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How to Create Popups in Klaviyo to Earn Subscribers

Email and SMS are powerful channels to grow relationships with your audience, encourage purchases, and boost retention.

To earn subscribers, you’ll need to launch signup forms on your website. One common way is through popups.

While Klaviyo has some basic popup functionality built in, you’ll need a third-party tool for functionality such as:

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

Luckily, creating popups with advanced functionality that push contact data directly to your Klaviyo account is easy with ConvertFlow’s no-code drag-and-drop builder.

Launch your own Klaviyo popups with this step-by-step guide.

To do this, we’ll be using:

Step 1: Determine your popup’s goal

When you’re launching Klaviyo popups for the first time, you’re likely using them to grow your email and/or SMS list.

That’s a great place to start, but there are tons of ways to use popups with Klaviyo to reach other goals as well, like to:

Since it’s an essential place for ecommerce brands to start, we’ll create a popup to grow an email/SMS list in Klaviyo.

Step 2: Choose a template for your Klaviyo popup

ConvertFlow has dozens of preset designs to choose from in the popup template library. Browse there to find a design that suits your goal.

Click "Use this template" when you find one you like. Then, create a free ConvertFlow account, or log in if you have one already, to edit the template.

We’ll use a two-step email & SMS template:

👉🏽 Want inspiration before you design your own? Check out 6 email popups successful online brands use to earn subscribers.

Step 3: Select your popup’s campaign format

The template we chose has four campaign formats to choose from. Those might be helpful for future campaigns, but today we’re building a popup, so we’ll choose “Overlay Popup”:

Campaign format options for this template include landing page, overlay popup, hook popup, and embedded CTA

Step 4: Edit your popup’s theme

When you choose your format, you’ll be taken to ConvertFlow’s drag-and-drop builder:

Chosen template in the ConvertFlow builder ready to customize

Here, you can make your Klaviyo popup your own by adding your own pictures and copy and editing forms and button actions. You can even add more elements like timers and products.

But let’s set our popup’s theme first. That’ll make it easier to keep the aesthetic design of your campaign consistent.

In ConvertFlow, you can change your popup’s appearance in two ways:

  • At the theme level: Which will determine your popup’s style across your campaign, including for any new elements you add
  • At the element level: Which overrides theme-level settings for more customization

Start at the theme level for consistency. Then, change individual elements as needed.

💡 This is one way ConvertFlow’s popup 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 the “Theme” tab in the right-side panel where you’ll see a full list of element types that can be customized:

Theme tab in ConvertFlow

No need to edit the theme for elements you don’t think you’ll use, but if you add something later you didn’t expect to use, be sure to go back into the Theme tab to update its design!

For this example, we’ll customize the button colors to match our brand:

Button theme settings in ConvertFlow

You’ll notice this updates the color of the buttons in each step of our campaign, making it really easy to set the design.

Continue in this way updating each theme element to match your brand’s aesthetic preferences.

Step 5: Set the trigger for your Klaviyo popup

In ConvertFlow, you have a whole host of options to choose when your popup will appear to site visitors.

Find trigger settings in the “Settings” tab in the builder panel.

Choose your trigger type under “popup trigger” to show the popup on:

  • Exit-intent: When a customer shows intent to leave your website
  • Scroll point: When they have scrolled to a certain percentage of the web page
  • Time delayed: After a set number of seconds after the site visitor has arrived
  • Upon click only: When they click a button
  • On-site message: When a customer clicks a small message in the corner of the screen
  • Two-tap floating button: When they click a small button in the corner of the screen
  • Add to cart (Shopify): Immediately after a customer adds a product to their cart

You can set the two-tap floating button to trigger after a customer closes the popup, too. Then, they can access it again easily when they’re ready to take advantage of your offer.

💡 Getting a popup to appear on add-to-cart or when clicking an on-site message are ConvertFlow triggers not available in Klaviyo.

Step 6: Set trigger suppression settings for your Klaviyo popup

Now, let’s adjust the trigger suppression settings to prevent the popup from appearing too soon after the shopper closes it:

Popup trigger suppression settings in ConvertFlow

For example, you can set it to only display again after a certain number of minutes or days.

Trigger suppression isn’t available for “upon click only,” since it’s dependent on the shopper’s action.

Step 7: Edit your popup’s content

Now it’s time to update your Klaviyo popup with your content.

You’ll want to customize the popup with your:

  • Offer
  • Copy
  • Product photos
  • Desired form fields
  • And any other elements you want to add

To update the content, click the element you want to change and the side panel will show you all the options you can control:

Text element customization options

Let’s update our popup with a free gift offer instead of a discount:

Updated popup with a headline for a free gift offer

You can add other elements to your campaign by clicking “Add element” at the top of the builder and dragging one into place.

Let’s try that now by adding a Timer element to create some FOMO:

Popup with a timer element added to the top

We’ll update the welcome offer text too to highlight the time limit and center it all since that looks best with the timer.

💡 Among other elements unique to ConvertFlow, Timers and Product Elements are powerful additions to your popups that increase conversions.

Step 8: Connect Shopify to ConvertFlow

To display your Klaviyo popup on your website, you’ll want to integrate your ecommerce store. We’ll assume you’re on Shopify for this guide.

Bonus: By integrating Shopify, you’ll also be able to pull in product and customer information for product promotion and personalization 🤩

From your website’s dashboard in ConvertFlow, head to “Settings,” then “Integrations” in the left-side menu. Find Shopify in the integrations menu and click “Connect”.

The integrations menu in ConvertFlow, highlighting Shopify

You'll arrive on the ConvertFlow app listing on Shopify. Click "Add app" and follow the instructions to integrate your Shopify store.

Now that Shopify is connected, ConvertFlow’s script will automatically install on your store 🦾

Step 9: Connect Klaviyo to ConvertFlow

Now let’s connect Klaviyo so you can pass your form submissions on to your Klaviyo lists.

To connect, select the email form element in the first step in the builder. Then, click “Manage Actions”:

Manage actions button that appears when the form element is clicked

From here, click “Manage integrations.” Find Klaviyo in the menu and click, “Connect”:

Klaviyo highlighted in the integrations menu

Follow the on-screen instructions to complete the integration process.

Step 10: Connect form fields to your database

With Klaviyo connected, you’ll want to link the form fields in your popup to the correct lists so that your form submissions get logged in your database.

After adding Klaviyo, you’ll be brought back to the “Manage Actions” window. Click “Add automation”:

Manage form actions menu

Select your automation type. In this case, we want to add site visitors to a list in Klaviyo, so we’ll select “Klaviyo - Add to list.” Then, choose the appropriate list from the Lists dropdown menu.

Automation that adds form submissions to a Klaviyo list

Click “Create automation,” then “Done.”

Now all new subscribers from your Klaviyo popup will be automatically added to the right list 🕺🏽

Do this again for the SMS form in the second step of the popup, choosing the right list for SMS subscribers.

Step 11: Update button actions

The last step in the popup template we chose recommends shoppers to take a quiz:

The final step of the popup with a CTA to take a quiz

This is a great idea to continue guiding your customers’ experience on your website and helping them find relevant products.

Click the button to choose where the button will take shoppers, then select “Manage Actions”:

Button customization options

Set the Default Confirmation Action Type as “Redirect to a URL” and add your quiz’s link below:

Manage actions menu for buttons in ConvertFlow

Click “Done” to save.

👉 Don’t have a quiz yet? Learn how to build a product recommendation quiz in ConvertFlow.

But you can also make this last step anything you want.

You can connect that final step to a specific product collection or another campaign.

Or, you can remove the button and make the last step a simple confirmation message.

💡 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.

Step 12: Preview your Klaviyo popup

When you’ve got your popup just how you want it, save and publish your changes.

Don’t worry, this won’t publish it on your website just yet.

Click “Preview” to test your popup:

Campaign preview screen

Your popup will show up based on the trigger you set earlier and you can interact with it just like visitors will on your website.

However, testing your Klaviyo popup won’t trigger any automations, like adding an email address to your Klaviyo list. So, feel free to test out your popup’s functionality.

Step 13: Launch your popup on your website

It’s time to set your popup live 🚀

Click “Launch.” Here you can control what pages your Klaviyo popup shows on and which shopper segments it appears to:

Targeting conditions for the popup in ConvertFlow

Klaviyo allows for basic targeting. But in ConvertFlow, you can get even more specific with who sees your campaigns.

For example, you can launch collection-specific popups that only show when a shopper is viewing certain collection pages or product pages from that collection. That way, you can show more targeted messaging that will speak to the customer’s interests.

Learn how we ran this strategy with a DTC furniture brand:

ConvertFlow also enables you to exclude existing subscribers from seeing your popup and then show them a different offer—or a reminder of their first-time purchase offer if they haven’t placed an order yet.

And there’s a ton more you can do to personalize your targeting based on a shopper’s site activity and Shopify details like cart value or contents.

When you’re done adding targeting conditions, toggle the activate switch to turn your popup on:

Activation toggle for the campaign

Woohoo! Your popup is live ⚡

Create your Klaviyo popup with ConvertFlow

The sky’s the limit when it comes to popups in ConvertFlow.

Today, we covered a list-building popup with Klaviyo. But you can launch popups for additional use cases, like:

  • Announcing product launches and sales
  • Preventing abandonment
  • Promoting cross-sell & upsell offers
  • And more

Plus, you can split-test unlimited variants to find the best-performing version of your popup.

Launch your Klaviyo popup today with ConvertFlow. It’s easy to get started with customizable templates for a variety of goals.

Create a free account to get started.

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