I'm in the process of setting up a form to gather customer information for a competition, and I need to ensure that this data seamlessly enriches our customer profiles in Klaviyo. I'm evaluating whether to use Klaviyo’s native form builder or a third-party tool like Typeform, which we already have an account with.
My main requirements are:
- Seamless Integration: The data collected must automatically update the profile properties in Klaviyo without manual intervention.
- Dynamic Location Fields: The form needs to have a dynamic dropdown for location (e.g., selecting a country should automatically update the state options).
- Accurate Data Tagging: It's crucial that the data is accurately tagged and synced in Klaviyo to ensure we can segment and personalize communications effectively.
What I’d like to know:
- Comparison of Tools: What are the pros and cons of using Klaviyo’s form builder versus a third-party tool like Typeform, particularly in terms of ease of use, integration capabilities, and data synchronization?
- Integration Tips: Are there best practices or specific steps I should follow to ensure smooth data transfer and automatic synchronization between Typeform and Klaviyo?
- Experiences and Challenges: I would appreciate any insights or experiences from those who have integrated third-party forms with Klaviyo, especially regarding challenges you’ve faced or benefits you’ve found with either approach.
Any detailed advice or examples from your experiences would be greatly appreciated as I work to optimize our data collection process for this campaign.
Also, if I do set up the third party app, is there anything I need to do in Klaviyo to set up these properties before they get pulled in?