Fermat supports integration with Klaviyo in order to allow brands to collect consumer contact info for marketing purposes. This integration is currently available as part of a private beta release. If you are interested in leveraging this functionality, please reach out to your Fermat Account Manager. This guide seeks to articulate the capabilities of the integration and the steps to get set up.
Capabilities
Fermat can display Klaviyo forms on specific shops configured to render a specified form. The amount of time between a user landing on a page and the form being rendered can also be varied. Further, Fermat is able to A/B test presence of the sign up form in order to understand its impact on conversion.
Setup
Prerequisites:
You have an existing Klaviyo account
Setup Overview
Getting started with the Klaviyo integration consists of 1 step that needs to be completed before you start, and 3 steps to follow whenever you’d like to use a new Klaviyo form, or add a form to a new Fermat shop. Below is a detailed step-by-step guide on completing the steps, but for a quick overview, the steps are as follows:
One-time:
Make sure Fermat shops are excluded from rendering any Klaviyo forms on page load
Per-form or per-shop:
Configure the form you’d like to use on a Fermat shop to only show on custom trigger
Configure this form to be displayed on shops of your choosing
Detailed setup guide
One-time:
When getting set up with Klaviyo on Fermat, please make sure to take the following steps before getting started. These steps only need to be completed once:
If you have a signup forms set to show on page load (eg on your website):
Head to the “signup forms” tab in Klaviyo
If any live forms are configured as “popup” (eg “Multi-Step Email & SMS” in [0] below), click the three dots on the far right and click “Edit”
Click on “Targeting and Behavior” on the far left
If “Display Timing” is set to “Show on Page Load” (see [1] for an example), follow steps (d) onward
Head to “Targeting” → “By URL” and check the “Don’t show on certain URLs” box, and add the following URLs (screenshot [2]):
*.fermat.shop/*Any custom domains you have setup to host fermat shops (eg
shop.brand-site.com)
Configuring new forms in Klaviyo for use on Fermat Shops
The following articulates how to configure a klaviyo form for use on Fermat. It assumes that you have already created a sign-up form of type “popup” which you intend to use on Fermat:
Head to the edit view of the form you’d like to use (click the three dots on the far right then click “Edit”
Click “Targeting and Behavior”
Set “Display Timing” to “Only show on custom trigger”
Note the URL of the page that you’re on, as you’ll need this in the next section
Configuring a shop to use your Klaviyo form
Now that your form is configured in Klaviyo, you’ll want to update your Fermat shop to use that form. To do this, you’ll want to be sure to have the form ID and your public API key handy. You can find your public API key in Klaviyo by heading to settings → account → API keys (see screenshot 3 below).
To grab the form ID, simply head to the form detail view in Klaviyo, and copy the last part of the URL. For example, if the URL is https://www.klaviyo.com/forms/ClatnY, then the form ID would be ClatnY.
Once you have these ready to go, you’ll want to head to shops → edit → settings → Klaviyo Form where you’ll be able to provide these values. Click save and you’ll be all set.