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Last updated Thu Aug 29 2024

How to Create a Klaviyo Popup [Signup Form, Exit Intent & More]

Not completely satisfied with the popup signup forms in Klaviyo?

Considering getting another app with more advanced popups to grow your business?

Klaviyo is one of the best when it comes to email marketing, but you can definitely get more advanced popups to grow your business faster.

Below, you'll see how to create a popup for Klaviyo with Wisepops, one of the best popup builders (rated 4.9 stars on the Shopify App Store and Capterra) with deep integration with Klaviyo.

Get started:

Use a better popup builder and get more leads

Engage your visitors with personalized popups that achieve conversion rates of up to 25%

popup animated

See Wisepops in action: 20 ideas to use Wisepops as an online store [+examples of campaigns]

Why use Wisepops for Klaviyo popups?

Klaviyo is first and foremost an email and SMS marketing tool, and signup form functionality isn't quite its specialty. That being said, Klaviyo does have some basic form customization options and even exit intent popups.

For Wisepops, our popup builder is our core product, so naturally it has much more advanced options than Klaviyo. Plus, thanks to the deep integration with Klaviyo, you can send emails and phone numbers there and target segments already set up in your account.

Reason #1: Better campaign editor

Wisepops popup builder has a more easy-to-use, intuitive popup campaign editor. It's designed for both beginners and advanced users. With the drag-and-drop interface, you can create a popup in minutes, without any coding skills.

popup editor

Reason #2: More popup customizations

With Wisepops, you get more opportunities to customize the signup forms to support your goals. For example, you can add spin-to-win wheels, videos, multiple content columns and buttons to your campaigns, as all these features are missing in Klaviyo.

For example, see how simple it is to make a spin-to-win wheel:

Reason #3: Built-in Shopify targeting

In addition to Klaviyo segment targeting, Wisepops offers built-in Shopify targeting for popup campaign, meaning you can create highly personalized campaigns for any visitor group or even individual visitor.

Some Shopify targeting options missing in Klaviyo forms include cart content, cart value, number of purchases, and product recommendations based on items in the cart.

Learn about Shopify targeting properties in Wisepops

shopify properties for popups

Reason #4: Deeper analytics

If analytics is one of the reasons you're looking to switch from Klaviyo forms, then Wisepops has you covered. Besides the basic stats like clicks and conversions, you also get a breakdown of pages with the most conversions, the most engaged countries, revenue generation, and campaign reach.

Learn more about Wisepops analytics

Reason #5: More channels to convert website visitors

Besides popups, Wisepops includes website sticky bars, onsite notifications, and AI Wishlist. Onsite notifications are a social media-inspired feed for websites (also with Shopify targeting) that generated $50,000 for OddBalls. AI Wishlist is an app that recommends items based on visited products and drives up to 5% of revenue on autopilot.

Learn about onsite notifications or AI Wishlist

notifications on website

How to create a Klaviyo popup

In this tutorial, we are going to create an exit intent popup with a discount. This signup form would have an email field to collect emails from leads.

Steps:

  1. Create a new campaign

  2. Customize the design

  3. Add a discount

  4. Connect Klaviyo

  5. Select Klaviyo segments to target

  6. Choose display settings

  7. Publish

We'll be using Wisepops popup builder to create this Klaviyo signup form. Here's how to add Wisepops to any website in a few steps.

Get a free account to get started:

No cc needed, 14-day free trial

trustpilot review wisepops

Prefer a video?

Here's a quick tutorial:

Step 1: Create a new campaign

In the Popups tab, click New Campaign.

In the template library, choose Popups and Coupons & Offers in the menu on the left.

Then, choose a template called Multistep Email Signup Coupon with Discount Code, which looks like this:

choosing klaviyo popup template

Multi-step popups produce 43% more conversions than traditional popup forms.

Step 2: Customize the design

Customize the look of your Klaviyo popup form to align with your website's design. Simply click on the element you wish to modify, and the customization menus will appear:

customization of multi step popup

You can view all the steps of the signup popup by clicking the relevant buttons (Step 1, Step 2, and Step 3) located right above the campaign preview:

steps in popup editor

Now, we can start designing.

Find all the customization options you need in the section highlighted in red at the top of the campaign editor, including Style, Position, Closing, CSS, size, border, and more.

customizing

Pro tip:

After designing the initial window, simply click Apply this design to all steps (indicated by the arrow in the above image), and Wisepops will take care of the remaining popup windows.

When you're done designing, head to the Tab in the main menu.

Tab is a small campaign preview that stays on the bottom of the screen to make popup more available after closing. Since our Klaviyo popup will be displayed on exit, we turn this feature off by clicking Never:

turning off the tab

Step 3: Add a discount code

Go to Step 3 and replace the default "CODE" with a different discount code:

customizing discounts in popups

Want to sync discounts from your Shopify?

Connect your Shopify account and use all the discounts inside Wisepops: here's a detailed step-by-step guide.

Step 4: Connect Klaviyo

Now, let's make sure the emails you collect go straight to Klaviyo.

In Step 2, click the signup form element and then choose Sync in the menu on the right. Then, click the Klaviyo icon.

syncing email app with popups

In the newly opened tab, log into your Klaviyo account and verify that Wisepops has permission to access the data there:

connecting wisepops and klaviyo

When your Klaviyo account is connected, you can choose the list to send the news subscribers to. This is also done in the Sync tab:

choosing lists in klaviyo

Need help? You can find more info here:

How to integrate Wisepops and Klaviyo

Step 5: Select Klaviyo segments to target

(Use this step only after connecting Klaviyo to at least one active popup campaign)

If you'd like to target a specific subscriber segment from your Klaviyo account, you can do so easily. Here's a quick guide to get you started.

Go to Display Rules > Advanced to see your options. There, you can refine the audience to display your signup form to:

klaviyo advanced

This quick video will help get started with targeting segments in Klaviyo:

Step 6: Choose display settings

Klaviyo segment targeting works together with display targeting settings. But let's quickly review them in case you don't want to target a segment just yet.

Wisepops has more targeting options for signup forms than Klaviyo does, so you can create highly personalized exit campaigns.

So, go to Display Rules to see your options. You get five tabs: Trigger, Page, Audience, Frequency, and Advanced.

To make our popup appear on exit, choose this setting in Trigger:

choosing on exit setting

Choosing On Exit means that this popup will be displayed to all desktop visitors who try to leave. At this point, we're done with targeting but if you'd like to refine it some more, check out Pages to put your campaign on specific page (say, give a discount to those exploring /shoes category on your website).

Step 7: Publish your campaign

Your Klaviyo signup popup is ready.

Feel free to explore how it will appear on your website by clicking Preview in the top right corner of your screen.

To showcase the campaign on your online store, add the Wisepops code snippet with just a few clicks.

For detailed instructions, see: how to install Wisepops.

More ideas for Klaviyo popups

Want to see more Klaviyo popup ideas?

These step-by-step guides will help you choose a campaign to achieve your goals:

Use giveaways and spin wheels: how to make spin-to-win popups

Increase average order value: how to make upsell popups

Collect phone numbers: how to create SMS popups

Oleksii Kovalenko

Oleksii Kovalenko is a digital marketing expert and a writer with a degree in international marketing. He has seven years of experience helping ecommerce store owners promote their businesses by writing detailed, in-depth guides.

Education:

Master's in International Marketing, Academy of Municipal Administration

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