How to Integrate with Wufoo

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Overview

Wufoo allows you to quickly create surveys, invitations, and contact forms to collect the data you need from your customers. Klaviyo’s integration with Wufoo gives you the ability to use this data to drive automated flow messages, personalize campaigns, and segment your lists.

Klaviyo syncs the following information from Wufoo:

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

All forms must have a single field to collect a customer’s email address for Klaviyo to track form submissions. If there is no email field in the form, Klaviyo will not sync the form results. It’s important to design your form with a single email field, as forms with multiple email fields can lead to some submissions not syncing with Klaviyo.

Enable Klaviyo's Wufoo Integration

To connect a Wufoo form to Klaviyo, you'll need your Wufoo site’s URL and your Wufoo API key.

From the Forms tab in Wufoo, click the three-button menu on the right-hand side of the form you’d like to connect to Klaviyo.

Select Wufoo form to connect to Klaviyo

Select API information from the dropdown.

Click API information in form dropdown

Copy the API key from the API Information page.

Copy API key from Wufoo

This API key is a private API key. Treat private API keys like passwords - keep them in a safe place and never expose them to the public.

Navigate to your Klaviyo account's Integrations tab, and select All Integrations. Then, search for Wufoo in the search bar, and click Add Integration.

Find Wufoo integration in Klaviyo

Enter your full store URL, including.wufoo.com and the API key you copied earlier.

Add Wufoo URL and Wufoo API key to Klaviyo

If needed, you can specify additional criteria by clicking Advanced Options and checking the boxes next to:

  • Only sync specific forms: choose this if you only want to sync some of your Wufoo forms
  • Specify forms that should include checkbox fields: if you have forms with checkboxes, make sure the data is imported into Klaviyo correctly with this option

For both of these options, you’ll need to provide a comma separated list of the form hashes.

Add form hash comma separated list

You can also specify which Klaviyo list your Wufoo form data will sync to in this section by providing the Form Code and the six-digit Klaviyo list ID.

Add form code and Klaviyo list ID

To find the form code, go back into the form’s API Information and copy the form Hash.

Find form hash

To find the Klaviyo list ID, go to Lists & Segments, click on the list you’d like to add the Wufoo data to, and then click Settings. Copy the list ID from the List ID & Name section.

Find list ID in Klaviyo

Once you’ve added any specific integration settings you need, click Connect to Wufoo.

Connect to Wufoo

Monitor the Klaviyo Sync

When you click Connect to Wufoo, all available historic data starts syncing to Klaviyo within a few minutes. To check your integration, navigate to Analytics > Metrics, and filter by Wufoo. Navigate to your Filled Out Form metric, and click on the Activity Feed to view the data as it syncs.

If your integration has begun syncing data, you will start to see Filled Out Form events, with the Wufoo icon, added to this activity feed.

Klaviyo then syncs data from Wufoo once an hour going forward. Once your sync is complete, you'll see a green border around your Wufoo integration in your Integrations tab.

Wufoo Metrics

Currently, Klaviyo only syncs one metric from Wufoo: Filled Out Form.

Wufoo synced metric Filled Out Form

This metric records all of the following information:

  • Who filled out the form
  • When this person filled it out
  • The name of the form filled out

All data collected through the form's fields will be appended to each subscriber's profile in Klaviyo, under Custom Properties.

Wufoo data synced to custom properties

Wufoo Data in Klaviyo

Create a Welcome Flow

You can use Wufoo data in Klaviyo to create a series of welcome messages that are triggered when someone submits a form. The advantage of doing this through Klaviyo is that you can set up a two to three message welcome series, triggered when your leads are added to your main newsletter list. See our guide on creating a welcome series for more information.

Personalization and Segmentation

Wufoo’s forms are a great way to collect more information about your customers, such as their birthdays, which products they’re most interested in, and more. Use this data in Klaviyo to target segments of your customers based on similar attributes, and make them feel like you’re speaking to them on a personal level. For help getting started, see our guide to creating segments.

Troubleshooting

Errors in Syncing

Wufoo only supports the ability to pull in information from their forms if you have a paid subscription to their services. If you receive any error messages related to your Wufoo sync, such as Your Wufoo integration’s historical import has failed or Your Wufoo integration’s periodic sync has failed, it may be because you’re either using a free account or payment has lapsed on your subscription. Head to your Wufoo account to resolve any issues in payment, and then try the sync again.

Klaviyo Is Not Receiving the Last Name Field From My Wufoo Form

First and last name boxes in Wufoo form

At this time, Klaviyo cannot identify the Last Name field when you have the form configured as sub-fields, as pictured above. Instead, use one the following approaches to record your customer’s last names:

  • Create a single Name field (to include a subscriber's first and last name): Klaviyo will automatically split on the first space to create a first and last name for the subscriber

    Full name box for first and last name

  • Create two separate fields: If you create a First Name field and a Last Name field, Klaviyo will sync both separately

    First name and last name separate text box inputs

Additional Resources

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