How to schedule a signup form

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

Scheduling your signup 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 signup forms, or running limited time sales or special events.

Note that if you enable A/B testing on a live form, any schedule associated with that form will be disregarded while the A/B test is running.

Before you begin

In the Signup Forms tab, you can view a list of all the signup 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 signup forms yet, create a new form to see this forms list.

When you hover over one of your forms, 3 icons will appear allowing you to edit the form, schedule the form, or select more managing options. 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. 

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In the forms list view, a green dot indicates that a form is live on your website, while a gray dot indicates that it is a draft. An unfilled green circle indicates that the form is live, but it has unpublished edits. A green clock icon indicates that a schedule is associated with that form.

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 Signup Forms tab.
  2. Hover over the draft form that you would like to schedule. Draft forms will have a gray dot next to them indicating that they are not currently published on your website.
  3. Click Schedule.
  4. Select a start date and time for when you want shoppers to start seeing this form on your site.
    scheduledforms2..jpg
  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.

    scheduledform3.jpg
  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.
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  7. Click Schedule to save this schedule plan.

Schedule when to pause a live form

  1. Navigate to the Signup Forms tab.
  2. Hover over the live form that you would like to pause or stop displaying based on your schedule. Live forms will have a green dot next to them indicating that they are 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.
    scheduleform6.jpg
  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.

    scheduledform7.jpg
  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 icon will appear next to your form indicating that it is scheduled. Additionally, the description will appear when the next action occurs.

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

  1. Hover over the scheduled form that you want to edit.
  2. Click Edit Schedule.
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  3. Make your changes to the start and end date.
  4. Click Reschedule

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  • 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.

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