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.
Build your first form
Initiate a New Form
From your main dashboard, navigate to the left-hand sidebar and click the + New Form button.Choose Your Starting Point
A pop-up window will appear offering three ways to begin:- Generate with AI: Paste a Shopify store URL and let Kinetic build a tailored form for you. See Generate a form with AI below.
- Form Presets: Select from pre-made templates like Post-Purchase NPS, Segmentation Question, or Welcome Survey.
- Start From Scratch: Choose this option at the bottom of the window to start with a blank form.
Add Form Fields
Once in the builder, you will see the Add form elements menu. Simply click a question type to add it to your current form page.Generate a form with AI
Instead of starting from a preset or a blank form, you can have Kinetic generate a complete, ready-to-edit form by pasting your Shopify store URL into the + New Form modal. Kinetic scrapes the store, picks the right questions, and — for product quizzes — wires real products to the answers automatically.What it does
- URL-based generation: Paste any Shopify store URL into the + New Form modal to start the build.
- Intelligent scraping: Kinetic scans the URL to understand the store’s context, extract branding elements, and pull live product data.
- Curated question bank: Forms are assembled from a proprietary database of 2,000+ high-converting survey questions, filtered to your store’s niche.
The generation process
Paste your store URL
In the + New Form modal, choose Generate with AI and paste the Shopify store URL you want to generate from.Pick the form types
Choose which types of form you’d like Kinetic to generate. Options include:- Welcome Flow
- Post-Purchase Survey
- Product Finder Quiz
Let Kinetic build it
Kinetic handles the full build behind the scenes — structuring the quiz, matching products to potential answers, laying out the form, and optimizing the flow for conversions.Preview and test
When generation finishes, an interactive preview modal opens. Click through the form to test the logic and flow before saving.Save to your dashboard
Click Done on the preview to save the form instantly to your Forms dashboard.Product Finder Quizzes
When you choose Product Finder Quiz, Kinetic goes a step further:- Real product integration: Live inventory is pulled directly from the Shopify URL you provided.
- Automated logic mapping: Scraped products are assigned to the relevant quiz answers, so the recommendation engine is fully functional out of the gate.
Editing the generated form
AI generation is a high-fidelity starting point, not a finished product. Once saved, the form opens in the standard builder where you can:- Add, remove, or reorder questions
- Adjust every setting under the Settings tab (Branding, Product Quiz logic, Targeting, etc.)
- Tweak the design and copy to match your voice
Add and edit fields
Adding Questions
Click Add Field to insert a new question. Choose from these field types: Input Fields:- Text - Short, single-line responses (names, cities)
- Long Text - Multi-line feedback or comments
- Email - Validated email address collection
- Phone - Phone numbers with country validation
- Multiple Choice - Single or multi-select options
- Dropdown - Space-saving selection list
- Image Selection - Visual choice grid
- Yes / No - Simple binary yes or no question
- Checkbox - Single checkbox for opt-ins or confirmations
- NPS Score - 0-10 satisfaction scale
- Opinion Scale - Customizable numerical rating scale
- Rating - Visual icon-based ratings (stars, hearts, smileys)
- Text Label - Section headers or instructions
- Date Picker - Calendar date selection
Editing Questions
- Click any field to open its settings panel on the right
- Enter your question text
- Configure answer options (for choice fields)
- Set the Klaviyo property name for data storage
- Toggle “Required” if the question is mandatory
Form Elements & Settings
Learn more about configuring each question element type, including advanced settings, validation rules, and Klaviyo integration options.
Reordering Fields
Drag the grip icon (⋮⋮) on the left of any field to reorder questions.Multi-Page Forms
Click Add New Page to create pages for your form. This improves completion rates by breaking long forms into digestible steps, and allows you to track partial submissions in AMP.Enable Product Recommendations
By default, forms are set to Universal (standard data collection). To display product recommendations you must first switch your form type within the builder. To switch to recommendation mode:Select an Element
Click on a choice-based element in the builder (e.g., Multiple Choice, Dropdown, or Picture Choice).Change Form Type
At the top of the right-hand panel, locate the form-type dropdown and change the setting from Universal to Product Recommendation.Pin Your Products
You will now see a + Pin Product button under each answer option. Click it to browse and select products from your connected Shopify store.How the Scoring Logic Works
Kinetic uses a point-based system to determine which product to recommend at the end of the form.The Point System:
Each time a user selects an answer, the product(s) pinned to that specific choice receive 1 point. If a user selects multiple answers, each associated product receives a point.
- Calculating the Result: At the end of the form, the system tallies the points for all pinned products.
- The Winner: The product with the highest number of points is displayed to the user on the submission screen.
Save your form
When you are finished building your form, click the Save button in the top right of the builder.Note: Once you have saved your form, a Used In button will appear at the top of the builder next to the form’s name. Clicking this button will display a list of all email templates where this specific form is currently implemented, allowing you to easily track its usage across your campaigns in the future.
Embed your form
Once your form is saved, click the dark Embed Form button near the top of the right-hand panel. The right-hand panel will be replaced with a slide-out menu containing every distribution option, grouped under three headers: Email, Website, and Share.- Add to Flow — Prompts you to import a template from your Klaviyo template gallery. Use this when you want the form to live inside an existing automated flow.
- Use in Campaign — Opens a centered Export HTML Snippet modal showing a preview of the form. Click Copy HTML at the bottom of the modal to copy the snippet to your clipboard, then paste it into the Klaviyo campaign editor.
Quickstart Guide
See the full quickstart for adding a form to a Kinetic email template.
Website
- Embed on Website — Generates the code snippet needed to place the form on a website. Use this for on-site capture, landing pages, or checkout flows.
Share
- Copy direct link — Copies a direct URL to the fallback Kinetic-hosted web form (a standard web page). Use this in CTA buttons, share it with colleagues for review, or send it anywhere a normal link is supported.
Using the Form Widget (Kinetic email builder)
If you are building your email inside the Kinetic template builder, you can also place the form directly via the Form Widget:- Open your template in the Kinetic template builder by heading to Email Templates in the left control panel.
- Drag in the Form Widget and position it accordingly.
- You will now see a popup where you can select your form.
Update or replace a form
If you make changes to a form in the Form Builder, you will need to update the form widget within your templates to see the changes. To update:- In your template, select the Form Widget.
- Select Update Form in the top right settings panel to pull in the latest version.
- You will see an icon if changes have been detected in your form.
- Repeat this for each template where the form is used.