I’m working on building a custom survey form to collect user info (like preferences, needs, and goals). The idea is to use this data in two ways;
Show personalized recommendations or info to the user right after they finish the survey.
Send them tailored emails based on their responses.
Here’s where I’m stuck, I tried to use public API to send the form data to Klaviyo, but it does not receive. Is there any other way to connect the data? Maybe a workaround or something I’m missing?
What I need help with:
How can I get the form data into Klaviyo?
Are there other ways to sync this info and trigger emails automatically?
Would love to hear your tips or if anyone’s tackled something similar! Thanks in advance!
Welcome to the Klaviyo community and thank you for your question!
My recommendation here would be to use a Klaviyo Embedded Form. This will allow you to build out all the questions you would like to ask and push the data directly into Klaviyo. This will also trigger the form completion as an event (to base your flow on) and will make it easy for users to update information. You can also easily change the questions this way through the Klaviyo editor.
If you are using Shopify, I would sync the data points that you want to display to customers back into Customer Metafields. This will allow you to call on these variables using Liquid. This way you’re able to autenticate the user (ie. shows to signed in customers).
The sync to customer metafields can be enabled in the Shopify Integration settings → To Shopify → Edit properties.
Welcome to the Klaviyo community and thank you for your question!
My recommendation here would be to use a Klaviyo Embedded Form. This will allow you to build out all the questions you would like to ask and push the data directly into Klaviyo. This will also trigger the form completion as an event (to base your flow on) and will make it easy for users to update information. You can also easily change the questions this way through the Klaviyo editor.
If you are using Shopify, I would sync the data points that you want to display to customers back into Customer Metafields. This will allow you to call on these variables using Liquid. This way you’re able to autenticate the user (ie. shows to signed in customers).
The sync to customer metafields can be enabled in the Shopify Integration settings → To Shopify → Edit properties.
Hello @Tncy , To get your form data into Klaviyo, ensure you’re using the correct Track API endpoint and that your payload includes all required fields such as api_key, event, and properties formatted correctly. Double-check for any errors in your request structure. Alternatively, you can use tools like Zapier or Make to bridge the form and Klaviyo without direct API integration. If your form supports webhooks, you can send the data to a middleware that formats it and forwards it to Klaviyo. Another option is to create the survey directly in Klaviyo using their signup forms and custom properties for easier syncing. These methods can help you automate data syncing and trigger emails based on user responses.
By clicking “Accept All Cookies,” you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.
Privacy Preference Center
Your Privacy
Strictly Necessary Cookies
Performance Cookies
Functional Cookies
Targeting Cookies
Site Analytics
Your Privacy
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
Privacy Notice
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Site Analytics
These cookies record your visit to our website, and are used to track your visit including information such as: web page interactions (clicks, hovers, focus, mouse movements, browsing, zooms and other interactions), referring web page/source through which you accessed the Sites, heatmaps and scrolls, screen resolution, ISP, and statistics associated with the interaction between device or browser and the Sites. If you are accessing our Services with a European IP address, you have been asked to consent to the use of these cookies (you are free to deny your consent).