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    Create strategic sign-up forms

    Course overview
    Lesson
    7 min read

    Increase submission rates and acquire new subscribers

    Build more strategic, advanced sign-up forms designed to capture new subscribers for your marketing channels.

    Build excitement for your new subscribers

    One of the most common goals for sign-up forms is encouraging your website visitors to sign up for your marketing channels. You likely already have 1 or a couple of these enabled today to capture email and SMS consent.

    Evaluate your forms today, and ask yourself the following questions:

    • Am I seeing the list growth I want?
    • Do my forms generate excitement about my brand?
    • Is the sign-up experience fun, interactive, and seamless?

    In this lesson, we’ll walk through strategies for enhancing your sign-up forms to drive marketing list growth, while generating site engagement and overall site visitor excitement.

    Spice up your forms by trying some of these gamified formats that make the submission experience engaging and give your site visitors an extra incentive to sign-up for your marketing.

    Exclusive discount countdown

    A great way to generate urgency and drive more submissions is to put an expiration date on an offer.

    Try offering a larger sign-up incentive that expires after a given amount of time. For example, let’s say you typically offer 15% off your next order when you subscribe to email marketing. During the month of June only, you’re going to bump this incentive up to 20% off your next order.

    Let site visitors know that this incentive is only available for a limited period of time with an animated countdown timer.

    Drag a Countdown timer block into your form, and configure your time window under the Fixed toggle.

    Learn how to add a countdown timer to a sign-up form.

    Sign-up form with a countdown timer

    Spin-to-win

    Spin-to-win forms are interactive and exciting, and provide your site visitors with an extra incentive for signing up: the fun of playing your spin-to-win game!

    Drag a Spin-to-win block into the first page of your form. Do note that your spin-to-win wheel cannot be standalone on a form page; you must have a consent collection field for either channel present.

    You can then customize the slices of your wheel, and set your own probabilities for the likelihood a site visitor will land on a given incentive. You can also choose to duplicate slices to have the same incentive offered more than once on the wheel.

    Pro tip: make sure you customize your success page for each slice with a unique coupon code.

    Learn how to create a spin-to-win form.

    Spin-to-win form

    Giveaways or raffles

    Another creative way to configure your sign-up form to grow your marketing lists is offering an incentive via giveaway or raffle, and then following up with an invitiation to subscribe.

    Make your giveaway prize front and center, and clearly state that they can enter by subscribing to your marketing channels and submitting the form.

    To keep track of contest entrants in your main email list, all Klaviyo forms have a default $source hidden field added to the submit button. When someone submits your form, the $source property is added to their profile. You can then create a segment using this property, and select your giveaway winners seamlessly.

    Learn how to segment for form results.

    It’s also recommended to not automatically add giveaway entrants to your main list. Funnel them into a giveaway-specific list which kicks off a welcome series, then prompting them to subscribe to marketing.

    Giveaway sign-up form

    Sign-up counters

    People are influenced by other people more so than brands. When you enable a sign-up counter on your form, site visitors will see a live count of forms submitted by others. This frames signing up for your marketing as an exciting opportunity they won’t want to miss.

    You can configure this by dragging in a Sign-up counter block to your form. You can choose when you’d like this counter to display; for example, you may elect to start showing it once you’ve had 200 form submissions.

    Learn how to set up a sign-up counter on your form.

    Sign-up counter form

    Enable settings to drive form submission

    Now that you’ve explored some interactive and creative formats to help drive your marketing list growth through sign-up forms, it’s time to focus on targeting and display options. Configure your form settings to show more relevant content to the right audiences and to simplify the submission process, helping to drive up your marketing sign-ups.

    Gamify your SMS-only sign-up form

    If you collect SMS consent, you should make sure you have an SMS-only single step sign-up form that’s targeted to your existing email subscribers. These profiles have only subscribed to email thus far, and you have an opportunity to encourage them to sign up for another channel for additional communications and perks.

    This is where gamification comes in; try using a gamified format for your targeted SMS-only sign-up form as an extra incentivization to subscribe.

    Simplify the opt-in experience for site visitors on every channel

    On forms where you’re collecting email consent using double opt-in, try enabling a go-to-inbox button on your success page. When a site visitor submits their email address on the first page of your form and then lands on the success page, they’ll see a button that prompts them to go to their inbox to complete the sign-up process. When they click the button, they’ll automatically be routed to their email inbox, prefiltered to easily show the email from your brand asking them to confirm their subscription.

    Go-to-inbox buttons help streamline the subscription process for site visitors, helping grow your email marketing list as a result.

    On forms where you’re collecting SMS consent, enable smart opt-in to make the SMS subscription process quick and easy. With smart opt-in, site visitors can enter their phone number to receive a one-time six digit code to confirm their subscription. If they’re filling out your form on a mobile device, they can auto-fill this code.

    Smart opt-in helps reduce friction in the SMS sign-up process, making it easier for site visitors to subscribe and helping to grow your SMS list.

    Enable lead capture with Shop

    If you have an integration with Shopify, consider enabling lead capture with Shop on your form.

    Lead capture with Shop helps Klaviyo recognize Shop Pay users, helping to streamline the buying process and automatically apply their saved discounts. Once a site visitor submits their email via your sign-up form, Klaviyo recognizes them and generates the quick and easy experience.

    A modal will appear that allows them to easily apply their discount to their next order. In addition, if you’ve enabled lead capture on a multi-step form that collects both email and SMS consent, the modal will allow these Shop Pay users to seamlessly submit SMS consent via the modal as well.

    To set it up, all you have to do is head to the Targeting & behavior settings, click on the Display tab, and scroll to the section titled Lead capture with Shop; set the toggle for Turn on lead capture to on.

    Learn more about enabling lead capture for Shop Pay, as well as important requirements for set-up.

    *Note that lead capture with Shop is not compatible with smart opt-in.

    Enable a 1 day reshow window

    It’s recommended to configure a short reshow window on these forms, such as 1 day, to ensure that the form shows again for your visitors to encourage more form submissions.

    You can configure your reshow window, head to Targeting & behavior, click on the Display tab, and scroll to the Frequency section. Input the time period for when a form should reshow after closing here.

    Increase submission rates and acquire new subscribers