Klaviyo: Creating and Targeting a Popup Signup Form

Emiel Dingemans from Magicianly | Email Marketing·Aug 2024

Demo summary

Building a popup form from a template and configuring advanced targeting rules like exit-intent, scroll depth, and URL exclusions.

Step-by-step

Navigate to Signup Forms in the left menu
Select a template from the library and filter by 'Collect Emails'
Name the form and select the primary email subscriber list
Toggle 'Include a teaser' to add a tab to the website
Click Create Form
Go to Targeting and Behavior settings
Change Timing from 'Immediately' to 'Based on rules'
Select and configure rules for exit-intent, time delay, and scroll depth

Options

Filter templates by SMS, announcements, or both
Choose between popup, flyout, embed, or full page forms
Toggle 'Display if all selected conditions are met' to use AND logic for triggers

Watch out for

Showing a popup immediately upon site entry is a conversion killer as visitors do not know the brand yet
Enabling the 'all selected conditions' toggle significantly reduces the target audience to a very small group

Tips

Use a time delay between 4 to 10 seconds; 6 seconds is often the best middle ground for most brands
Set scroll distance between 40% and 80%; 60% is a recommended starting point
Split test timing and scroll depth to find the balance between high submit rates and total signup volume
Check Google Analytics to see how likely your specific audience is to scroll before setting distance rules

Highlights

“these templates are already pretty pretty solid to be honest and give us a good starting point”

All demos from “Klaviyo Email Marketing FULL COURSE 2026 ($300M Generated for Shopify eCommerce)”

6:061:16Klaviyo Account Creation and Shopify IntegrationWalkthrough of signing up for a Klaviyo account, selecting business type, and connecting a Shopify store URL.Klaviyo· Import / migrate contacts
7:221:22Setting up a Main Subscriber ListDemonstration of creating a newsletter list and choosing between single and double opt-in settings.Klaviyo· Tag & manage subscribers
8:443:57Setting up a Dedicated Sending Domain and DMARCStep-by-step guide on adding NS and TXT records to DNS settings (Squarespace/Google Domains) to verify a branded sending domain in Klaviyo.Klaviyo· Authenticate sending domain (SPF/DKIM/DMARC)
12:412:04Configuring Smart Sending and Attribution SettingsAdjusting account-level settings for smart sending windows, conversion attribution, and UTM tracking parameters.Klaviyo· Deliverability & setup
14:451:55Setting up the Klaviyo Brand LibraryUploading logos, selecting brand colors, and importing Google Fonts for consistent email styling.Klaviyo· Design a newsletter / email (drag-and-drop editor)
19:177:25Creating and Targeting a Popup Signup FormCurrentBuilding a popup form from a template and configuring advanced targeting rules like exit-intent, scroll depth, and URL exclusions.Klaviyo· Add an opt-in popup
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.Klaviyo· Create an email signup / subscription form
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.Klaviyo· Create an email signup / subscription form
39:083:37Optimizing Signup Forms for MobileCloning a desktop form and adjusting button sizes, font sizes, and input field heights specifically for mobile users.Klaviyo· Create an email signup / subscription form
48:081:31Adding a 'Micro-Yes' Step to Signup FormsDemonstrating how to add an initial commitment step to a form to increase overall conversion rates.Klaviyo· A/B test a campaign
56:119:34Klaviyo Flow Builder BasicsAn overview of the flow interface, including selecting triggers (Added to List, Placed Order), adding profile filters, and using conditional splits.Klaviyo· Build a welcome / drip automation
1:05:4510:54Building a Multi-Step Welcome Series FlowConstructing a 7-email welcome sequence with specific time delays and content angles like brand story, bestsellers, and social proof.Klaviyo· Build a welcome / drip automation
1:19:135:28Setting up a Site Abandonment FlowCreating a flow triggered by 'Active on Site' to target visitors who browse the home page but don't view specific products.Klaviyo· Trigger emails from behavior / events
1:24:414:06Building a Browse Abandonment FlowConfiguring a flow triggered by 'Viewed Product' with filters to exclude those who have already added items to their cart.Klaviyo· Trigger emails from behavior / events
1:28:477:56Creating an Abandoned Cart FlowSetting up a flow triggered by 'Added to Cart' and explaining the difference between cart abandonment and checkout abandonment.Klaviyo· Set up an abandoned-cart flow (ecommerce)
1:38:5311:12Building a Post-Purchase Customer Thank You FlowDesigning a flow triggered by 'Placed Order' that uses conditional splits to distinguish between first-time and returning buyers.Klaviyo· Set up a post-purchase / win-back flow
1:53:203:16Creating a Sunset Flow for Unengaged SubscribersSetting up an automation to re-engage or suppress subscribers who haven't opened emails in a long period to protect sender reputation.Klaviyo· Improve deliverability / avoid spam
1:57:472:53Creating and Scheduling an Email CampaignThe process of starting a new campaign, selecting recipients, and navigating to the drag-and-drop editor.Klaviyo· Send a broadcast campaign
2:34:4411:34Importing Custom Designs into KlaviyoDemonstration of taking sliced images from Figma, compressing them, and assembling them into a responsive email within the Klaviyo editor.Klaviyo· Design a newsletter / email (drag-and-drop editor)
2:49:395:43Building an Engaged Customer SegmentUsing the segment builder to define 'Engaged 120 Days' based on email opens, clicks, and website activity.Klaviyo· Segment the list
3:05:320:33Bulk Suppressing Unengaged ProfilesShowing the shortcut in Klaviyo to suppress all current members of a segment to clean the email list.Klaviyo· Tag & manage subscribers
3:22:321:32A/B Testing Campaign Send TimesSetting up a send-time split test to determine which hour generates the highest 'Placed Order' rate.Klaviyo· A/B test a campaign
Watch “Klaviyo Email Marketing FULL COURSE 2026 ($300M Generated for Shopify eCommerce)” →

Add an opt-in popup

2:590:51Create a signup form and list in KlaviyoShows how to create a 'newsletter subscribers' list and build a corresponding signup popup with exit-intent triggers and GDPR compliance.Uk Desi Vlogger
45:393:48Configuring Popup Targeting and BehaviorsA 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.Derek Stroh
4:262:58Create a newsletter pop-up from scratchA step-by-step walkthrough of building a pop-up form in Klaviyo, including teaser settings, logo customization, button styling, and success page configuration.Walshy Mails | Sunlo Consulting
4:533:49Create and customize a Klaviyo signup formDemonstrates how to select a form template, adjust the background and behavior settings (like 30-second delay or exit intent), and configure mobile vs. desktop targeting.Max Sturtevant
52:2918:01Build a mobile opt-in popup in KlaviyoA step-by-step walkthrough of creating a mobile-only signup form in Klaviyo, including editing blocks, setting up multi-step email/SMS capture, and configuring targeting behaviors like time delay.Max Sturtevant
1:10:304:42Design a desktop signup form in KlaviyoDemonstrates how to clone a mobile form for desktop use, adjust image placement (Right image vs. Left image), and hide the close button to force user decision-making.Max Sturtevant
19:177:25Creating and Targeting a Popup Signup FormCurrentBuilding a popup form from a template and configuring advanced targeting rules like exit-intent, scroll depth, and URL exclusions.Emiel Dingemans from Magicianly | Email Marketing