Available on: Professional, Business plans
Klaviyo is an ecommerce marketing automation platform for email marketing and sms syncs your tech stack with your website store to scale your business.
When you connect your form to a Klaviyo account, each submission will add a new profile to one of your lists, along with the submission data.
Form Setup
Before using the Klaviyo Plugin you must create a form to collect support requests. Any HTML form will work, as long as it contains "email" or "phone" inputs. In addition, there are a few special named inputs you can use to customize the Klaviyo subscribers.
name="email" (Potentially Required)
Your form must contain an input named "email" or "phone". To take advantage of built-in browser validation, set the input type to "email".
Formspree will use the email address to create a new Klaviyo profile. If a user already exists in the list nothing will happen.
For example:
<input type="email" name="email" placeholder="Your email address" required>
name="phone" (Potentially Required)
Adding an input named "phone" add the phone number to the contact.
Please follow the <country-code><local-code><number> or <local-code><number> and set your Country Phone Code on plugin settings.
<input type="tel" name="phone" value="+553199123456" />
name="name"
Adding an input named "name", or alternatively just "name", will set the first and last names of the list subscriber that will be added. This is an optional field. If you want more control you can also use two inputs, one named "firstName" and the other "lastName" for first and last name respectively.
<input name="name" />
name="address"
Adding an input named "address" will set the first address of the list subscriber that will be added. This is an optional field.
<input name="address" />
name="company"
Adding an input named "company" will set the organization informatino of the list subscriber that will be added. This is an optional field.
<input name="company" />
name="zip"
Adding an input named "zip" add the zip number to the contact.
This is an optional field
<input type="text" name="zip" value="3049333" />
name="city"
Adding an input named "zip" add the city name to the contact.
This is an optional field
<input type="text" name="city" value="New York" />
We also add the form name under the profile Custom Properties.
All other form fields will be added to the contact as custom properties.
Connecting to Klaviyo
Note: If you're using the Formspree CLI please instead refer to our article Add subscribers to a Klaviyo list to connect to Klaviyo.
Once you've created and configured a form, you can connect to Klaviyo using the Klaviyo Plugin. To do so, first go to the Workflow tab of your form. Then click the Klaviyo Plugin button.
You will be asked to add your account API Key to connect. To do it, access your Klaviyo account settings and create a new private API Key.
Be sure to select at least the following scopes: metrics:read, lists:write, subscriptions:write and profiles:write.
After that, just copy and paste your API Key and click connect:
Once you've copied your API Key, you'll be prompted to select the Klaviyo list that will be linked to Finish Klaviyo Setup.
The Default Country Phone Code field is not required, but if you plan to collect phone numbers without the country code (<local-code><number>), please select a default value.
Once you've connected you can change the list on the Klaviyo settings modal.
Important observation
Klaviyo sets double optin by default. This means that every user should confirm the subscription via sms or email to be added to your list. If you want to disable, check out how to disable double optin on Klaviyo.
In the future, if you'd like disable the plugin entirely, you can do so by clicking on the Klaviyo button again to adjust its settings.