Get notified when someone fills out a form

Hi @PieceCraftLove,

Thank you for sharing this feedback with the Community. Thank you @Julia.LiMarzi for your helpful initial suggestions.

@PieceCraftLove, first let me apologize for the frustration you’ve been experiencing. I am happy to help you get back on the right track!

I suggest looking into Klaviyo’s list growth reporting tool which will allow you to track the number of new subscribers added to your list in addition to keeping track of the unsubscribes. In addition, it allows you to adjust your view to a weekly or monthly cadence. These reports are available for all Klaviyo lists.

With respect to campaign performance, we do have a lot of fantastic documentation to give you an indication of where your deliverability metrics should be as a healthy sender. I recommend checking out our documentation on monitoring email deliverability performance for more information on those specific figures. We also have a campaign trend report which you’ll find helpful to keep track of how your campaigns are performing over time. You can break this report down by domain, or look at how the last 5,10, 20 etc. campaigns have been performing. It is quite a dynamic feature that gives you great insight into campaign performance. You may also find value in reviewing your campaign analytics for further insight into your campaign performance.

Apologies again for the frustration here but I hope these resources will be helpful for you to drill down into your campaign metrics a little further! I have also filed a feature proposal to further break down the raw number of current subscribers/unsubscribes on any given list to make this even more concrete for future users. 

Thanks for being a member of our Community

Hi @Shakira Hanson 

If you want a notification immediately, every time someone submits your wholesale form, that would be a great opportunity to use the notification action in a flow. 

Set your flow to trigger when someone subscribes to your wholesale list. If you are not maintaining a separate list for wholesale contacts, then trigger it by the list they are joining, and add a trigger filter for the $Source (the source information of the form they filled out). 

Then add in the notification action and set who should be notified when someone joins and the message they should receive. You don’t need to include any emails or SMS in this flow unless you want to. If you already have a welcome series set up for your wholesale customers, you can also add the notification action to the beginning of that flow instead. 

I hope this helps!

Hey @jpleakis, great question! 

List-triggered flows do prevent profiles from entering more than one time. @David To has a great explanation about repeated list submission and flows, and suggests creating a custom metric as a potential solution. 

These restrictions are in place to help prevent potential abuse by visitors filling out a signup form repeatedly to get new discount codes, for example. 

You mentioned for your use case that a customer may be filling out a customer service request for a second or third time. Are you using a help desk integration?

If you are using a help desk, you may be able to trigger a flow off of a metric from that integration instead. For example, our Zendesk integration includes the metric Opened Ticket, so when someone submits a request, that metric is tracked and can be used to trigger a flow to send you a notification. 

Otherwise, you may want to consider changing the setup of your form. Rather than adding someone to your list, for a customer service use case, I’d recommend using a contact form that allows customers to fill out their request and then forwards that message to your business email. Your ecommerce platform maybe have the ability to create a contact form natively, and that could be another option for you. 

Cheers,

Julia

Hey@jdannydavis 

It is possible to include anything saved as a profile property in a flow notification - you can view each variable option when choosing Properties about someone and clicking into the value box in the segment builder.
 
You can include $source using the variable {{ person|lookup:"$source" }}

Hope this helps!

Hey there,

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?