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How to Make Klaviyo Forms for Your Shopify Store

Growing 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:

  • Advanced targeting options
  • Elements like timers and progress bars
  • Syncing products from your Shopify store
  • Connecting seamlessly to other campaigns

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.

Step 1: Pick a template for your Klaviyo form

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.

Once you’ve chosen a template, click “Use this Template” and follow the on-screen instructions to create your free ConvertFlow account. Or log in if you already have one.

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.

Step 2: Choose your campaign format

Depending on the template you choose, you’ll be offered a few formats for your campaign—like embeds, popups, landing pages, and sticky bars:

Campaign format options in ConvertFlow. For this template, we have a choice of landing page, hook popup, embedded CTA, and overlay popup.

We want to add our Klaviyo form to an existing Shopify page, so we’ll select “Embedded CTA.”

Step 3: Edit your Klaviyo form’s theme

Once you choose your campaign format, you’ll land in the funnel builder:

The ConvertFlow builder with our chosen template in it

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.

💡 This is one way ConvertFlow’s form builder has a leg up over Klaviyo’s. In Klaviyo, you need to edit each element individually, which gets especially tricky with multi-step forms.

Click “Theme” in the panel on the right:

Theme settings menu in ConvertFlow

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:

Button theme settings in ConvertFlow

Continue editing each element’s theme to match your brand style and any aesthetic preferences you have for your form.

Step 4: Update your form’s content

Now that you’ve set your design, you can edit your form’s content. You’ll want to customize your Klaviyo form’s:

  • Copy
  • Form Fields
  • CTA
  • Images
  • Etc.

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:

Form fields in ConvertFlow

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 +”

New field name dropdown in custom field settings

Add a name for your field—this is a descriptive name for your back end.

Custom field name

Then define your:

  • Field Type: For example if you want a text field, dropdown, or checkbox
  • Field Label: To caption the field
  • Field Placeholder: This is the content a shopper will see in the form. This can be an example of the format you’re looking for or a descriptor.
Custom field settings

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 🤸🏿‍♀️

The updated Shopify form with the custom field added

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:

Add element button in ConvertFlow

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:

Trash icon that appears when hovering over an element in ConvertFlow

👉 Learn more about ConvertFlow’s drag-and-drop builder.

Step 5: Connect your Shopify store

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”:

The integrations menu in ConvertFlow, highlighting Shopify

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.

Step 6: Connect Klaviyo

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:

Manage actions button that appears when clicking on a form

Click “Manage integrations” and find Klaviyo in the integrations menu.

Klaviyo highlighted in the integrations menu

Click “Connect.” Then follow the on-screen instructions to finalize the integration.

Step 7: Link form inputs to Klaviyo

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”:

Add automation button in the "Manage Actions" modal

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:

Klaviyo newsletter automation

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.

Step 8: Edit button actions

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.

💡 In Klaviyo, you have limited options when it comes to creating button actions. In this last step, you can make the button close out the campaign or redirect to a specific URL.

But in ConvertFlow, you can also connect to additional campaigns that you’ve created in ConvertFlow or jump to another funnel step.

These are powerful added capabilities for customizing your conversion funnel and guiding the customer journey.

The template we chose suggests new subscribers take a product recommendation quiz:

Final step in the campaign for our chosen template featuring a "Take Quiz" button

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.

Manage Actions panel in ConvertFlow filled out to direct shoppers to a quiz 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. 🥳

Step 9: Preview your Klaviyo form

When you’re finished editing your campaign, click “Save,” and then “Publish.” Then click “Preview” to see your Klaviyo form in action.

The campaign preview screen in ConvertFlow

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.

Step 10: Launch your Klaviyo form

When you’re happy with your campaign, click “Launch”.

Here you can copy a simple embed code to paste onto any Shopify page.

The launch page for campaigns in ConvertFlow

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:

Targeting conditions for an embedded campaign in ConvertFlow

👉 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:

Activation toggle to turn a campaign on in ConvertFlow

Congrats! Watch the subscribers roll in. 🚀

Create Klaviyo forms with ConvertFlow

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.

Ready to build your own Klaviyo forms? Create a free ConvertFlow account to get started.

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