Klaviyo Integration with Wordpress and Fillout Form

Question

We’re currently running a digital program, and we’d like to automate our communication flow through Klaviyo based on user behaviour across two platforms: Fillout (for initial forms) and WordPress (for the core assessment).

The goal is to integrate Fillout and WordPress with Klaviyo in a way that allows us to:

Track participants across multiple steps
Identify drop-off points (i.e., where they stop progressing through the journey)
Send targeted automated reminders via Klaviyo based on their last completed step

We currently use a manual Excel tracker to log where participants drop off, but we want to automate this process as much as possible to reduce manual work and increase re-engagement.

Current Participant Journey Flow:

Signup via Fillout Form
Confirmation Email sent (via Klaviyo)
Pre-Survey sent (via Fillout)
Pre-Survey Completed
Login access sent manually by admin
Assessment begins on WordPress (custom form)
Mid-Survey completed (milestone question)
Assessment completed
Post-survey completed (via Fillout or WordPress). Is thi possible

rqcha · Accepted Answer

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!

Byrne C · Answer

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

Current Participant Journey Flow:

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