demobook

Setting up a Klaviyo signup form and targeting rules

Demo summary

The creator demonstrates how to create a new signup form in Klaviyo, selecting the list, and configuring targeting behaviors like exit intent, time delays, and page exclusions.

Step-by-step

  1. Navigate to Signup Forms in the left menu and click Create Form
  2. Select a category (e.g., Collect Emails) and choose a form type like Pop-up
  3. Select a template and name your form
  4. Choose the email subscriber list where signups will be added
  5. Go to Targeting & Behavior to set display rules
  6. Configure Timing by selecting 'Based on rules' and setting parameters for exit intent, time delay, or scroll percentage
  7. Set the Frequency for how often the form reappears after being closed
  8. Select the Device type (Desktop or Mobile) for the specific form
  9. Add URL exclusions for specific pages like the cart or checkout

Options

  • Collect phone numbers instead of or in addition to emails
  • Use a Full Page form instead of a Pop-up
  • Include a teaser toggle
  • Require all selected timing conditions to be met before showing
  • Target or exclude visitors based on specific locations or UTM parameters

Watch out for

  • Do not show the form to existing Klaviyo profiles as they are already on your list
  • Ensure you select the correct subscriber list so users are added to the right database

Tips

  • Split test Pop-up forms against Full Page forms to see which performs better
  • Avoid showing the form immediately; use a 6-second delay or 60% scroll depth as a starting point
  • Set the reappearance frequency to 3 days instead of the default 5
  • Create separate forms for mobile and desktop to allow for device-specific adjustments and testing
  • Exclude the signup form on the cart and checkout pages to avoid distracting customers ready to purchase at full price
  • Exclude wholesale pages from the general signup form

All demos from “Klaviyo Email Marketing FULL Course 2026: The Complete Ecommerce System (Step by Step)

  1. 5:403:13Setting up a Klaviyo signup form and targeting rulesCurrentThe creator demonstrates how to create a new signup form in Klaviyo, selecting the list, and configuring targeting behaviors like exit intent, time delays, and page exclusions.KlaviyoCreate an email signup / subscription form
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  12. Watch “Klaviyo Email Marketing FULL Course 2026: The Complete Ecommerce System (Step by Step)” →

Create an email signup / subscription form

  1. 5:403:13Setting up a Klaviyo signup form and targeting rulesCurrentThe creator demonstrates how to create a new signup form in Klaviyo, selecting the list, and configuring targeting behaviors like exit intent, time delays, and page exclusions.Emiel Dingemans from Magicianly | Email Marketing
  2. 8:535:12Designing a high-converting popup in KlaviyoA step-by-step walkthrough of the Klaviyo form builder, showing how to add logos, edit headlines, style input fields, and remove the close 'X' to reduce friction.Emiel Dingemans from Magicianly | Email Marketing
  3. 19:422:45Optimizing Klaviyo forms for mobile devicesDemonstration of cloning a desktop form to create a mobile-specific version, adjusting button heights, font sizes, and teaser styles for smaller screens.Emiel Dingemans from Magicianly | Email Marketing
  4. 9:432:23Building and Targeting Signup FormsShows the creation of popups, flyouts, and embedded forms, including multi-step collection, mobile optimization, and behavioral triggers like exit intent.Business Solution
  5. 26:428:36Designing a High-Converting Signup FormUsing the form editor to customize headlines, input fields, CTA buttons, and success pages while removing friction elements like the 'X' close button.Emiel Dingemans from Magicianly | Email Marketing
  6. 37:101:58Setting up a Signup Form TeaserDemonstrating how to create a persistent 'teaser' tab that allows users to reopen the signup form after closing it.Emiel Dingemans from Magicianly | Email Marketing
  7. 39:083:37Optimizing Signup Forms for MobileCloning a desktop form and adjusting button sizes, font sizes, and input field heights specifically for mobile users.Emiel Dingemans from Magicianly | Email Marketing