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 on the top right corner

Step 2: Build your interactive email in Zaymo

• Open the flow or campaign in Zaymo and click Convert with Zaymo. In a flow, click the email you want to make interactive first.

• Add the Zaymo form block

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

Step 4: Check it and send it to Klaviyo

• Zaymo syncs your changes to Klaviyo on its own, about 10 seconds after you stop editing. You'll see a small "Syncing" note while changes are saving, and it goes away once they're in Klaviyo.

• In a flow, click the three dots on the email's card and choose Preview to check it. To send yourself a test, click the card to open the email's details panel and click Send test.

Step 5: Set the email live

• If you converted the email from a flow or campaign, it's already there. Set it live when you're ready, 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