I need to export weekly or monthly the answers collected via 2 x Sign Up Forms.
Can I automate this process in a similar way we can schedule the Custom Reports in Analytics?
I need to export weekly or monthly the answers collected via 2 x Sign Up Forms.
Can I automate this process in a similar way we can schedule the Custom Reports in Analytics?
Hi
Welcome to the Community! Thank you for the excellent question.
It may be possible to achieve an automatic, recurring CSV export via a third-party tool. I’m not familiar with any such tools myself, so perhaps another Community member can chime in with a recommendation there :)
Within Klaviyo, you can manually Export a CSV of form responses by creating a segment of responders for your specific form(s). Here, you would be able to view the submission date in order to record the number of weekly and monthly responses you received.
I understand that the above scenario is not exactly the fully-automated solution you are looking for, and so I would also like to point you to this other thread where an API solution was also discussed:
Depending on how tech savvy you are, you could potentially explore the suggestion from the Best Answer in the above thread as well.
I hope this is helpful!
- Ashley Ismailovski
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