Documentation Index
Fetch the complete documentation index at: https://docs.usekinetic.com/llms.txt
Use this file to discover all available pages before exploring further.
Element Settings Overview
When you click on an element within the Form Builder, a settings panel will appear on the right side of the screen. This is where you can fine-tune the user experience and data mapping for each specific question.General Configuration
- Question Type: Use the dropdown at the top of the right-hand panel to choose between a Universal survey (standard data collection) or Product Recommendation (quiz mode). Quiz mode allows you to provide specific product suggestions based on user answers.
- Question Text: Enter the exact text you want your users to see.
- Required Toggle: Enable this to prevent users from moving to the next page without providing an answer.
Field Types
Explore detailed configuration options for each field type:Choice Fields
Configure multiple choice, image choice, and dropdown fields with advanced layout options.
Yes / No Fields
Add simple binary questions for quick confirmations and preferences.
Checkbox Fields
Capture opt-ins and agreements with a single checkbox element.
NPS Score
Measure customer loyalty with Net Promoter Score elements.
Opinion Scale
Collect custom numerical ratings with a fully configurable scale.
Rating Fields
Gather feedback using visual icons like stars, hearts, or smileys.
Date Picker
Capture dates with flexible input methods and storage options.
Text Label
Add section headers and instructions for better form organization.
Global form settings
Accessing Global Settings
To configure settings that apply to your entire form, click the Settings tab in the top-center navigation bar of the Form Builder (alongside Builder, Used In, and Results). This opens your form’s settings page containing three groups of configuration options:- General — settings that apply to the form as a whole, regardless of where it is deployed:
- Branding — colors, buttons, and form container styling.
- Product Quiz — recommendation logic for Product Quiz forms.
- Language — localize the standard form text.
- Integrations — connections to Klaviyo and other tools.
- Email — settings specific to forms deployed in email:
- Layout — how the form is laid out inside the email.
- Advanced — Apple Mail–specific behaviour (Fluid Mode, Keep Form in Email, Show Product Results in Email).
- Email Redirect — fallback behaviour for email clients that do not support interactive forms.
- Website — settings specific to forms deployed on a website:
- Layout — how the form is laid out on the website.
- Trigger — when and how the form is shown on a website.
- Targeting — audience rules for website embeds.
Branding (Design)
Customize the visual identity of your form to match your brand and email templates.Brand Colors
Set the foundation for your form’s palette:- Primary Color: Used for main actions and highlights.
- Secondary Color: Used for accents and supporting elements.
Button Styling
Define the appearance of your “Next” and “Submit” buttons:- Background & Text Color: Choose high-contrast colors for better accessibility.
- Padding & Border Radius: Adjust the size and roundness of your buttons.
- Preview: Use the sample button at the bottom of the section to see your changes in real-time.
Custom CSS
Customise your form further with CSS styling.Note: Custom CSS only applies to the fallback web form. It does not affect the interactive AMP/HTML components within the email client itself.
Product Quiz
Found under General → Product Quiz. Configure how product recommendations behave and display for Product Quiz forms. See Build a Form for an overview of quiz mode.Behavior
- Product Button Action: Where users are redirected when clicking a recommended product (e.g., View Product Page).
- Show Price Range: Display the min–max price range for products with multiple variants.
- Push to Klaviyo Profile: Save quiz product recommendations as profile attributes so they can be used in segments and flows.
Display
Product grid layout in Gmail (AMP).- Desktop Columns: Choose 1 (Horizontal), 2 columns, or 3 columns.
- Mobile Columns: Choose 1 (Horizontal) or 2 columns.
Endscreen
Maximum number of products shown after submission. Configure separately for each surface:- Gmail — max products shown in Gmail’s AMP view.
- Apple Mail — max products shown in Apple Mail.
- Fallback — max products shown on the fallback web page.
- Fallback Collection: A Shopify collection used when no pinned products match the user’s submission. Leave blank to skip showing any products in that case.
Language
Set the language for standard components in your form. Found under General → Language in the Settings sidebar.- Form Language: Choose the primary language from the dropdown list. This will localize the text for:
- Control buttons: Next, Previous and Submit
- Fallback CTA Button: The button shown to users who complete your form in the fallback web version
Integrations
Configure how data is tracked and how the form interacts with third-party tools like Klaviyo. Found under General → Integrations.Klaviyo Integration
- Update Klaviyo Profile: When enabled, user responses are automatically synced to their Klaviyo profile properties.
- Enable AMP Partial Tracking: Captures user data as they navigate between pages.
- Tip: This is highly recommended to ensure you collect data even if a user abandons the form halfway through.
- Multi-Choice Value Format: Choose how multiple selections are stored in Klaviyo:
- Array Format:
["Value1", "Value2"] - Comma-Separated:
Value1, Value2
- Array Format:
Email — Layout
Found under Email → Layout. Controls how your form displays within the email:- Transparent Background: Toggle this on to remove the background and let your email template’s background show through. Toggle off to set a custom Background Color.
- Card Layout: Enable this to add a subtle border or shadow, making the form appear as a distinct “card” floating over your email content.
- Interactivity Indicator: Adds an animated hand icon to the first question.
- Note: This only appears on the first page to help new users understand that the email is interactive.
- Define Max Width and Padding for the form container.
Email — Advanced
Apple Mail–specific settings, found under Email → Advanced.Fluid Mode
When enabled, Fluid Mode automatically advances the user to the next screen as soon as they select an answer on a single-choice question — eliminating the need to click Next after each selection. This creates a faster, more seamless flow through the form and is designed to improve completion rates. How it behaves:- Single-choice pages: Auto-advances immediately when the user makes a selection.
- Multi-question pages: Does not auto-advance — the user still clicks Next so they have time to answer every field on the page.
- Answers are saved to the user’s Klaviyo profile in real time as they progress.
- Partial submissions are preserved: if a user drops off halfway, every answer they gave up to that point is still captured.
Other Apple Mail settings
- Keep Form in Email: Keep the form visible in the email after a successful submission in Apple Mail.
- Show Product Results in Email: Display product recommendations directly in the email without redirecting to a web page.
Email — Email Redirect
Found under Email → Email Redirect. Controls the experience for users whose email clients (like Outlook) do not support interactive forms.- Fallback Visible Fields: Choose how many fields from your first page are displayed in the static fallback version of your form (e.g., show only the first 2 questions to encourage a click-through to the web version).
Website Settings
The Website group in the sidebar contains everything needed to deploy your form as an on-site embed:- Layout — how the form displays on the page.
- Trigger — when and how the form is shown to visitors (e.g., on page load, exit intent, after a delay).
- Targeting — which visitors see the form (audience rules and URL targeting).
Website Embed
Full reference for every Website setting — Layout, Trigger, and Targeting.
