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Contributor I
August 28, 2024
Solved

Using Klaviyo Segments in Third-Party Forms Validation Step

  • August 28, 2024
  • 4 replies
  • 122 views

We are using a Fillout form to gather data on our Shopify site. The form currently passes user data into Klaviyo.

We’d like to reconfigure the form now. The new form should ping a Klaviyo segment specific to our members/subscribers (not just email subscribers, paid members) to validate the email is present in the segment, before then allowing the user to complete the rest of the form. Is this possible?

Thanks!

    This topic has been closed for replies.
    Best answer by DavidV

    Hi @Pets52Dave,

    Thank you for your question in the Klaviyo community!

    As @kaila.lawrence mentioned, this isn’t available natively in Klaviyo, but there might be a possible work around here.

    If your paid membership is based on a custom profile property in Klaviyo you could actually sync this back into Shopify’s customer Metafields. Instructions on how this works here.

    You could already validate the access to the page with the form based on the customer metafield in Shopify by using liquid. This look something like this:

    {% if customer.metafields.klaviyo.Paid_member == "Yes" %}
    <!-- Content for paid members only -->
    <p>Welcome paid member. See your signup form below</p>
    {% else %}
    <!-- Content for non-paid members or those without the metafield -->
    <p>You are not yet a paid member. Sign up below!</p>
    {% endif %}

    I hope that helps. If you are wanting to serve up the form either way, you could always duplicate the form so that you are able to differentiate between paid and non-paid members. 

    I hope that helps!

    Thanks
    David

    4 replies

    kaila.lawrence
    Community Manager
    Community Manager
    August 30, 2024

    Hi @Pets52Dave! This is not something possible native to Klaviyo, but you may be able to set something up via Zapier or custom coding a solution with a developer.  

    Contributor I
    September 1, 2024

    Thank you!

    DavidV
    Partner - Platinum
    DavidVAnswer
    2025 Champion
    September 2, 2024

    Hi @Pets52Dave,

    Thank you for your question in the Klaviyo community!

    As @kaila.lawrence mentioned, this isn’t available natively in Klaviyo, but there might be a possible work around here.

    If your paid membership is based on a custom profile property in Klaviyo you could actually sync this back into Shopify’s customer Metafields. Instructions on how this works here.

    You could already validate the access to the page with the form based on the customer metafield in Shopify by using liquid. This look something like this:

    {% if customer.metafields.klaviyo.Paid_member == "Yes" %}
    <!-- Content for paid members only -->
    <p>Welcome paid member. See your signup form below</p>
    {% else %}
    <!-- Content for non-paid members or those without the metafield -->
    <p>You are not yet a paid member. Sign up below!</p>
    {% endif %}

    I hope that helps. If you are wanting to serve up the form either way, you could always duplicate the form so that you are able to differentiate between paid and non-paid members. 

    I hope that helps!

    Thanks
    David

    Zyber is New Zealand's leading Shopify Premier & Klaviyo Master Platinum Partner passionate about helping merchants succeed. www.zyber.co.nz & www.unlocked.co.nz
    Contributor I
    September 3, 2024

    Thank you @DavidV - much appreciated!