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.