Create Signup Forms for Shopify in Klaviyo

Create Signup Forms for Shopify in Klaviyo

Table of Contents

1. Introduction
2. Connecting Klaviyo and Shopify
3. Creating a Pop-up Form
4. Customizing the Pop-up Form
5. Setting the Behavior and Targeting
6. Creating an Embed Form
7. Customizing the Embed Form
8. Adding the Embed Form to Your Website
9. Testing the Forms
10. Different Types of Sign-up Forms

Introduction

In this article, we will walk you through the process of creating a pop-up form and an embed form using Klaviyo. Klaviyo is an email marketing platform that integrates with popular ecommerce platforms like Shopify. These forms are effective in capturing email subscribers and growing your customer base. We will cover everything from connecting Klaviyo with Shopify to customizing the forms to match your branding. By the end of this article, you will have a clear understanding of how to create and implement these forms on your website.

Connecting Klaviyo and Shopify

Before you can start creating forms, you need to connect your Klaviyo account with your Shopify store. This integration allows for seamless data syncing between the two platforms. To connect Klaviyo and Shopify, follow these steps:

1. Log in to your Klaviyo account and go to Integration Settings.
2. Click on your name in the bottom left corner and select Integrations.
3. Search for Shopify and paste in your Shopify URL.
4. Click on "Connect to Shopify" and follow the prompts to install the Klaviyo app on Shopify.
5. Once the integration is complete, you can proceed to creating your forms.

Creating a Pop-up Form

The first type of form we will create is the pop-up form. Pop-up forms appear on your website after a certain amount of time and require customer interaction or dismissal. These forms are highly effective in capturing email subscribers. To create a pop-up form, follow these steps:

1. From the Klaviyo homepage, go to Content and click on "Sign Up Forms" from the left menu.
2. Klaviyo provides a gallery of basic template form designs to choose from. These templates serve as starting points and are highly customizable. Select a basic form design for your pop-up.
3. Give your form a descriptive name and select the "Website Signups" list to add subscribers to.
4. Click "Create Form" to proceed.

Customizing the Pop-up Form

Once you have created the pop-up form, you can use the Klaviyo designer to customize its appearance. It is important to keep the form simple and easy to read, ensuring customers are incentivized to fill it out rather than close it. Follow these guidelines when customizing your pop-up form:

1. Keep the form simple and easy to read.
2. Page one of the form should detail the offer and provide a place for customers to input their email address.
3. Consider adding a message instructing customers to check their email for a discount code.
4. Optionally, include a second page to collect phone numbers from SMS subscribers.
5. Design the form to match your branding.

Setting the Behavior and Targeting

After customizing the form design, you can adjust its behavior and targeting settings. This allows you to control when and where the pop-up form appears on your website. Follow these steps to set the behavior and targeting for your pop-up form:

1. Click on the Behavior and Targeting menu on the left side of the Klaviyo designer.
2. Choose the options for targeting audiences, such as which devices to show the form on and how it will behave.
3. It is recommended to have a loading delay for the pop-up form, for example, five seconds after page load or after scrolling 30% of the page.
4. Consider not showing the form again after form submission and showing it again after a few days of closing.
5. Ensure the form is displayed on both mobile and desktop devices.
6. Exclude existing Klaviyo profiles, so existing customers do not receive offers.
7. Exclude specific pages, such as cart and checkout pages, where you do not want the pop-up form to appear.

Creating an Embed Form

In addition to a pop-up form, you can create an embed form to be placed within your website content. Embed forms are less intrusive than pop-ups and appear within a designated section of your ecommerce website. Follow these steps to create an embed form:

1. Within Klaviyo, select "Signup Forms" from the left column.
2. Choose a basic template to customize for your embed form.
3. Select the list where email subscribers will be added, such as "Website Signups".
4. Click "Create Form" to proceed.

Customizing the Embed Form

Similar to the pop-up form, you can customize the appearance of the embed form using the Klaviyo designer. Keep the text simple and the offer clear to make it easy for customers to understand. Once you are satisfied with the design, save the form.

Adding the Embed Form to Your Website

To add the embed form to your website, you need to publish the form within Klaviyo and then add the form ID to your Shopify theme settings. Follow these steps:

1. Publish the form by clicking the "Publish" button in the top right corner.
2. Copy the six-digit form code. The code will be displayed in a pop-up, but you only need the six-digit code from the URL.
3. In Shopify, go to the "Online Store" menu and click on "Themes".
4. In theme settings, click the "Customize" button.
5. In the editor, select the page where you want to add the embed form, such as the homepage.
6. Scroll down to the "Apps" section and find the Klaviyo embed form.
7. Add the six-digit form ID to the embed form section.
8. Save the changes, and the embed form will now be displayed on your website.

Testing the Forms

After creating and implementing the forms, it is important to test them to ensure they are functioning correctly. Use the pop-up form and sign up with a placeholder email address. Then, go back to Klaviyo and confirm that the profile is created and added to the correct lists. This step verifies that the forms are successfully collecting subscribers and syncing with Klaviyo.

Different Types of Sign-up Forms

In addition to pop-up forms and embed forms, Klaviyo offers other types of sign-up forms like fly-outs. Fly-outs are similar to pop-ups but are less intrusive, appearing on the side of the page. It is important to consider the type of form that works best for your website and audience. Pop-ups have a higher conversion rate but can be disruptive to browsing, especially on mobile devices. Embed forms are helpful for customers who prefer a less intrusive sign-up experience. A combination of different sign-up forms can be used to target various customer preferences.

Highlights

• Connect Klaviyo with Shopify to integrate email marketing and ecommerce platforms.
• Create a pop-up form to capture email subscribers and grow your customer base.
• Customize the form design to match your branding and keep it simple and easy to read.
• Set the behavior and targeting of the pop-up form to control when and where it appears.
• Create an embed form to add to your website content and offer a less intrusive sign-up experience.
• Test the forms to ensure they are functioning correctly and syncing with Klaviyo.
• Consider the different types of sign-up forms available, such as pop-ups, fly-outs, and embed forms, to cater to different customer preferences.

FAQ

Q: Can I customize the appearance of the forms to match my website branding? A: Yes, both the pop-up form and embed form can be customized using the Klaviyo designer to match your branding.

Q: How can I control when and where the pop-up form appears on my website? A: The behavior and targeting settings in Klaviyo allow you to specify the timing and page locations for displaying the pop-up form.

Q: Are pop-up forms effective in capturing email subscribers? A: Yes, pop-up forms have a higher conversion rate and can effectively capture email subscribers. However, they can be disruptive to browsing, especially on mobile devices.

Q: Can I use multiple types of sign-up forms on my website? A: Yes, using a combination of different sign-up forms like pop-ups, fly-outs, and embed forms can help cater to various customer preferences and improve the effectiveness of your subscriber acquisition strategy.