Klaviyo: Building and Targeting Signup Forms

Step-by-step

1. Select a form format such as popup, flyout, full page, or embedded in the visual editor
2. Drag and drop blocks to add fields like email, phone, dropdowns, or checkboxes
3. Set device-specific visibility to optimize layouts for desktop versus mobile
4. Configure targeting and behavior controls such as exit intent, scroll depth, or time delay
5. Set display frequency rules to determine how many days to wait before re-showing a dismissed form
6. Configure form actions for after submission, such as showing a success step or redirecting to a URL
7. Add a teaser tab in the editor to allow visitors to reopen the form after dismissal
8. Paste the provided code snippet into your site if using an embedded form

Options

• Collect phone numbers on a second step of a multi-step form
• Enable GDPR-style data protection fields with explicit checkboxes
• Use a custom JavaScript trigger to fire the form on a specific click
• Set popups to close automatically when a user clicks outside the form
• Dock flyouts on mobile so they can be dismissed with a swipe
• Include static or unique single-use discount codes on the success step
• Enable collision prevention to limit forms to one per session

Watch out for

• Embedded forms require a code snippet pasted into your site, unlike other formats that publish directly
• Timing, device rules, and visitor rules must all be met simultaneously before a form will display
• Compliance disclosure language is required by default when capturing phone numbers

Tips

• Use multi-step forms to ask for email first and phone numbers second to improve conversion
• Place discount codes directly on the success step so they are immediate for the shopper
• Use teasers to keep offers available for visitors who initially dismissed the form
• Set 'don't show again after submit' to keep the user experience polite