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Launch forms from a Klaviyo email
Use your Klaviyo lists to send surveys or feedback forms to your audience. You can embed a form in emails sent through Klaviyo, so that your audience can start interacting with the forms right from their inbox.
What you'll need:
- A Typeform account
- A Klaviyo account
- A form to send to your Klaviyo list
Need inspiration for creating your forms? Check out these articles:
1. First, create the forms you want to embed in a Klaviyo email. Here, we’ll create two forms, one that collects feedback after one month of product use, and another that collects feedback after three months.
You can make any type of form you like. Maybe you’re interested in gauging interest in a new product line, or maybe you’d like to compare how your users feel about your service at various points after signing up.
Use Typeform’s design and question type options to get creative. Your forms must start with a Multiple Choice, Picture Choice, Yes/No, NPS®, or Opinion Scale question, like the one shown below, so that they can be embedded into emails later. In addition, the forms must not have a Welcome Screen.
Once you’ve created your form(s), make sure to hit the Publish button so that they’re shareable.
2. Time to generate and embed the form’s email code. We’ll use our one-month feedback form to show how it’s done.
Click the Share tab at the top of the page.
3. On the Share page, click Embed in an email.
4. A preview of how your form will look in an email will be displayed in the middle. If everything looks good, click Start embedding to grab your email embed code.
5. Click Copy.
6. Open the Flows page in Klaviyo from the left-hand sidebar. Click Edit Flow to open the flow you’d like to use.
7. Here, we’ve set up a basic flow with two emails. There’s a 30-day delay between the flow trigger and the first email, and a 60-day (or about 2-months) delay between the first and second emails. This means that the first email is sent a month after a contact is enrolled in the flow, and the second email is sent three months after enrollment.
We’ve set enrollment in the Product users list as the trigger for this flow—if you integrated Typeform with Klaviyo to sync your form responses, contacts will be added to this list when they respond to your contact form.
Open the first of the two emails by clicking on the three-dot menu and choosing Edit.
8. Click Edit Content.
9. Add a Text block by clicking and dragging the Text icon towards the body of the email.
10. Click the Source button to insert the email code you copied from Typeform.
11. Paste in the code you copied and click Save.
12. The form now appears in the email body!
Click Save & Return to save your email and return to the rest of the flow.
13. Now, repeat steps 2-5 to grab the email embed code for your three-month feedback form.
14. Go back to your Klaviyo flow. Find your second email, which is sent three months after flow enrollment, and repeat steps 7-12 to embed your three-month feedback form in the email.
15. Once you’ve finished, click Save & Exit to save the changes you made to the flow.
That’s a wrap! You’ve set up a simple flow that'll send pulse checks to new contacts after one and three months.
Want to do more with Klaviyo? You can integrate Typeform with Klaviyo to sync form answers to Klaviyo's custom contact properties - as long as you ask for a respondent’s email each time, information from new form responses will be synced to their Klaviyo contact profile.
You can then use Klaviyo’s conditional split feature to send different emails to different contacts in a flow, depending on how they respond to a form - for example, if they give positive or negative feedback, or if they express interest in one product area over another.
Check out Klaviyo’s full guide to the Typeform integration here.