I have a couple of questions as I am unfamiliar with Klaviyo flows and forms. I have been using another software previously.
I have created a form to embed into my customers website but I’ve noticed that the only notification visible to set up for this form is through creating a flow that notifies the owner that the form has been completed? Is there a way to send the details from the form as part of that notification? So for example a client has completed their name, company details, contact details, how they would like to be contacted and their message. None of this information is included in the notification as part of the flow but would be great if it can be?
My second question is around the form set up. I have noticed that once the form is set up there is no way to edit the list the collected data is saved to? Can this be made editable so that a new form doesn’t need to be created?
Lastly, there is no option to add multiple triggers in a custom flow? Is there a reason for this? I have also noticed that once a flow has been created the trigger can not be altered either?
Am I missing something here and can someone please help point me in the right direction?
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Hi @SaintandQueen,
Happy to help!
Do you mind sharing what you want to do with the form details after they are filled out out? Do you want to show these details to the client again in the flow email? All the information the clients shares in the form will be appended to their profile.
You can indeed change the list a form submits to after it’s been turned live by following the below steps and checking out this Community thread:
Click the button block in your form
Select a new list under List to Submit in the Button Click Action section
You are correct, at this time we only allow for one trigger per flow.
For more insight on how to get started in Klaviyo, I’d check out these resources!
With regards to your question about the form details, I was hoping to send a notification to the sales team with all the details provided in the form. I understand the details are saved against the profile however it is not in the sales teams best interest to have to login to Klaviyo every time a form is completed. So this is why I would like to be able to send a notification to the sales team which includes the clients details and their answers to the form questions. Is this possible?
Thanks
Sarah
Hi @SaintandQueen,
Thanks for providing those details! I understand how that would be less than ideal.
Do you mind sharing what questions the form is asking that you want your sales team to know? It might be possible to have the answers shared when adding personalization variables into the email notification message depending on the info in your form submission.
-Taylor
Hi Taylor,
Thanks for your response. Yes sure, the details I need from the form are as follows:
Hi @SaintandQueen,
If you have these form answers saved as custom properties onto the customer’s profile, you should be able to call these personalization variables into the email body of your flow’s internal alert, as stated in step three of this help center documentation! A visual is shown in this similar thread below as well.
Hopefully this will be easier for your sales team!
-Taylor
Klaviyo doesn’t automatically include form details in notification emails, but you can customize this by using custom properties and dynamic content. Each form field should be mapped to a custom property, like mapping a name field to a |First Name| property. Then, in the notification email, you can insert dynamic tags to pull in these properties, allowing the notification to include all relevant details, such as the client’s name, company, contact details, and message. This way, the owner will receive a notification that not only alerts them to the form submission but also provides all the necessary information directly within the email.
Regarding the form setup, once a form is created, Klaviyo doesn’t allow you to change the list it’s associated with. If you need to change the list where notifications are sent, you’ll need to create a new form, though cloning the existing form can save time. Additionally, Klaviyo’s custom flows are limited to a single trigger to ensure predictable actions. If you need multiple triggers to send different notifications on emails and openable on phone, you’ll have to create separate flows or use segments to manage flow entry conditions. Once a flow is live, the trigger can’t be changed, so any modifications would require setting up a new flow to ensure proper notification.
