Adjust your form's behavior
To enhance the customer experience, create tailored forms targeted to specific audiences. Much like email and text messages, you can target forms for specific segments in your Klaviyo account to further engage those groups. Klaviyo's onsite tracking also allows you to display forms dynamically based on user behavior (e.g., how long they've been on a page or which pages they have visited). Let visitors enjoy browsing on your site by making thoughtful decisions about when and where your form displays.
Let's run through how to adjust your form's targeting and behavior settings, to control the following factors:
Display timing
Display timing gives you control over when to trigger and display your forms on your site. Show your form as soon as a page loads, based on rules, or only show on a custom trigger.
- Immediately: the form appears immediately upon someone landing on your site. Try using this setting for welcome or announcement forms, as well as when targeting visitors who are familiar with your website.
- Show based on rules: the form appears certain set criteria, like having been on your site for a certain length of time, or having scrolled a certain percentage of your page. Try using this settingfor promoting sales, exclusive offers, and to display a form upon exit intent.
- Only on a custom trigger: the form appears based on any specific criteria, determined by implemented code. Try this setting when you have a very specific action in mind to trigger your form; for example, clicking a button.
Note: Klaviyo customers who use Shopify as their ecommerce platform can use lead capture to sign Shop customers in, save their discounts, and prefill their information for one-tap checkout with Shop Pay. For more information, head to the help center to learn how to set up lead capture with Shop on a sign-up form.
Display frequency
Display frequency determines how often a pop-up or flyout will appear for each visitor.
- Ensure a visitor only submits a form once by checking Don't show again after submit form or go to URL action.
- If you want a visitor to submit a form more than once, you can leave Don't show again after submit form or go to URL action unchecked.
- Additionally, determine how often a visitor who closes a form should see it in Show again _ _ day(s) after closing.
Device type
Allows you to set your form to display on desktops, mobile devices, or both.
- Display on both mobile and desktop to give your visitors access to the form on their preferred device.
Form dismissal
Most sign-up forms have a dismissal icon in the corner (X) which indicates to a site visitor that they can click it to exit out of the form. However, when you're using a pop-up form, you can choose to allow site visitors to exit the form by simply clicking on the area outside the form.
To do so, you can toggle on Click outside form to close for both desktop and mobile.
Form audience
Forms appeal to people based on their relevance. Adjust your form's targeting settings to show forms to those who will benefit the most from your offers, announcements, and content. In the form builder, you can target by:
- Visitors: Choose to display your sign-up form only to visitors who meet certain criteria.
- URL: Configure which URLs a form does and does not appear on.
- UTM Parameters: Target customers based on UTM values added to a URL (e.g., only showing a sign-up form to shoppers coming to your website from Facebook).
- Location: Target customers based on whether their location is within or outside of a specific location (determined by IP address).
- Cart contents: Show customers your form when their cart contents align with your criteria (such as total cart value, total number of items in cart, or specific product in cart).
For more technical support, bookmark how to adjust your form's targeting settings.
Beantown, for example, uses targeting to maintain their sales even during the hot summer days. They target cold weather countries during the hot summer days in the US. This year, they want to target VIP customers who shop on their French website and live in Canada.
Apply targeting strategies
People are more likely to interact with content that feels relevant to their experience. In the following examples, we'll learn 3 common targeting strategies for sign-up forms. You'll learn with examples, as you hear how Beantown creates targeted forms based on a particular goal.
Target new subscribers only, at the right time
Beantown's goal is to target all website visitors as soon as they land on your page. They want to quickly capture their attention with an exclusive offer and encourage them to sign up.
Display timing:
Beantown lets visitors get a glimpse of their website and their top products before they present an offer.
- They select Show after scrolling 30% of the page to give browsers enough time to see their products.
Display Frequency:
Based on the action a visitor takes, Beantown decides if and when they show the form again. For example:
- Beantown selects Don't show again after submit form or go to URL action for visitors who subscribe.
- Beantown selects Show again 5 days after closing for visitors who close the form without subscribing.
Devices:
Beantown selects Show on All Devices to ensure the form appears to all visitors, both on desktop and mobile.
Targeting:
The most important step is for Beantown to select Don’t show to existing profiles. This will prevent current subscribers from getting asked to subscribe again.
Display a form before someone exits a page
Sometimes visitors need an extra nudge to make a purchase or subscribe to your marketing list. Beantown's goal is to get their attention before they exit the website.
Display timing:
This setting tells the form to appear as a visitor tries to exit a website. The form provides an incentive for their subscription, like free shipping or an exclusive welcome product that they won't want to miss out on.
- Beantown selects Show when visitor is exiting the page to catch the visitors' attention before they exit.
Display Frequency:
Beantown follows best practices to not show the form again to visitors who subscribe. However, they will show the form again in 30 days to those who do not subscribe.
- First, Beantown selects Don't show again after submit form or go to URL action.
- Next, they select Show again 30 days after closing.
Devices:
Beantown makes sure the form appears on desktop and mobile by selecting Show on All Devices.
Targeting:
Since Beantown is collecting new subscribers with their form, they select Don’t show to existing profiles.
Target email subscribers with a text message form (or vice versa)
Beantown wants to collect phone numbers of existing email subscribers. They will provide an incentive for subscribing and tell their visitors what they can expect to receive from them via text messages.
Display timing:
Since their email subscribers are already familiar with Beantown's website, Beantown can show their form as soon as a visitor lands on their page.
- Beantown selects Show immediately on page load.
Display Frequency:
If visitors submit a form, Beantown will not show the form again. However, if visitors close the form, Beantown will remind visitors again in 90 days.
- Beantown selects Don't show again after submit form or go to URL action.
- Then, they toggle on Show again 90 days after closing.
Devices:
Although Beantown is collecting text message subscribers to send text messages, their form should target desktop and mobile users.
Targeting:
Unlike the other 2 forms, Beantown should target existing email subscribers. Here, they will select Show to existing email subscribers to collect phone numbers from existing email subscribers.