How to Create a Survey in Klaviyo

Quick summary

Klaviyo's sign-up form builder lets you create a fully customized survey form from a pre-built template and publish it to start collecting subscriber data in minutes. You can filter templates by keyword, set a data collection method, assign subscribers to a list, and fine-tune the design before going live.

Steps

1. Navigate to the Sign-up forms section in the Klaviyo dashboard to begin building your lead capture strategy.
2. Click View templates to browse the available form templates.
3. Use the search function to find a template that matches your specific campaign needs.
4. Narrow down results by entering keywords that align with your campaign goals.
5. Select the survey template — such as the Survey - Summer Fruits Popup — 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 generate the form and enter the customization phase.
9. Apply circular elements to give your form a modern, eye-catching design aesthetic.
10. Adjust the form's Layout to optimize user experience and conversion rate.
11. Customize individual elements to align with your brand identity.
12. Modify the corner radius to soften edges and create a more approachable design.
13. Click Publish to push your survey form live and immediately begin collecting subscriber data.