How to Create a High Converting Pop-Up Form in Klaviyo
The Dispatch Framework for Building High-Converting Pop-Up Forms
TUTORIAL SUMMARY
At Dispatch, we treat pop-up forms as a core growth lever for ecommerce brands. Here's the proven framework we use to deliver conversion rates above 7–9% (and often higher) across dozens of client sites:
1. Build Dedicated Lists
Every campaign starts with separate master lists for email and SMS. This structure prevents list conflict and amplifies future segmentation—never combine email and SMS into one list.
2. Craft a Compelling Offer
Your pop-up must lead with irresistible value, whether it’s a discount, free shipping, or exclusive access. The offer should be front-and-center, never buried behind unnecessary clicks or copy.
3. On-Brand Design & Copy
Visual consistency matters. We mirror your brand’s fonts, colors, and vibe, making every pop-up feel like a seamless extension of your site. Action-oriented language and strong CTAs drive engagement.
4. Streamline Form Fields
We keep friction ultra-low. Only ask for one piece of information per step—start with micro-yes (e.g. “Want 10% off?”), then collect the email, then SMS. Requesting too much up front kills conversion.
5. Precision Targeting & Behavior
Our forms target new visitors, not existing profiles. Display settings ensure they appear instantly for max visibility and convert best on both desktop and mobile. We exclude cart pages and fine-tune location or behavior targeting as needed.
6. Success Messaging & Deliverability
After signup, we direct subscribers to check their inbox (and texts) for their welcome code—this boosts engagement and deliverability. The actual discount code is sent via email/SMS, not shown on-site, to increase open rates.
7. A/B Testing and Analytics Monitoring
Dispatch reviews funnel analytics for every client—submit rates, engagement, device performance—using Klaviyo’s built-in stats. We AB test design, wording, and step order, relentlessly optimizing for conversion.
8. Example Structure from Our Testing:
Step 1: Micro-yes or Zero Party Data Collection Step (“Do you want X% off?” or “Want a free gift?”)
Step 2: Email collection—clear offer, single field, simple CTA.
Step 3: SMS opt-in—extra incentive or distinct CTA, compliance language.
Step 4: Success message—tell subscribers to check email/text for their code.
Our process consistently delivers standout results. With quick iteration, rigorous analytics, and a relentlessly conversion-focused mindset, Dispatch turns pop-ups into consistent revenue drivers for your brand.
