Klaviyo is a powerful marketing platform that helps eCommerce businesses run highly personalized email marketing campaigns. But the more time you spend manually entering every one of your users into your email list, the less time you’ve got for the creative work that drives those campaigns.

Instead of accepting manual data entry as an evil necessity, use this template to be a better custodian of your email list. The template collects customer data using a customizable form, then either adds the customer to your contact list or updates existing records. It's a huge time saver.

Zapier products the template uses

• Interfaces — an automated form, page, and app builder for collecting data
• Tables — databases that let you track and automate your data
• Zaps — automated workflows
• Canvas — a diagramming tool that helps you visualize your workflows

How this form template works

All within Zapier, this template builds a seamless workflow for managing customer profiles in Klaviyo.

Here's a breakdown of how it works:

• Data collection: The process begins with a form that collects essential customer information. The form includes fields for an email, name, and phone number—and you can add fields for other relevant details you want to capture.
• Data storage: When a user submits the form, the info gets stored in a table. This table acts as a central database, making it easy to manage and reference collected data.
• Trigger event: The form submission triggers a Zap, initiating the process of creating or updating the profile in Klaviyo.
• Profile update: The Zap retrieves the submitted data from the table and creates a new profile (or updates an existing one in Klaviyo with the provided information). This includes not only basic contact details but also custom properties, consent status, and other relevant data points.
• Additional actions: If needed, you can configure the Zap to perform other actions, like adding the user to a specific segment or triggering a welcome email.
• Workflow visualization: You can visualize and manage the entire process through Canvas.

By automating these steps, you can save time, reduce errors, and feel certain that your Klaviyo database is always up-to-date with the latest customer details.

Who should use this template

This template is perfect for businesses and professionals looking to enhance their customer data management and email marketing efforts.

It's particularly valuable for:

• eCommerce businesses: Capture and update customer info seamlessly, enabling personalized product recommendations and targeted promotions
• Digital marketers: Streamline lead generation and nurturing processes by automatically updating customer profiles with the latest information
• Customer service teams: Quickly access and update customer profiles during support interactions, ensuring accurate and up-to-date information
• Small business owners: Efficiently manage customer data without the need for complex customer relationship management (CRM) systems or technical expertise
• Event organizers: Collect attendee information and preferences, updating profiles for improved event communications and future marketing efforts
• Subscription-based services: Keep subscriber information current and leverage up-to-date data for personalized content delivery and retention strategies
• Content creators and bloggers: Build and maintain an engaged email list by easily capturing and organizing subscriber information
• Nonprofit organizations: Manage donor and volunteer information effectively, enabling personalized communication and engagement strategies

By using this template, you'll be able to create a more efficient and accurate system for managing customer data, ultimately leading to more effective marketing campaigns and improved customer relationships.

Key benefits this form template

• Time-saving automation: Eliminate manual data entry and reduce errors by automating the profile creation and update process
• Enhanced data accuracy: Ensure that customer profiles in Klaviyo are always up-to-date, improving the effectiveness of your marketing campaigns
• Improved personalization: Capture comprehensive customer data, like custom properties, enabling highly targeted and personalized marketing communications