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How to Create a Discount Code Sign-Up Form: Klaviyo Discount Sign-Up Form Guide

Writer: Dispatch Strategy TeamDispatch Strategy Team

Introduction


Offering a discount code through a sign-up form is a powerful strategy for attracting new subscribers and increasing conversions. A well-designed Klaviyo discount sign-up form can incentivize website visitors to share their email addresses in exchange for a discount code, helping grow your email list and drive sales. This guide will walk you through the steps to create an effective discount code sign-up form in Klaviyo, share best practices, and highlight advanced strategies to optimize performance.

How to Create a Discount Code Sign-Up Form: Klaviyo Discount Sign-Up Form Guide
How to Create a Discount Code Sign-Up Form: Klaviyo Discount Sign-Up Form Guide









How Do I Create a Discount Code Sign-Up Form in Klaviyo?


To create a discount code sign-up form in Klaviyo, you need to design a form that collects visitor information and automatically delivers a discount code upon submission. This process involves configuring the form, setting up the discount code, and automating the follow-up email with the code included.


Step-by-Step Guide: Building a Klaviyo Discount Sign-Up Form


1. Log in to Your Klaviyo Account

2. Create a New Sign-Up Form

a. Navigate to the Sign-Up Forms Section

  • Go to Sign-Up Forms from the left-hand menu.

  • Click Create Sign-Up Form to start building a new form.

b. Choose the Form Type

  • Select the Pop-Up, Flyout, or Embedded form type depending on your website layout and marketing strategy.


3. Design the Klaviyo Discount Sign-Up Form

a. Add Content Blocks

  • Include Text Fields for capturing Name, Email Address, and any other relevant data.

  • Create a Compelling Headline, such as "Subscribe & Get 15% Off Your First Purchase!"

  • Add a Call-to-Action (CTA) button like "Get My Discount."

b. Configure Form Design Elements

  • Use the Design Editor to adjust colors, fonts, and images to match your brand’s aesthetic.

  • Add Images or Icons related to the discount, such as a sale tag or gift box.

c. Set Display and Targeting Rules

  • Display Settings: Configure when and where the form appears on your site.

    • Example: Show on Exit Intent or After 5 Seconds on the page.

  • Behavioral Triggers: Display the form to visitors who are New to the Site or those who visit a Specific Page.


4. Create the Discount Code in Klaviyo

a. Navigate to Coupons Section

  • Go to Content > Coupons in your Klaviyo dashboard.

  • Click Create Coupon to generate a new discount code.

b. Configure the Coupon Code Settings

  • Static Code: Use a fixed code like WELCOME10 for easy sharing.

  • Dynamic Code: Generate unique codes for each subscriber to avoid sharing and abuse.

c. Set Discount Parameters

  • Choose the Discount Type: Percentage, Fixed Amount, or Free Shipping.

  • Define the Discount Value, such as 10% off or $5 off.

  • Set an Expiration Date to create urgency.


5. Connect the Coupon Code to the Sign-Up Form

a. Automate the Follow-Up Email

  • Create a Welcome Flow in Klaviyo that triggers when someone subscribes through your discount sign-up form.

  • Add an Email Step to this flow that includes the discount code and instructions on how to use it.

b. Add the Discount Code to the Email

  • Use Dynamic Blocks to insert the discount code into the email.

  • Example: "Thank you for subscribing! Use code {{ coupon_code }} at checkout to save 15%."


6. Preview and Test the Form

  • Use Klaviyo’s Preview Mode to see how the form will appear to visitors.

  • Send Test Emails to ensure the discount code is displayed correctly and the email triggers properly.


Best Practices for Building Sign-Up Forms with Discounts


1. Make Your Offer Clear and Compelling

  • Highlight the discount amount and any terms, such as "10% off your first purchase" or "Free shipping on orders over $50."


2. Use Behavioral Targeting to Maximize Conversions

  • Show the form based on visitor behavior, like Exit Intent or after they’ve viewed a specific product category.


3. Avoid Overlapping Forms

  • Ensure only one form is visible at a time to avoid overwhelming visitors.


4. Create Urgency with Expiry Dates

  • Include a countdown timer or mention that the offer expires soon to encourage immediate action.


Common Mistakes to Avoid When Offering Discounts via Klaviyo Forms


  • Not Testing the Sign-Up Form: Always test the form and automation to avoid issues with the discount code not being sent.


  • Offering Discounts Too Frequently: Avoid training your audience to expect discounts all the time, which can devalue your brand.


  • Not Following Up with a Reminder Email: If the code goes unused, send a Reminder Email to encourage subscribers to redeem the offer.


Conclusion


Creating a Klaviyo discount sign-up form is an effective way to grow your email list and boost sales. By offering a well-timed and relevant discount, you can convert visitors into loyal customers. Follow the steps and best practices outlined in this guide to create a sign-up form that not only attracts new subscribers but also drives significant revenue growth.


📩 If your email program is underperforming and you’re unsure how to optimize your sign-up forms, let’s talk.


At Dispatch, we help brands maximize revenue from email & SMS without damaging subscriber engagement.


👉 Connect with Dispatch today to optimize your email marketing strategy.

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