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How to trigger a flow when customer submits contact form on Shopify?

  • 26 February 2021
  • 7 replies
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Hello Community!!

We are on Shopify. As part of our sales process, our customers submit an inquiry form on our website with some information we required to initiate the process. We want to trigger a flow, once the customer submits the contact form to send them the first email to schedule a consultation meeting and then a series of emails after the appointment is booked. How can we trigger a flow with that action? I can't find that option in de default triggers from the Shopify integration?

Thanks a lot,
Ronald
 

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Best answer by Paul S 8 March 2021, 01:27

@Ronaldgto

When you create form in klaviyo you have simple drag and drop builder as for the emails.. you will see options that you will be able to add like buttons input fields date fields I guess you can find there everything you need

 

Below are some articles for users that may have a question on how to do this in the future:

Guide to Creating a Signup Form

How to Create and Manage Signup Forms

Overview of the Signup Form Builder

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7 replies

Userlevel 5
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@Ronaldgto

When you create form in klaviyo you have simple drag and drop builder as for the emails.. you will see options that you will be able to add like buttons input fields date fields I guess you can find there everything you need

 

Below are some articles for users that may have a question on how to do this in the future:

Guide to Creating a Signup Form

How to Create and Manage Signup Forms

Overview of the Signup Form Builder

Userlevel 5
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Hi @Ronaldgto and @Bobi N.,

Thanks for posting and following up in community. Just as an FYI, at the moment, our sign up forms do not currently support ReCaptcha. If you wanted to utilize ReCaptcha, this would require utilizing a third party form. This has been added as a request to a product enhancement which could potentially be introduced in the future.  

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@Ronaldgto 

To be honest I don’t know the answer to this. I don’t think this is a possibility but to be sure I would suggest contacting Klaviyo support.

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Thanks a lot, @Bobi N. I just created the new form in Klaviyo, pretty easy. I just have a last question. is it possible to add a ReCaptcha directly in the form? when using Shopify's default ReCaptcha, after submit the customer is redirected to a second page with the ReCaptcha. we would like to have it on the same page as the form.

 

Thanks a lot!!

Userlevel 4
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@Ronaldgto 

When you create form in klaviyo you have simple drag and drop builder as for the emails.. you will see options that you will be able to add like buttons input fields date fields I guess you can find there everything you need

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Thanks a lot for the info @Bobi N. Right now I'm using our own form, I can change it to a Klaviyo form to make things easier. Hiwever,  my only question would be, can I customize Klaviyo’s form to collect more info from the customer besides the email? Because we are not collecting just email in the form, but other input we need to start the process, like: event date, Name and Last Name, Phone Number, Budget, etc.

 

I’m new at Klaviyo and Maybe this is pretty simple to modify, but so far I can see subscribe form from klaviyo collects only the email. Probably I’m totally wrong.

 

Thanks a lot

 

 

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@Ronaldgto 

The most important question here is is this form klaviyo form that is on your store or is it not klaviyo form?

If it is klaviyo form than this should be simple, klaviyo forms are always set to subscribe people to specific list so you can use that list as the trigger for the flow. When someone subscribe to the form, they will also subscribe to a list, and with that they will start a flow triggered by that list.

What if this is general list and also other people are subscribing to it? In this case you can set flow filter this flow emails to be sent only to people for who property $source is that specific form.

But in case this form is not a klaviyo sign up form than this will be a bit harder.. You will have to manually connect the form to some list in your klaviyo account and than same as above use that list to start the flow.

Other solution may be creating a Custom metric that will populate when people subscribe to your website form, but for this I can’t help much and you will need a developer to develop a custom metric for it..

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