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How to Create a Sign-Up Form in Klaviyo

Writer: Dispatch Strategy TeamDispatch Strategy Team

Introduction


A well-designed sign-up form is one of the most effective ways to grow your email list and capture valuable customer data. For e-commerce marketers using Klaviyo, creating a sign-up form is not just a best practice—it's a necessity for driving engagement and boosting conversions. In this guide, we’ll walk you through exactly how to create a sign-up form in Klaviyo, from start to finish, including best practices to optimize your forms for success.

How to Create a Sign-Up Form in Klaviyo

How to Create a Sign-Up Form in Klaviyo

To create a sign-up form in Klaviyo, navigate to the "Sign-up Forms" section within your Klaviyo dashboard, click "Create Sign-Up Form," and follow the prompts to design, configure, and publish your form on your website. Below, we’ll explore this process in more detail.


Step-by-Step Guide to Build Forms in Klaviyo


1. Navigate to the Sign-Up Forms Section

  • Log into your Klaviyo account.

  • On the left sidebar, click on “Sign-up Forms.”

  • Click the “Create Sign-Up Form” button in the top right corner.


2. Choose Your Form Type

Klaviyo offers several form types, including pop-ups, flyouts, embedded forms, and full-page forms. Select the option that best fits your goals:

  • Pop-Up Form: Ideal for quick attention-grabbing messages.

  • Flyout Form: Slides in from the side of the screen, less intrusive.

  • Embedded Form: Stays in a fixed spot on your webpage.

  • Full-Page Form: Perfect for dedicated landing pages.


3. Customize Your Form Design

  • Select a pre-built template or start from scratch.

  • Use Klaviyo’s drag-and-drop editor to add elements like text, input fields, and images.

  • To add a GIF or video, drag the “Image” block into your form and upload your media.

  • For videos, create a thumbnail with a play button and link it to the video’s URL (e.g., YouTube, Vimeo).


4. Configure Form Settings

  • Set up form targeting and triggers under the "Targeting & Behaviors" tab.

  • Define when and where the form should appear (e.g., exit intent, time delay).

  • Customize the form's success message or redirect users to a specific URL upon submission.


5. Connect Your Form to a List

  • Under the “Submit Actions” section, choose the Klaviyo list where new contacts should be added.

  • Optionally, configure Double Opt-In for compliance and quality assurance.


6. Review and Publish

  • Preview your form on both desktop and mobile views to ensure responsiveness.

  • When ready, click “Publish” to make your form live on your website.


Best Practices for Klaviyo Pop-Up Form Setup


  • Keep It Simple: Only ask for essential information (e.g., email address, first name).


  • Incentivize Sign-Ups: Offer a discount or free resource to boost conversion rates.


  • Test and Optimize: Use A/B testing within Klaviyo to determine which form variations perform best.


  • Avoid Intrusive Pop-Ups: Ensure forms are mobile-friendly and don’t hinder the user experience.


Common Mistakes to Avoid


  • Overloading with Fields: Too many input fields can deter sign-ups.


  • Not Testing Mobile Experience: Ensure your form looks good on all devices.


  • Ignoring Analytics: Regularly review form performance in Klaviyo's analytics section and adjust as needed.


Conclusion


Creating a sign-up form in Klaviyo is a straightforward process that can significantly enhance your email marketing efforts. By following the steps outlined above and implementing best practices, you can effectively capture leads and nurture them through targeted email campaigns.


📩 If your email program is underperforming and you’re unsure how to optimize frequency, 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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