Klaviyo Pop Up Form Tutorial for Ecom Brands (2026)

0:00The way you grow an email list with Klaviyo pop-up in 2026 is completely different from what it used to be. The old playbook so throw a 10% off box in someone's face the second they land still technically gets you sign-ups. It just gets you the wrong ones and I will show you what I mean in a minute. I can tell you this because so far this year alone I've been managing over $20 million in Klaviyo attributed revenue for a bunch of high growth e-commerce brands and the pop-up is where almost all of it starts. At my agency Magically we design, write, and manage Klaviyo setups for dozens of high growth e-commerce

0:39brands every single day for the last 7 years and we've worked with more than 150 e-commerce brands and we've generated them over $300 million in email and SMS revenue at this point. So this isn't just some theory. It's what my team does for clients all day. With that being said, let's get straight into it and I'm going to build a high converting Klaviyo sign-up form on screen so you can follow along. Let's get into it. So we're in our Klaviyo demo account and in the left menu we're

1:11going to sign-up forms. And what we're going to do first on the right side we're going to hit create form over here because I want to show you that Klaviyo is like expanding their templates in terms of pop-ups and I think this is always like a great starting point if you're going to create a new sign-up form to at least have like some base to start with. And of course you can also click on this button right here that says create blank form but um yeah I think there are some good starting points over here as well. Like this is always like a a pretty solid one

1:45that we've been using a lot in the past few years but what I want to show you in this video is a different type of pop-up form that we're going to use uh that has been becoming like a lot more popular in like the last year or so. You can see a couple of those examples over here as well. And those are the full-screen pop-ups. So, we're going back to the sign-up forms. I'm going to show you like an example that I made for you guys for this video. And as you can see, this is a full-screen pop-up form. The reason why this is just working way better is

2:19because, of course, it takes way more real estate and you can brand this a lot more compared to like the boring old-school pop-up forms. Uh yeah, that we used to work with, that were high-converting in the past, that they will still get you a decent amount of sign-ups. But, um yeah, these full-screen pop-up forms, they tend to perform a lot better. So, I'm going to walk you through every single step of how to build this exact sign-up form, and I'm going to explain why it works and uh yeah, what is important to know if you're going to build out such a uh

2:52pop-up form for your own brand, as well. So, first of all, in the left side, we have the menu over here. So, over here, we can add the different content. So, if you want to add text, buttons, images, etc., etc. There are a lot of possibilities over here that you can add. Over here, you can edit the styles. And what you need to know is, of course, that this will be a full page sign-up form. So, not a pop-up form, but a full page pop-up form, basically, what we're going to have in here. The width is going to be medium. There's not going to be a side image. But, what we are going

3:23to have, of course, is a background image that um yeah, makes people feel uh a lot more enticed to uh actually yeah, do something with the sign-up form, because a lot more on brand, as you can see with this example of Gymshark. One thing to keep in mind is that, of course, the middle part has to be clean, cuz that's where the actual sign-up form will be. So, on the sides, you can do a

3:47lot of stuff, as we did in this example. But, in the middle part, um you have to make sure that it's just clean and simple. I'm not going to walk you through every little setting that there is over here. In the past, I made multiple sign up form tutorial videos where I showed you step by step what each setting is. So, definitely check

4:04out one of those videos if you want. This video, I just want to explain the core concept of why this new sign up form is working so well in uh 2026 and beyond. So, what you're going to do, in the left menu, we're going to targeting and behavior. There's a couple of settings that are important over here. So, first of all, the audience, we do want to make sure that we're not showing it to existing Klaviyo profiles because, of course, this is a sign up form for uh people who are not on the email list yet

4:33and we want them to join our email list. Also, one thing that I like to do, I want to exclude the cart page. Uh so, if people are already on the cart page, we don't want to show them the pop up because, yeah, at that point, they probably already added some products to the cart. Uh they're already likely to go to the checkout. So, there's no need to, you know, promote them a discount or or whatever. And, of course, there are a lot more settings over here. Like, you can uh include or exclude certain locations if that's like applicable to you. If you hit display over here, there

5:06uh we can like select timing. I like to go for exit intent, the time delay, 6 seconds, and after visitor has scrolled a certain amount, around 60%. It's like a good starting point. Of course, you do want to make sure that you're going to split test this once you got the initial pop up live. So, we always like to split test the time delay anywhere from 4 seconds to 12 seconds. And, uh we also like to test the scroll distance. So, anywhere from like let's say 30% all the way to 80% and see uh what's like the best point in terms of like the performance of the sign up form. Uh

5:43because, of course, we don't want to show the sign up form too early because that can destroy the user experience, but we also don't want to show the sign up form too late because then we're missing out on a big audience that would have been interested to join the email list that we can't reach because yeah, people will only see the sign up form after 30 seconds for example. So, this is like a good middle ground to start with, but again, you do need to AB test this along the way. Frequency, show again after 3 days. Then devices, so this is just the desktop form. After this one, I

6:16will show you the mobile version as well. I always like to make sure that there is a separate desktop and mobile version of the pop-up because what I noticed is that when we're going to split test certain things is that the behavior on mobile is different than on desktop. Plus, we also like to exclude or turn off the exit intent on mobile and of course you want to like optimize the mobile version a little bit so it looks better on mobile. So, that's why this is the desktop version and that's

6:43why we're saying desktop only over here. And then finally in the menu, we have the AB test button over here as you can see over here. Now, let's get into the actual sign up form. So, in the past, we've been using like the smaller pop-up forms where we said, "Okay, here's 10% off your order." People could fill in their email address and then they would go to the next step which could be like SMS sign up sign up or they would go to like the success page immediately. What we noticed more and more in the last couple of years is that people need what we call a microcommitment. So, we first

7:15want them to take a certain action. If they take that action, they're more likely to take the next action as well, which is filling in their email address. If you watch my previous sign up form tutorials, you know that we already had some kind of microcommitment. So, for example, we said, "Do you want a mystery discount?" Then they could say yes or no. That was already like a form of a microcommitment. But what has been working really really well in the last

7:40year is that we're going to questify it. So, we're going to ask them a question and people will give an answer on the question and then in the next step, people can fill in their email address. That's a format that is working really, really well and that's why I'm going to show you how to create that. If you're a follower of our channel, you know that we're also using a different software for our signup forms called Aaliyah, which is a great software. You can do the exact same thing even better. In this video, of course, I'm just going to focus on the Klaviyo popup form, but if

8:11you want to check out Aaliyah, check out the tutorial video on my channel as well and there's a link for a free 30-day trial in the description below. Quick thing, before we go to the next part. So, I've got a free email marketing course on my website that breaks down the exact systems down in a lot more detail and the beauty of it, it's completely free. So, the link is in the description below if you want to download it and now let's get back to the video. But, it uses the same principles. So, we're going to quizify it. So, this is the first thing that people will see um after in this case 6

8:47seconds uh on your website. So, a full-screen popup will show up and we're going to say, "You've got a mystery discount." So, we want to lead with the actual incentive that you're going to give away. So, this can be a 10% discount, 50% discount, a free gift, a bundle discount, a subscription-based discount, uh whatever is the best for your brand. Of course, you always want to split test this. Uh the mystery discount angle is always performing really, really well, especially if the actual discount is like 10% 50% off. Um we tend to rather go with the mystery discount angle as that seems to perform better in terms of signup forms and then

9:27in the welcome flow, of course, then people can see what the actual discount is. But, purely for this example, we're going to use the mystery discount angle. So, we're going to say, "Hey, you've got a mystery discount." Then, we're going to ask a question. Now, this question is not just for the micro commitment, but the question is also important for your brand because based on the answer that people are giving, you can tailor the welcome series flow towards the answer they gave you. So, for example, in this case for Gymshark, we can ask, "What are you training for right now?" So, building muscle, getting stronger, losing body fat, improving overall

10:02fitness. So, based on the answer that people are giving, of course, then when people actually sign up for your email list, you can tailor the welcome flow towards, "Okay, this is what you need for building muscle. This is what you need for losing body fat, etc., etc." So, for every single brand, you can come up with the question that not just only creates this micro commitment, but also gives you the possibility to tailor the welcome series flow towards that specific segment of your audience, which will in the end improve the conversion of your welcome flow. Of course, you can also use it later on in campaigns and

10:37other flows, but yeah, the strongest signal is with your welcome flow because, of course, down the line, it could be that the answer is changing. It could be that when people are signing up, they are what they want to build muscle, but after a while, they just want to improve their overall fitness, for example. Or they first start with losing body fat, but later they want to build muscle. So, we tend to only use it for the welcome flow, but of course, you can, if it's applicable to your brand, and based on the question, you can also use it in your campaigns and etc. So,

11:08how does this look like in the back end? So, we're just going to create four buttons over here, and if we click on the button, you can see that the action is submit form, and after submit, they will go to the next step. So, show next step. Then, important, what we need to do is that we need to add a profile property over here. So, by default,

11:29you'll already see the source over here. You can leave that as it is, but you can add a property if you click on this button, and that's what you already did. And the name of the profile property is going to be pop up interest. That's what I like to use, but of course, you can use whatever property name that you

11:46want. The value is the most important thing, and I like to go with the exact value name as the answer name. So, building muscle, building muscle. If you click on getting stronger, you'll see the value is getting stronger. So, we literally want to copy that. And now, in Klaviyo, if you go to the segment, we can make a segment based on profile property. So, we can make a segment of people who selected getting stronger, who selected losing body fat, etc., etc., etc. So, this is how you can like quizify it, and how you create this first step. Then, if people click on one of these options,

12:22they will go to the next step, as you can see over here. The next step is the email opt-in. So, on this page, you're just going to say claim your mystery discount. No other fancy text. That's not necessary. I see a lot of times that e-com brands like to say something like, "Hey, you get like the latest deals and exclusive discounts." You don't have to mention that. People know that they're signing up for a newsletter, so you don't have to mention that. We just want to use a clean format with just the main info that people need to know. In this case, if they want to claim their

12:55mystery discount, they have to enter their email address over here. That's the only thing that people need to know at this point. So, no body copy or whatsoever. And uh this claim uh body copy seems to be uh like a high-converting option. Of course, you can test like different variations of it, but this is like a good starting point. Then, we're going to have the email input over here, where we say enter your email address, and a button over here that says claim my deal. As you will notice, we're not using things like uh sign up now, subscribe, uh continue, or whatever. No, we always want to lead with the benefit for the

13:31website visitor. So, in this case, they can claim their deal. Uh so, we don't want to say subscribe, we don't want to say sign up because those are like conversion killers. So, we don't want to do that. Then, as you can see, we also have a second button, a second option, and that's no thanks, I don't want a discount. So, this is uh if people click this, it will close the form. We already have the X over here, which will also close the form, but we always want to have, especially with a full-screen pop-up, we want to give them uh like an easy option to get rid of the

14:04full-screen pop-up because otherwise it will just ruin the user experience. So, of course, we don't want to make it too easy, uh and we do that with this micro copy, but still we want to make it possible for people to uh yeah, get rid of this pop-up, of course. And by saying no thanks, I don't want a discount, people will think twice if yeah, they really want to close this form, right? So, uh that's why a micro copy like this, so no thanks, I don't want a discount, no thanks, I want to pay full price, something like that, works really, really well. Again, those are things

14:34that you could split test as well. Good to know, if people click on no thanks and they're proceeding on your website, they will still see a teaser on the website where they can reopen the actual sign-up form, which you can set up over here. So, the teaser. So, in this case, we um have like a circle over here that says, here's your gift. So, you can go for a rectangle option, you can go for a corner option, you can go for a circle option. I like the circle option,

15:01really. Um you can select like different sizes, you can position them all over your website. Always make sure to double-check your homepage both on desktop and on mobile to see, okay, is it not interfering with other things on my website because a lot of e-commerce brands have like different pop-ups on their website, and you don't want this teaser to interfere with some kind of loyalty pop up or whatever you've got going on on your website. So that's a good thing to double check. Then the display settings, you can show it after

15:29the form is closed. You can show it before and after or just before. Yeah, whatever you prefer. I like to go with show after if someone is closed. So if they're not interested after the first time they see it, they're browsing your website, they can still go back and get their gift if they want. And over here you can like set up the way you

15:48want it so it's like fully up brand. So that's how you set that one up. Then if you go back to the email opt-in over here, if people click on claim I deal, it will submit the form which means that whatever action they take after this, their email address is already captured. They're on your email list. So that's

16:09good to know. Over here you can select the list to submit. So if you have multiple lists going on, make sure to select the right list. Usually e-commerce users have like one list which is like a newsletter list. And after the submit, people will go to to the next step over here. Um in this example, they will go to this next step which is the SMS and WhatsApp sign up. So what we're going to say is one last step, enter your phone number here. So this is a text message input and then again claim I deal or no, I don't want to give my phone number. And

16:44then over here we have like the disclosures which is like mandatory. Of course you can also position this in the slightly different way like underneath the input field. It doesn't really matter. I like to go with one last step but you can use like different angles for your SMS sign up. So for example, if with the email opt-in you use 10% off, you could say like, oh do you want 50% off? Sign up for our SMS list, something like that. So that's also an option. So or you can go with like the VIP club angle where you say like, hey do you want to join our VIP club? Get exclusive

17:17discounts for our VIP club only. That's also like an option. I like to go with this angle, that this tends to perform the best. So, one last step. So, it looks like, okay, this is one last thing that people have to do before they get their mystery discount. In this case, we do want to give them an option if they don't want to give their phone number, because a lot of people don't like to give their phone number, uh, for obvious

17:38reasons. Um, we already captured their email address, so it's definitely not mandatory. Uh, and if they click on this button, they would go to the success page. I rather want them to click this button that they would go to the success page, rather than them just closing off the sign up form and not seeing the success page. So, that's why I like to go with a micro copy like this, to give them the option to not fill in their phone number. So, either way, if they fill in the phone number and click claim my deal, or if they click on no, I don't want to give my phone number, they would

18:07go to the last step, which is the success page. And that one looks like this. So, over here, we have headline that says, "Your discount is on its way." And we have small body copy that says, "Check your inbox for the email with your mystery discount code. They'll receive an email within 5 minutes. Please check your promotions tab or spam folder." Especially this last thing is important to mention, because otherwise your customer support probably will get like a bunch of emails with like, "Hey,

18:34your email, uh, I didn't receive it." And then usually it's just in the promotions tab or the spam folder, depending on how your email deliverability status is. Um, so, that's why it is important to, uh, to have this option. Then, there are two options. You can go with a button that says, "Go to the inbox." This is only available for specific email providers. Yeah, it won't display if unsupported, of course. But, uh, if it noticed that it uses, uh, these inbox providers, then it will show this button, and then people will go straight to their inbox, where they can see the welcome email. So, that's super

19:07good. Uh, second option, uh, is that you go with a button like, "Okay, uh, keep shopping." Something like that. And that you forward them to a certain page like a best-seller page or whatever. Or just to the page that they were already on. That's also an option. You can split test both to see, "Okay, what works best in terms of conversion?" All in all, this is like the format that we like to go with in 2026. So, we start with the micro-commitment and collecting zero-party data. Then we ask for the

19:35email. Then we ask for the phone number. And then we lead them to the success page. So, we're not giving away the coupon code in this in this page already. We really want people to open the email because otherwise, if you already give the discount code over here, yes, it's easier for the end user. There's no debate about that. But there's no reason for people to open your first welcome email because why would they if they already have your the discount code? And that will just hurt like your sender reputation if a Gmail notice that you send a lot of emails to new people and they're not opening their

20:09email. Then in the future, you're more likely to land in the spam folder and that's not what you want. I know there's a lot of debate over this in the e-com space, but our preference is still to go with this route where we give the actual discount code in the welcome email. Of course, we are still like split testing this a lot of times for our clients where we're testing both variants to see, "Okay, what works better for the conversion rate of the store?" We don't really notice like big differences, especially if you make it like super easy for people to open the welcome email by having this uh uh but

20:42definitely split test it for your own. And yeah, that's it. That's like the format for a high-converting sign-up form in Klaviyo in 2026. So, that's your pop-up built and live. But here's the thing though. So, a high-converting pop-up is a big first step, but it's only half of the equation. Because all you've really done is get someone on your email list. But what happens in the next few days is what decides whether they ever become a customer of yours. So, if your welcome flow and your abandonment cart series aren't dialed in, then you're still leaving thousands on the table every single month. And you won't even see it

21:22because the sign-ups look great on the dashboard. So, if you run e-commerce brands and you want my team to build, design, and manage your entire Klaviyo email and SMS strategy so you're actually squeezing everything out of it, click on the first link in the description below and book a free audit strategy call with us. And once you've booked that call, go watch this video

21:44next on the science behind ugly emails. It sounds like a joke, but trust me, it's not. And after that one, you'll understand exactly why the ugly ones tend to make the most money. So, I'll see you over there.