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    Create strategic sign-up forms

    Course overview
    Lesson
    3 min read

    Align on your sign-up form goals

    Before diving into advanced use cases and strategies, identify your sign-up form goal so you can set yourself up for success.

    Advancing beyond the basics

    At this point in your Klaviyo journey, you know the sign-up form basics. You’re familiar with types of forms, design recommendations, and how to enable different targeting and display settings. You’ve also probably developed your own forms strategy; for example, you may be collecting email and SMS subscribers with a multi-step form, and promoting upcoming sales to all of your site visitors.

    Today, you're probably using forms to grow your marketing lists and draw more people to purchase during sales. However, you may start to wonder: what more can I, and should I, be doing with forms?

    You’re in the right place. In this course, we’ll cover advanced and creative sign-up form use cases that will help you maximize the available Klaviyo tools and drive more ROI.

    Identify your sign-up form goals

    Before we dive into these strategies, an essential first step is identifying and aligning on your sign-up form goal. Click through the gallery tabs below to explore three business goals that sign-up forms can help you achieve.

    Increase submission rates

    When you think of sign-up forms, the first goal that comes to mind is probably acquiring new subscribers.

    Sign-up forms can help you grow your marketing lists for email and SMS, empowering you to then send targeted messages to your subscribers that strengthen relationships and drive purchases. In this course, we'll cover key settings and formats you can enable to drive submission rates and grow your subscriber lists.

    Sign-up form

    Collect more zero-party data

    The key to more personalized messaging is having more data about your subscribers. You can use sign-up forms to ask your site visitors questions about themselves, such as their birthday, their product preferences, how they like to be communicated with, and so on.

    By saving this information as profile properties, you can then use them in segments, campaigns, and flows to send relevant content that increases engagement.

    Sign-up form

    Drive more conversions

    You can also use sign-up forms to incentivize people to make more purchases, driving more revenue for your business.

    On top of announcing sales, you can use sign-up forms to deliver targeted messages to a certain audience with a specific call to actions, like completing their checkout or using a new VIP coupon code for a great deal.

    Sign-up form

    Need a quick refresher on some sign-up form basics before moving on? Make sure you’ve taken these courses before proceeding:

    Align on your sign-up form goals