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Can I automate the Export of a Sign Up Form?

  • 2 February 2023
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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?

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Best answer by Ashley I. 2 February 2023, 17:07

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Hi @Alina Oprea ,

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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