Promotional Video Tutorial and Demo
Video Summary
Title: WPForms Klaviyo Overview
Publisher: CrossPeak Software
Format: Silent Screen Capture Tutorial with On-Screen Text & Background Music (No Spoken Dialogue)
The documentation guide for the WPForms Klaviyo Integration explains how to connect WPForms (Lite or Pro) with Klaviyo using CrossPeak Software’s add-on to automatically create and update subscriber profiles upon form submission.
Video Transcript
[00:00 – 00:02]
[Visual Description]: The video opens with a scenic background image of snow-capped mountain peaks under a dark gradient overlay. White text appears centered on screen reading:
CROSSPEAK SOFTWARE
PRESENTS
[00:03 – 00:05]
[Visual Description]: The title text transitions to display the product name centered over the mountain background:
WPForms Klaviyo
[00:06 – 00:09]
[Visual Description]: The text updates to an instructional step over the mountain background:
Activate WPForms Klaviyo
[00:09 – 00:12]
[Visual Description]: The view switches to the WordPress Plugins screen. A list of active plugins shows:
- WPForms (Version 1.8.5.2)
- WPForms Klaviyo (Version 1.0.0 by CrossPeak)
[00:12 – 00:15]
[Visual Description]: The screen transitions back to the mountain overlay with text reading:
WPForms > Settings > Integrations & click Klaviyo
[00:15 – 00:19]
[Visual Description]: The view returns to the WordPress Admin dashboard under WPForms > Settings > Integrations. The camera zooms in on the Klaviyo section (“Integrate Klaviyo with WPForms”). It shows an + Add New Account button alongside input text fields for:
- Klaviyo Account Nickname
- Klaviyo Public API Key
- Klaviyo Private API Key
[00:20 – 00:22]
[Visual Description]: The screen transitions back to the mountain overlay with text listing the next steps:
1. Set up your signup form
2. Create Klaviyo marketing connection
[00:23 – 00:27]
[Visual Description]: The screen switches to the WPForms Form Builder interface under the Marketing > Klaviyo settings tab. The panel displays an Add New Connection button in the top right corner.
[00:28 – 00:30]
[Visual Description]: The screen transitions back to the mountain overlay with text reading:
3. Map required & basic profile fields
[00:31 – 00:35]
[Visual Description]: The view returns to the Klaviyo integration settings pane inside the WPForms builder. Options selected include:
- Select Account: CrossPeak – WPForms Klaviyo test account
- Select List: Klaviyo for WPForms
- List Fields Mapping Table:
- Email * mapped to
Email - First Name mapped to
Name (First) - Last Name mapped to
Name (Last) - Phone Number mapped to
Phone - Address mapped to
Address - Title mapped to
Title - Organization mapped to
Organization
- Email * mapped to
[00:36 – 00:38]
[Visual Description]: The screen transitions back to the mountain overlay with text reading:
Map location profile fields (optional)
Add conditional logic (optional)
[00:39 – 00:43]
[Visual Description]: The view returns to the Klaviyo settings panel, zoomed in on the bottom section. The Enable Conditional Logic toggle is turned on, displaying the rule: “Don’t process this connection if Title is empty”. An Add New Group button appears below.
[00:44 – 00:47]
[Visual Description]: The screen transitions back to the mountain overlay with text reading:
Save and test your settings
[00:48 – 00:50]
[Visual Description]: The screen shows a individual WPForms entry detail page in the WordPress admin area. Under the Log section, activity entries confirm successful API processing:
- “Subscribed profile to Klaviyo List…”
- “Profile found in Klaviyo”
[00:50 – 00:57]
[Visual Description]: The video transitions back to the mountain landscape background. The green and black “CrossPeak” mountain logo appears, followed by a white circular WordPress logo and the closing tagline:
Accomplish More
The instrumental music fades out as the video ends.