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How to use conversational forms

Conversational forms are a more natural and engaging way to capture more opt-in data from your website visitors.

Conversational forms are very flexible - you can use different forms for different branches of the one convo flow or use different forms in different convo flows on different pages of your website.

You can also sync all the form data collected to Klaviyo.

Check out this video to understand how to use conversational forms on your website.

Here's a transcript of the video.

Hi, it's Shaun from Maisie here.

Today I wanted to share with you our exciting new conversational form feature.

First of all, what is it? Well, as the name suggests, it's a form, but not as you know it - it's a way of collecting data in a nice, engaging, conversational way.

It allows you to collect different types of data from your website visitors and it enables you to collect different data in different parts of the conversation and have it emailed to different places if you wish.

Let's see how to use it.

I'm in my all pages conversation flow. Here you can see the form element.

It works like any other element. For example, if I decide that I want to add a new option here to my quick replies, I'll add a new one and call it "Contact us" and I'll save it.

Now I can add the form element to this new quick reply by hitting the plus icon. Now this opens up the form element, as you can see here.

We've got three tabs - form elements, merchant email and form name.

On the form elements tab, you can choose what you want to collect - first name, last name, full name, email address, cell /mobile phone, and a free text input field, which could be for anything you like.

Now, select the elements you'd like to collect. I'll check first name, email and a message.

You've also got the option to make any field optional or mandatory. Check the required box next to each field.

If you don't want to make something mandatory, the customer will have the option to skip that question if they like.

You can also edit the final message to thank them for providing their information.

Once I'm happy with my form elements, I click save.

Now I'll go into edit the form element again and I'll click the merchant email tab. I have the option here to receive an email for every form submission and I can choose which email address it gets sent to. If I do want to do that, enter an email address in here and then click the send emails toggle to the ON position and click save.

If you don't want to receive emails for every submission, don't switch it on.

Finally, you can name the form, which is really a good idea if you're going to be using multiple forms in your convo flows.

I'll name my form Contact Us.

This means you can differentiate all the forms you might use. This is really useful for tagging and segmenting customers who sign up.

It is also very useful when you want to have different forms going to different people in your company. You could have a different email address for each form.

Once you're happy with your conversational form, click the publish button.

Now that should be up and running. If I jump across to our demo store, I'll open up Maisie and click on "I have question".

Now we can see the Contact us quick reply. Now I'll complete the form by putting in my first name, email address and any additional details.

Now I see the thank you message.

If I jump back into the Maisie dashboard, I can see the new form signup under my subscriber list.

As a merchant, I will also receive an email about the form submission.

The other thing to note is that because I've already connected my Klaviyo account to Maisie, the information collected will be synced across to Klaviyo as well.

Now in my Klaviyo dashboard, you can see here the new contact has been added to my profiles.

If I open the profile, it shows the submitted new conversational form submission.

Under that you can see all the fields that have been collected for this user: first name, form name, additional information, the Maisie conversation flow, IP address, date and the page that the user signed up on. All that data gets synced across to Klaviyo.

That enables you to trigger any segments or lists or other automations within Klaviyo based on data like the form name or the bot name or any other variable you like.

I hope that you found this video useful.

I suggest you give conversational forms a try. We think it's going to be very helpful for collecting more user information that you can use to remarket via email or SMS.