How to create a signup form in Klaviyo
Klaviyo gives you the ability to build a form from scratch or customize a pre-built template from the form library. Learn how to use the tools in the form editor to add content blocks, edit styles, add a form teaser, and determine targeting criteria such as device type, site URL, or customer segment.
Head to your Sign-up forms tab > Create form, and then follow along in the video below to learn how to customize your form.
Note: Before you build a form, make sure your ecommerce platform integration with Klaviyo is live and tracking Active on Site. For troubleshooting support, review our integration-specific instructions.
Implement form strategies that drive customer action
Before building a form, plan out your objectives, decide what to include, and select the tools you will use. Learn strategies to help you capture data, drive action, and grow your subscriber list.
Set subscription expectations
Build long-term relationships with your subscribers. Subscribers appreciate when you are honest and direct about what they should expect from joining your list. Will they receive exclusive products, sales, or additional resources?
In the example below, Beantown clearly sets expectations by including copy that says "Sign up to receive updates and offers via text". Additionally, pay close attention to the disclosure language, where Beantown provides more expectations. It's important to remember that wherever you're collecting text message consent, this disclosure language is required.
The copy accomplishes the following:
- Explains that by entering their phone number, visitors agree to receive marketing text messages from the brand.
- Informs readers that consent is not a condition to purchase.
- Reminds visitors that message and data rates may apply.
- Provides information on how to request help or cancel.
- Includes links to the brand’s terms of service and privacy policies.
Provide value for signing up
Design forms that emphasize the value of joining a list. Start by allowing visitors to see what they can get in exchange for providing their email or phone number. Based on your marketing budget, you can offer a discount, exclusive access to a sale or new product, or free shipping.
In this example, Beantown offers 10% off their first order when they sign up for email marketing. Depending on your brand, get creative and offer consistent email content after someone subscribes (e.g., newsletters with recipes, tips and tricks, or tutorial videos).
Keep double opt-in enabled
We highly recommend that you keep on the double opt-in feature for your sign-up forms. As a reminder, double opt-in is when you require a new subscriber to confirm their subscription before they're added to a given list. This allows you to:
- Grow your list with accurate subscribers.
- Prevent fake emails or phone numbers from being added.
- Maintain a healthy deliverability.
Meanwhile, single opt-in allows subscribers to join a list immediately after they submit their information. This means your marketing lists will automatically include customers who provide their information, even without confirming their subscription. As a result, you may send messages to fake or invalid contacts and harm your sender reputation.
Prevent multiple forms from appearing at once
If you have multiple sign-up forms live on your website, then you should enable form collision prevention within your form's settings. This prevents multiple sign-up forms from displaying simultaneously and creates a better shopping experience for your customers.
Learn how to prevent multiple sign-up forms from displaying at once.
Allow customers to reopen your form
A form teaser is a small widget that a visitor can click on to close and reopen a form as they please. This allows site visitors to browse your page and open the minimized form once they are ready.
First, choose 1 of the 3 teaser shapes: Rectangle, Circle, or Corner. Then, simply adjust a few settings based on your goal:
- Position your teaser where it's noticeable and at a medium size.
- Set up a behavior to show the teaser when someone clicks out of a form.
- Get creative with your text: get 15% off, redeem a gift, enter a giveaway, get free shipping.
For example, Beantown uses a form teaser in the top-left corner of their site. This allows customers to continue browsing the website, with a small reminder to take advantage of an exciting offer, say 10% off. Once a customer is ready, they can click the teaser to collect that 10% off. Otherwise, if they decide they're not interested, they can click the X on the form teaser to dismiss it like a regular sign-up form.