How to schedule a sign-up form

Learn how to schedule when your Klaviyo sign-up forms are displayed or hidden on your website, so you can control when shoppers engage with them.

Scheduling your sign-up forms helps save time and energy that would otherwise be spent manually setting a form live. Schedules are also helpful to use when building promotional holiday sign-up forms, or running limited-time sales or special events.

Before you begin

Go to Website > Sign-up forms to view a list of all the sign-up forms you have created in Klaviyo, including those that are published and live on your website, and those still in draft mode. If you’re new to Klaviyo and do not have any sign-up forms yet, create a new form to see this forms list.

If you plan on scheduling a form to publish at a certain time, make sure that you finish customizing the form before it’s set to go live so you can ensure it looks and behaves the way you want it to on your site.

You need permission to edit and publish forms to use these scheduling steps. Resolve any blocking alerts before scheduling. Back-in-stock forms do not have a Schedule option in the forms list.

Schedule a form

From the forms list, you can schedule when a form goes live, when unpublished edits are published, or when a live form stops showing and returns to draft.

Schedule a form or unpublished edits to go live

Follow these steps for a draft form or a live form marked Editing. For a live form with unpublished edits, the current version stays live until the scheduled Start showing time publishes your edits.

1. Navigate to Website > Sign-up forms.
2. Next to the form you want to schedule, click the 3 dots menu. Check the Status column to identify a draft form or a live form with unpublished edits.
3. Click Schedule to open the scheduling controls in the form editor.

4. Under Start showing, select a future date and time for the form or unpublished edits to go live. Choose a time in 15-minute increments.

5. Select your desired Timezone.

1. Optional: under Stop showing, select a later date and time, in 15-minute increments, for the form to return to draft. If you leave these fields blank, the form stays live until you manually set it to draft.

2. Click Schedule to save this schedule plan.

Schedule when to pause a live form

These steps apply to a live form with no unpublished edits. If the form is marked Editing, follow the previous procedure to schedule when its edits go live and set a later Stop showing time.

1. Navigate to Website > Sign-up forms.
2. Next to the live form you want to pause, click the 3 dots menu. A Live form is currently published on your website.
3. Click Schedule to open the scheduling controls in the form editor.

4. Under Stop showing, select a future date and time for the form to return to draft and stop showing on your site. Choose a time in 15-minute increments.

5. Select your desired Timezone.

1. Optional: under Start showing again, select a date and time after the Stop showing time for the form to go live again. Choose a time in 15-minute increments. If you leave Start showing again blank, the form stays in draft after the scheduled pause.
2. Click Schedule to save this schedule plan.

Edit or delete your form’s schedule

In the forms list, the Status column shows Scheduled and a description of when the form will publish or return to draft.

To edit a schedule:

1. In Website > Sign-up forms, click the 3 dots menu next to the scheduled form you want to edit.
2. Click Edit schedule to open the scheduling controls in the form editor.

3. Update the dates, times, or timezone you want to change. Keep the next scheduled action in the future and any follow-up action after it.
4. Click Reschedule.
   

To delete a schedule instead, open its scheduling controls using steps 1 and 2 above, then click Delete Schedule. This removes the scheduled publish and pause actions. The form itself stays in your account with its current publish status.

If you manually publish a form before its scheduled Start showing time, Klaviyo removes that start date and keeps any Stop showing date. For example, if you schedule a draft form to go live on November 14, then manually publish it on November 13, it is already live and will not publish again on November 14.

Setting a form to Draft manually does not cancel its schedule. If it is still in draft at its Stop showing time, that action is skipped. A later Start showing again date still publishes the form unless you delete the schedule.

Additional resources