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Mar 16, 2021
The video below goes through this with a screen recording, so I recommend checking that out too.
Sign-up forms on your website and Pop-Ups are central to regular organic list growth. They ensure website visitors are prompted to join your mailing list, giving you permission to email them, and allowing you to nurture them to become customers.
There are two types of forms you need to add. The first is a Pop-Up, which is the most effective way to collect email addresses. The second is the sign-up forms that are embedded on your website, most commonly in the footer and some landing pages.
These instructions are for Shopify Plus and Shopify specifically, but it’s a similar process for other platforms.
STEP 1: Adding Klaviyo code snippet to Klaviyo
Before you add any forms to your site, you need to add the Klaviyo Signup Form Code Snippet.When setting this up please make sure you have your Klaviyo page, your ecommerce platform (in this case Shopify or Shopify Plus) and your store site opened.
In the Klaviyo dashboard, go to your Signup Forms page from the left panel, or if you’re logged in, go to www.klaviyo.com/forms
Click the “Install Code Snippet” button on the top right. The instruction window should then open.
Follow the instructions and copy the code snippet.
STEP 2: Paste the snippet into your shopify
At Email Experts, we recommend starting with Klaviyo’s default abandoned cart flow.
1. In Shopify, click “Themes” on the navigation bar then click “Actions” and “Edit Code”.
2. Under your theme files, go to “Edit Code”, find the theme.liquid file, and within that find . Paste the snippet above.
3.Click save. Now the snippet is installed and this gives Klaviyo the ability to add forms and popups to your site.
STEP 3: Create a list in Klaviyo to collect subscribers
Before we build the popups or forms, you will need a List within Klaviyo to collect the subscribers, we recommend triggering a welcome flow from the list to nurture subscribers.
STEP 1: Building the Pop-up
In the Klaviyo dashboard, go to your Signup Forms page from the left panel, or if you’re logged in, go to www.klaviyo.com/forms.
Click “Create Signup Form” button on top the right hand corner.
Feel free to choose the design from a Klaviyo design template, or you can build it from scratch.
Name your pop-up and select the dedicated subscribe list.
STEP 2: Designing the Pop-up to match your brand
Begin with the background image, change the image to something relevant to your brand:
1. Go to the “Style tab” and Replace the background image.
2. Edit the text blocks by clicking on them, and the editor will appear.
You can also customise the email input block and button to be more aligned with the brand colours or background image.
3. Make sure you also customise the “Success Message” section.
4. As you do, you can choose to add a discount code. At Email Experts, we recommend you deliver the discount code in an email as a way to encourage subscribers to open your emails. To learn how to do this, visit our blog on dynamic discount codes.
Finally, choose the rules you would like to use. We recommend:
“Show after scrolling 30% of the page” As we would like to fully showcase the business and then give customers an opportunity to get a discount.
Display Frequency → Don’t show again after submitting the high-quality revenue-generating, form or go to URL action.
- Show again 5 days after closing
Have the Pop-Up available on Desktop and Mobile (unless you want a separate design for each).
Don’t show Pop-Up to existing Klaviyo profiles.
Don’t show Pop-Up on certain URLs.
- Cart pages / Checkout pages
- Contact us
- Giveaway landing page.
Make sure to check your design before activating it. To activate, change the status from “Draft” to “Live” and Publish. Refresh or go to your store site, your Pop-Up should now be visible. If your list is linked to a flow (E.g. Welcome Series), you can test it by putting in your email address.
Now when a visitor fills in the Pop-Up, their profile will be created on Klaviyo.
Embedded forms are the forms around your site, including your footer, asking for users to subscribe. It’s important to connect your website embedded forms to your Klaviyo account, or replace them with Klaviyo forms, to ensure that all forms on the site are properly collecting subscribers. Most Shopify themes automatically connect Shopify and Klaviyo when setting up the initial integration, but if they don’t then this step can be tricky.
STEP 1: Creating the Embedded Forms
In the Klaviyo dashboard, go to your Signup Forms page from the left panel, or if you’re logged in, go to www.klaviyo.com/forms.
1. Create the form in Klaviyo, select “Embed”, and choose a design that aligns with your brand or select a basic design that you want to customise.
2. Connect the form to the same list as the Pop-Up.
3. You can customise the form. The form may appear differently on the website, so don’t stress in the first iteration since you may need to change it once you see it on the site.
- Make sure the messaging is aligned with the Pop-Up and the colour of the embed form aligns with your brand.
4. You may wish to alter the success message. To do so simply click “Success Message” at the top tab, and edit the message as you wish.
5. Ensure you have set the Behaviours as “Show on Desktop and Mobile”.
- Targeting: Click “Don’t show to existing Klaviyo profiles”.
6. When you are done and happy with the design, you can make it live. To activate, change the status from “Draft” to “Live” and Publish. An embed code will appear, and you will have to copy the embed code onto your Shopify site.
STEP 2: Embed the form onto your site
1. On Shopify, find “Themes” on navigation and select customise.
2. You may want to have the form embedded in the footer or anywhere on the page.
3. If you wish to add a section in the page, select a section that allows you to embed HTML codes. In advanced layout select “Custom Content”, click “Add Content” and “Custom HTML”.
4. Remove all of the unnecessary content sections, and paste the embed code into “Custom HTML”.
5. Save and Preview the site. Now when you refresh your store site, the embed form should be visible.
6. Make sure your Klaviyo account is synced with Shopify. Klaviyo.com/integrations/shopify
7. Check if the form is already connected to Klaviyo.
a) Most Shopify themes have embedded Shopify forms that directly sync to Klaviyo.
b) If they do, then no further change is needed.
8. If the website theme doesn’t work in this way, then proceed with adding the form manually. You can learn more about this by visiting Klaviyo’s help page.
Now your forms and pop-ups are ready to collect your visitors’ emails! Make sure you link the Pop-Up / Embed Form list to your Welcome Series Flow so you can nurture your subscribers. Make sure you always send quality content and newsletter campaigns. If you do this, you are all set to generate a lucrative stream of revenue.
Check out our YouTube channel, where we have tutorials on how to build up your email marketing. Please subscribe to be notified when future content is released.
Author: Jared Chuah is an email implementation specialist at Email Experts. He has developed and implemented email strategies for iconic Australian brands, including Bulk Nutrients, Erstwilder, Rollie Nation and many more.
