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.

Typeform integration in Klaviyo

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.

    Typeform Specific Form 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.

    Update typeform settings to finish mapping of form.png

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.

Metrics Filled Out Form

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.

View filled out form event to see form ID and name

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.

View newest synced form response

Embed a Typeform in an Email

You will need to include an email field within the form you embed in the email, to ensure Klaviyo can collect the information from the form correctly.

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

Click source in Klaviyo

Navigate to your Typeform account. To embed the Typeform form into your Klaviyo email, you’ll need to make sure your form is published and that the first question in your form is one of the following:

  • Opinion Scale
  • Multiple Choice
  • Picture Choice
  • Yes/No

Once you meet both of those requirements, click Share > Launch in an email > Get the code > Copy code. This will copy the code of the form.

Typeform form share options

Typeform get the code

Typeform copy form code

Then, go back to Klaviyo and paste the code in the Source area of your text block. Click Source again to view the embedded form in your email. Once you’re happy with the way the form looks, 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.

Create segment with Typeform data

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.

Create nut allergies segment

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.

Simple filled out form flow

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.

Filled out form flow for nut allergies

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