How to integrate pop-up forms with Klaviyo emails

Integrating pop-up forms with Klaviyo emails is an effective way to grow your email list and engage with visitors on your website. Here’s a step-by-step guide on how to create and integrate pop-up forms in Klaviyo:

Step 1: Create a Pop-Up Form in Klaviyo

1. Navigate to Signup Forms:
   • In Klaviyo, go to the Signup Forms tab.
2. Create Form:
   • Click on Create Signup Form.
   • Choose Popup from the available form types.
3. Select a Template:
   • Choose a template that suits your needs, or start from scratch.
4. Design Your Form:
   • Header: Add a catchy headline to attract attention.
   • Fields: Include fields for the information you want to collect (e.g., email address, first name).
   • Call-to-Action (CTA): Customize the CTA button text (e.g., “Subscribe Now”, “Get 10% Off”).
   • Images/Background: Add images or change the background to match your brand’s style.
   • Privacy Policy: Optionally, include a link to your privacy policy.
5. Configure Form Settings:
   • Targeting: Choose where and when the pop-up should appear (e.g., on specific pages, after a certain amount of time, on exit intent).
   • Behavior: Set display rules such as frequency (e.g., show once per visitor).
   • Success Message: Customize the message visitors see after they submit the form.
6. Integration with List:
   • Select the list or segment in Klaviyo where you want to add the subscribers from the pop-up form.
7. Publish the Form:
   • Once you’re satisfied with the design and settings, click Publish Form.

Step 2: Integrate the Pop-Up Form on Your Website

1. Get the Embed Code:
   • After publishing the form, Klaviyo will provide an embed code.
   • Copy this code.
2. Add the Code to Your Website:
   • Paste the embed code into the HTML of your website, just before the closing </body> tag. This can typically be done through your website’s content management system (CMS) or by editing the theme files directly.
   • If you’re using a platform like Shopify, you can add the code in the theme’s footer settings.

Step 3: Set Up Email Automation for New Signups

1. Create a Flow:
   • Go to the Flows tab in Klaviyo.
   • Click on Create Flow and choose Create from Scratch.
2. Name Your Flow:
   • Give your flow a relevant name, such as “Welcome Series for New Subscribers”.
3. Set Up the Trigger:
   • Set the trigger to start the flow when someone joins the list associated with your pop-up form.
4. Design Your Emails:
   • Add email steps to the flow and design your emails. A typical welcome series might include:
     • Email 1: Welcome message and thank you for subscribing.
     • Email 2: Introduction to your brand/products.
     • Email 3: Special offer or discount.
5. Customize and Personalize:
   • Use dynamic tags to personalize the emails with the subscriber’s name or other collected information.
6. Set Delays:
   • Add delays between emails to space them out appropriately (e.g., 1 day after subscription, 3 days after the first email).
7. Activate the Flow:
   • Once you’re satisfied with the setup, activate the flow.

Step 4: Monitor and Optimize

1. Track Performance:
   • Monitor the performance of your pop-up form and welcome email series in Klaviyo’s analytics dashboard. Look at metrics like sign-up rates, open rates, click-through rates, and conversion rates.
2. Make Adjustments:
   • Based on the performance data, make necessary adjustments to the form’s design, targeting settings, email content, or timing to improve effectiveness.

By following these steps, you can effectively integrate pop-up forms with Klaviyo emails, capturing more leads and engaging with them through automated email sequences.