Introduction
Targeting the right audience at the right time is critical for maximizing the effectiveness of your email and SMS marketing strategies. Using Behavioral Triggers in Klaviyo Forms, you can display sign-up forms based on specific user actions, enhancing personalization and increasing conversion rates. This guide will explore how to set up behavioral triggers in Klaviyo forms, including best practices, advanced tips, and potential pitfalls to avoid.
How Do I Trigger Forms Based on User Behavior in Klaviyo?
To trigger forms based on user behavior in Klaviyo, you need to configure the Display Rules within the Sign-Up Forms section. These rules allow you to show forms based on actions such as Page Views, Scroll Percentage, Exit Intent, and more, creating a dynamic experience that aligns with visitor intent.
Step-by-Step Guide: Setting Up Behavioral Triggers in Klaviyo Forms
1. Log in to Your Klaviyo Account
Visit www.klaviyo.com and log in with your account credentials.
2. Create or Edit a 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 or select an existing form to edit.
b. Choose the Form Type
Select the form style that aligns with your campaign goals:
Pop-Up
Flyout
Embedded
3. Set Up Behavioral Triggers in Klaviyo
a. Access Display Settings
Within the form editor, click on the Targeting & Behavior tab.
b. Configure Behavioral Triggers
On Page Load: Display the form immediately when the page loads.
On Scroll Percentage: Trigger the form when the visitor scrolls a specified percentage of the page.
Example: Set Scroll Percentage to 50% to show the form halfway through the page.
On Exit Intent: Display the form when the visitor's mouse moves towards the top of the screen, indicating an intention to leave the site.
Time Delay: Show the form after a visitor has been on the page for a specific amount of time.
Example: Trigger a pop-up form 30 seconds after page load to capture leads who spend more time browsing.
c. Advanced Targeting Options
Based on Visitor Behavior:
Display forms only to visitors who have viewed specific pages or categories.
Example: Show a discount offer form to visitors who view Product Category: Shoes.
Target Returning Visitors:
Show specific forms only to first-time visitors or returning customers.
URL-Based Targeting:
Display forms on specific URLs or URL paths, such as checkout pages or blog posts.
4. Preview and Test Your Behavioral Triggers
Use Klaviyo’s Preview Mode to test how and when the form will appear.
Send test links to colleagues or view them on different devices to ensure proper functionality.
Best Practices for Klaviyo Form Targeting
1. Align Form Triggers with User Intent
Use Exit Intent Forms for cart abandonment strategies, offering a discount or free shipping to encourage purchase completion.
Trigger Scroll Percentage Forms on content-heavy pages like blogs to capture engaged readers.
2. Avoid Overlapping Forms
Ensure that only one form appears at a time to prevent overwhelming the user.
Use Display Frequency Controls in Klaviyo to avoid showing the same form multiple times in a short period.
3. Leverage Advanced Targeting for Personalization
Use segmentation to display different forms based on Customer Segments or Email List Memberships.
Example: Show a special offer to VIP customers or display a Sign-Up Form only to visitors who are not yet subscribed.
Common Mistakes to Avoid with Behavioral Triggers in Klaviyo
Triggering Forms Too Early: Avoid showing pop-ups immediately on page load unless it’s a welcome offer.
Not Testing Across Devices: Always preview and test your forms on both Desktop and Mobile to ensure they display correctly.
Ignoring User Experience: Ensure forms do not cover essential content and are easy to close if the visitor is not interested.
Conclusion
Using Behavioral Triggers in Klaviyo Forms is an effective way to increase conversion rates by showing sign-up forms based on user actions. By setting up smart targeting rules and following best practices, you can create personalized experiences that resonate with your audience and drive engagement.
📩 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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