Klaviyo provides a simple and effective solution for collecting opt-ins via pop-ups on your website. Here are the steps to create or modify a pop-up to gather the necessary information.
💥 Create a New Pop-Up
Step 1: Access the Form Creation Tool
Log in to your Klaviyo account.
Go to the Sign Up Forms menu and click Create Form.
Step 2: Choose a Template
Browse through the available templates.
Select a template that allows you to collect opt-ins via email and/or SMS.
Click on the chosen template to customize it.
Step 3: Configure Destination Lists
When setting up the pop-up, choose the lists where contacts will be added after submission.
Click Create Form to generate your basic form.
Step 4: Customize the Form
Design: Adjust the visual style of the pop-up to match your branding.
Text: Edit the text to make it clear and engaging.
SMS and Email: Configure the fields to collect emails first, followed by SMS (this approach is recommended to reduce the risk of lower email opt-in rates).
🪡 Add SMS Opt-In to an Existing Pop-Up
If you already have an active pop-up on your site and want to add a phone number collection field for SMS, follow these steps.
Step 1: Access Form Editing
Go to Sign Up Forms.
Locate the pop-up you want to modify.
Click Edit Form to access the editor.
Step 2: Add an SMS Step
In the editor, add a new step dedicated to collecting phone numbers (SMS opt-in).
Click Next to configure this step.
Step 3: Configure the SMS List
Select the list where collected numbers will be added.
Add the new step to the form.
Step 4: Customize the New Step
Design and Text: Adjust the appearance and content of this new step to make it engaging.
Call-to-Action: Write clear and compelling text to encourage visitors to provide their phone numbers.
🤓 Tips for Maximizing Effectiveness
Two-Step Collection:
Start by requesting an email in the first step, then ask for a phone number in the second step. This minimizes the risk of lower email opt-in rates.Optimized Design:
A clear and attractive design can significantly improve the conversion rate of your pop-ups.A/B Testing:
Test different approaches to determine what works best for your audience.