
Blog
October 3, 2024
Top 8 Klaviyo Pop-Up Form Strategies to Drive Conversions

Blog
October 3, 2024
Top 8 Klaviyo Pop-Up Form Strategies to Drive Conversions

Blog
October 3, 2024
Top 8 Klaviyo Pop-Up Form Strategies to Drive Conversions
Boost conversions and grow your list faster with these 8 Klaviyo pop-up form strategies—covering personalisation, mobile optimisation, and AI-powered targeting.
Why Pop-Up Forms Matter:
Pop-up forms are a critical tool for e-commerce businesses to capture the attention of website visitors and convert them into loyal subscribers.
Well-executed pop-ups can increase conversion rates by an average of 3-5%, making them an indispensable part of any e-commerce marketing strategy.
The right pop-up design, combined with tailored targeting and timing, ensures higher engagement and drives more sales for your business.
Top 8 Klaviyo Pop-Up Form Strategies to Drive Conversions
1. Use Klaviyo Forms AI To Test Targeting Settings
Description:
Klaviyo’s Forms AI is a powerful feature that automates the testing of different targeting settings to ensure your pop-up forms are seen by the right audience at the right time.
To effectively leverage Forms AI, your Klaviyo account must contain a minimum of 400,000 profiles to provide adequate data for optimal targeting.
This AI-driven approach tests multiple variations of exit intent, time delay and % of the page scrolled to find the ideal combination to maximise sign up rates.

Source: Klaviyo
2. Implementing Exit-Intent Pop-Ups to Retain Visitors
Description:
Exit-intent pop-ups are designed to engage website visitors who are about to leave the site by offering a last-minute incentive such as a discount or special promotion.
This approach can significantly reduce bounce rates and recover up to 10-15% of abandoned sales, providing a final push to encourage users to complete their purchases. (Mailchimp)
Best Practices:
Offer a Last-Minute Deal: Exit-intent pop-ups are perfect for offering time-sensitive discounts. For example, a pop-up could say, “Wait! Get 10% off if you complete your purchase now!” This gives users an additional reason to stay and engage with your site.
Reduce Cart Abandonment: Show users a pop-up featuring the items in their cart when they attempt to exit the site. This serves as a reminder of what they’re leaving behind and incentivises them to complete their purchase.

Source: Agile CRM
3. Tailoring Pop-Ups to New vs Existing Subscribers
Description:
Personalising pop-ups enhances engagement by catering to specific user needs. New visitors may prefer discounts, while returning customers might value product recommendations or loyalty rewards.
This tailored approach boosts relevance, engagement, and conversion rates, showing users that you understand their preferences.


Source: Poptin
4. Creating Mobile-Optimised Pop-Ups
Description:
With mobile devices accounting for over 50% of e-commerce traffic, it’s crucial to ensure your pop-ups are mobile-friendly. If your pop-ups aren’t optimised for mobile, they could disrupt the user experience and lead to lower engagement and higher bounce rates.
Best Practices:
Responsive Design: Klaviyo offers mobile-friendly templates that adjust automatically to the screen size of the device being used, ensuring a seamless experience for all users.
Minimise Disruption: Avoid using full-screen pop-ups on mobile. Instead, opt for smaller, non-intrusive designs that don’t hinder the user’s browsing experience.

Source: Privy
5. Offering an Irresistible Incentive
Description:
A valuable incentive can greatly enhance the effectiveness of your pop-up. Offering discounts, exclusive access, or free shipping significantly increases user engagement, often doubling conversion rates compared to generic pop-ups without a compelling offer.
Need inspiration for what to offer? These 15 Email Marketing Campaign Examples include high-performing incentives that can easily be adapted for pop-up promotions.


Source: Wisepops
6. A/B Testing to Optimise Your Pop-Ups
Description:
A/B testing allows you to experiment with different aspects of your pop-ups, from design to timing, to determine what resonates best with your audience.
For a deeper dive into testing strategy, check out our 10 Essential A/B Tests to Boost Email Conversions – many of the same principles apply to pop-up forms too.

7. Limiting Frequency to Avoid Pop-Up Fatigue
Description:
Overusing pop-ups can frustrate users and lower engagement. Limit how often users see the same pop-up by setting a frequency cap of 7-30 days, and test to find the best balance.
This helps maintain engagement without overwhelming users, improving interactions and reducing bounce rates.
Best Practices:
Frequency Capping: Set limits on how often a user sees the same pop-up. For example, only show it once per session or once per week.
Klaviyo Frequency Settings: Klaviyo allows you to control the frequency of pop-ups, ensuring that users aren’t overwhelmed by too many messages.

Source: Klaviyo
8. Boost SMS Capture with Smart Opt-In
Description:
Klaviyo's Smart Opt-In streamlines SMS sign-ups by integrating a quick opt-in option into your SMS sign-up forms.
This allows users to subscribe by inputting a code directly into the pop-up. This reduces extra friction, making it easy to build a compliant SMS subscriber list quickly.
Want to build a high-quality SMS list fast? These 5 Proven Techniques for Increasing SMS Opt-Ins in Klaviyo will help you optimise every step of the journey.

Source: Klaviyo
FAQs
1. How do I track the performance of a Klaviyo pop-up form?
You can monitor performance using Klaviyo’s built-in analytics to track impressions, submission rates, and conversion rates.
2. Can I customise the design of pop-ups in Klaviyo?
Yes, Klaviyo allows full customisation of colours, fonts, images, and copy, with mobile and desktop format options.
3. What is the ideal number of fields on a pop-up form?
Keep it minimal—1-2 fields (usually email and/or phone number) convert best. More fields can decrease submission rates.
4. Should I show a pop-up on every page of my site?
No, it’s better to target pop-ups based on user behaviour (e.g., exit intent, scroll percentage) to avoid user fatigue.
5. Can I integrate Klaviyo pop-up forms with Shopify?
Absolutely. Klaviyo forms integrate seamlessly with Shopify and can even auto-tag new subscribers based on where they signed up.
6. What’s the difference between Smart Opt-In and regular SMS pop-ups?
Smart Opt-In reduces friction by letting users opt in with fewer steps, using embedded keyword entry and autofill features.
Conclusion:
Implementing these top 8 Klaviyo pop-up strategies can significantly boost your list growth and e-commerce conversions.
By focusing on targeted, personalised, and well-timed pop-ups—such as smart opt-ins, exit-intent triggers, and mobile optimisation—you can effectively turn visitors into loyal subscribers, reduce friction, and maximise engagement.
These strategies are key to growing your email and SMS lists, building a stronger community, and increasing potential revenue.
If you’re already using Shopify, make sure your pop-ups are fully synced with your store setup by following our Shopify x Klaviyo: The Ultimate Integration Guide.
Key Takeaways
Smarter Targeting: Use Klaviyo Forms AI to test and refine pop-up visibility automatically.
Save Abandonments: Deploy exit-intent pop-ups to recover 10–15% of leaving users.
Personalise by Segment: Tailor pop-up content for new visitors vs returning customers.
Mobile First: Optimise pop-ups for mobile users to avoid disrupting their experience.
Incentivise Engagement: Offer compelling rewards like discounts or free shipping.
Test to Win: A/B test design, copy, and triggers to find what converts best.
Avoid Overload: Set frequency caps to prevent pop-up fatigue and keep users happy.
Grow SMS Fast: Use Smart Opt-In to make SMS sign-up quick, easy, and compliant.
Are you looking to grow your email and SMS list faster?
Click here to schedule a free audit and consult with our experts. We'll provide actionable insights for your pop-up and community-building strategy.
Why Pop-Up Forms Matter:
Pop-up forms are a critical tool for e-commerce businesses to capture the attention of website visitors and convert them into loyal subscribers.
Well-executed pop-ups can increase conversion rates by an average of 3-5%, making them an indispensable part of any e-commerce marketing strategy.
The right pop-up design, combined with tailored targeting and timing, ensures higher engagement and drives more sales for your business.
Top 8 Klaviyo Pop-Up Form Strategies to Drive Conversions
1. Use Klaviyo Forms AI To Test Targeting Settings
Description:
Klaviyo’s Forms AI is a powerful feature that automates the testing of different targeting settings to ensure your pop-up forms are seen by the right audience at the right time.
To effectively leverage Forms AI, your Klaviyo account must contain a minimum of 400,000 profiles to provide adequate data for optimal targeting.
This AI-driven approach tests multiple variations of exit intent, time delay and % of the page scrolled to find the ideal combination to maximise sign up rates.

Source: Klaviyo
2. Implementing Exit-Intent Pop-Ups to Retain Visitors
Description:
Exit-intent pop-ups are designed to engage website visitors who are about to leave the site by offering a last-minute incentive such as a discount or special promotion.
This approach can significantly reduce bounce rates and recover up to 10-15% of abandoned sales, providing a final push to encourage users to complete their purchases. (Mailchimp)
Best Practices:
Offer a Last-Minute Deal: Exit-intent pop-ups are perfect for offering time-sensitive discounts. For example, a pop-up could say, “Wait! Get 10% off if you complete your purchase now!” This gives users an additional reason to stay and engage with your site.
Reduce Cart Abandonment: Show users a pop-up featuring the items in their cart when they attempt to exit the site. This serves as a reminder of what they’re leaving behind and incentivises them to complete their purchase.

Source: Agile CRM
3. Tailoring Pop-Ups to New vs Existing Subscribers
Description:
Personalising pop-ups enhances engagement by catering to specific user needs. New visitors may prefer discounts, while returning customers might value product recommendations or loyalty rewards.
This tailored approach boosts relevance, engagement, and conversion rates, showing users that you understand their preferences.


Source: Poptin
4. Creating Mobile-Optimised Pop-Ups
Description:
With mobile devices accounting for over 50% of e-commerce traffic, it’s crucial to ensure your pop-ups are mobile-friendly. If your pop-ups aren’t optimised for mobile, they could disrupt the user experience and lead to lower engagement and higher bounce rates.
Best Practices:
Responsive Design: Klaviyo offers mobile-friendly templates that adjust automatically to the screen size of the device being used, ensuring a seamless experience for all users.
Minimise Disruption: Avoid using full-screen pop-ups on mobile. Instead, opt for smaller, non-intrusive designs that don’t hinder the user’s browsing experience.

Source: Privy
5. Offering an Irresistible Incentive
Description:
A valuable incentive can greatly enhance the effectiveness of your pop-up. Offering discounts, exclusive access, or free shipping significantly increases user engagement, often doubling conversion rates compared to generic pop-ups without a compelling offer.
Need inspiration for what to offer? These 15 Email Marketing Campaign Examples include high-performing incentives that can easily be adapted for pop-up promotions.


Source: Wisepops
6. A/B Testing to Optimise Your Pop-Ups
Description:
A/B testing allows you to experiment with different aspects of your pop-ups, from design to timing, to determine what resonates best with your audience.
For a deeper dive into testing strategy, check out our 10 Essential A/B Tests to Boost Email Conversions – many of the same principles apply to pop-up forms too.

7. Limiting Frequency to Avoid Pop-Up Fatigue
Description:
Overusing pop-ups can frustrate users and lower engagement. Limit how often users see the same pop-up by setting a frequency cap of 7-30 days, and test to find the best balance.
This helps maintain engagement without overwhelming users, improving interactions and reducing bounce rates.
Best Practices:
Frequency Capping: Set limits on how often a user sees the same pop-up. For example, only show it once per session or once per week.
Klaviyo Frequency Settings: Klaviyo allows you to control the frequency of pop-ups, ensuring that users aren’t overwhelmed by too many messages.

Source: Klaviyo
8. Boost SMS Capture with Smart Opt-In
Description:
Klaviyo's Smart Opt-In streamlines SMS sign-ups by integrating a quick opt-in option into your SMS sign-up forms.
This allows users to subscribe by inputting a code directly into the pop-up. This reduces extra friction, making it easy to build a compliant SMS subscriber list quickly.
Want to build a high-quality SMS list fast? These 5 Proven Techniques for Increasing SMS Opt-Ins in Klaviyo will help you optimise every step of the journey.

Source: Klaviyo
FAQs
1. How do I track the performance of a Klaviyo pop-up form?
You can monitor performance using Klaviyo’s built-in analytics to track impressions, submission rates, and conversion rates.
2. Can I customise the design of pop-ups in Klaviyo?
Yes, Klaviyo allows full customisation of colours, fonts, images, and copy, with mobile and desktop format options.
3. What is the ideal number of fields on a pop-up form?
Keep it minimal—1-2 fields (usually email and/or phone number) convert best. More fields can decrease submission rates.
4. Should I show a pop-up on every page of my site?
No, it’s better to target pop-ups based on user behaviour (e.g., exit intent, scroll percentage) to avoid user fatigue.
5. Can I integrate Klaviyo pop-up forms with Shopify?
Absolutely. Klaviyo forms integrate seamlessly with Shopify and can even auto-tag new subscribers based on where they signed up.
6. What’s the difference between Smart Opt-In and regular SMS pop-ups?
Smart Opt-In reduces friction by letting users opt in with fewer steps, using embedded keyword entry and autofill features.
Conclusion:
Implementing these top 8 Klaviyo pop-up strategies can significantly boost your list growth and e-commerce conversions.
By focusing on targeted, personalised, and well-timed pop-ups—such as smart opt-ins, exit-intent triggers, and mobile optimisation—you can effectively turn visitors into loyal subscribers, reduce friction, and maximise engagement.
These strategies are key to growing your email and SMS lists, building a stronger community, and increasing potential revenue.
If you’re already using Shopify, make sure your pop-ups are fully synced with your store setup by following our Shopify x Klaviyo: The Ultimate Integration Guide.
Key Takeaways
Smarter Targeting: Use Klaviyo Forms AI to test and refine pop-up visibility automatically.
Save Abandonments: Deploy exit-intent pop-ups to recover 10–15% of leaving users.
Personalise by Segment: Tailor pop-up content for new visitors vs returning customers.
Mobile First: Optimise pop-ups for mobile users to avoid disrupting their experience.
Incentivise Engagement: Offer compelling rewards like discounts or free shipping.
Test to Win: A/B test design, copy, and triggers to find what converts best.
Avoid Overload: Set frequency caps to prevent pop-up fatigue and keep users happy.
Grow SMS Fast: Use Smart Opt-In to make SMS sign-up quick, easy, and compliant.
Are you looking to grow your email and SMS list faster?
Click here to schedule a free audit and consult with our experts. We'll provide actionable insights for your pop-up and community-building strategy.
Boost conversions and grow your list faster with these 8 Klaviyo pop-up form strategies—covering personalisation, mobile optimisation, and AI-powered targeting.
Why Pop-Up Forms Matter:
Pop-up forms are a critical tool for e-commerce businesses to capture the attention of website visitors and convert them into loyal subscribers.
Well-executed pop-ups can increase conversion rates by an average of 3-5%, making them an indispensable part of any e-commerce marketing strategy.
The right pop-up design, combined with tailored targeting and timing, ensures higher engagement and drives more sales for your business.
Top 8 Klaviyo Pop-Up Form Strategies to Drive Conversions
1. Use Klaviyo Forms AI To Test Targeting Settings
Description:
Klaviyo’s Forms AI is a powerful feature that automates the testing of different targeting settings to ensure your pop-up forms are seen by the right audience at the right time.
To effectively leverage Forms AI, your Klaviyo account must contain a minimum of 400,000 profiles to provide adequate data for optimal targeting.
This AI-driven approach tests multiple variations of exit intent, time delay and % of the page scrolled to find the ideal combination to maximise sign up rates.

Source: Klaviyo
2. Implementing Exit-Intent Pop-Ups to Retain Visitors
Description:
Exit-intent pop-ups are designed to engage website visitors who are about to leave the site by offering a last-minute incentive such as a discount or special promotion.
This approach can significantly reduce bounce rates and recover up to 10-15% of abandoned sales, providing a final push to encourage users to complete their purchases. (Mailchimp)
Best Practices:
Offer a Last-Minute Deal: Exit-intent pop-ups are perfect for offering time-sensitive discounts. For example, a pop-up could say, “Wait! Get 10% off if you complete your purchase now!” This gives users an additional reason to stay and engage with your site.
Reduce Cart Abandonment: Show users a pop-up featuring the items in their cart when they attempt to exit the site. This serves as a reminder of what they’re leaving behind and incentivises them to complete their purchase.

Source: Agile CRM
3. Tailoring Pop-Ups to New vs Existing Subscribers
Description:
Personalising pop-ups enhances engagement by catering to specific user needs. New visitors may prefer discounts, while returning customers might value product recommendations or loyalty rewards.
This tailored approach boosts relevance, engagement, and conversion rates, showing users that you understand their preferences.


Source: Poptin
4. Creating Mobile-Optimised Pop-Ups
Description:
With mobile devices accounting for over 50% of e-commerce traffic, it’s crucial to ensure your pop-ups are mobile-friendly. If your pop-ups aren’t optimised for mobile, they could disrupt the user experience and lead to lower engagement and higher bounce rates.
Best Practices:
Responsive Design: Klaviyo offers mobile-friendly templates that adjust automatically to the screen size of the device being used, ensuring a seamless experience for all users.
Minimise Disruption: Avoid using full-screen pop-ups on mobile. Instead, opt for smaller, non-intrusive designs that don’t hinder the user’s browsing experience.

Source: Privy
5. Offering an Irresistible Incentive
Description:
A valuable incentive can greatly enhance the effectiveness of your pop-up. Offering discounts, exclusive access, or free shipping significantly increases user engagement, often doubling conversion rates compared to generic pop-ups without a compelling offer.
Need inspiration for what to offer? These 15 Email Marketing Campaign Examples include high-performing incentives that can easily be adapted for pop-up promotions.


Source: Wisepops
6. A/B Testing to Optimise Your Pop-Ups
Description:
A/B testing allows you to experiment with different aspects of your pop-ups, from design to timing, to determine what resonates best with your audience.
For a deeper dive into testing strategy, check out our 10 Essential A/B Tests to Boost Email Conversions – many of the same principles apply to pop-up forms too.

7. Limiting Frequency to Avoid Pop-Up Fatigue
Description:
Overusing pop-ups can frustrate users and lower engagement. Limit how often users see the same pop-up by setting a frequency cap of 7-30 days, and test to find the best balance.
This helps maintain engagement without overwhelming users, improving interactions and reducing bounce rates.
Best Practices:
Frequency Capping: Set limits on how often a user sees the same pop-up. For example, only show it once per session or once per week.
Klaviyo Frequency Settings: Klaviyo allows you to control the frequency of pop-ups, ensuring that users aren’t overwhelmed by too many messages.

Source: Klaviyo
8. Boost SMS Capture with Smart Opt-In
Description:
Klaviyo's Smart Opt-In streamlines SMS sign-ups by integrating a quick opt-in option into your SMS sign-up forms.
This allows users to subscribe by inputting a code directly into the pop-up. This reduces extra friction, making it easy to build a compliant SMS subscriber list quickly.
Want to build a high-quality SMS list fast? These 5 Proven Techniques for Increasing SMS Opt-Ins in Klaviyo will help you optimise every step of the journey.

Source: Klaviyo
FAQs
1. How do I track the performance of a Klaviyo pop-up form?
You can monitor performance using Klaviyo’s built-in analytics to track impressions, submission rates, and conversion rates.
2. Can I customise the design of pop-ups in Klaviyo?
Yes, Klaviyo allows full customisation of colours, fonts, images, and copy, with mobile and desktop format options.
3. What is the ideal number of fields on a pop-up form?
Keep it minimal—1-2 fields (usually email and/or phone number) convert best. More fields can decrease submission rates.
4. Should I show a pop-up on every page of my site?
No, it’s better to target pop-ups based on user behaviour (e.g., exit intent, scroll percentage) to avoid user fatigue.
5. Can I integrate Klaviyo pop-up forms with Shopify?
Absolutely. Klaviyo forms integrate seamlessly with Shopify and can even auto-tag new subscribers based on where they signed up.
6. What’s the difference between Smart Opt-In and regular SMS pop-ups?
Smart Opt-In reduces friction by letting users opt in with fewer steps, using embedded keyword entry and autofill features.
Conclusion:
Implementing these top 8 Klaviyo pop-up strategies can significantly boost your list growth and e-commerce conversions.
By focusing on targeted, personalised, and well-timed pop-ups—such as smart opt-ins, exit-intent triggers, and mobile optimisation—you can effectively turn visitors into loyal subscribers, reduce friction, and maximise engagement.
These strategies are key to growing your email and SMS lists, building a stronger community, and increasing potential revenue.
If you’re already using Shopify, make sure your pop-ups are fully synced with your store setup by following our Shopify x Klaviyo: The Ultimate Integration Guide.
Key Takeaways
Smarter Targeting: Use Klaviyo Forms AI to test and refine pop-up visibility automatically.
Save Abandonments: Deploy exit-intent pop-ups to recover 10–15% of leaving users.
Personalise by Segment: Tailor pop-up content for new visitors vs returning customers.
Mobile First: Optimise pop-ups for mobile users to avoid disrupting their experience.
Incentivise Engagement: Offer compelling rewards like discounts or free shipping.
Test to Win: A/B test design, copy, and triggers to find what converts best.
Avoid Overload: Set frequency caps to prevent pop-up fatigue and keep users happy.
Grow SMS Fast: Use Smart Opt-In to make SMS sign-up quick, easy, and compliant.
Are you looking to grow your email and SMS list faster?
Click here to schedule a free audit and consult with our experts. We'll provide actionable insights for your pop-up and community-building strategy.
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Check our other project Blogs with useful insight and information for your businesses
Other Blogs
Other Blogs
Check our other project Blogs with useful insight and information for your businesses