How to Integrate with Typeform

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Overview

Typeform is a tool that allows users to create engaging and conversational online forms, surveys, quizzes, landing pages, and more.

From Typeform, we pull in:

  • When someone filled out a form
  • The name & ID of the form the user filled out
  • Data collected from form fields

When you integrate with Typeform, you can automatically add form subscribers to specific Klaviyo lists. 

In order to sync subscribers into Klaviyo, your Typeform forms must include a single email input field. If your Typeform form lacks an email field, Klaviyo will not be able to sync your Typeform subscribers.

The Typeform integration syncs key information from Typeform forms to Klaviyo once every hour. 

Enable Klaviyo's Typeform Integration

To integrate Klaviyo with Typeform, navigate to your account's Integrations tab. Click All Integrations, search for Typeform, and click Add Integration.

Here, click Connect to Typeform. You will be prompted to log into your Typeform account to authenticate. After you've entered your credentials, you'll be taken back to your Klaviyo account and you can click to expand Advanced Options.

Under Advanced Options, you can do the following:

  • Only Sync Specific Forms
    If you have many Typeform forms in use and only want certain forms to automatically sync into Klaviyo, you can simply copy and paste the IDs of each form that you do want to sync. To find the ID for a specific form, click on the form and find the ID at the end of the URL.
  • Subscribe People to Lists
    If you would like to automatically subscribe those that fill out a form to a specific list in Klaviyo, you can map forms to lists here. You will want to enable Subscribe people to lists, and then paste in the ID of the Typeform form. Choose a Klaviyo list from the dropdown, and then click Update Typeform Settings to complete the mapping.

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You can come back at any time to this page to update the advanced options.

Design your Typeform Form for Syncing

When you design your Typeform form, be sure to include a single email input field. An email field is required in order for Klaviyo to track submissions from the form. Avoid including multiple email fields on your form, as this can lead to some submissions not syncing with Klaviyo. 

The Typeform integration maps the first use of "Name" within a form question to the profile's First Name property in Klaviyo. "Name" should be collected at the beginning of the form to ensure your form assigns an accurate First Name to the profile. Avoid using "Name" within any questions before the First Name field within the Typeform.

Understand your Typeform Data

Klaviyo tracks one event from Typeform: Filled Out Form. Here is what the event looks like under Metrics within your account's Analytics tab.

Whenever someone fills out a form, a Filled Out Form event from Typeform will be tracked in the person's profile in Klaviyo. If you expand to view the details of any event, you will find the form ID and name.

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When we sync a new form response, we'll look for form fields that represent email, first name, last name, organization/company, and phone number. If found, we will automatically sync these fields and set these properties on the individual's profile. Any additional form questions will be recorded as custom properties on the individual's profile. The form question will show as the property label and the value will be the submitter's answer.

Embed a Typeform in an Email

You can embed Typeform questions in an email using a text block. First, drag a text block into your email template. Then, click Source.

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Next, navigate to your Typeform account. Click Share > Start in an Email > Copy. This will copy the code of the form.

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Then, paste the code in the Source area of your text block and click Source again. Lastly, click Save to save the block.

Segment Customers using Typeform Data 

You can use Typeform’s Filled Out Form metric to segment customers and target them with a specific campaign. For example, you can create a segment of anyone who has filled out a form at least once in the last 30 days, and then send a campaign to that segment.mceclip0.png

You can also segment customers based on the information they’ve provided via a Typeform form, and then send a specific group of customers a targeted campaign. Information from the form exists as properties on an individual’s profile. For example, we’ve collected information on whether or not a customer has allergies, and if those allergies include nuts. Based on the answers and by using an AND condition, we create a segment of customers with nut allergies. mceclip1.png

Using Typeform Data in Flows

You can use Typeform’s Filled Out Form metric to trigger a flow in Klaviyo. For example, you can trigger a flow when someone fills out a specific form by utilizing the form ID as a trigger filter. In the example below, the flow is triggered when the customer has filled out the form where the form ID: CIHFHQ. mceclip2.png

You can also branch within your flow based on information gathered from your form, since that data exists as properties on an individual’s profile. For example, we use a conditional split to send separate messages to those with and without nut allergies.

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