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How to Create a Survey in Klaviyo

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Creating a survey in Klaviyo is a great way to collect feedback, preferences, or zero-party data from your subscribers. Here’s how to do it:

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  1. Start by exploring the Sign-up forms section, where you'll build your lead capture strategy.
  2. Select 'View templates'.
  3. Use the search function to find the perfect template for your specific needs.
  4. Narrow down options by entering keywords that match your campaign goals.
  5. Select the survey template to create a seasonal engagement form.
  6. Choose 'Email' as your data collection method to grow your subscriber list.
  7. Assign new subscribers to your 'Email List' for seamless campaign integration.
  8. Click 'Create form' to bring your form to life and move into the customization phase.
  9. Apply circular elements to create a modern, eye-catching design aesthetic.
  10. Refine your form's structure to optimize the user experience and conversion rate.
  11. Customize this element to align perfectly with your brand identity.
  12. Adjust the corner radius to soften edges and create a more approachable design.
  13. Click 'Publish' to push your form live and start collecting valuable subscriber data immediately.
  14. That's it! Following these steps will help you create a survey in Klaviyo.
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