Forms & quizzes: best practices

Why forms?

Forms allow you to capture data about your customers, tailored to your brand and their experience with your products. Responses to each question are added to each individual's profile as an attribute, which you can use to build segments and send more tailored messaging, offers, etc.

What you'll be building:

Implementation guide

Step 1: Build form inside of Zaymo

• Forms > Create new form

• Create your questions and endings; edit logic

• Click Publish form

Step 2: Build your interactive email in Zaymo

• Import your template from Klaviyo into Zaymo

• Add the Zaymo form block

• Edit the branding to help the Form block match the email

Step 4: Export to Klaviyo

• Click on Preview / Export

• In the previewer, test the email and ensure it looks as expected on desktop vs mobile and interactive vs fallback; you can also send yourself test emails to review

• Click Export

• The template will land in your Klaviyo template library

Step 5: Set the email live

• Use the template in either a flow or campaign, and get ready for a flood of responses!

Measure results

To measure results, you only need to look at Zaymo's form events. Unlike other blocks, the Forms block affects both the fallback and the interactive version should send form responses to Zaymo.

Examples & best practices

Keep quizzes as short as possible. Limit the number of questions to only essential information Ask the most important questions first. Partial responses will still be captured and sent to Klaviyo