Hi Klaviyo Community,
I am looking to create a survey to send to previous customers to gain additional insight into their purchasing preferences. I have a wordpress site and have Formidable Forms where I can create a survey. From there, I have Advanced Form Integration where I can trigger an event in Klaviyo when the form is completed. What I’m unsure of is how to set up a custom metric that will be triggered when the survey is completed. I’ve looked at the help articles, but they seem to be only focused on conversions. Am I missing something or misunderstanding the custom metric creation?
Ideally, I would like to create a “Survey Completed” metric that will then trigger a flow to send respondents a dynamic coupon (WooCommerce) as a thank you. I don’t see having multiple surveys being sent out at the same time so, I should be able to use the custom metric trigger for additional surveys in the future.
Any help is appreciated!
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We did this on a form on my client’s site. Upon clicking submit, we created a custom event and gave it a name “Survey Completed”. Using the events API, we pushed that event to Klaviyo. That will show up in activity on the profile. One note - I would recommend giving it a more specific name. Just in case you want to do future surveys so that you can identify which one was submitted.
Hitting the API created it automatically with the information you put in the event object.
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