Forms

​

When to use

The Forms widget lets you collect user information and recommend products directly inside your emails. You can use it to:

• Create interactive product quizzes or surveys.
• Gather customer preferences or feedback.
• Recommend products dynamically based on form responses.

---

​

Build your first form

1. Navigate to Forms in the left sidebar.
2. Click the Create Form button in the top right
3. Give your form a name, subtitle, and description under the General tab.
   • These details are for internal reference only and are not visible to subscribers.

Once created, your form will be available to to use in your templates by pulling in the Form Widget within the Kinetic builder.

---

​

Add and edit fields

Head to the Builder tab to design the form your subscribers will interact with. Select Add Field to insert a question field into your form. Select Add New Page to organize your form into multiple sections.

​

Field types

• Text – short, single-line input.
• Email Address – create a text input for capturing email addresses.
• Long Text – larger text area for extended responses.
• Choice – include single or multiple choice questions.
• Image Selection – customizable grid of images that users can select from.
• Text Label (Heading) – add section titles to structure your form.

---

​

Include product recommendations

Add Product Pins to dynamically generate Shopify product recommendations from the user’s submitted answers.

1. Head to the Behavior tab and under After Submit Behavior select Product Finder.
2. Return to the Builder tab and add a Choice, Dropdown, or Image Selection field.
3. Click Manage Product Pins in the bottom right corner of your field.
4. Assign products to specific answers.

Now when users submit their form, products pinned to their selected answers will appear as recommendations.

---

​

Configure behavior

Control what happens after a user submits your form in the Behavior tab.

• Form Behavior – turn on/off product recommendations.
• Post-submission Messages – display a custom message and/or redirect users to a landing page.
• Advanced Settings – sync collected data with a subscriber’s Klaviyo profile or include a custom submission endpoint.
• Email Client Fallback – design how the form appears when interactive elements aren’t supported.
• Visible Fields in Fallback – choose how many questions from your first page will appear in the static fallback form shown when users cannot render the interactive version.

---

​

Customize the look of your form

Use the Design tab to adjust the visual style of your form.

• Theme Colors – define your form’s main color palette.
• Primary Button – customize the appearance of your form’s buttons.
• Form Layout – control spacing and overall layout options.

---

​

Using your form in a template

Once you have finished creating your form, you are now ready to use it in your templates.

1. Open your template in the Kinetic template builder by heading to Templates in the left control panel.
   Quickstart Guide

   Learn more about importing templates in our quickstart guide.
2. Drag in the Form Widget and position it accordingly.
3. 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:

1. In your template, select the Form Widget.
2. 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.
3. Repeat this for each template where the form is used.

To use a different form, click Re-select Form and choose another from your library.