KlaviyoPRO

This knowledge base article relates to the WS Form Klaviyo add-on. Included with the Agency edition or buy separately for other editions.

The Klaviyo add-on lets you use WS Form to create forms that subscribe profiles in Klaviyo. You can create forms for Klaviyo lists in a single click!

The Klaviyo add-on requires WS Form PRO.

Installation

The WS Form PRO Klaviyo add-on plugin is installed in the same way as installing the WS Form PRO plugin.

Once installed you will need to activate the license for the plugin. When you purchase the WS Form Klaviyo add-on plugin, you will be given a license key. If you have lost your license key(s), click here.

To activate your license key:

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the Klaviyo tab at the top of the page.
  4. Enter your license key.
  5. Click the Activate button.

If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Creating a Form for Klaviyo

Automatically

WS Form can create a form for any of your Klaviyo lists in a single click. This process not only creates a form but also fully configures WS Form so that the form is ready to use immediately.

To create a Klaviyo form in WS Form:

  1. Click WS Form in the WordPress administration menu.
  2. Click Add New.
  3. Select the Klaviyo tab at the top of the page.
  4. Click on any of your Klaviyo lists to create a form.
  5. Wait a few moments while the form is created.

That’s it! Your form will be created and is ready to add to your website.

If your list does not appear, click the refresh icon in the Klaviyo tab.

Manually

It is also possible to use any form created in WS Form and add an action so that it is submitted to Klaviyo when a user saves or submits their form.

To add a Klaviyo action:

  1. When editing your form, click the Actions icon at the top of the page. The Actions sidebar will open on the right-hand side of the page.
  2. Click the Add  icon to add a new action.
  3. Select Add to a Klaviyo List from the Action pulldown. A series of settings will appear.

As with all sidebars in WS Form, click the Save button at the bottom to save your changes, or click Cancel to disregard your changes.

The Klaviyo action settings are as follows:

When Should This Action Run?

You can choose to run the Klaviyo action when the form is saved, submitted, or both.

Klaviyo List

Choose the Klaviyo list you would like profiles to be added to. If you have created a new list since viewing this screen, you can click the refresh icon to retrieve the new list.

Source

Enter the source you would like to be added to each profile that is added to your Klaviyo list.

Email Opt-In Field

Use this setting to select which of your fields to act as the email opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked, opt-in checkbox on your forms to ensure you comply with GDPR requirements.

SMS Opt-In Field

Use this setting to select which of your fields to act as the SMS opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked, opt-in checkbox on your forms to ensure you comply with GDPR requirements.

You should have at least one Email or SMS opt-in field. Note that to use the SMS opt-in field you must first have SMS enabled on your account. Learn more.

Field Mapping

Field mapping tells WS Form which of your form fields relate to the corresponding fields in Klaviyo. For example you would want to map your Email field to the Email field in Klaviyo.

To map a field:

  1. Click the Add  icon at the bottom right of the field mapping section.
  2. In the left-hand column, select your form field.
  3. In the right-hand column, select the corresponding Klaviyo field.
  4. Repeat this process for each field on your form.
  5. Click the Save button at the bottom of the sidebar to save your changes.
Custom Properties

Custom properties allow you to add key value pairs to a profile.

To add a key value pair:

  1. Click the Add  icon at the bottom right of the field mapping section.
  2. In the left-hand column, enter a key name.
  3. In the right-hand column, enter a value. WS Form variables are support, for example: #field(123).
  4. Repeat this process for each key value pair you wish to add to a profile.
  5. Click the Save button at the bottom of the sidebar to save your changes.

Populate Forms Using Klaviyo

As well as pushing form data with this add-on, you can also retrieve profile data and populate the fields on your form.

This feature is only available if a website visitor is signed in and their WordPress email address matches the email address of a profile in Klaviyo.

To enable this feature:

  1. Click the form settings icon in the top toolbar when editing a form.
  2. Click the Auto Populate tab in the sidebar on the right.
  3. Enable the Populate Using Action setting.
  4. Choose Klaviyo from the Action To Populate From pull down.
  5. Select the list you wish to populate data from in the List To Populate From pull-down menu.
  6. Map the Klaviyo fields to your form fields.
  7. Click Save at the bottom.

Note that if you created your form using a Klaviyo template the field mappings will automatically be created for you.