SureForms Integration with Klaviyo

This guide explains how to integrate SureForms with Klaviyo at both the global and form levels.

Global Settings

Step 1: Generate a Klaviyo API Key

If you do not already have a Klaviyo API key, follow these steps:

• Log in to your Klaviyo account.
• Click on your account name in the bottom-left corner and go to Settings.
• Navigate to API Keys.
• Click Create Private API Key.
• Give it a name (e.g., SureForms), assign the required scopes, and click Create.
• Copy the generated API key.

Step 2: Add Klaviyo in SureForms

• From your WordPress dashboard, navigate to SureForms → Settings.
• Click on Integrations.

• Click the + Add Integration button.
• A slide-in panel will appear listing all available integrations.

• Select Klaviyo from the list.
• Paste your Klaviyo Private API Key into the API Key field.

• Click Save Changes.

Once saved, the Klaviyo connection will appear in your global integrations list with a Connected status.

Form Settings

Step 1: Open the Form Editor

• Go to SureForms → Forms from your WordPress dashboard.
• Open the form where you want to integrate Klaviyo.

Step 2: Add Klaviyo to the Form

• Inside the form editor, click Form Settings in the top panel.
• Select Integrations from the dropdown.

• Click Add Integrations.

• Select Klaviyo from the list.

Step 3: Configure the Klaviyo Integration

The Klaviyo integration is configured across three tabs:

Tab 1 – Workflow

• Enter a Workflow Name (required).
• Select an Action from the dropdown (required):
  • Add/Update Subscriber
  • Unsubscribe Subscriber
  • Remove Subscriber from List
• Click Continue.

Tab 2 – Configure

• Select the Klaviyo List you want to subscribe contacts to.
• Map your form fields to the corresponding Klaviyo profile properties:
  • Form Email field → Email (required)
  • Form Name field → First Name / Last Name
  • Any additional fields → Custom Klaviyo properties
• Toggle Double Opt-In on or off as needed.
• Click Continue.

Tab 3 – Test

• Click Test Workflow.
• If configured correctly, you will see a confirmation message: “Workflow tested successfully! The integration is working correctly.”
• Click Save Changes.

The Klaviyo workflow is now added and ready to use.

Integration Complete

Your form is now successfully connected to Klaviyo. Each submission will trigger the Klaviyo workflow and automatically update contacts in your selected list based on the configured action.