How to schedule a sign-up form

You will learn

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

In the Sign-up forms tab, you can 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. 

Schedule a form

From the list view you can schedule when a draft form will go live to visitors, and you can schedule when a live form will stop showing and revert to draft. 

Schedule a draft form to go live

1. Navigate to the Sign-up forms tab.
2. Next to the form that you would like to schedule, click the 3dots menu. Draft forms will have a gray status icon next to them indicating that they are not currently published on your website.
3. From the dropdown of options, click Schedule.
   
4. Select a start date and time for when you want shoppers to start seeing this form on your site.
   
5. Set your desired timezone.
   

   The timezone defaults to your own; however, you can change this to any other timezone. Click on the dropdown to select a different location, or type one into the Filter box to automatically set that location’s local timezone.

   
6. Next, you have the option to set an end date for when you want to stop showing shoppers this form. If you schedule the form without setting an end date, your form will remain live on your website until you manually toggle it back to draft.
   
7. Click Schedule to save this schedule plan.

Schedule when to pause a live form

1. Navigate to the Sign-up forms tab.
2. Next to the form that you would like to pause or stop displaying based on your schedule, click the 3dots menu. Note that live forms will have a green status icon next to them indicating that they are not currently published on your website.
3. Click Schedule.
   
4. Select a date and time for when you want to stop showing this form to shoppers on your site.
   
5. Set your timezone.
   

   The timezone defaults to your own, however you can change this to any other timezone. Click on the dropdown to select a different location, or type one into the Filter box to automatically set that location’s local timezone.

   
6. Next, you have the option to select a date and time for when you want the form to go live again. If you schedule the form without setting an end date, it will remain in draft mode after it’s automatically taken down.
7. Click Schedule to save this schedule plan.

Edit or delete your form’s schedule

In the forms list view, a small blue Scheduled icon will appear next to your form indicating that it is scheduled, along with a description of the set schedule.

You can continue to make changes to the schedule that you’ve set for a form:

1. Click the 3dots menu next to the scheduled form that you want to edit.
2. From the dropdown, click Edit Schedule.
   
3. Make your changes to the start and end date.
4. Click Reschedule. 

• To delete the schedule of your form entirely, click Delete Schedule. This will not delete the form itself, but it will get rid of any schedule you have created for setting the form live or in draft.

If you manually set a form to live or draft before its scheduled time, the form will automatically skip that first scheduled step. For example, if you schedule a draft form to go live on November 14th, but then manually set it live on November 13th, then the scheduled step will be skipped since the action has already been taken and the form is live. 

If you have a follow-up action scheduled, such as an end date, that action will still happen automatically unless you delete the schedule.

Additional resources

• Getting started with sign-up forms
• How to add coupon codes to sign-up forms
• How to manage your sign-up forms
• Course: Klaviyo product certificate