Klaviyo: Configuring Popup Targeting and Behaviors

Derek Stroh·Jan 2026

Demo summary

A detailed demo of setting up popup triggers including exit intent, scroll depth, and frequency caps, as well as mapping the form to a specific subscriber list.

Step-by-step

Navigate to Sign up forms under the Website tab in the Klaviyo dashboard.
Select an existing form or create a new one from a template.
Open the Targeting and Behaviors tab.
Set the time delay, scroll depth, and frequency rules.
Select the device display settings (Desktop, Mobile, or All Devices).
Add URL exclusions to prevent the popup from showing on specific pages like checkout.
Configure location filters to include or exclude specific countries.
Click the Sign Up button in the editor and select the destination list in the dropdown.

Options

Set time delay to 12 seconds
Set scroll depth to 35%
Display for desktop only or mobile only
Target specific segments or lists
Show or hide based on visitor location

Watch out for

Ensure the destination list is the same one that triggers your welcome series flow.
Exclude the checkout page URL to avoid disrupting the user experience during purchase.

Tips

Set the frequency to 5-7 days depending on how aggressive you want to be.
Create separate forms for mobile and desktop to track opt-in rates more accurately and keep data clean.
Keep the default setting to not show popups to existing Klaviyo profiles.
Exclude countries you do not sell to if you notice high volumes of irrelevant opt-ins.
Add subscribers to a general master list or newsletter list.
Remove the teaser element unless you are incorporating zero-party data.

Highlights

“it's pretty straightforward. Let me just show you how to do that really quick here.”

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