Promotional Video Tutorial and Demo
Video Summary
Title: Gravity Forms for Klaviyo Overview
Publisher: CrossPeak Software
Format: Silent Screen Capture Tutorial with On-Screen Text & Background Music (No Spoken Dialogue)
The documentation guide for Gravity Forms for Klaviyo explains how to integrate Gravity Forms with Klaviyo to automatically create or update customer profiles, collect SMS consent, and trigger marketing flows upon form submission.
Video Transcript
[00:00 – 00:03]
[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
GRAVITY FORMS FOR KLAVIYO
[00:04 – 00:07]
[Visual Description]: The title text fades out and is replaced by new white text centered over the mountain background:
CREATE KLAVIYO PROFILES
FROM GRAVITY FORMS
[00:08 – 00:10]
[Visual Description]: The screen updates to an instructional step over the dark mountain background:
Add API Key in GF Settings > Klaviyo
[00:11 – 00:15]
[Visual Description]: The view shifts to the WordPress Admin dashboard showing Gravity Forms settings. On the left navigation bar under “Forms”, blue arrows highlight clicking “Settings” and selecting “Klaviyo”. On the main panel labeled “Klaviyo API Keys”, input fields appear for “Public API Key (Required)” and “Private API Key (Required)” along with a blue “Save Settings” button.
[00:16 – 00:18]
[Visual Description]: The view transitions back to the mountain overlay with text reading:
Next, create a Gravity Form
[00:19 – 00:22]
[Visual Description]: The screen shows a form titled “Klaviyo Form” in the Gravity Forms editor. Standard form fields are visible on screen: Name (First, Last), Organization, Title, Email (Required), Phone, and Address (Street Address, Address Line 2, City, State / Province / Region).
[00:23 – 00:25]
[Visual Description]: The screen transitions back to the mountain overlay with text reading:
And add a Klaviyo Feed
[00:26 – 00:30]
[Visual Description]: The view returns to the Gravity Forms Form Settings panel. On the left menu, a blue arrow points to the “Klaviyo” tab. The main pane displays the “Klaviyo Feeds” section with a message reading: “You don’t have any feeds configured. Let’s go create one!”.
[00:31 – 00:34]
[Visual Description]: The screen transitions back to the mountain overlay with text reading:
Name the feed
[00:35 – 00:37]
[Visual Description]: The screen displays the Feed settings configuration box. In the “Feed name” text box, the value “Klaviyo Feed” is entered.
[00:38 – 00:41]
[Visual Description]: The screen transitions back to the mountain overlay with text reading:
Choose Klaviyo Lists & SMS options
[00:42 – 00:56]
[Visual Description]: The screen returns to the Feed configuration settings under “Subscription Info”.
- Under Email Lists, checkboxes for “General” and “Newsletter” are checked.
- Under SMS Subscriptions, “Enable SMS Signup” is checked.
- Under SMS Consent, the radio button for “Add a SMS consent disclaimer field to the form” is selected above the legal disclaimer text block.
[00:57 – 01:00]
[Visual Description]: The view transitions back to the mountain overlay with text reading:
Then select fields to map to Klaviyo
[01:01 – 01:04]
[Visual Description]: The view returns to the “Profile Fields” section of the feed setup. A blue outline highlights the mapping fields:
- Email * mapped to
Email - Phone mapped to
Phone - First Name mapped to
Name (First) - Last Name mapped to
Name (Last)
[01:05 – 01:08]
[Visual Description]: The view transitions back to the mountain overlay with text reading:
You can also create custom fields
[01:09 – 01:12]
[Visual Description]: The screen shows the “Additional Fields” drop-down menu expanding, listing options: Select a Field, Title, Organization, Street Address, Address 2, City, State, Zip, Country, and Add Custom Key.
[01:13 – 01:16]
[Visual Description]: The view transitions back to the mountain overlay with text reading:
Then set any conditional settings
[01:17 – 01:20]
[Visual Description]: The screen returns to the “Other Settings” section. “Enable Condition” is checked under Conditional Logic, set to process the feed if “SMS Consent” is “Checked”.
[01:21 – 01:23]
[Visual Description]: A text overlay appears across the screen reading:
That’s it!
[01:23 – 01:26]
[Visual Description]: The text updates over the mountain background reading:
The form is now integrated with Klaviyo
[01:27 – 01:36]
[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.