Hi ​@Rita24! Thanks for posting!

I completely understanding wanting to move away from manually putting things into spreadsheet, I have spent so much time doing that myself and automating is definitely the way to go. Fillout and Wordpress both have Klaviyo integrations, so I would definitely install both of these integrations. Once those integrations exist, you will be able to create flows that have conditional splits based on when people have performed a specific action. I would make sure that all messaging is set up to go through Klaviyo with links out to Fillout and Wordpress. 

I believe I would make 2 separate flows, one that starts when they complete step 1 and ends when they complete the pre-survey. The second flow would begin after their login access is manually sent by admin so when they do the wordpress form and ends with a post-survey. Once everything is installed you will be able to look at where people exit the flow or get stuck in between different flow steps. 

Let me know if you have any other questions!

Yes, this setup is absolutely possible.

Here’s how it can work:

1. Connect Fillout to Klaviyo

• Use a tool like Zapier or Make to send form data from Fillout to Klaviyo.

• Each step (like completing the pre-survey) becomes a custom event in Klaviyo.

2. Track Progress on WordPress

• Add Klaviyo’s tracking code to your WordPress pages.

• When users complete steps (e.g., start assessment, finish mid-survey), trigger events using simple code snippets.

3. Automate Emails in Klaviyo

• Set up flows that send reminders based on the last completed step.

• Example: If someone finishes the pre-survey but doesn’t start the assessment, they get a reminder after 2 days.

4. Track Drop-Offs Automatically

• Create segments in Klaviyo (e.g., “Completed Pre-Survey, Not Started Assessment”).

• No more Excel — Klaviyo will show you where users drop off.

Tools Needed:

• Klaviyo

• Zapier or Make

• Some light setup in WordPress (tracking code)

Let me know if you want help setting this up step-by

Hi ​@Rita24,

Did you get this figured out? I’m seeing some good ideas in the comments, but let us know if you have any additional questions about how to set this up!

-Byrne