How to trigger a sign-up form to appear based on cart contents

You will learn

Learn how to trigger a sign-up form to appear when a shopper’s cart meets certain attributes. You can show the form based on total cart value, number of items in cart, or specific product criteria to target highly engaged shoppers on your site and encourage purchases. 

Target a form based on cart contents

1. Select Sign-up forms from the left-hand navigation.
2. Create a new sign-up form, or choose an existing form by selecting the 3 dots > Edit form next to the one you’d like to set the trigger on.
   
   
3. Make any edits to the content and styles so your sign-up form fits your goal (e.g., add a coupon block if you plan on offering a discount code to shoppers with certain cart attributes). 
4. Select the Targeting & behaviors tab.
   
5. Toggle to the Targeting menu and scroll down to Cart contents.
   
6. From here, choose what cart attributes will trigger the sign-up form to appear. Check 1 or more of the following options:
   • Show based on total cart value
     Select a comparison operator (i.e., is greater than, is less than, equals) and input a currency value. The currency value will automatically match the currency type set for your Shopify store (e.g., USD). For example, if the definition is Show based on total cart value > greater than > 100 for a store set to USD, then the sign-up form will appear when a shopper has a cart value of any number higher than $100.
     

     If you use Equals as a qualifying option, the shopper must meet the exact value criteria set in order for the sign-up form to show (e.g., have a cart value of exactly $100). Because cart value will likely be less exact, we suggest using is greater than or is less than operators here.

   • Show based on total number of items in cart
     Select a comparison operator and input a certain number of items. For example, if the definition is set to Show based on total number of items in cart > equals > 3, then the sign-up form will show when a shopper’s cart has 3 items in it.
   • Show based on product in cart
     Select a comparison operator and input a corresponding value. For any of these options, the sign-up form will show when the products in a shopper’s cart meet your specified criteria. You can show the form based on:
     • Brand
       The specific vendor from which the product is sold (e.g., Beantown Coffee).
     • Product type
       The product type (e.g., mugs). Note that this cannot be a user defined category, such as a special collection name.
     • Name
       The unique name of a product (e.g., Beantown holiday mug). Note that the name entered must exactly match the product's name.
     • Price
       The price of a product (e.g., 10). Do not include a currency symbol.
     • ProductID
       The unique ID of a product (e.g., 123456789).
       

       If you select multiple options for targeting by cart contents, Klaviyo will use OR logic to determine when the form should trigger. For example, if you choose to Show based on cart value > is greater than > 10 and Show based on total number of items in cart > equals > 3, then the sign-up form will appear when any 1 of those conditions is satisfied.

7. When you’re satisfied with your sign-up form, click Publish. 

Your sign-up form will now appear when a shopper meets the cart attributes that you set.

Next steps

To test that your form is targeting shoppers as expected, open an incognito browser and take the necessary actions to meet your configured cart contents trigger. 

Keep in mind that your cart contents trigger settings will use AND logic with any other display or targeting settings for the form. For example, if the form is set to show after 10 seconds, and also when total cart value is greater than 100, then the sign-up form will show after both of those conditions are satisfied. 

Additional resources

• How to create an abandoned cart flow
• Understanding targeting & behavior settings for a sign-up form
• Course: Create strategic sign-up forms