurious feel of the product
marketing and promotions.

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Shop Quizzes for Shopify: Understand Your Customers Through Buyer Personas

How the Shop Quiz Turns Engagement Into Insights

STEP 1
Make Sure Your Quiz Has Questions
Revealing Key Information About Your
Customers
This doesn’t just include questions asking about
preferences related to your product. You may
want to include questions in your quiz that
aren’t connected to a particular result, but
instead are for gathering remarketing data.

Questions like this can be interesting for you

and customers as well as help humanize your
quiz.

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Shop Quizzes for Shopify: Understand Your Customers Through Buyer Personas

How the Shop Quiz Turns Engagement Into Insights

STEP 2 Dry skin results page

Gather Analytics as Customers Take Your

Quiz
Quiz dashboard analytics include detailed
information about every choice customers
make, even information about the average time
spent per question!

You’ll also get an exact breakdown of the

percentage of customers that select each Oily skin results page
answer and land on each results page.

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Shop Quizzes for Shopify: Understand Your Customers Through Buyer Personas

How the Shop Quiz Turns Engagement Into Insights

STEP 1
Optimize Each of Your Buyer Personas
As customers take your quiz, make sure you use
your data to optimize each of your buyer
personas. Octane AI’s dashboard gives you a
detailed breakdown of each results page’s
performance.

You’ll not only know how many people are

landing on each buyer persona, but you’ll also
get precise conversion stats and product
rankings for each one.

The in-depth analytics available in your dashboard will

take your insights to the next level.

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Shop Quizzes for Shopify: Understand Your Customers Through Buyer Personas

What You Can Do With Accurate Buyer Personas

Target profitable segments with Inform decisions on which Create precise campaigns that
future sales and promos products to feature target each profile with
personalized messaging

179
 WHY DO YOU THINK ONSITE QUIZZES ARE IMPORTANT FOR DTC BRANDS?

“An on-site quiz is the very best opportunity for a brand to capitalize on intent
while being customer-centric. A market research quiz can inform product
development, allowing the brand to market directly to quiz takers when those
asked-for products are available. A shoppable quiz can make personalized
recommendations so there's less friction in the buying process, thus increasing
average order value and conversions.”

Meghan Terwilliger
Partner at Prestige Pro Media

180
STEP-BY-STEP GUIDE TO MAXIMIZING YOUR RETURN
WITH OCTANE AI

Shop Quiz Integrations

and Maximizing Your
Remarketing

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SHOP QUIZ INTEGRATIONS AND MAXIMIZING YOUR REMARKETING

Translating Your Shop Quiz

Analytics Into Your
Messaging
As Octane AI gathers Shop Quiz analytics, the rest of your
dashboard offers an entire toolset to take advantage of key
insights. Send outbound campaigns directly from Octane AI
in Facebook Messenger or SMS. Use Klaviyo to send
targeted emails and create precise custom audiences for
Facebook Ads.

The potential ways your Shop Quiz data can boost your
messaging to the next level are endless. We’ll get you
started by showing you a few ways here.

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Shop Quiz Integrations and Maximizing Your Remarketing: Translating Your Shop Quiz Analytics Into Your Messaging

Targeting Customers Based On Their Preferences is Easy

Use Questions Designed For Create a List in Octane AI Based Use the List With the Marketing
Remarketing on Answers Channel of Your Choice

183
Shop Quiz Integrations and Maximizing Your Remarketing: Translating Your Shop Quiz Analytics Into Your Messaging

How You Can Use a List Created From a Quiz in Octane AI

List in Octane AI

Create a Facebook Ads Personalize Messenger and Sort Into Klaviyo Segments
Custom Audience SMS Outreach

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Shop Quiz Integrations and Maximizing Your Remarketing: Translating Your Shop Quiz Analytics Into Your Messaging

Create Customer Segments From Your Remarketing Questions

STEP 1
Make Sure Opt-ins Are Present in Your Quiz
Shop quizzes can include marketing opt-ins for
for Messenger, Email, and SMS. While you can
gather opt-ins through other channels, doing so
in your quiz will make sure you can seamlessly
sync your leads with Octane AI’s integrations.

Tip: If you add opt-ins to your quiz, you may want to turn off any pop-ups for your
quiz page so customers don’t feel overwhelmed by prompts.
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Shop Quiz Integrations and Maximizing Your Remarketing: Translating Your Shop Quiz Analytics Into Your Messaging

Create Customer Segments From Your Remarketing Questions

STEP 2
Create or Designate Questions You Want to
Use to Remarket to Customers Later
Some questions can help with product
recommendations and will provide valuable
insights at the same time. Other questions
might not determine a customer’s results, but
still be useful like questions about
demographics or how someone heard about
your store.

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Shop Quiz Integrations and Maximizing Your Remarketing: Translating Your Shop Quiz Analytics Into Your Messaging

Create Customer Segments From Your Remarketing Questions

STEP 3
Create and Attach Lists to Important
Answers
Octane AI lets you automatically segment
customers by the answers they picked. From
the Quizzes page, navigate to the main page of
the quiz you want to segment an audience by
answer for. In your analytics, navigate down to
the answer you’d like a list for and click on the
“+” icon.

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Shop Quiz Integrations and Maximizing Your Remarketing: Translating Your Shop Quiz Analytics Into Your Messaging

Create Customer Segments From Your Remarketing Questions

STEP 4
Use Lists With the Marketing Channel of
Your Choice
Once you’ve created a list, you’ll be able to use it
with any of the marketing channels Octane AI is
connected to. Use lists to target your
Messenger and SMS campaigns, or quickly
segment profiles in Klaviyo using the list as a
custom property.

You can also export lists into Facebook Ads

Manager with a built-in switch in Octane AI.

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SHOP QUIZ INTEGRATIONS AND MAXIMIZING YOUR REMARKETING

Use Facebook Opt-ins to

Send Targeted Sales
Notifications in Messenger
Octane AI offers a variety of ways to engage with someone
who gives you a Messenger opt-in. Automated flows let you
send abandoned cart reminders or post-purchase follow-
ups while customer care features can provide AI-powered
customer support.

Customers can also be added to Messenger lists you can

use to send promotional notifications to an engaged
audience with high returns.

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Shop Quiz Integrations and Maximizing Your Remarketing: Use Facebook Opt-ins to Send Targeted Sales Notifications in Messenger

Send Targeted Sales Notifications to Customers in Messenger

Customers Subscribe to Octane AI Asks If They Want a Send a Personalized Sales

Messenger in Quiz Heads Up on a Future Sale Notification in Messenger
At Any Time

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Shop Quiz Integrations and Maximizing Your Remarketing: Use Facebook Opt-ins to Send Targeted Sales Notifications in Messenger

Create a Targeted Automated Sales Notification Flow

STEP 1
Create a One-Time Notifications Opt-In
You can find one-time notification settings
by navigating to the “Messenger” page
under “Campaigns” in Octane AI’s left-nav
menu. You can send one-time notification
messages from here to Messenger
subscribers that have agreed to receive
one.

Click on “New notification opt-in” to make

a prompt, or use the default one Octane
AI provides.

One-time notification messages can act like push notifications in Messenger that
you send for a specific prompt that users have agreed to.
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Shop Quiz Integrations and Maximizing Your Remarketing: Use Facebook Opt-ins to Send Targeted Sales Notifications in Messenger

Create a Targeted Automated Sales Notification Flow

STEP 2
Create a Custom Flow and Target Your
Preferred List
Under “Flows” in your Octane AI
dashboard’s left-nav menu, you’ll find
automated Messenger sequences that
you can setup including Custom Flows
which let you create your own.

Create a new Custom Flow and select the

list you want to target. This will make
your flow automatically fire off whenever
someone who’s a Messenger subscriber
is added to that list.

By creating a list from an answer from one of your remarketing questions, or a question
that helps define a buyer profile, you can target specific customer segments.
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Shop Quiz Integrations and Maximizing Your Remarketing: Use Facebook Opt-ins to Send Targeted Sales Notifications in Messenger

Create a Targeted Automated Sales Notification Flow

STEP 3
Insert the One-Time Notification Opt-In Into
the Custom Flow
While creating your custom flow, you’ll be able
to customize the conversation that’s sent to
eligible customers. Inserting a One-Time
Notification Opt-In is super easy with the
conversation editor.

Make sure to add anything else you need to

personalize the voice of your Octane AI bot to
match your brand.

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Shop Quiz Integrations and Maximizing Your Remarketing: Use Facebook Opt-ins to Send Targeted Sales Notifications in Messenger

Create a Targeted Automated Sales Notification Flow

STEP 4
Send Out a One-Time Notification Broadcast
When You’re Ready
Once you save your Custom Flow, Octane AI will
automatically send Messenger subscribers that
you’ve targeted with a prompt asking them to
opt-in to your notifications.

After gathering eligible users, you can send a

Messenger notification at anytime from the
dashboard.

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SHOP QUIZ INTEGRATIONS AND MAXIMIZING YOUR REMARKETING

Enhance Your Email

Campaigns With Quiz
Insights Through Octane
AI’s Integrations
Emails gathered through your quiz will automatically be
sorted into Octane AI’s default lists. They’ll also
automatically sync into Klaviyo if the integration is present,
instantly giving you usable data points to control your Email
campaigns with.

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Shop Quiz Integrations and Maximizing Your Remarketing: Enhance Your Email Campaigns With Quiz Insights Through Octane AI’s Integrations

What You Can Do With an Email Opt-In With Octane AI

Customer Opts In With Email

Automatically Sync Quiz Trigger Messages When a Target Subscribers Based

Data and Results Into Specific Buyer Persona on Whether They’ve Given
Klaviyo Opts In With Email Their Email or Not

196
Shop Quiz Integrations and Maximizing Your Remarketing: Enhance Your Email Campaigns With Quiz Insights Through Octane AI’s Integrations

How Quiz Engagement Turns Into Klaviyo Data

Quiz answers and Customers submit Profiles are Customers can be

results are assigned their email during or automatically synced segmented and targeted
custom properties for after taking a Shop into Klaviyo with based on custom
Klaviyo Quiz answers and results properties

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Shop Quiz Integrations and Maximizing Your Remarketing: Enhance Your Email Campaigns With Quiz Insights Through Octane AI’s Integrations

Create a Welcome Series in Klaviyo Based on Quiz Data

STEP 1
Make Sure Your Klaviyo Integration Is Set Up
To set up Klaviyo with your Octane AI account, you just
need to your private API key generated from Klaviyo into
the integration on your Octane AI dashboard.

Once that’s been done, anyone who submits their email

through one of your Octane AI features will sync
automatically into Klaviyo. Even if a customer submits
their email after taking your quiz, their quiz results will
still be recorded too.

Make sure you select a list that email opt-ins will be

added to as well.

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Shop Quiz Integrations and Maximizing Your Remarketing: Enhance Your Email Campaigns With Quiz Insights Through Octane AI’s Integrations

Create a Welcome Series in Klaviyo Based on Quiz Data

STEP 2
Customize the Custom Properties You Want to
Target
Open the quiz editor of the Shop Quiz you’d like to
create a Klaviyo campaign from. Locate the Klaviyo
settings of an answer by opening the question the
answer is located in, then selecting the specific answer.

Under “Actions”, you’ll find the “Klaviyo custom

properties” tab which lets you edit the custom
property settings of the answer.

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Shop Quiz Integrations and Maximizing Your Remarketing: Enhance Your Email Campaigns With Quiz Insights Through Octane AI’s Integrations

Create a Welcome Series in Klaviyo Based on Quiz Data

STEP 3
Create a Welcome Series Flow in Klaviyo
In Klaviyo, click on the “Flows” tab and select
“Create Flow”. You could create one from
scratch, but we’ll use a template instead.

Select the “Subscriber Welcome” checkbox in

the “Type” section and pick a standard
Welcome Series.

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Shop Quiz Integrations and Maximizing Your Remarketing: Enhance Your Email Campaigns With Quiz Insights Through Octane AI’s Integrations

Create a Welcome Series in Klaviyo Based on Quiz Data

STEP 4
Select the List From Your Octane AI
Integration
Before finalizing the Flow’s creation, select the
list you chose to sync emails collected from
Octane AI into.

Don’t worry if you have multiple email sources

and custom properties syncing into that list -
we’ll be able to apply a filter after to specify the
segment you want to target.

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Shop Quiz Integrations and Maximizing Your Remarketing: Enhance Your Email Campaigns With Quiz Insights Through Octane AI’s Integrations

Create a Welcome Series in Klaviyo Based on Quiz Data

STEP 5
Filter In Custom Properties You Want to Target
After creating your Flow, you can add your Shop Quiz’s
custom properties to your welcome series’ trigger.

Click on your Flow’s trigger, then select “Flow Filters”. In

the “Select a condition” drop down menu, choose
“Properties about someone”.

Here, you’ll be able to add the exact answer or result you

want to target with your welcome series by adding the
custom property it’s associated with and create a
personalized welcome series for each buyer persona.

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SHOP QUIZ INTEGRATIONS AND MAXIMIZING YOUR REMARKETING

Use Shop Quiz Integrations

Together to Maximize Your
Audience
Klaviyo isn’t the only platform you can plug directly into your
Shop Quiz.

Shop Quizzes also integrate with Facebook Pixels, letting

you capture custom events and engage customers on
Facebook even if they haven’t given you a Messenger opt-in.

The more tools you take advantage of, the stronger your
marketing focus can become.

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Shop Quiz Integrations and Maximizing Your Remarketing: Use Shop Quiz Integrations Together to Maximize Your Audience

What Parts of the Quiz Journey Facebook Pixels Can Capture

When Someone Starts or Stops When Someone Answers a When Someone Receives
Taking Your Quiz Question in Your Quiz Their Results

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Shop Quiz Integrations and Maximizing Your Remarketing: Use Shop Quiz Integrations Together to Maximize Your Audience

Target Customers Using Pixel Data But Exclude Those Who Gave Email

Default Pixel custom events can You can also add custom events based
be found on the Quiz settings on questions answers using actions

STEP 1
Create a Custom Pixel Event in
Octane AI
You can create custom events for an
answer or result in the Shop Quiz
editor. Simply find the “Actions” tab
while editing a quiz element, and you’ll
be able to create and name your event.

For this example, we recommend

choosing the results page with the
highest average order value which
will let you target customers that
spend the most money.

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Shop Quiz Integrations and Maximizing Your Remarketing: Use Shop Quiz Integrations Together to Maximize Your Audience

Target Customers Using Pixel Data But Exclude Those Who Gave Email

STEP 2
Set Up a Klaviyo Segment With Quiz Data
As long as you’ve connected your Klaviyo account to
your Facebook Ads account, you can use any Klaviyo
segment for a Facebook custom audience.

When creating a segment, use the definition

“Properties about someone”. Select the custom
property for quiz results or one of your questions.

Make sure you choose the same one as the Pixel

event that you want to target.

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Shop Quiz Integrations and Maximizing Your Remarketing: Use Shop Quiz Integrations Together to Maximize Your Audience

Target Customers Using Pixel Data But Exclude Those Who Gave Email

STEP 3
Sync Your Klaviyo Segment Into
Facebook
After you’ve set up your segment, you can
turn it into a custom audience in Facebook
by going to the “Facebook Advertising”
integration page in Klaviyo.

From here, you can send a segment or list

into Facebook Ads Manager by clicking on
“Add Custom Audience sync”.

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Shop Quiz Integrations and Maximizing Your Remarketing: Use Shop Quiz Integrations Together to Maximize Your Audience

Target Customers Using Pixel Data But Exclude Those Who Gave Email

STEP 4
Make a New Lookalike Audience in Facebook with
the Pixel Event
Once your Klaviyo-based audience is made, you’ll want
to make the actual audience you’ll target with your Ads.

In Facebook Ads Manager, create a new custom

audience and select “Website” as your option. This will
let you base your custom audience on Pixel events.
Choose the custom event you created for the results
page with the highest AOV.

Now, when creating an ad, you’ll be able to include this

Pixel-based audience and exclude the Klaviyo audience,
reaching profitable customers without doubling down
on those you already have an email opt-in from.

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 WHY IS PERSONALIZATION IMPORTANT?

“Looking beyond the pixel for personalization is so important in today’s customer journey
both on and off-line. People LOVE feeling special and going beyond that to build value when
it matters is taking the customer journey to the next level.

This can be achieved by personalizing your loyalty program based on customer data gathered
through a quiz or survey for example. Going beyond discounting and offering something of
meaning and value to your customer ultimately builds lifetime value and loyalty.”

Jennifer Root
Senior Marketing Manager
Adquadrant

209
STEP-BY-STEP GUIDE TO MAXIMIZING YOUR RETURN
WITH OCTANE AI

Tips & Tricks For

Maximizing the
Potential of Your Shop
Quiz

210
 It sounds like you’re ready to take your first dip
into the wide world of specialty coffee. We
TIPS & TRICKS FOR MAXIMIZING THE POTENTIAL OF YOUR SHOP QUIZ think you’ll love starting with these.

Show a Discount Code on

the Results Page If They
Opted In

Here's your 20% OFF code: QUIZ20

It sounds like you’re ready to take your first dip
into the wide world of specialty coffee. We
think you’ll love starting with these.

211
Tips & Tricks For Maximizing the Potential of Your Shop Quiz: Show a Discount Code on the Results Page If They Opted In

How Showing an Incentive For an Opt-In Works

Customer Answers Marketing Quiz Detects if Customer Opted Hidden Content Displays For the
Opt-in in at Results Customer

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Tips & Tricks For Maximizing the Potential of Your Shop Quiz: Show a Discount Code on the Results Page If They Opted In

Create a Product Block That Only Shows After an Opt-In

STEP 1
Create Sections For the Opt-Ins You Want to
Offer Incentives For
In order to make a discount conditional on
whether a customer gave you an opt-in or not,
you’ll have to create the Opt-In Page for your
Shop Quiz first.

You can use any of the Opt-In Pages usable with

a Shop Quiz, including Messenger, Email and
SMS.

Make sure you mention the discount incentive

in your Opt-In Sections by adding additional
text to the page.

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Tips & Tricks For Maximizing the Potential of Your Shop Quiz: Show a Discount Code on the Results Page If They Opted In

Create a Product Block That Only Shows After an Opt-In

STEP 2
Create a New Product Block in a Results
Page
Product Blocks can be added to a Results Page
without any actual products at all. By using a
Product Block to contain text or an image, you
can take advantage of Product Block rules to
display content only to customers who gave you
an opt-in.

Tip: Product blocks can be added without any

products in them, so you can use one just for
content in a results page.

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Tips & Tricks For Maximizing the Potential of Your Shop Quiz: Show a Discount Code on the Results Page If They Opted In

Create a Product Block That Only Shows After an Opt-In

STEP 3
Add Your Discount Code as Additional
Content in the Product Block
In the quiz editor, open your Product Block
and expand the “Additional content” tab and
click “Add content”.

For this example, we’ll use text. Once you’ve

set up your content, make sure you click “Add”.

Make sure you don’t add any products here

unless you want the product to be hidden to
customers that didn’t opt-in.

Tip: You can add the discount code as text, but you can also use images and animated GIFs here as well.

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Tips & Tricks For Maximizing the Potential of Your Shop Quiz: Show a Discount Code on the Results Page If They Opted In

Create a Product Block That Only Shows After an Opt-In

STEP 4
Attach Your Opt-Ins to the
Product Block With a Rule
Staying in the Product Block, now
expand the “Rules” tab to create the
conditions required for customers
to see this discount. If you only have
one opt-in, you only need to select
the one opt-in question and pick
“Answered”. This will require a
customer to have submitted their
opt-in to see this discount.

Tip: Use the “Any” condition for your rules if you have multiple opt-ins so that customers can
still see the discount if they only submit one opt-in.
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TIPS & TRICKS FOR MAXIMIZING THE POTENTIAL OF YOUR SHOP QUIZ

Using Images For Answers

217
Tips & Tricks For Maximizing the Potential of Your Shop Quiz: Using Images For Answers

Types of Questions You Could Use Picture Choice Questions For

Some questions can be Some questions may function

answered with text, but look better as picture choice
better with image answers. questions.

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Tips & Tricks For Maximizing the Potential of Your Shop Quiz: Using Images For Answers

Tips For Using Images in Your Answers

Try Not to Use Images That Are

Vary it up! Use Images That Go Together
Too Busy
Make sure you use image and Images that fit a consistent Using images that feel too
text answers when it makes theme, like icons that match random or have too much
sense to do so - it can be good your brand does a lot for going on can make the
to have both types. your quiz’s vibe. answer choice less intuitive
for customers.

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TIPS & TRICKS FOR MAXIMIZING THE POTENTIAL OF YOUR SHOP QUIZ

Show a Confirmation Screen

Between Questions

220
Tips & Tricks For Maximizing the Potential of Your Shop Quiz: Show a Confirmation Screen Between Questions

Reasons to Have a Confirmation Screen Between Your Sections

Introducing Stages of Setting the Mood Customer Education

Your Quiz

221
Tips & Tricks For Maximizing the Potential of Your Shop Quiz: Show a Confirmation Screen Between Questions

Turning an Explainer Screen Into a Confirmation Screen

STEP 1
Add an Explainer Screen to Your Quiz
Explainer Screens are blank slates for your Shop
Quiz. You can customize their look, function
and add them anywhere in your quiz before
your Results Pages.

For this example, we’ll create a simple Explainer

Screen that helps set a vibe for your quiz and
gives customers a sense of progress.

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Tips & Tricks For Maximizing the Potential of Your Shop Quiz: Show a Confirmation Screen Between Questions

Turning an Explainer Screen Into a Confirmation Screen

STEP 2
Remove the Button From Your Page
Explainer Pages are added to your quiz
with a button by default, but you can
remove it by selecting the “Do not show
button” option under the “Continue
Button” tab in the left-hand menu.

Tip: If you’re including text on your Confirmation Screen, you may want to include the button
so that customers don’t accidentally move on before they finish reading.
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Tips & Tricks For Maximizing the Potential of Your Shop Quiz: Show a Confirmation Screen Between Questions

Turning an Explainer Screen Into a Confirmation Screen

STEP 3
Add Content to the Explainer Page
Under the “Additional Content” tab, you can add
any content you’d like in the form of text,
images and a button.

You may not want to include a button here as it

will redirect customers away from your quiz.
However, some text combined with a nice,
aesthetic image or animated GIF can do a lot to
draw customers into your quiz.

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Tips & Tricks For Maximizing the Potential of Your Shop Quiz: Show a Confirmation Screen Between Questions

Turning an Explainer Screen Into a Confirmation Screen

STEP 4
Drag and Drop the Confirmation Screen to
its Intended Position
Octane AI’s quiz editor lets you drag and drop
the different pages of your Shop Quiz to
rearrange the order of your content.

Repeat this process for as many confirmation

screens as you’d like to add to your quiz.

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STEP-BY-STEP GUIDE TO MAXIMIZING YOUR RETURN
WITH OCTANE AI

Promoting
Your Shop Quiz

226
PROMOTING YOUR SHOP QUIZ

Placing Your Shop Quiz

Where It Matters Most
How you promote your quiz can influence what kinds of
customers see it and how you might want to tailor your
content.

227
Promoting Your Shop Quiz: Placing Your Shop Quiz Where It Matters Most

Different Ways You Can Promote Your Quiz

Home page Navigation Product Page Footer

Pop-up Email Ads

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Promoting Your Shop Quiz: Placing Your Shop Quiz Where It Matters Most

Promoting Your Quiz on Your Home Page

Why Here?

● The home page is where your quiz will be the

most visible giving you the most complete
picture of your buyer personas.

What Kind of Customers?

● Returning and new customers

● People who may have found your website in a

search and are briefly checking it out.

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Promoting Your Shop Quiz: Placing Your Shop Quiz Where It Matters Most

Promoting Your Quiz on Your Navigation / Footer

Why Here?

● Customers who find your quiz will want to take

it, making them more likely to engage on all
fronts.

What Kind of Customers?

● Customers who are browsing your store and

aren’t confident in making a purchase yet.

● Customers who are interested in the

Navigation CTA

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Promoting Your Shop Quiz: Placing Your Shop Quiz Where It Matters Most

Promoting Your Quiz on a Product Page

Why Here?

● Quiz can help with selection for products with lots

of options and variants like clothing.

What Kind of Customers?

● Customers who want to purchase but don’t know

which choices to make.

● Customers who are curious about a particular

product but aren’t convinced yet.

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Promoting Your Shop Quiz: Placing Your Shop Quiz Where It Matters Most

Promoting Your Quiz on a Pop-up

Why Here?

● High visibility making sure your quiz is

hard to miss.

What Kind of Customers?

● New customers who are seeing a pop-up

as new visitors.

● Customers who were about to leave your

store.

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Promoting Your Shop Quiz: Placing Your Shop Quiz Where It Matters Most

Promoting Your Quiz in an Email

Why Here?

● You can promote your quiz with targeted

messaging, creating high engagement.

What Kind of Customers?

● Customers who are already loyal and interested in

your products.

● Customers who may not have visited your store in

some time but are on your list.

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Promoting Your Shop Quiz: Placing Your Shop Quiz Where It Matters Most

Promoting Your Quiz in an Ad

Why Here?

● You can promote your quiz to

potential customers or target
specific segments.

What Kind of Customers?

● New customers that fit your

customer base.

● Customer segment that you want

to target.

Here’s an example of a successful top

of funnel ad set-up by one of our
agency partners, Mutesix.

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 WHY IS PERSONALIZATION IMPORTANT?

“Personalizing the customer journey is imperative to

getting people down the path to conversion. People
want to feel like they are engaging 1-1 with your brand,
through product recommendations, tailored content
and messaging, and customer service.”

Adena Merabi
Head of Strategic Partnerships
Mutesix

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STEP-BY-STEP GUIDE TO MAXIMIZING YOUR RETURN
WITH OCTANE AI

Shop Quiz
Walkthroughs

236
SHOP QUIZ WALKTHROUGHS

BeautyBio: A Virtual
Skincare Consultation

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Shop Quiz Walkthroughs: BeautyBio

BeautyBio: A Virtual Skincare Consultation

What Does the Quiz Do?

BeautyBio gives a virtual consultation

through their quiz to help customers
find the skincare routine that works for
Where is it promoted?
them.
BeautyBio’s quiz is linked directly on
their website navigation.
How Are Products Recommended?
Just like an in-store assistant,
How does it gather opt-ins?
BeautyBio’s quiz uses pointed questions
to simplify their skincare catalogue to BeautyBio doesn’t gather opt-ins
choices that make sense for the through their quiz, which lets the quiz
customer based on their answers. maximize completion rate and buyer
persona data.
This means they can cater their
recommendations to any type of This focus on conversions has led to a
customer, from complete beginners to whopping 28% increase in average
experienced individuals looking to order value from customers who took
deepen their skincare. BeautyBio’s consultation quiz.

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Shop Quiz Walkthroughs: BeautyBio

BeautyBio: A Virtual Skincare Consultation

Personalizing conversions When a customer completes the quiz

and receives their results, they don’t
Skincare routines can involve a lot of have to be intimidated by BeautyBio’s
products which can make it difficult for entire catalogue and instead can feel
some customers to feel like they made confident in the choices they’re
the right purchase. presented with.

BeautyBio uses their Shop Quiz’s robust This can make a sale more likely, and
rules logic to create dynamic versions bigger too!
of each buyer persona.

To accurately customize routines

correctly, BeautyBio takes a few
important factors into account:

● Why is the customer shopping?

● How many products does the
customer want to buy?
● How does the customer want to
use the product?

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Shop Quiz Walkthroughs: BeautyBio

BeautyBio: The Consultation Journey

1) General information is gathered 2) Learn about the customer. 3) Customer needs begin to be
to start identifying buyer persona. assessed.

4) Use key questions to personalize 5) Customer preferences are nailed 6) A full routine is recommended
product recommendations. down to finalize results. based on customer answers.

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Shop Quiz Walkthroughs: BeautyBio

What Kind of Sections Does BeautyBio Use?

Picture Choice Questions When there are images used in

answers, they’re icons with similar vibes.
BeautyBio uses picture choice questions This helps keep a consistent, on-brand
for their entire quiz, even for questions vibe throughout the quiz. And it’s not
that have text-based answers. just about form, it’s functional too.

This keeps the format familiar between Taking BeautyBio’s quiz is a pleasant
each question whether the answer and easy experience, just like an in-
includes an image or not. person skincare consultation experience
would be.

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Shop Quiz Walkthroughs: BeautyBio

What Kind of Questions Does BeautyBio Use?

What’s Their Main When Do They Apply

Skincare Concern? Their Routine?

How Extensive of a
Routine?

242
Shop Quiz Walkthroughs: BeautyBio

What Kind of Questions Does BeautyBio Use?

What’s Their Main When Do They Apply

Skincare Concern? Their Routine?

How Extensive of a
Routine?

243
Shop Quiz Walkthroughs: BeautyBio

BeautyBio: Customer-Tailored Results

Personalized routines
BeautyBio offers routines
that customers can add to
their cart individually, or
together based on their
quiz answers.

If a customer requested a Going the extra mile

routine for the morning
and evening, product When BeautyBio offers a
blocks for both types of routine, they mean it.
routines will be visible in a Customers that want the
customer’s results.
ultimate skincare set are
given the options to put
together the exact
shopping cart they want.

244
Shop Quiz Walkthroughs: BeautyBio

BeautyBio: Questions and Answers

Each question BeautyBio asks is designed to create an accurate recommendation, or gather interesting insights about
customers. This makes sure the buyer persona data from their quiz translates easily into their messaging.

What’s your age group? What’s your main concern?

Multiple Choice Picture Choice

● Under 25 ● 45 - 54 ● Prone to Breakouts ● Uneven Skin Tone

● 25 - 34 ● 55 - 64 ● Fine Lines & Wrinkles ● Enlarged Pores
● 35 - 44 ● 65+ ● Sensitive Skin

What are you looking to do? What best describes your skincare routine?
Picture Choice Picture Choice

● Maintain ● Quick & Easy (1-2 Steps)

● Prevent ● Want the glow but short on time (3-4 Steps)
● Treat ● My skincare routine is the best part of my day
(4+ Steps)
Which best describes your skin?
Picture Choice Are you looking for a certain routine?
Picture Choice
● Dry ● Normal
● Dull ● Combination ● AM ● BOTH
● Oily ● PM ● No, just targeted skincare
treatments
245
SHOP QUIZ WALKTHROUGHS

Rooted NYC: Matchmaking

Plants and People

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Shop Quiz Walkthroughs: Rooted NYC

Rooted NYC: Matchmaking Plants and People

What Does the Quiz Do? Travel habits, family/pets and the How does it gather opt-ins?
amount of sunlight are some of the
Rooted’s quiz assesses customer important factors Rooted takes in An email opt-in is placed at the start of
lifestyles and needs to recommend the before showing customers the perfect the quiz right after getting the
right choice of plants for them. suite of plants for their needs. customer’s name with a text collection
question.
How Are Products Recommended? Spread throughout the quiz and
products themselves is a layer of
Rooted offers a selection of targeted personality, giving the results a
product recommendations based on a humanizing touch.
customer’s answers.

Where is it promoted? This means everyone who takes

Rooted’s quiz has submitted their email,
This quiz is linked in Rooted’s website
making it easy to follow-up with each
navigation.
buyer persona from the quiz with
personalized messages.

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Shop Quiz Walkthroughs: Rooted NYC

Rooted NYC: Matchmaking Plants and People

Rooted paces their quiz with on-brand Creating a conversation

explainer screens that confirms each
question with pleasantly animated GIFs. Explainer pages in Rooted’s quiz work
just like the other end of a conversation.
This approach simulates having a
conversation with a customer, while By inserting one as a confirmation
giving their quiz an aesthetically between every question, it gives
pleasing journey. response feedback to every customer
reply. It’s a great humanizing element!

Animated quiz
Animated GIFs are included throughout
Rooted’s quiz. These images combine
form and function, sometimes
representing an answer in a fun way or
even helping illustrate a question’s
context.

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Shop Quiz Walkthroughs: Rooted NYC

Rooted NYC: A Conversational Quiz Flow

1) Quiz starts off on a friendly note. 2) Explainer screens act like a 3) Email opt-in is gathered before
response in a conversation. continuing with the quiz.

4) Key customer needs are 5) Explainer screens continue the 6) Some questions help learn
identified. conversational vibe. customer insights.

249
Shop Quiz Walkthroughs: Rooted NYC

Rooted NYC: A Conversational Quiz Flow

7) Explainer screens can also 8) Multiple questions target buyer 9) A selection of plants are offered
represent quiz progress. persona identifiers. based on customer answers.

10. Each results page also offers a

set of optional purchases.

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Shop Quiz Walkthroughs: Rooted NYC

What Kind of Sections Does Rooted NYC Use?

Picture Choice Questions Multiple Choice Questions In some cases, images are used to add
to the tone of the question.
While Rooted’s quiz is filled with Rooted’s quiz is filled with multiple
flavorful images and GIFs, actual picture choice questions that use text-based
choice questions are used selectively. answers. But that doesn’t mean they
don’t use images in these questions
either.

In other questions, images are used to

help demonstrate what the question is
When they do use picture choice
questions, Rooted uses animated GIFs asking - like if your planned plant
in their answers for a great effect. placement gets enough light.

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Shop Quiz Walkthroughs: Rooted NYC

What Kind of Questions Does Rooted NYC Use?

Does the Customer

Have Pets?

How Much Light Will

the Plant Get?

Does the Customer

Travel Often?

252
Shop Quiz Walkthroughs: Rooted NYC

What Kind of Questions Does Rooted NYC Use?

Does the Customer

Have Pets?

How Much Light Will

the Plant Get?

Does the Customer

Travel Often?

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Shop Quiz Walkthroughs: Rooted NYC

Rooted NYC: Nurturing Plant Owners

Hero selection Additional options

Rooted curates a different set of Underneath each set of plant
plants for each of their buyer recommendations, Rooted also
personas, tailored to each includes optional - but helpful
combination of needs and items that customers can add to
requirements customers may their cart.
have.
When your main recommendation
Represented in the first product is a product that customers usually
block, this recommendation is only buy one or few items of,
unique for each buyer persona. having optional recommendations
as well can be a great move.

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Shop Quiz Walkthroughs: Rooted NYC

Rooted NYC: Questions and Answers

Rooted keeps things simple by using a few defining questions to assess their customers’ needs. This lets Rooted
include multiple explainer screens without making the quiz feel too long to complete.

Hey there, what’s your name? Think of where you’d like your new plant
Text Collection Multiple Choice

Where shall we send your personalized ● A. A lot of indirect or direct light

recommendations? ● B. Very little to some indirect light
Email Opt-In
What’s your experience with plants?
Do you have kids? Multiple Choice
Picture Choice
● I’ve never owned plants
● Yes ● Have had & have killed
● Nope, just a killer personality ● Have some growing
● I’m Mother Nature
Do you have any pets?
Multiple Choice If you travel, how long are you away for?
Multiple Choice
● Yes
● No ● Up to a week at a time
● A few weeks to a month

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SHOP QUIZ WALKTHROUGHS

Skinny Mixes: The Ultimate

Shop Quiz Barista

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Shop Quiz Walkthroughs: Skinny Mixes

Skinny Mixes: The Ultimate Shop Quiz Barista

What Does the Quiz Do? Where is it promoted? How does it gather opt-ins?

Skinny Mixes uses two Shop Quizzes, Skinny Mixes places their quiz directly Instead of adding marketing opt-ins into
one as a recipe finder quiz and on their homepage. their recipe finder quiz, Skinny Mixes
another one as an interactive opt-in links a second Shop Quiz as an
page. interactive opt-in page in their results.

How Are Products Recommended? This makes their recipe finder quiz a
snappy experience that’s easily
Skinny Mixes takes an alternative repeatable while offering an incentive if
approach to recommendations. customers take the extra step and take
the opt-in quiz.
Instead of recommending products,
Skinny Mixes shows customers food &
beverage recipes that can be created
using Skinny Mixes’ products.

This creative type of quiz is a confident

way to inspire sales (and cravings) by
showing customers how they can use
Skinny Mixes purchases.

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Shop Quiz Walkthroughs: Skinny Mixes

Skinny Mixes: Serving Content and Conversions

1) Customers begin by selecting the 2) Each answer leads to a different 3) Preferences are nailed down to
food/beverage they’re interested in. branch of the quiz. decide results.

4) A loading screen indicates 5) An opt-in incentive is offered 6) At the bottom, customers can
results are coming up. above recipes. retake the quiz instead.

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Shop Quiz Walkthroughs: Skinny Mixes

Skinny Mixes: Interactive Opt-In Page Journey

7) Customers that click to redeem a 8) An opt-in channel is selected and 9) After opting in, the incentive is
free bottle are taken to a new quiz. information gathered. immediately offered.

10) Customers can immediately use

their incentive on the same page.

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Shop Quiz Walkthroughs: Skinny Mixes

Skinny Mixes: The Ultimate Shop Quiz Barista

Skinny Mixes minimizes the barrier of Opt-in incentives

entry to their quiz funnel with a few key
techniques. To get a marketing opt-in from
someone taking their quiz, Skinny Mixes
Homepage feature offers an eye-catching reward.

The recipe finder quiz can be easily

accessed on Skinny Mixes’ homepage,
making it easy as possible for customers
to try it out.

Front-loading value Quiz takers are given this choice when

they receive their recipe finder results.
Rather than asking customers for an
opt-in and a sale right away, the first By the time someone receives their
step of a customer’s quiz journey discount code, they’ll have an idea of
provides engaging content. which flavor they want thanks to the
recipe finder quiz, increasing customers’
confidence in making a purchase.

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Shop Quiz Walkthroughs: Skinny Mixes

What Kind of Sections Does Skinny Mixes Use?

Picture Choice Questions Skinny Mixes’ recipe finder quiz

strategically makes only includes image
Skinny Mixes uses picture choice answers in their first question, making
sections for some of their most sure the quiz journey is quick and
impactful questions. simple.

This makes it easy to take the quiz

repeatedly for customers that want to
explore all of the different recipes. Multiple Choice Questions
Once a customer chooses the product
category they want to see recipes for,
they’re taken through a short 1-2
question journey to their recipes.

Each multiple choice question is packed

with personality making each choice feel
unique and personal!

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Shop Quiz Walkthroughs: Skinny Mixes

What Kind of Questions Does Skinny Mixes Use?

Does the customer want What does the customer

food or a beverage? prefer?

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Shop Quiz Walkthroughs: Skinny Mixes

Skinny Mixes’ Recipe For Results

Skinny Mixes uses multiple

product blocks to organize each
part of their recipe finder quiz’s
results.

Opt-in page CTA

At the top of each results page is
a product block that contains a
Recipe blocks
call to action leading customers
to Skinny Mixes’ interactive opt- One product block is used in the
in quiz. center of each results page to
show recommended recipes.
The incentive to opt-in is clearly
stated and offered each time as This allows recipe selection and
well. layout to be customized without
affecting the product blocks that
Quiz retake CTA
contain each CTA.
A similar button at the bottom of
each results gives customers a
quick way to find more recipes.

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Shop Quiz Walkthroughs: Skinny Mixes

Skinny Mixes: Questions and Answers

Skinny Mixes simplifies their incredibly versatile catalogue with a smart recipe finder quiz. A significant barrier between
website visitors and a sale is removed when customers are shown what they can do with Skinny Mixes products.

What are you in the mood for? [Water or Soda] What is your favorite drink?
Picture Choice Multiple Choice

● Coffee Food
● ● Water infusions ● Sparkling Water
● Water or Soda Tea
● ● Italian Soda
● Cocktails & Mocktails Shakes &
●
Smoothies [Cocktails & Mocktails] Yes! Agreed! But, here’s an
[Coffee] What’s your favorite flavor? important question. Do you want a cocktail or a
Multiple Choice mocktail?
Multiple Choice
● Caramel ● Dessert
● Vanilla ● Cinnamon & Spice ● Cocktails
● Chocolate ● Mocktails

[Coffee] How do you like your coffee? [Cocktails] What’s your go-to drink?
Multiple Choice Multiple Choice

● Hot ● Cold ● Vodka ● Rum

● Frozen ● Margaritas ● Champagne and Wine
● Spiked Seltzers
264
Shop Quiz Walkthroughs: Skinny Mixes

Skinny Mixes: Questions and Answers

Skinny Mixes simplifies their incredibly versatile catalogue with a smart recipe finder quiz. A significant barrier between
website visitors and a sale is removed when customers are shown what they can do with Skinny Mixes products.

[Mocktails] Do you want to keep it [Tea] Do you like your tea iced or hot?
simple or get creative? Multiple Choice
Multiple Choice
● Iced
● Keep it simple ● Hot
● Get creative
[Shakes & Smoothies] What are you in the mood for?
[Food] What are you craving? Multiple Choice
Multiple Choice
● Fruit Smoothie ● Protein Shake
● Baking ● Breakfast ● Milkshake ● Flavored Milk
● Sweet Treats ● Salty Snacks

265
SHOP QUIZ WALKTHROUGHS

Doe Lashes: Discovering

Customer Lash Styles

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Shop Quiz Walkthroughs: Doe Lashes

Doe Lashes: Creating Confident Results

What Does the Quiz Do? Instead of using a discount as an

incentive, the footer of Doe Lashes’ quiz
Doe Lashes’ Shop Quiz helps customers offers access to exclusive sales and
find the right set of lashes for their news.
aesthetic preferences with a smart
emphasis on a personal touch.

Where is it promoted? After adding a Shop Quiz to their

website, Doe Lashes saw an increase of
Doe Lashes’ quiz is linked in their 4x to email sign-ups.
website navigation.

How does it gather opt-ins?

The opt-in for Doe Lashes’ quiz is
included right before customers receive
their results. People are pretty likely to
submit their email here - after all,
they’ve made it this far!

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Shop Quiz Walkthroughs: Doe Lashes

Doe Lashes: Creating Confident Results

Humanizing a Shop Quiz The hero product

From the opening line to great Doe Lashes personalizes product

personality-matching questions, this recommendations by featuring a main
Shop Quiz the friendly, human touch hero product.
that an in-store assistant would have.
That way, customers can feel like the
quiz is showing the lashes that are right
for their specific preferences.

Not every question has to relate to

finding a product.

Personality questions can be a great

way to give your quiz a certain tone and
make the experience more enjoyable
for customers.
Doe Lashes knows finding the right lash
You might even find interesting insights
can be very personal and matches that
into how you can personalize your
vibe in their quiz.
campaigns!

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Shop Quiz Walkthroughs: Doe Lashes

Doe Lashes: Pathway to the Perfect Lash

1) Customers start the quiz with a 2) Quiz starts with an insight 3) Questions begin to narrow down
fun CTA. gathering question. buyer persona.

4) Lock down the customer’s 5) Personality-matching questions 6) A specific set of lashes are
specific preferences. find out more about customers. recommended.

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Shop Quiz Walkthroughs: Doe Lashes

What Kind of Sections Does Doe Lashes Use?

Picture Choice Questions Explainer Screens

Doe Lashes’ main tool for their quiz are Explainer screens are a multi-faceted
picture choice questions. part of the Shop Quiz toolbox, which
Doe Lashes takes advantage of.
Even when answers are completely text-
based, Doe Lashes uses images to keep One explainer screen in Doe Lashes’
a consistent vibe throughout their quiz. quiz is the start page CTA, but another
one is used right before results are
displayed as a loading screen.

With the options available in the Shop

Quiz tool, it’s an easy way to have full
control over each part of your quiz. This is a great way to give customers
feedback on where they are in the quiz!

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Shop Quiz Walkthroughs: Doe Lashes

What Kind of Questions Does Doe Lashes Use?

271
Shop Quiz Walkthroughs: Doe Lashes

Doe Lashes: Hero Spotlight

The hero product

Each of Doe Lashes’ results
pages puts the spotlight on one
recommendation.

Using thorough coverage of quiz

answer combinations, Doe
Lashes’ results confidently tell Companion products
the customer that this product is
the one for them. A second product block on each
results page includes a supporting
cast of products including: 1) a
backup set of lashes, 2) a starter
pack bundle and 3) an accessory.

This lets customers who have

made it this far choose to invest
more into their purchase.

272
Shop Quiz Walkthroughs: Doe Lashes

Doe Lashes: Questions and Answers

Style and aesthetics can be very different from person to person. Doe Lashes asks simple questions about customers,
but uses a smart combination of rules logic to make sure every recommendation is right.

Hey deer! Let’s get ready to find your What is your eye shape?
perfect lash! Picture Choice
Explainer screen
● Almond ● Protruding
When do you wear lashes? ● Deep set ● Not sure
Multiple Choice
How long are your natural lashes?
● Daily baby ● Only when I'm Picture Choice
● I like different going out
lashes for different ● I’ve never worn ● Short
occasions lashes ● Medium
● Long
What type of eyelids do you have?
Picture Choice Which of the following cartoons did you like most
as a child?
● Monolids Picture Choice
● Double eyelids
● Hooded eyelids ● Sailor Moon ● Pokemon
● Fairly Odd Parents ● Spongebob Squarepants
● I didn’t watch TV
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Shop Quiz Walkthroughs: Doe Lashes

Doe Lashes: Questions and Answers

Style and aesthetics can be very different from person to person. Doe Lashes asks simple questions about customers,
but uses a smart combination of rules logic to make sure every recommendation is right.

What kind of look do you prefer? Choose your favorite animal!

Picture Choice Picture Choice

● More glam ● Cat ● Rabbit

● Somewhere in between ● Dog ● Deer
● More subtle

Enter your email for where it’s best to

send results
Email Opt-In

274
 WHY ARE ONSITE QUIZZES IMPORTANT FOR DTC BRANDS?

“It's a fast and easy way for people to interact with a "sales professional" to find
the right product for them. Think back to when you used go into a retail store
and you couldn't decide which product to buy, so you would ask a sales
associate. This is your digital sales associate and the quiz funnel is going to help
tell you which item is best for you.”

Scott Kramer
VP of Sales & Marketing
Common Thread Collective

275
 Facebook Messenger and SMS
Octane AI is the beating heart of ecommerce optimization. With
powerful Facebook and SMS integrations, the data you collect can be
turned into revenue-generating flows -- all in one place.

Keep reading to access the ultimate manual on how to leverage one of

the world’s biggest conversational commerce platforms.

276
General Facebook Messenger Setup & Automated Customer Support

When customers are trying to decide

whether to shop at a business or not,
having the ability to message the “By delivering individualized messages to
business can be what they need to push your customers, brands can build far
stronger relationships with their market
them over the fence.
and deliver a much better customer
experience.
That’s why Octane AI’s Messenger
toolkit holds so much value. Once a Personalization also allows brands to
customer becomes a Messenger drive up store conversions through
subscriber, you’ll be able to target them hyper relevance. By using tools like
throughout the customer journey in a Octane AI to communicate one-to-one at
scale any brand can immediately stand
way that matches your brand voice.
out from their competitors and see an
immediate boost in conversion.”
With Octane AI’s Messenger features,
you’ll be able to engage customers on
your website and in Facebook with easy- Simon Byrne
to-build conversational flows that can Head of Client Strategy
boost conversions, engagement and Andzen
opt-ins.

277
FACEBOOK MESSENGER & SMS

General Facebook
Messenger Setup &
Automated Customer
Support

278
General Facebook Messenger Setup & Automated Customer Support

Setting Up Octane AI’s Facebook Integration

STEP 1 STEP 2 STEP 3 (OPTIONAL)

Install Octane AI Connect Facebook Page Connect Facebook Ad Account
Go to octaneai.com and install Once your account has been After connecting your Facebook
Octane AI on your website. created, you can connect a Page, you can also add a
Shopify merchants can go Facebook Page that you’re the Facebook ad account that you’re
directly to the Shopify app store admin of by going to “Settings” in the admin on.
and search for “Octane AI”. the left-nav menu.
Do this by going to the “Facebook
Simply click “Add app” and follow Under “Bot Settings”, you’ll be Ads” tab in the left-nav menu and
the instructions. This will only able to add a Facebook Page. simply click “Connect Facebook
take a few minutes, and no ad account” to get started.
coding is required.

This will enable Octane AI and Klaviyo to share targetable customer information.

279
STEP-BY-STEP GUIDE TO MAXIMIZING YOUR RETURN WITH
OCTANE AI

Facebook & Onsite

Opt-ins

280
FACEBOOK & ONSITE OPT-INS

Collect Messenger, Email

and SMS Subscribers When
Customers Browse Your
Store
Enable your customers to connect with you on each of your
platforms throughout their customer journey. These one-
click opt-ins can get help you connect with over 15% of
online site visitors.

Once a customer is connected to you on Messenger or SMS,

you can send automated flows and custom campaigns.

Email opt-ins can be exported manually or automatically

with the Klaviyo integration.

281
Facebook & Onsite Opt-ins: Collect Messenger, Email and SMS Subscribers When Customers Browse Your Store

Octane AI’s On-Site Messenger Opt-ins

Opt-In Pop-ups Add to Cart Checkbox

Customer Chat Widget

Order Status Page Button

282
Facebook & Onsite Opt-ins: Collect Messenger, Email and SMS Subscribers When Customers Browse Your Store

Welcome Pop-up

What it does:
● Offers a discount or incentive for
connecting with Messenger, Email or
SMS.

When does it appear:

● When a new customer loads a page.
Pages and timing can be customized.

How to turn it on:

● Click “Opt-in tools” on the left hand
navigation of Octane AI. Select “Welcome
pop-up”, customize it, and turn it on.

283
Facebook & Onsite Opt-ins: Collect Messenger, Email and SMS Subscribers When Customers Browse Your Store

Exit Intent Pop-up

What it does:
● Offers a discount or incentive for
connecting with Messenger, Email or
SMS.

When does it appear:

● When a new customer tries to leave the
website. It won’t trigger again after a
customer has seen it or if they’re already
subscribed.

How to turn it on:

● Click “Opt-in tools” on the left hand
navigation of Octane AI. Select “Exit
intent pop-up”, customize it, and turn it
on.

284
Facebook & Onsite Opt-ins: Collect Messenger, Email and SMS Subscribers When Customers Browse Your Store

Add to Cart Pop-up

What it does:
● Offers a discount or incentive for
connecting with Messenger, Email or
SMS.

When does it appear:

● When a new customer adds an item to
their cart for the first time (if they are not
already connected on Messenger).

How to turn it on:

● Click “Opt-in tools” on the left hand
navigation of Octane AI. Select “Add to
cart pop-up”, customize it, and turn it on.

285
Facebook & Onsite Opt-ins: Collect Messenger, Email and SMS Subscribers When Customers Browse Your Store

Customer Chat Widget

What it does:
● Sends a message to the customer
viewing the webpage. Messages could be
about discount, automated support, or
automated quizzes.

When does it appear:

● On the bottom right side of the store.

How to turn it on:

● Click “Opt-in tools” on the left hand
navigation of Octane AI. Select
“Customer chat widget”, customize it,
and turn it on.

286
Facebook & Onsite Opt-ins: Collect Messenger, Email and SMS Subscribers When Customers Browse Your Store

Add to Cart Checkbox

What it does:
● Offers a discount or incentive for
connecting on Messenger.

When does it appear:

● Underneath the add to cart button on
product pages.

How to turn it on:

● Click “Opt-in tools” on the left hand
navigation of Octane AI. Select “Add to
cart checkbox”, customize it, and turn it
on.

Tip: Adding an incentive dramatically increases the conversion rate of the “Send to
Messenger” checkbox.
287
Facebook & Onsite Opt-ins: Collect Messenger, Email and SMS Subscribers When Customers Browse Your Store

Order Status Page Button

What it does:
● Offers a way to track your order via
updates on Messenger.

When does it appear:

● When a new customer completes an
order.

How to turn it on:

● Click “Opt-in tools” on the left hand
navigation of Octane AI. Select “Order
status page button”, customize it, and
turn it on.

288
Facebook & Onsite Opt-ins: Collect Messenger, Email and SMS Subscribers When Customers Browse Your Store

Justuno and Privy Integrations

What it does:
● Add a Messenger checkbox to your Privy
or Justuno forms so that you can collect
Messenger subscribers at the same time
you collect email subscribers.

When does it appear:

● Whenever you have it set to appear on
Justuno or Privy.

How to turn it on:

● Click “Apps” in the left-hand nav and
follow the instructions for Privy or
Justuno.

289
Facebook & Onsite Opt-ins: Collect Messenger, Email and SMS Subscribers When Customers Browse Your Store

Tips for Increasing the Conversion of Your Onsite Pop-Ups

Use people and faces in your pop-ups

● Customers are more likely to notice your pop-up
and click if it includes vivid imagery.

Offer exclusive discount

● Offer a discount code.

Offer exclusive content

● Offering an ebook or piece of content exclusively
via Messenger can work well as a complement or
substitute to offering a discount in your pop-ups.

Use Messenger to collect email and phone numbers

● You can collect emails and phone numbers after
someone has subscribed to you on Messenger
using Octane AI’s “Questions” feature.

290
FACEBOOK & ONSITE OPT-INS

Collect Messenger and Email

Subscribers When
Customers Comment on
Facebook Posts and Ads

291
Facebook & Onsite Opt-ins: Collect Messenger and Email Subscribers When Customers Comment on Facebook Posts and Ads

How Octane AI’s Comment Capture Works

Customer Leaves a Comment Customer Automatically Customer Responds &

on Your Facebook Post Receives a Message From You Subscribes on Messenger
Customer sees one of your If this customer has never messaged Once the customer responds, they
Facebook posts in their feed you before, they will automatically will be subscribed and you can ask
and leaves a comment. receive a custom message from you. them for additional information or
give them a discount.

292
Facebook & Onsite Opt-ins: Collect Messenger and Email Subscribers When Customers Comment on Facebook Posts and Ads

Two Types of Comment Capture Campaigns

Global Comment Capture Targeted Comment Capture

What it does: What it does:

● Sends a private message to anyone who comments ● Sends a private message to anyone who comments
on any of your page’s Facebook posts and Facebook on a specific Facebook post you select. Only sends
ads. Only sends to people who haven’t messaged to people who haven’t messaged with you on
with you on Facebook before. Facebook before.

Note: Global comment capture will not be turned on

for posts that have targeted comment capture
turned on.

293
Facebook & Onsite Opt-ins: Collect Messenger and Email Subscribers When Customers Comment on Facebook Posts and Ads

Create a Comment Capture Campaign

STEP 1
Create a Convo for Your Comment Capture
Campaign
Go to your Octane AI dashboard, select “Convos” in
the nav, and then select “New Convo”. Add an
image, title and subtitle to the convo so you can
easily find it later. Write the message you want
people to receive after they respond to the first
message.

Include a discount and at least one button to go

shop on the store. Save.

Tip: You could ask for their email addressing using a question and sync to Klaviyo as a
natural way to increase email subscriptions.
294
Facebook & Onsite Opt-ins: Collect Messenger and Email Subscribers When Customers Comment on Facebook Posts and Ads

Create a Global Comment Capture Campaign

STEP 2
Create the Comment Capture Campaign
Go to your Octane AI dashboard, select “Opt-in tools” on the
left hand navigation, click “Comment capture”, and create
the global comment capture or a targeted comment capture.

Customize the first reply. This will be the private message

people receive when they comment on a post. For the
second reply, choose “Somewhere in the bot” and select the
convo you created in the previous step. This will be what
people receive when they reply to the first message.

295
Facebook & Onsite Opt-ins: Collect Messenger and Email Subscribers When Customers Comment on Facebook Posts and Ads

Create a Global Comment Capture Campaign

OPTIONAL
Ask for Email in the Comment Capture Campaign
If you don’t already have an email question: Go to your
Octane AI dashboard, select “Campaigns” in the nav, and
then select “Questions”. Title the question, remove the
intro message, add an “Email field” question, remove the
success message, and change the “Repeat submissions”
settings to allow for multiple times. Click “Create” to
create and save the question for future use.

Once you have the email question created, go to the

convo you created for the comment capture, click the
grey plus button, and select your question.

296
FACEBOOK & ONSITE OPT-INS

Collect Email, SMS and

Messenger Subscribers
When Customers Swipe Up
on Instagram Stories

297
Facebook & Onsite Opt-ins: Collect Email, SMS and Messenger Subscribers When Customers Swipe Up on Instagram Stories

How Swiping Up on Instagram to a Messenger Conversation Works

Customer Swipes Up Customer Subscribes on Messenger (Option You Send Retargeting

on Instagram Story for Email and SMS) and Then Shops Messages Direct to Their Inbox
Promoting a discount, sale, The customer is messaged a discount code and Pre and post-purchase messages
or announcement. button to go shop (option to ask questions and sent to the customer
collect data). automatically.

298
Facebook & Onsite Opt-ins: Collect Email, SMS and Messenger Subscribers When Customers Swipe Up on Instagram Stories

Create a Swipe Up on Instagram Story Campaign

STEP 1
Create a Convo for Your Swipe Up Campaign and Grab the Link
Go to your Octane AI dashboard, select “Convos” in the nav, and then
select “New Convo”. Add an image, title, and subtitle to the convo so
you can easily find it later. Write in the text explaining the discount,
the discount code itself, and a “Shop now” button. In this example
“Shop now” links back to the store home page. Save.

Open the convo again, and at the bottom of the page you will find the
“convo link”. Copy this. This is the link you will add to your Instagram
story. When people swipe up, they will be taken directly to
Messenger, will subscribe, and will receive the message(s) you
created.

299
 WHY IS PERSONALIZING THE CUSTOMER JOURNEY IMPORTANT?

“Different shoppers are on different stages of conversion. A promotion sent to a

new subscriber would not suit a loyal customer. By personalizing your
messaging, you can cater to shoppers on different stages of the customer
journey and improve your conversion rate.”

Felix Suellwold
Head of Partnerships
Pushowl

300
STEP-BY-STEP GUIDE TO MAXIMIZING YOUR RETURN WITH
OCTANE AI

Messenger Automation

301
MESSENGER AUTOMATION

Send Browse Abandonment

Messages to Customers Who
View a Product But Don’t
Add to Cart

The product the

customer viewed

302
Messenger Automation: Send Browse Abandonment Messages to Customers Who View a Product But Don’t Add to Cart

How Octane AI’s Browse Abandonment Flow Works

Customer Subscribes Customer Views a Product Customer Receives a Browse

on Messenger But Doesn’t Add to Cart Abandonment Message
Via ads that click to Messenger or Octane AI tracks what products the After 30 minutes of not adding to
other Messenger opt-in method. customer is looking at. cart and being idle, the customer will
receive a message with the product
they looked at and other
recommended products.

The product the

customer viewed

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Messenger Automation: Send Browse Abandonment Messages to Customers Who View a Product But Don’t Add to Cart

Customize Octane AI’s Browse Abandonment Flow

STEP 1
Customize Browse Abandonment
Go to your Octane AI dashboard, select “Flows” in
the nav, and then select “Browse abandonment”.
Click the edit button to customize the message and
the recommended products your customers will
receive.

Save and make sure that the flow is turned on.

304
MESSENGER AUTOMATION

Send Cart Abandonment

Messages to Customers Who
Add to Cart But Don’t
Purchase

305
Messenger Automation: Send Cart Abandonment Messages to Customers Who Add to Cart But Don’t Purchase

How Octane AI’s Cart Abandonment Flow Works

Customer Subscribes Customer Adds to Cart But Customer Receives a Cart

on Messenger Doesn’t Complete a Purchase Abandonment Message
Via ads that click to Messenger or Octane AI tracks what products the 60 minutes after adding to cart, not
other Messenger opt-in method. customer has added to their cart. purchasing, and being idle, the
customer will receive a message
with the products in their cart.

306
Messenger Automation: Send Cart Abandonment Messages to Customers Who Add to Cart But Don’t Purchase

Customize Octane AI’s Cart Abandonment Flow

STEP 1
Customize Cart Abandonment
Go to your Octane AI dashboard, select “Flows” in
the nav, and then select “Cart abandonment”. Click
the edit button to customize the message your
customers will receive. Save and make sure that
the flow is turned on.

307
MESSENGER AUTOMATION

Create a “Get Started”

Message for Messenger and
a Main Menu With Your
Most Important CTAs
This is the first message customers will receive from your
brand if they go to your Facebook page and initiate a
conversation with you for the first time.

This is an opportunity communicate your brand vision,

voice, and the most important CTAs your customers care
about.

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Messenger Automation: Create a Get Started Message for Messenger and a Main Menu With Your Most Important CTAs

How Octane AI’s Get Started Message and Main Menu Works

Customer Starts a New Customer Receives the

Conversation With Your Get Started Message and
Page On Facebook Subscribes

Main Menu
Can have up to 10
items, and each item
can have up to 3
buttons.

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Messenger Automation: Create a Get Started Message for Messenger and a Main Menu With Your Most Important CTAs

Customize Your Get Started Message and Main Menu

STEP 1
Customize Your Get Started Message
Go to your Octane AI dashboard, select
“Settings” in the nav, and then select “Get
started”. Customize the text to include a
personal welcome message from your brand to
the customer. Save.

Note: Your main menu will appear where the

main menu placeholder appears. We will
customize that next.

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Messenger Automation: Create a Get Started Message for Messenger and a Main Menu With Your Most Important CTAs

Customize Your Get Started Message and Main Menu

STEP 2
Customize Your Main Menu
Go to your Octane AI dashboard, select
“Settings” in the nav, and then select “Main
menu”. Click “New menu item” and select
“Custom”. Customize the image, text, and
buttons to link to main CTAs on your store.
Later you can also connect these buttons to
other convos on Octane AI.

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Messenger Automation: Create a Get Started Message for Messenger and a Main Menu With Your Most Important CTAs

Customize Your Get Started Message and Main Menu

Some CTAs You Can Include in Your Main Menu:

Shop Now
● Link customers to a convo where they can browse
top products

Customer Support
● Direct customers to your support line

Content
● Link customers to important content on your
website, like your Shop Quiz
Reviews
● Use social proof to validate your brand to
prospective customers

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MESSENGER AUTOMATION

Connect Customers to
Your Contact Page and
FAQ Page If They Are
Looking For Support
The majority of conversations you will be having on
Facebook will be related to sales, marketing, and
branding. However, when a customer needs support,
you can use Octane AI to automatically point them in
the right direction.

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Messenger Automation: Connect Customers to Your Contact Page and FAQ Page If They Are Looking For Support

How Octane AI’s Automated Customer Support Works

Customer Messages A Your Facebook Page Your Support Team

Question to Your Page on Automatically Responds Can Jump In If They Need To
Facebook Your automatic response is If the customer does not find
The customer sends you a immediately sent to help the customer what they are looking for, or
message about anything. find what they are looking for. This continues to send messages,
message will only get sent once. your support team can jump in
via the Facebook inbox or third-
party support platform.

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Messenger Automation: Connect Customers to Your Contact Page and FAQ Page If They Are Looking For Support

Set up Octane AI’s Automated Customer Support

STEP 1
Customize Your Automated Response
Go to your Octane AI dashboard, select “Customer
care” in the nav, and then select “Smart
responses”. Go to the “Messages Your Bot
Understands” section and select “[Any
unrecognized message]”.

Customize the text, and buttons, to connect your

customers with the information they need. Set the
time delay for the time you see fit. Save.

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Messenger Automation: Connect Customers to Your Contact Page and FAQ Page If They Are Looking For Support

Set up Octane AI’s Automated Customer Support

STEP 2
Manually Respond to Customers When Needed
If you want to directly respond to a customer in
Messenger, go to your Octane AI dashboard, and
select “Facebook page inbox” in the nav. Type your
message back to the customer.

If you use Gorgias, Re:amaze, or another third-

party support platform, you can log into their
dashboards to write a response.

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MESSENGER AUTOMATION

Set Up Automated FAQ

Conversations in Messenger
An FAQ on your website is essential of course, but having
the ability to implement an FAQ conversationally can really
help push visitors to your website towards a purchase.

Using Octane AI’s convos feature, you can build complex,

interactive Messenger conversations that let customers
engage with an FAQ in real time.

317
Messenger Automation: Set Up Automated FAQ Conversations in Messenger

Creating an FAQ Messenger Convo in Octane AI

STEP 1
Create a New Convo For Your FAQs
From your Octane AI dashboard, find the “Convos”
feature in the left-nav menu. The Facebook
Messenger conversations you build here can easily
be added to important features like your
Messenger main menu, smart responses and the
onsite chat widget.

To make a new convo, just click the “New Convo”

button to get started.

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Messenger Automation: Set Up Automated FAQ Conversations in Messenger

Creating an FAQ Messenger Convo in Octane AI

STEP 2
Add Your FAQ Questions and Build Out a
Conversation
Within a convo, you can use reply buttons to
create a branching conversation that customers
can use to ask your bot questions and find the
exact answers they need.

When creating a new branch in your convo with a

reply button, make sure you select “+ New
Tangent”. This will create a unique conversational
branch that only triggers if someone selects that
specific reply, letting you make unique responses
to each question.

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Messenger Automation: Set Up Automated FAQ Conversations in Messenger

Creating an FAQ Messenger Convo in Octane AI

STEP 3
Test the Convo With the Preview Button
As you create your convo, you can test it at
anytime by pressing the “Preview” button. This will
let you immediately check out your convo from the
perspective of a customer in Messenger and make
sure the experience is good to go before you add it
to Messenger.

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Messenger Automation: Set Up Automated FAQ Conversations in Messenger

Creating an FAQ Messenger Convo in Octane AI

STEP 4
Add the Convo to Messenger Features
Once your convo has been created, it exists as an
automated conversation that you can plug-in to
different places in your bot.

For example, you can add the convo to a custom

main menu button which allows anyone
interacting with your Facebook page on Messenger
to access your FAQ convo for easy, automated
support.

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MESSENGER AUTOMATION

Automatically Help People

Change Their Notification
Settings in Messenger
The same way some customers want to be able to opt out
of emails, some customers will also want to opt out of
receiving Facebook messages.

Using Octane AI, you can detect when a customer is

messaging you to unsubscribe and automatically message
them back, in your own voice, with an option to change their
notification settings.

322
Messenger Automation: Automatically Help People Change Their Notification Settings in Messenger

How Octane AI’s Notification Settings Work

Customer Messages Asking Your Facebook Page Automatically Customer Can Unsubscribe
to Turn Off Notifications Responds With Instructions From Messenger
Octane AI automatically detects Your automatic response is The customer can choose to
multiple phrases immediately sent to help the customer unsubscribe. They can
and variations. change their notification settings. subscribe again at any time.

323
Messenger Automation: Automatically Help People Change Their Notification Settings in Messenger

How Octane AI’s Automated Customer Support Works

STEP 1
Customize Your Automated Response
Go to your Octane AI dashboard, select
“Customer care” in the nav, and then select
“Smart responses”. Go to the “Messages Your
Bot Understands” section and select “New
response”. Add variations of “Stop” and
“Unsubscribe” to the left, and on the right
customize the text, and buttons, to connect your
customers with ability to change their
notification settings. (After you write text, click
the grey plus button and add a button, link the
button to “Notification options.”) Save.

324
STEP-BY-STEP GUIDE TO MAXIMIZING YOUR RETURN WITH
OCTANE AI

Conversational
Facebook Ads

325
CONVERSATIONAL FACEBOOK ADS

Automatically Send Follow-

up Messages to Customers
Who Click Your Facebook
Ads
Set up ads that click to Messenger on Facebook with Octane
AI. When the customer clicks the ad, they are taken to an
automated conversation with your brand, subscribed to
Messenger, and then taken to your website to shop.
Automatically send follow-up messages to customers who
don’t complete a purchase.

Messenger conversations are the most lightweight and

natural way to connect with your customers at the top of
the funnel, converting at a much higher rate than any on-
site opt-in popup.

326
Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

How Most Facebook Ads Work

Customer Clicks Ad 2% to 10% Subscribe to You Chase the Customer with

Customer clicks your ad from Email While They Shop Retargeting Ads Across the Internet
Facebook or Instagram and A small percentage of customers enter Ads are shown across the internet to
is taken to your website. their email in an opt-in popup. the customer since no contact info was
exchanged.

327
Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

How Octane AI Conversational Ads Work

Customer Clicks Ad 100% Subscribe to You Send Retargeting

Customer clicks your Messenger and Then Shop Messages Direct to Their Inbox
conversational ad from The customer becomes a Messenger Pre and post-purchase messages
Facebook or Instagram and subscriber, has a brief conversation, are sent to the customer
is taken to a conversation. and then clicks to your store. automatically.

328
Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

Octane AI Conversational Ads Pre-Purchase Customer Journey

329
Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

Start With One Prospecting and One Retargeting Conversational Ad

Prospecting Ads that Click Retargeting Ads that Click

to Messenger to Messenger

Campaign Objective: Campaign Objective:

● Purchase conversion ● Purchase conversion
● Collect email address
Facebook Audience:
and sync to Klaviyo
● Your best performing
prospecting audience Facebook Audience:
Incentive: ● Visitors to your site,
● Discount exclude customers
● Exclusive content who have given you
their email address

Incentive:
● Discount
● Exclusive
content

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Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

Create a Prospecting Ad that Clicks to Messenger

STEP 1
Create a Convo for Your Ads that Click to
Messenger
Go to your Octane AI dashboard, select “Convos” in
the nav, and then select “New Convo”. Add an
image, title, and subtitle to the convo so you can
easily find it later. Write in the text explaining the
discount, the discount code itself, and a “Shop
now” button. In this example, “Shop now” links
back to the store home page. Save.

Tip: Include gifs, images, and even products to make your convo more engaging!

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Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

Create a Prospecting Ad that Clicks to Messenger

STEP 2
Create an Ad that Clicks to Messenger and Link
It to Your Convo
Go to your Octane AI dashboard, click “Facebook
ads”, and create a new ad that clicks to Messenger.
When people click this ad, instead of being taken
to a webpage, they will be taken to Messenger and
this message will be what they see. Type a
message that encourages them to click forward to
the convo and add a button that connects to the
convo you made.

Tip: To increase revenue, set your ad to optimize for conversions (Add to Cart, Initiated Checkout, or Purchase).

332
Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

Create Prospecting Ads that Click to Messenger

STEP 3
Customize the Creative Based on An Existing Ad
That Is Already Doing Well
Instead of reinventing the wheel for your ads that
click to Messenger, start by copying the creative
(Facebook post text and image) from an existing
ad you are running that is performing well.

Don’t worry if you need to change something later

-- you can edit all of this from the Facebook Ads
Manager.

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Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

Create Prospecting Ads that Click to Messenger

STEP 4
Customize Your Ad Settings
Change the link headline and call-to-action button to something that
will encourage customers to click. If you don’t have one already,
create a new campaign called “Octane AI - ” and set “Conversions” as
the objective. Create an ad set called “Prospecting” and set the
conversion objective event to “Purchase” -- this will focus your ads
that click to Messenger on connecting with customers most likely to
purchase from you.

For now, set the audience as “[No audience targeted]” -- we’ll change
this in a moment. Push “Create” to sync to your Ads Manager.

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Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

Create a Prospecting Ad that Clicks to Messenger

STEP 5
Go to the Ad in Your Facebook Ads Manager, Review the Creative,
Customize the Audience, and Turn It On
Go to your Facebook Ads Manager and find the new ad that you just created.
Double check that the audience targeting, budget, and images are all correct.

For this prospecting ad that clicks to Messenger, choose one of your existing,
best-performing prospecting audiences.

When you are ready, publish the ad.

335
 WHY IS PERSONALIZING THE CUSTOMER JOURNEY IMPORTANT?

“I like the phrase ‘spoken with vs. spoken at’ to encapsulate this idea. At Klickly,
we’ve invested millions in building tech that is smart enough to ‘show the right
thing to the right person at the right time.’ Showing the right content to the
right people is critical –– these days, consumers are too sophisticated to just
spray and pray, hoping folks click on your promotion.”

Cooper Harris
CEO
Klickly

336
Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

Create a Conversational Retargeting Ad that Collects Email

STEP 1
Create a “What’s your email?” Question (If
you already have one, skip this step.)
Go to your Octane AI dashboard, select
“Campaigns” in the nav, and then select
“Questions”. Title the question, remove the intro
message, add an “Email field” question, remove
the success message, and change the “Repeat
submissions” settings to allow for multiple
times. Click “Create” to create and save the
question for future use.

Tip: Questions you create can be used anywhere in your Octane AI bot.

337
Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

Create a Conversational Retargeting Ad that Collects Email

STEP 2
Create a Convo for Your Ads that Click to
Messenger
Go to your Octane AI dashboard, select “Convos” in
the nav, and then select “New Convo”. Add an
image, title, and subtitle to the convo so you can
easily find it later. Click the (+) button on the left,
click the ? button, and add the “What is your email
address?” question. Write out the rest of the
messages your customers will get after submitting
their email. In this example “Shop now” links back
to the store home page. Save.

338
Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

Create a Conversational Retargeting Ad that Collects Email

STEP 3
Create an Ad that Clicks to Messenger and Link
It to Your Convo
Go to your Octane AI dashboard, click “Facebook
ads”, and create a new ad that clicks to Messenger.
When people click this ad, instead of being taken
to a web page, they will be taken to Messenger and
this message here will be what they see. Type a
message that encourages them to click forward to
the convo and add a button that connects to the
convo you made.

339
Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

Create a Conversational Retargeting Ad that Collects Email

STEP 4
Customize the Creative Based On An Existing
Ad That Is Already Doing Well
Instead of reinventing the wheel for your
conversational ads, start by copying the creative
(Facebook post text and image) from an existing
ad you are running that is performing well.

Don’t worry if you need to change something later

-- you can edit all of this from the Facebook Ads
Manager.

340
Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

Create a Conversational Retargeting Ad that Collects Email

STEP 5
Customize Your Ad Settings
Change the link headline and call-to-action button to something that
will encourage customers to click. If you don’t have one already,
create a new campaign called “Octane AI - ” and set “Conversions” as
the objective. Create an ad set called “Retargeting” and set the
conversion objective event to “Purchase”. This will focus your ads that
click to Messenger on connecting with customers most likely to
purchase from you.

For now, set the audience as “[No audience targeted]”. We’ll change
this in a moment. Push “Create” to sync to your Ads Manager as an ad
draft.

341
Conversational Facebook Ads: Automatically send follow-up messages to customers who click your Facebook ads

Create a Conversational Retargeting Ad that Collects Email

STEP 6
Go to the Ad in Your Facebook Ads Manager, Review the Creative, Customize the
Audience, and Turn It On
Go to your Facebook Ads Manager and find the new ad that you just created. Double check
that the audience targeting, budget, and images are all correct.

For this retargeting ad that clicks to Messenger, one recommended audience you should
target is customers who have been to your site in the past 180 days. Exclude customers
who have already submitted their email to you (you can sync this segment from Klaviyo as a
custom Facebook audience).

When you are ready, publish the ad.

342
CONVERSATIONAL FACEBOOK ADS

Send Messenger Campaigns

for New Sales, Products,
Holidays, and More
Using Octane AI’s integration with Facebook Sponsored
Messages, you can send Messenger campaigns to your
subscribers.

Campaigns are sent for new sales, new products,

announcements, questions, content, and anything else that
is valuable for your business and customers.

Note: One very powerful aspect of Sponsored Messages are

that they are targeted towards Facebook audiences. They
can only be sent to customers already connected you on
Messenger, but within that group of people you can target
by any Facebook audience you have created. There are
many ways you can leverage this.

343
Conversational Facebook Ads: Send Messenger Campaigns for New Sales, Products, Holidays, and More

How Messenger Campaigns with Octane AI Work

Customer Subscribes Octane AI Adds the Send a Sponsored Message from

on Messenger Customer to a Custom Octane AI to the Custom
Via ads that click to Messenger or Facebook Audience Facebook Audience
other Messenger opt-in method. Audiences can be based on A message, with a push notification, is
subscription status, activity, sent to customers on the chosen
shopping history, and more. audience. Costs $0.01-$0.02 on average
per message opened.

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Conversational Facebook Ads: Send Messenger Campaigns for New Sales, Products, Holidays, and More

FAQs About Sponsored Messages

Who can I send a sponsored message to? Will customers receive browse and cart
● You can send sponsored messages to abandonment messages if they click to the
anyone who has ever interacted with your store from a sponsored message?
brand on Messenger, including people who ● Yes. However, in order to send the
have sent you a message before Octane AI abandonment messages, you must make
was installed on a page. sure that instead of directly linking to your
store from the first message, you first have
Can I target who receives the sponsored the customer click a button to start a convo,
message? which then gives them their discount code
● Yes. Because sponsored messages are and a button to go shop.
targeted based on Facebook Custom
Audiences, you can target customers based The reason for this is that Facebook only
on data from Octane AI, Shopify, Klaviyo, allows follow-up message flows if the
Facebook, and more. Examples include customer has interacted on Messenger
customers who have purchased more than within the past 24 hours. Pushing the
twice to customers who live in California button to start the convo counts as an
and have an anniversary coming up. interaction.

345
Conversational Facebook Ads: Send Messenger Campaigns for New Sales, Products, Holidays, and More

Send a Sponsored Message Campaign with Octane AI

STEP 1
Create a Convo for Sponsored Message
Go to your Octane AI dashboard, select “Convos” in
the nav, and then select “New Convo”. Add an
image, title, and subtitle to the convo so you can
easily find it later. Write in the text explaining the
discount, the discount code itself, and a “Shop
now” button. In this example, “Shop now” links to
the specific product page. Save.

346
Conversational Facebook Ads: Send Messenger Campaigns for New Sales, Products, Holidays, and More

Send a Sponsored Message Campaign with Octane AI

STEP 2
Create a Sponsored Message and Link It To
Your Convo
Go to your Octane AI dashboard, click “Facebook
ads”, and create a new Sponsored Message ad.
This is the message that will be sent out to your
Messenger subscribers.

Type a message that encourages them to click

forward to the convo, and add a button that
connects to the convo you made.

Tip: To increase revenue, set your ad to optimize for conversions (Add to Cart, Initiated Checkout, or Purchase)

347
Conversational Facebook Ads: Send Messenger Campaigns for New Sales, Products, Holidays, and More

Send a Sponsored Message Campaign with Octane AI

STEP 3
Customize Your Sponsored Message Ad Settings
If you don’t have one already, create a new campaign called
“Octane AI - Sponsored Messages”, and create an ad set called
“Messenger Subscriber Campaign”.

To have your message get sent to your Messenger

subscribers, and not a more specific audience, select “All
subscribers” as the targeted audience. Push “Create” to sync
to your Ads Manager as an ad draft.

348
Conversational Facebook Ads: Send Messenger Campaigns for New Sales, Products, Holidays, and More

Send a Sponsored Message Campaign with Octane AI

STEP 4
Go to the Ad in Your Facebook Ads Manager and Turn It on
Go to your Facebook Ads Manager and find the new Sponsored Message ad that you just created.
Double check that the audience targeting and ad budget all look how you want them to.

When you are ready for your message to get sent out, publish the Sponsored Message ad.

Note: Facebook will start sending the message immediately. However, not all people will receive the
message at exactly the same time. Facebook uses an internal algorithm to deliver your Sponsored
Message to people at the right times. Once your campaign is over, you can turn the Sponsored
Message ad off from your Facebook ads manager.

349
CONVERSATIONAL FACEBOOK ADS

Send a Conversation
Abandonment Message
When Customers Click Ads
that Click to Messenger But
Don’t Click Through to The
Website

350
Conversational Facebook Ads: Send A Conversation Abandonment Message When Customers Click a CTM Ad But Don’t Click Through to the Website

How Octane AI’s Conversation Abandonment Works

Customer Clicks the Ad After 30 Minutes, the Customer Hasn’t Customer Receives a Follow
that Clicks to Messenger Clicked Through to the Website Message Encouraging Them to
and Start the Conversation Go to the Website
The customer gets distracted and
Customer clicks your doesn’t go on to browse the store. Prompting the customer to go
conversational ad from shop on the website.
Facebook or Instagram.

351
Conversational Facebook Ads: Send A Conversation Abandonment Message When Customers Click a CTM Ad But Don’t Click Through to the Website

Set up Octane AI Conversation Abandonment Message

STEP 1
Add Customers to a Custom Octane AI List When They
Click the First Button in Your Ad that Clicks to
Messenger
Go to your Octane AI dashboard, click “Facebook ads” in
the navigation, and open the ad that clicks to Messenger
you have already created. Click the person icon on the
button to add people who click this button to a list.
Choose, or name, your list and hit “Save”.

Now people who click this button will get added to this
custom Octane AI list.

352
Conversational Facebook Ads: Send A Conversation Abandonment Message When Customers Click a CTM Ad But Don’t Click Through to the Website

Set up Octane AI Conversation Abandonment Message

STEP 2
Add Customers to a Custom Octane AI List When They
Click the “Shop now” Button Linked in the Convo Your
Click to Messenger Message Links To
Go to your Octane AI dashboard, click “Convos” in the
navigation, and open the convo you already created that
is being linked to from the ads that click to Messenger.
Click the person icon on the “Shop Now” button to add
people who click this button to a list of their own (a
second list than the one you created in the previous step).
Save the convo.
Now people who click this button will get added to this
custom Octane AI list.

353
Conversational Facebook Ads: Send A Conversation Abandonment Message When Customers Click a CTM Ad But Don’t Click Through to the Website

Set up Octane AI Conversation Abandonment Message

STEP 3
Create a Custom Flow to Send Conversation Abandonment
Message When Someone Clicks the Ad but Doesn’t Click “Show
Now”
Go to your Octane AI dashboard, click “Flows” in the navigation, then
click “Custom flows”, and create a new one. Trigger the flow when
someone is added to the first list (people who click the “Open
Discount” button in the first message). Filter people who are not a
member of the second list (people who click the “Shop Now” button in
the convo). Set your time delay to 0.5 hours. Type in your message and
button. Save.
Now customers who are added to the first list, but after 30 minutes
haven’t been added to the second list, will get this conversation
abandonment message.

354
Conversational Facebook Ads: Send A Conversation Abandonment Message When Customers Click a CTM Ad But Don’t Click Through to the Website

Set up Octane AI Conversation Abandonment Message

Advanced Tactics
Instead of targeting lists based on button clicks,
you could target whether someone has submitted
their email or phone number yet. This can be
useful during a campaign or flow that asks for
email, allowing you to follow up and ask again, or
in a different way, if the customer doesn’t submit it
the first time.

355
 WHAT PEOPLE ARE SAYING ABOUT OCTANE AI

“I'm excited about the Click to Messenger Ads product using Octane AI because it
gives a Shopify brand the opportunity to have 1-1 conversations that would normally
not be possible to new website visitors. Once this initial interaction has started, it
opens the door to further communication to share the brand story, products,
promotions, and more! It's this dialog that builds trust and customer lifetime value.”

Steve Hutt
Founder
eCommerce Fastlane

356
STEP-BY-STEP GUIDE TO MAXIMIZING YOUR RETURN WITH
OCTANE AI

Advanced Sponsored
Messages

357
ADVANCED SPONSORED MESSAGES

Send a Welcome Series Over

Messenger to Customers
Who Haven’t Subscribed via
Email or Purchased Yet

358
Advanced Sponsored Messages: Send a Welcome Series Over Messenger to Customers Who Haven’t Subscribed via Email or Purchased Yet

How Octane AI’s Messenger Welcome Series Works

Customer Subscribes Customer Doesn’t Complete a Purchase Customer Receives Multi-Day

on Messenger After 24 Hours Welcome Series Over Messenger
Via ads that click to Messenger or Customers on Messenger only start the Customers will stop receiving the
other Messenger opt-in method. welcome series if they don’t complete a welcome series once they make a
purchase in the first 24 hours. purchase or the series ends.

359
Advanced Sponsored Messages: Send a Welcome Series Over Messenger to Customers Who Haven’t Subscribed via Email or Purchased Yet

FAQs About Octane AI’s Messenger Welcome Series

What is a Messenger welcome series? How does the Messenger welcome series know once a
● A welcome series is a series of messages customer completes a purchase?
that the a customer receives if they don’t ● Octane AI’s Messenger welcome series is sent
complete a purchase. The goal of the series using Facebook Sponsored Messages. Because
is to guide the customer towards making Sponsored Messages target based on customer
their first purchase -- and potentially Facebook audiences, people who have completed
towards subscribing on email or SMS as purchases can be excluded from the audiences
well. the Messenger welcome series targets.

How long does a Messenger welcome series go What should go in my Messenger welcome series?
for? ● It’s best not to focus every message in your
● This is different from brand to brand. welcome series on hard selling your product. If the
Sending a message at a decreasing customer doesn’t convert within the first 24 hours,
frequency is best practice, and then turning then they likely need more education and time to
it off once the customer achieves the goal build a quality and trusting relationship with your
(such as completing a purchase). For brand. Send helpful content and always have a
example, sending a message on days 3, 5, secondary option to shop.
10, 30, 45, and 90.

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Advanced Sponsored Messages: Send a Welcome Series Over Messenger to Customers Who Haven’t Subscribed via Email or Purchased Yet

Example Messenger Welcome Series

Large Messenger audience: Large Messenger audience: Large Messenger audience:

Day 3-5 Day 7-9 Day 15-17

Small Messenger audience: Small Messenger audience: Small Messenger audience:

Day 3-10 Day 12-20 Day 21-30

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Advanced Sponsored Messages: Send a Welcome Series Over Messenger to Customers Who Haven’t Subscribed via Email or Purchased Yet

Set up Octane AI Sponsored Message Welcome Series

STEP 1
Create a Sponsored Message

Go to your Octane AI dashboard, click “Facebook

ads”, and create a new Sponsored message ad.
This is the message that will be sent out to your
Messenger subscribers.

Type a message that encourages them to click

forward to the convo, and add a button that
connects to the convo you made.

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Advanced Sponsored Messages: Send a Welcome Series Over Messenger to Customers Who Haven’t Subscribed via Email or Purchased Yet

Set up Octane AI Sponsored Message Welcome Series

STEP 2
Customize Your Sponsored Message Ad Settings

If you don’t have one already, create a new campaign called “Octane
AI - Sponsored Message Welcome Series”, and create an ad set called
“Welcome Series - Days 3-5”.

Keep your audience blank; you will customize this in detail from the
Facebook ads manager. Push “Create” to sync to your Ads Manager as
an ad draft.

363
Advanced Sponsored Messages: Send a Welcome Series Over Messenger to Customers Who Haven’t Subscribed via Email or Purchased Yet

Set up Octane AI Sponsored Message Welcome Series

STEP 3
Go to the Ad in Your Facebook Ads Manager and Create a
New Audience

Go to your Facebook Ads Manager and go to the Audience page.

Create a new custom audience with “Facebook Page” as the
source.

Include people who sent a message to your page in the past 5

days, and exclude people who sent a message to your page in
the past 2 days. This will make sure the sponsored message sent
to this audience will only get sent to people on day 3, 4, or 5,
after they first interact with you on Messenger.

Name the audience “Welcome Series - Day 3-5”.

364
Advanced Sponsored Messages: Send a Welcome Series Over Messenger to Customers Who Haven’t Subscribed via Email or Purchased Yet

Set up Octane AI Sponsored Message Welcome Series

STEP 4
Go to the Ad in Your Facebook Ads Manager, Edit the Audience, and Turn It On

Go to your Facebook Ads Manager and find the new Sponsored Message ad that you just
created. On your ad set select the custom audience that you just created, and then exclude
the audience of customers who have previously purchased from you (this can be synced
from Klaviyo).

When you are ready, publish the Sponsored Message ad. As people get added to the
audience, they will be sent the sequence of messages.

Note: Facebook will start sending the message immediately; However, not everyone will
receive the message at exactly the same time. Facebook uses an internal algorithm to deliver
your Sponsored Message to people at the right times during the window in your audience.

365
Advanced Sponsored Messages: Send a Welcome Series Over Messenger to Customers Who Haven’t Subscribed via Email or Purchased Yet

Set up Octane AI Sponsored Message Welcome Series

STEP 5
Repeat Steps 1-4 for Every Message In Your
Messenger Welcome Series

366
 WHAT PEOPLE ARE SAYING ABOUT OCTANE AI

“By creating a quiz, customers will be able to find the products that align with
their interests. You remove the noise and eliminate the products they’re less
likely to by. But it’s not just a one-time experience; you’re collecting customer
preferences that can sync with your email marketing tool and use that data to
segment your emails and send more targeted content. You’re also collecting
customer insights from each quiz result, which will help you make business
decisions and stock the products your customers truly want.”

Kelly Vaughn
Founder & Owner
The Taproom Agency
367
ADVANCED SPONSORED MESSAGES

Send Replenishment
Messages to Encourage
Customers to Repurchase a
Product That Can Run Out

368
Advanced Sponsored Messages: Send Replenishment Messages to Encourage Customers to Repurchase a Product That Can Run Out

How Octane AI’s Messenger Replenishment Flow Works

Customer Subscribes Customer Purchases a Customer Receives Re-order

on Messenger Consumable Product Message Once Product is
Via ads that click to Messenger or At some point after connecting on Likely Consumed
other Messenger opt-in method. Messenger, the customer purchases a Customers receive a prompt to
consumable product. replenish their consumable.

369
Advanced Sponsored Messages: Send Replenishment Messages to Encourage Customers to Repurchase a Product That Can Run Out

Set up Octane AI Sponsored Message Replenishment Message

STEP 1
Create a Sponsored Message
Go to your Octane AI dashboard, click “Facebook ads”,
and create a new Sponsored message ad. This is the
message that will be sent out to your Messenger
subscribers. Type a message that encourages them to
purchase this type of product again and a button that
takes them to the best page to shop for this product.

Note: It is easier to create replenishment messages based

on collections rather than individual product SKUs. If you
want to do a message per item, just remember that you
will need to create a new message and Facebook
audience for each one.

370
Advanced Sponsored Messages: Send Replenishment Messages to Encourage Customers to Repurchase a Product That Can Run Out

Set up Octane AI Sponsored Message Replenishment Message

STEP 2
Customize Your Sponsored Message Ad Settings
If you don’t have one already, create a new campaign called
“Octane AI - Sponsored Messages”, and create an ad set called
“Replenishment”.

Keep your audience blank, you will customize this in detail from
the Facebook ads manager. Push “Create” to sync to your Ads
Manager as an ad draft.

371
Advanced Sponsored Messages: Send Replenishment Messages to Encourage Customers to Repurchase a Product That Can Run Out

Set up Octane AI Sponsored Message Replenishment Message

STEP 3
Create a Custom in Facebook of Customers Who Have
Purchased the Replenishable Product
If you don’t have one already, create a new custom
audience in Facebook called “[Product Type] Purchasers”.

When creating your audience, select “Website” as your

source and “Purchase” as the event. This will target
customers who purchased, but we’ll have to specify those
who purchased the item you want to replenish.

This is done by clicking on “Refine by” and then selecting

“URL”. Change “URL” to “content_ids” and enter the ID of
the specific product you want to target. Make sure you
match the time span for the period that you think
customers will use up your product.

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Advanced Sponsored Messages: Send Replenishment Messages to Encourage Customers to Repurchase a Product That Can Run Out

Set up Octane AI Sponsored Message Replenishment Message

STEP 4
Turn on the audience
Find the new Sponsored Message ad that you just created. In the ad set tab, locate the
replenishment audience you made.

When you are ready, publish the Sponsored Message ad. As people get added to the
audience, they will be sent the sequence of messages.

Note: Facebook will start sending the message immediately. However, not everyone will
receive the message at exactly the same time. Facebook uses an internal algorithm to deliver
your Sponsored Message to people at the right times during the window in your audience.

373
ADVANCED SPONSORED MESSAGES

Send Win-back Messages to

Bring Customers Back Who
Haven’t Purchased in a
While

374
Advanced Sponsored Messages: Send Win-back Messages to Bring Customers Back Who Haven’t Purchased in a While

How Octane AI’s Messenger Win-back Flow Works

Customer Subscribes Customer Purchases Customer Receives Win-back

on Messenger A Product Message If They Don’t
Via ads that click to Messenger or At some point after connecting on Purchase Again After X
other Messenger opt-in method. Messenger the customer purchases Amount of Time
a product. Customers receive a prompt to
shop.

375
Advanced Sponsored Messages: Send Win-back Messages to Bring Customers Back Who Haven’t Purchased in a While

Example Messenger Win-back Series

Day 60-70 Day 90-100

376
Advanced Sponsored Messages: Send Win-back Messages to Bring Customers Back Who Haven’t Purchased in a While

Set up Octane AI Sponsored Message Win-back Series

STEP 1
Create a Sponsored Message
Go to your Octane AI dashboard, click “Facebook ads”,
and create a new Sponsored Message ad. This is the
message that will be sent out to your Messenger
subscribers.

Type a message that encourages them to come back to

the store to shop and add a button for “Shop now” that
links to the home page.

377
Advanced Sponsored Messages: Send Win-back Messages to Bring Customers Back Who Haven’t Purchased in a While

Set up Octane AI Sponsored Message Win-back Series

STEP 2
Customize Your Sponsored Message Ad Settings
If you don’t have one already, create a new campaign called
“Octane AI - Sponsored Message Win Back Series”, and create
an ad set called “Win Back - Day 60-70”.

Keep your audience blank -- you will customize this from the
Facebook Ads Manager. Push “Create” to sync to your Ads
Manager as an ad draft.

378
Advanced Sponsored Messages: Send Win-back Messages to Bring Customers Back Who Haven’t Purchased in a While

Set up Octane AI Sponsored Message Win-back Series

STEP 3
Go to the Ad in Your Facebook Ads Manager and Create a
New Audience
Go to your Facebook Ads Manager and go to the Audience page.
Create a new custom audience with “Website Traffic” as the
source.
Include people who have purchased in the past 70 days, and
exclude people who have purchased in the past 59 days. This will
make sure the sponsored message sent to this audience will only
get sent to people between days 60 to 70 if they have not
completed another purchase.
Name the audience “Win-back Series - Day 60-70”.

379
Advanced Sponsored Messages: Send Win-back Messages to Bring Customers Back Who Haven’t Purchased in a While

Set up Octane AI Sponsored Message Win-back Series

STEP 4
Go to the Ad in Your Facebook Ads Manager, Edit the Audience, and Turn It On
Go to your Facebook Ads Manager and find the new Sponsored Message ad that you just
created. On your ad set select the custom audience that you just created.

When you are ready, publish the Sponsored Message ad. As people get added to the
audience, they will be sent the sequence of messages.

Note: Facebook will start sending the message immediately, however not all people will
receive the message at exactly the same time. Facebook uses an internal algorithm to deliver
your Sponsored Message to people at the right times during the window in your audience.

380
Advanced Sponsored Messages: Send Win-back Messages to Bring Customers Back Who Haven’t Purchased in a While

Set up Octane AI Sponsored Message Win-back Series

STEP 5
Repeat Steps 1-4 for Every Message In Your
Messenger Win-back Series

381
ADVANCED SPONSORED MESSAGES

Trigger Facebook Messages

to Customers Based on
Facebook Data
Octane AI enables you to send sponsored message to your
customers. These messages can be sent to people already
connected to your brand on Messenger, and you can further
target them by custom Facebook audiences.

Using Facebook’s available audience data, this enables you to

send messages to your customers based on information you
may not have but Facebook does.

Examples:
● 7 days before your customer’s birthday
● If someone hasn’t viewed your Instagram profile
● If their anniversary with their significant member is
coming up

382
Advanced Sponsored Messages: Trigger Facebook Messages to Customers Based on Facebook Data

How Octane AI’s Triggers Messages to Customers with Facebook Data

Customer Subscribes Customer’s Birthday Arrives Customer Receives Birthday

on Messenger It’s the day of your customer’s birthday, Message Over Messenger
Via ads that click to Messenger or according to Facebook. Customers receive a Happy Birthday
other Messenger opt-in method. message with any relevant birthday
offers or discounts you have.

383
Advanced Sponsored Messages: Trigger Facebook Messages to Customers Based on Facebook Data

Set up Octane AI Customer Birthday Message

STEP 1
Create a Sponsored Message
Go to your Octane AI dashboard, click “Facebook
ads”, and create a new Sponsored message ad.
This is the message that will be sent out to your
Messenger subscribers.

Type a message that encourages them to click

forward to the convo, and add a button that
connects to the convo you made.

384
Advanced Sponsored Messages: Trigger Facebook Messages to Customers Based on Facebook Data

Set up Octane AI Customer Birthday Message

STEP 2
Customize Your Sponsored Message Ad Settings
If you don’t have one already, create a new campaign called “Octane
AI - Customer Birthday Message”, and create an ad set called “Octane
AI - Customer Birthday Message”.

Keep your audience blank; you will customize this in detail from the
Facebook ads manager. Push “Create” to sync to your Ads Manager as
an ad draft.

385
Advanced Sponsored Messages: Trigger Facebook Messages to Customers Based on Facebook Data

Set up Octane AI Customer Birthday Message

STEP 3
Go to the Ad in Your Facebook Ads
Manager and Customize the Audience
Targeting
Under “Detailed Targeting”, type in
“Upcoming birthday” to target people
who are going to have their birthday
within one week.

386
Advanced Sponsored Messages: Trigger Facebook Messages to Customers Based on Facebook Data

Set up Octane AI Customer Birthday Message

STEP 4
Turn Your Sponsored Message On
When you are ready, publish the Sponsored Message ad. As people get added to the
audience, they will be sent the birthday message.

Note: Facebook will start sending the message immediately; However, not everyone will
receive the message at exactly the same time. Facebook uses an internal algorithm to deliver
your Sponsored Message to people at the right times during the window in your audience.

387
Advanced Sponsored Messages: Trigger Facebook Messages to Customers Based on Facebook Data

Trigger Facebook Messages Before a Close Friends Birthday

TARGETING INSTRUCTIONS
Go to the Ad in Your Facebook Ads
Manager and Customize the Audience
Targeting
Under “Detailed Targeting”, type in “Close
friends of people with birthdays in a
week” to target people who have close
friends who are going to have their
birthday within one week.

388
Advanced Sponsored Messages: Trigger Facebook Messages to Customers Based on Facebook Data

Trigger Facebook Messages Before the Customer’s Anniversary

TARGETING INSTRUCTIONS
Go to the Ad in Your Facebook Ads
Manager and Customize the Audience
Targeting
Under “Detailed Targeting”, type in
“Anniversary within 31-60 Days” to target
people who have a relationship
anniversary coming up (marriage,
domestic partnership).

389
 WHY ARE ONSITE QUIZZES IMPORTANT FOR DTC BRANDS?

“Every DTC brands with multiple SKUs should be experimenting with on-site
quizzes. Not only do online quizzes assist customers with the ultimate
personalised online shopping experience but they also give DTC brands vital
information and data to assist with better optimising their customer journey.
When you’ve paired on-site quizzes with platforms such as Octane FB
Messenger, SMS and Klaviyo - you’ve got the ultimate recipe for success.”

Brynley King
Managing Director
Brynley King Ecommerce Growth Agency

390
ADVANCED SPONSORED MESSAGES

Use Your Email Marketing

Platform to Trigger Facebook
Messages to Customers Based
on Email, Shopping, Rewards,
and Subscription Data
Your email marketing platform is an amazing repository of data
from all the different apps you have connected to it. Depending
on your connected apps, you can store data related to your
rewards program, reviews, subscription, contests, VIPs, return
customers, customers who are slipping away, and more.

By using your ESP to sync these lists to Facebook as custom

audiences, and using Octane AI to send messages to customers
once they fall into one of these custom audiences, you can set up
automated push notifications on Messenger for your brand’s
most important customer events.

391
Advanced Sponsored Messages: Use Your Email Marketing Platform to Trigger Facebook Messages to Customers Based on Email, Shopping, Rewards, and Subscription Data

How Octane AI Triggers Messages Based on Your ESP Data

Your apps send data to Customers are Customer segments Sponsored Messages
your email marketing segmented within your are saved as custom from Octane AI are sent
platform ESP audiences on to customers when they
Facebook are added to a custom
Facebook audience

392
Advanced Sponsored Messages: Use Your Email Marketing Platform to Trigger Facebook Messages to Customers Based on Email, Shopping, Rewards, and Subscription Data

Trigger Facebook Messages Based on Custom Properties

STEP 1
Create a Custom Audience in Your Email Marketing
Platform
If you don’t already have a list in your ESP that creates a
custom audience, create a new segment based on
custom properties so that it can be synced to Facebook
as a custom audience. In our example, we are in Klaviyo
making a segment of people who reach 1,000 rewards
points. (Note: Your rewards app must be connected to
your ESP in order to track this and sync it to Facebook
custom audiences.)

Tip: Look into what segments you can create for rewards, subscription, VIPs, and more.

393
Advanced Sponsored Messages: Use Your Email Marketing Platform to Trigger Facebook Messages to Customers Based on Email, Shopping, Rewards, and Subscription Data

Trigger Facebook Messages Based on Custom Properties

STEP 2
Create a Sponsored Message
Go to your Octane AI dashboard, select “Facebook ads”
in the nav, and create a new Sponsored Message.
When people fall into the custom audience you target,
they will receive the message you put here. In this
example, we are targeting customer who reach 1,000
rewards points, and the “Redeem points” links to a list
of products they can shop from. Select the audience
you want to target, and click “Create”.

Tip: Keep your messages short and sweet. You can also link to convos instead of website to
enable conversational interactions, like helping someone find the perfect product.
394
Advanced Sponsored Messages: Use Your Email Marketing Platform to Trigger Facebook Messages to Customers Based on Email, Shopping, Rewards, and Subscription Data

Trigger Facebook Messages Based on Custom Properties

STEP 3 EXAMPLE IDEAS

Go to The Ad in Your Facebook Ads Manager and Turn It on
● If they are connected on
Go to your Facebook Ads Manager and find the new Sponsored Message Messenger, but not email,
that you just created. Double check that the audience targeting and budget send a Sponsored
all look how you want them to. When you are ready, publish the Sponsored Message w/ a discount in
Message. exchange for their email.
● If someone makes a
Now, whenever someone reaches 1,000 rewards points, Facebook will purchase, but doesn’t
automatically send them your Sponsored Message. You create Sponsored subscribe, send a
Messages based on any data inside of your ESP or based on events from Sponsored Message w/ an
your Facebook pixel. There are a tremendous amount of possibilities. upsell.

Tip: Anything that can be put into a custom Facebook audience can be a trigger for a
Sponsored Message that is sent as a push notification via Messenger.
395
 WHAT PEOPLE ARE SAYING ABOUT OCTANE AI

“The pop-up and abandoned cart features brought a huge boost to our
overall revenue—we were surprised by the tremendous increase in
revenue. We chose Octane AI because they have the most robust form of
Facebook Messenger that is currently on the market. We love the
technology and innovation that we bring to our brand by using the Octane
AI platform.”

Jay McArthur
Owner
Live Love Gameday

396
STEP-BY-STEP GUIDE TO MAXIMIZING YOUR RETURN WITH
OCTANE AI

SMS Engagement

397
SMS ENGAGEMENT

Increase the Amount of

Revenue Channels You Have
With SMS Campaigns
Any SMS opt-ins you gather in Octane AI can immediately be
used with Octane AI’s SMS features.

SMS outbound campaigns are super easy to create in your

dashboard, letting you link directly to your store, a product
or even your quiz. Detailed analytics on revenue and
customer engagement are gathered in your dashboard just
like the rest of Octane AI’s features.

You can also send SMS cart abandonment messages directly

from Octane AI which even coordinates with Messenger cart
abandonment reminders.

398
SMS Engagement: Increase the Amount of Revenue Channels You Have With SMS Campaigns

What You Can Do With an SMS Opt-In With Octane AI

Customer Opts In With SMS

Send SMS Broadcasts SMS Abandon Cart If Phone Number is Paired

From Octane AI Messages with Email, Sync to Klaviyo

399
SMS Engagement: Increase the Amount of Revenue Channels You Have With SMS Campaigns

How Octane AI’s SMS Features Work

SMS Broadcast
What is it?

● Send out a text campaign to SMS followers,

notifying them about exciting news and sales.

Send SMS Blasts When

SMS Abandoned Cart There’s a Sale

What is it?

● Trigger a series of messages to customers when Personalize Messages to

they leave a shopping cart on your website without Match Customer
purchasing. Preferences

400
SMS Engagement: Increase the Amount of Revenue Channels You Have With SMS Campaigns

FAQ About SMS

Who can I send an SMS message to? How much does Octane AI for SMS cost?
● You can send an SMS message to anyone ● SMS is included at no additional cost in the
who has opted in for text messages. This Octane AI Pro and Enterprise plans. Each
can be via a pop-up, an opt-in at checkout, SMS message costs 0.02 on the Pro plan
Octane AI’s Messenger phone number and 0.012 on the Enterprise plan.
collection feature, via ads that click to Discounted rates are available for high
Messenger, or a list of phone numbers you volume merchants.
upload to Octane AI.

Can I send customers both SMS and Facebook

messages via Octane AI?
● Yes. For triggered campaigns like cart
abandonment, we suggest sending a
Facebook message first, then following up
with an SMS between 4-24 hours later if the
customer doesn’t complete the purchase.

401
SMS ENGAGEMENT

Send SMS Campaigns for

New Sales, Products,
Holidays and More

402
SMS Engagement: Send SMS Campaigns for New Sales, Products, Holidays, and More

How SMS Campaigns with Octane AI Work

Customer Opts In For SMS Octane AI Adds the Send a SMS Broadcast from
Customer to Your SMS List Octane AI to your SMS List
Via Messenger, pop-up, or
another opt-in method. You can also upload a list of A message, with a push notification,
phone numbers you have is sent to customers.
permission to send marketing
messages to.

403
SMS Engagement: Send SMS Campaigns for New Sales, Products, Holidays, and More

Send an SMS Message Campaign with Octane AI

STEP 1
Create and Send an SMS Campaign
Go to your Octane AI dashboard, select
“Campaigns” in the nav, and then select “SMS”.
Select “New SMS broadcast”. Type in your
campaign message and either select “Send
Message” or “Schedule” if you wish to send the
message at a later time.

Tip: You can upload an existing list of opted-in phone numbers to Octane AI for SMS.
404
SMS ENGAGEMENT

Send SMS Cart

Abandonment Messages to
Customers Who Add to Cart
But Don’t Purchase

405
SMS Engagement: Send SMS Cart Abandonment Messages to Customers Who Add to Cart But Don’t Purchase

How Octane AI’s SMS Cart Abandonment Flow Works

Customer Opts in Their Customer Adds to Cart But Customer Receives a Cart
Phone Number Doesn’t Complete a Purchase Abandonment Message
This can be done through an Octane AI tracks what products the 4 hours after adding to cart, not
Octane AI opt-in, or Shopify customer has added to their cart. purchasing, and being idle, the
checkout customer will receive a message
with the products in their cart.

406
SMS Engagement: Send SMS Cart Abandonment Messages to Customers Who Add to Cart But Don’t Purchase

Customize Octane AI’s SMS Cart Abandonment Flow

STEP 1
Customize SMS Cart Abandonment Message
Go to your Octane AI dashboard, select “Flows” in
the nav, and then select “SMS cart abandonment”.
Click the edit button to customize the message
your customers will receive. Save and make sure
that the flow is turned on.

Tip: Customize the timing so customers receive Messenger, email and SMS abandoned carts at
different times. Example: 30m (Messenger), 4hr (email), and 24hr (SMS) to start.
407
STEP-BY-STEP GUIDE TO MAXIMIZING YOUR RETURN WITH
OCTANE AI

Coordinate With
Email

408
COORDINATE WITH EMAIL

Launch an Exclusive Sale on

Messenger and Promote It to
Your Email Subscribers
Leverage your existing email list by including natural CTAs to
your Messenger channel in email campaigns and flows.

By using Octane AI’s Convo links, it is easy to create URLs for

emails that, when clicked, send the customer a custom
message with a discount, exclusive content, or even
confirmation of entering a contest.

409
Coordinate with Email: Launch an Exclusive Sale on Messenger and Promote It to Your Email Subscribers

How Octane AI Conversational Messenger CTAs in Email Works

Customer 100% Subscribe to Receives Retargeting

Clicks CTA in Email Messenger and Shop Messages In Inbox
Customer clicks a button or The customer becomes a Messenger Pre and post-purchase
link in email and is taken to a subscriber, has a brief conversation, messages sent to the customer
conversation in Messenger. and then clicks to your store. automatically.

410
Coordinate with Email: Launch an Exclusive Sale on Messenger and Promote It to Your Email Subscribers

Start With an Exclusive Sale on Messenger

Exclusive Sale on Messenger

Promoted on Email

Goal
● Incentivize your existing email subscribers into
become Messenger subscribers.

Incentive
● Discounts or early access to products and sales.

411
Coordinate with Email: Launch an Exclusive Sale on Messenger and Promote It to Your Email Subscribers

Create an Exclusive Sale on Messenger and Promote It via Email

STEP 1
Create a Convo for the Email Campaign
Go to your Octane AI dashboard, select
“Convos” in the nav, and then select “New
Convo”. Add an image, title, and subtitle to the
convo so you can easily find it later. Write in the
text explaining the discount and the exclusive
sale, the discount code itself, and a “Shop now”
button.

In this example, “Shop now” links back to the

store home page. Save.

412
Coordinate with Email: Launch an Exclusive Sale on Messenger and Promote It to Your Email Subscribers

Create an Exclusive Sale on Messenger and Promote It via Email

STEP 2
Grab the URL for the Convo
Look at the bottom of the convo page on
Octane AI and grab the convo URL. This is the
URL that you will use in your email campaign.

When your customers click this link, they will be

subscribed to you on Messenger and receive
the message you customized in the convo.

Tip: Convo links can also be shared via social media.

413
Coordinate with Email: Launch an Exclusive Sale on Messenger and Promote It to Your Email Subscribers

Create an Exclusive Sale on Messenger and Promote It via Email

STEP 3
Create and Send the Email Campaign
Create a new email campaign and customize it
to promote your exclusive sale on Messenger.
Provide multiple CTAs for your customers to
click in order to connect on Messenger and
participate in the exclusive sale. Use the convo
URL from the previous step to link customers in
the email to the sale on Messenger.

When ready, send the email campaign.

414
 WHY IS PERSONALIZATION IMPORTANT?

“Personalizing the customer journey is a way to close the

disconnected gap between the customer and the brand. It allows
merchants to tailor their brand experience to be as unique as
their customers, which in turn, helps grow a relationship.”

Will Lynch
Content & Partnership Manager
Underwater Pistol

415
COORDINATE WITH EMAIL

Include CTAs for

Connecting on Messenger in
Email Campaigns to
Customers Who Are Not Yet
Connected on Messenger

416
Coordinate with Email: Include CTAs for Connecting on Messenger In Email Campaigns to Customers Who Are Not Yet Connected on Messenger

How Octane AI Conversational Messenger CTAs in Email Works

Create Two Segments in

Include a Messenger CTA in the Email 100% Subscribe to
your Email Marketing
Platform Sent to the Segment of Customers Not Messenger and Shop
Connected on Messenger
One for customers not The customer becomes a
connected on Messenger Customer clicks your ad that clicks to Messenger subscriber, has a
and second for customers Messenger from Facebook or Instagram, brief conversation, and then
and is taken to a conversation. clicks to your store.
who are connected on
Messenger.

417
Coordinate with Email: Include CTAs for Connecting on Messenger In Email Campaigns to Customers Who Are Not Yet Connected on Messenger

Email a Messenger CTA to Email Subscribers Not Yet Connected to Messenger

STEP 1
Create a Convo for Email Campaign
Go to your Octane AI dashboard, select
“Convos” in the nav, and then select “New
Convo”. Add an image, title, and subtitle to the
convo so you can easily find it later. Write in the
text explaining the discount and the exclusive
sale, the discount code itself, and a “Shop now”
button. In this example “Shop now” links back to
the store home page. Save.

418
Coordinate with Email: Include CTAs for Connecting on Messenger In Email Campaigns to Customers Who Are Not Yet Connected on Messenger

Email a Messenger CTA to Email Subscribers Not Yet Connected to Messenger

STEP 2
Grab the URL for the Convo

Look at the bottom of the convo page on

Octane AI and grab the convo URL. This is the
URL that you will use in your email campaign to
link text and buttons to. When your customers
click this link, they will be subscribed to you on
Messenger and receive the message you
customized in the convo.

419
Coordinate with Email: Include CTAs for Connecting on Messenger In Email Campaigns to Customers Who Are Not Yet Connected on Messenger

Email a Messenger CTA to Email Subscribers Not Yet Connected to Messenger

STEP 3
Create the Different Segments for Customers
Connected on Messenger and for Customers Not
Connected on Messenger
Create a new segment on Klaviyo called “Customers
Connected on Messenger - Octane AI”. Set it to
properties about someone, select “Octane list: All
subscribers” in the drop down, “equals”, “member”.
Save.
Create a second segment on Klaviyo called
“Customers Not Connected on Messenger - Octane
AI”. Set it to properties about someone, select “Octane
list: All subscribers” in the drop down, “is not set”.
Save.

420
Coordinate with Email: Include CTAs for Connecting on Messenger In Email Campaigns to Customers Who Are Not Yet Connected on Messenger

Email a Messenger CTA to Email Subscribers Not Yet Connected to Messenger

STEP 4
Create and Send the Email Campaign to
Each Segment
Create a new email campaign on Klaviyo, one
for people who aren’t on Messenger yet (with
the Messenger CTA) and one for people who
are already on Messenger. Use the convo URL
from the previous step to link customers (in
the email to customers not yet on Messenger)
to the sale on Messenger.

When ready, send the email campaigns.

421
 WHAT PEOPLE ARE SAYING ABOUT OCTANE AI

“We already had a conversion rate above the industry average, but
Octane helped us increase it further, especially with cart abandonment
tactics. We chose Octane AI because of the interface, the amount of
functions, and the fact that you have access to the platform while
having managed services.”

Jeremiah Curvers
CEO & Founder
Polysleep

422
Personalize the Journey for Your Customers:
Get Started Today With Octane AI

Book demo Try it free

If you are an agency interested in learning more about our partner

program, please register here and our team will be in touch!
423
Congrats! You Just Completed the Ecommerce Personalization Playbook

From our team to yours — thank you for joining us by reading our playbook!
We spent months (sometimes years!) building out and proving the success of every one
of these strategies on our platform to make personalization easier and more accessible
for ecommerce brands like yours — that’s how we help you win!

I would love to hear your thoughts about the ideas we’ve shared. Are there strategies
you’re interested in trying right away? Which insights were most helpful? Feel free to
reach out and let me know! You can find me at matt@octaneai.com.

Until next time,

Matt Schlicht
CEO & Co-Founder of Octane AI

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