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Build your first form

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Initiate a New Form

From your main dashboard, navigate to the left-hand sidebar and click the + New Form button.

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Choose Your Starting Point

A pop-up window will appear offering two ways to begin:
  • 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.

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Add Form Elements

Once in the builder, you will see the Add form elements menu. Simply click an element to add it to your current form page.

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Add and edit fields

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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
Choice Fields:
  • Multiple Choice - Single or multi-select options
  • Dropdown - Space-saving selection list
  • Image Selection - Visual choice grid
  • NPS Score - 0-10 satisfaction scale
Display Elements:
  • Text Label - Section headers or instructions
  • Date Picker - Calendar date selection

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Editing Questions

  1. Click any field to open its settings panel on the right
  2. Enter your question text
  3. Configure answer options (for choice fields)
  4. Set the Klaviyo property name for data storage
  5. 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.

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Reordering Fields

Drag the grip icon (⋮⋮) on the left of any field to reorder questions.

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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.

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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:

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Select an Element

Click on a choice-based element in the builder (e.g., Multiple Choice, Dropdown, or Picture Choice).

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Change Form Type

In the top-right settings panel, locate the dropdown menu and change the setting from Universal to Product Recommendation.

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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.
Product recommendation forms also capture data: Enabling recommendations does not change how answers are stored or collected. This will work exactly the same as a standard form type.

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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.

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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.

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Using your form in a template

Once you have saved your form, you are now ready to use it in a template.
  1. Open your template in the Kinetic template builder by heading to Email 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.

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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.