Sync contact fields. Segment people into lists. Personalize your website for Klaviyo contact segments.
Connect For FreeGrowing your Klaviyo subscriber lists means you can stay in touch with shoppers who aren’t ready to buy and nurture relationships with existing customers.
But to gather those valuable signups, you need a Klaviyo form on your Shopify store.
While Klaviyo has basic opt-in form functionality built in, you’ll need a third-party tool for functionality like:
So the best way to launch custom Klaviyo forms on your Shopify store is to use a form builder app like ConvertFlow that connects directly with Klaviyo and other essential tools in your ecommerce tech stack.
Designing and launching Klaviyo forms with ConvertFlow is easy with the drag-and-drop funnel builder—no coding required.
Let’s create your first Klaviyo form together step-by-step.
Head to ConvertFlow’s form template library to find dozens of customizable templates for different use cases and goals. You can also add a Klaviyo form to any template if you’d rather browse landing page or popup templates.
We’ll use this two-step email & SMS opt-in form template today:
💡 Not sure how you want to design your Klaviyo form yet? Check out 6 Opt-In Form Examples to see how other ecommerce brands earn subscribers.
Depending on the template you choose, you’ll be offered a few formats for your campaign—like embeds, popups, landing pages, and sticky bars:
We want to add our Klaviyo form to an existing Shopify page, so we’ll select “Embedded CTA.”
Once you choose your campaign format, you’ll land in the funnel builder:
Before you edit the content of your Klaviyo form, set your campaign’s theme. Then every element across your campaign will match.
As you edit your campaign’s content, you can edit the style of specific elements for more customization, which will override any theme-level settings.
Click “Theme” in the panel on the right:
You’ll see a full list of element types where you can set colors, fonts, sizing, and more.
For example, let’s update our button colors to match our brand. We’ll click “Buttons” and then edit the Button Color:
Continue editing each element’s theme to match your brand style and any aesthetic preferences you have for your form.
Now that you’ve set your design, you can edit your form’s content. You’ll want to customize your Klaviyo form’s:
To edit an element, click on what you want to change from within the builder. The side panel will show you what you can customize.
For example, let’s say we want to add another field to our form.
Clicking on the form element shows several predefined fields we can toggle on and off:
We can also add a new field by clicking “Add Field.”
Let’s add a birthdate field.
When we click “Add Field,” a new form field will appear in the list. Click the pencil icon to edit it.
A popup will appear to walk you through setting up your new field. Under “Map To Custom Field,” select “New Field Name +”
Add a name for your field—this is a descriptive name for your back end.
Then define your:
If you’d like, you can also define a character minimum/maximum, make the form prefilled with content, and make the field required.
Click “Done” when you’re finished.
Our new field now appears in the form 🤸🏿♀️
If you want to add additional elements that aren’t in the template, click the “Add Element” button at the top of the builder and choose one to drag into place:
There are tons of options to choose from like timers and product elements that aren’t available in Klaviyo.
If there are any elements you want to delete from your form, hover over the item you want to delete and click the trash icon that appears:
👉 Learn more about ConvertFlow’s drag-and-drop builder.
Integrating Shopify with ConvertFlow will make it easy to launch your Klaviyo form on your website—as well as any other campaigns you build in ConvertFlow.
And adding Shopify will allow you to pull in product and customer information to personalize your campaigns 🔥
To connect Shopify, head to your website’s dashboard in ConvertFlow. Click “Settings,” then “Integrations” in the menu on the left.
Find Shopify from the list of integrations and click “Connect”:
You'll be taken to ConvertFlow's listing in Shopify's app store. Click "Add app" and then follow the on-screen instructions to complete the integration.
The ConvertFlow script will be added to your store automatically.
The most important part of launching your forms is, of course, to add the Klaviyo integration to pass along the subscriber data you collect.
To do this, select the first form element from within the ConvertFlow builder and click “Manage Actions” in the side panel:
Click “Manage integrations” and find Klaviyo in the integrations menu.
Click “Connect.” Then follow the on-screen instructions to finalize the integration.
With Klaviyo connected, you’ll want to set up an automation to push form submissions into your database.
After you’ve verified the integration, you’ll be brought back to the “Manage Actions” window. From here, click “Add Automation”:
Then, select the automation type.
In our example, we want to add new subscribers to a Klaviyo list. So we’ll choose “Klaviyo - Add to list” and choose which of our Klaviyo lists we want to add the shopper to:
Then, click “Create Automation” and “Done.”
Now all form submissions will now be added to Klaviyo.
Repeat this with the forms that are in any additional steps of your campaign. The template we chose has a second step with an SMS form. So we’ll go through the same process, choosing the appropriate SMS subscriber list instead.
Depending on the template you choose or additional steps you add to your campaign, you may have a final confirmation message or call-to-action to guide shoppers after they submit the Klaviyo form.
You can make that last step anything you want—like a simple confirmation message, description of next steps, or an invitation to shop your store.
The template we chose suggests new subscribers take a product recommendation quiz:
This is a great strategy for a welcome offer form like this, so you don’t leave shoppers hanging.
Let’s assume you have a quiz. Now, we’ll connect that button to the quiz campaign.
Select the button in the campaign builder. Then, click “Manage Actions”.
In the modal window that popups up, leave the Default Confirmation Action Type as “Redirect to a URL.” Then, add your quiz’s URL.
Then, click “Done.”
👉🏽 No ecommerce quiz yet? Learn how to set one up with the product quiz playbook.
Now every step of your Klaviyo form is set up. 🥳
When you’re finished editing your campaign, click “Save,” and then “Publish.” Then click “Preview” to see your Klaviyo form in action.
On this page, you can test out your form just like a shopper would on your website.
Automations won’t run here. So you can add your email address and submit the form without triggering the Klaviyo automation.
When you’re happy with your campaign, click “Launch”.
Here you can copy a simple embed code to paste onto any Shopify page.
If you want to display your embed to specific visitor segments, you can use an area snippet instead to choose where it displays.
Then choose targeting conditions based on page or audience attributes. For example, we can have the campaign show in the sidebar of all our blog posts for only visitors who aren’t subscribed to our Klaviyo email list:
👉 Learn more about visitor segments and targeting options in ConvertFlow.
With your targeting conditions set, toggle the campaign activation switch to make your Klaviyo form live:
Congrats! Watch the subscribers roll in. 🚀
ConvertFlow’s all-in-one funnel builder makes launching Klaviyo forms easy. And it gives you the flexibility and advanced functionality to create forms for different marketing campaigns.
Plus, you can split-test an unlimited number of variants to find the best performing versions of your forms.
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Klaviyo
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Sync contact fields. Segment people into lists. Personalize your website for Klaviyo contact segments.
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