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.
Alternative use cases for triggering forms based on cart contents
Triggering a sign-up form to appear based on specific cart attributes provides an opportunity to cross-sell or upsell shoppers. For example:
- Promote another product or bundle when a shopper adds a certain product to their cart.
- Promote upgrade options for shoppers who add specific products to their cart (e.g., a newer model or larger size).
- Tease a discount when a shopper's total cart value is lower than a certain amount to encourage increased average order values (e.g., "You're $20 away from 25% off").
- Offer a "surprise" discount, free product, or free shipping when total cart value exceeds a certain amount. This offer wouldn't be advertised on your site so it feels unexpected.
- Target customers that have a high-ticket item in their cart or a high-ticket cart value with a reminder of your installment payment options.
- If you're a clothing or accessory brand, show a reminder about your size guides or alternative styling ideas based on the product or category that a shopper adds to their cart.
Target a form based on cart contents
Targeting a sign-up form by cart contents is currently available for Shopify users only; however it is not supported if you are adding items to the cart using Shopify's GraphQL API. Use the AJAX API to ensure support.
If you have not already done so, integrate your Shopify store. Complete the onsite tracking setup, including turning on the Klaviyo app embed in your Shopify theme, so sign-up forms can display on your store.
Cart targeting is unavailable when your form uses Only on a custom trigger. In the form editor, change Display > Timing to Immediately or Based on rules before configuring cart targeting.
- Select Website > Sign-up forms from the left-hand navigation.
- Create a new sign-up form, or open the 3 dots menu next to an existing form and select Edit.
- 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).
- Select the Targeting & behavior icon in the editor.
- Select Targeting and scroll down to Cart contents.
Choose your cart contents rules
Turn on 1 or more of the following options, then configure each rule you turn on.
- Show based on total cart value
Select a comparison operator (Is greater than, Is less than, Equals) and enter an amount in the currency shown in the shopper’s cart. If your store supports multiple currencies, Klaviyo compares the same numeric threshold with each shopper’s cart value without converting between currencies. For example, for a USD cart, Show based on total cart value > Is greater than > 100 qualifies a shopper with a cart value 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 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 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 type in cart
Select a product attribute and enter its matching value. The cart rule is satisfied when at least 1 product in the cart matches. You can choose from:- Brand
The specific vendor from which the product is sold (e.g., Beantown Coffee). - Categories
The Shopify product type (e.g., mugs). Collection names are not used for this rule. - Name
The exact product title in the Shopify cart (e.g., Beantown holiday mug). Include variant details when they are part of the cart item’s title (e.g., Beantown holiday mug - Large). The value must match exactly, including capitalization. - 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).
- Brand
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 total cart value > Is greater than > 10 and Show based on number of items in cart > Equals > 3, then the sign-up form will appear when any 1 of those conditions is satisfied.
Publish your form
- Resolve any blocking form alerts, then click Publish or schedule. In the panel that opens, select Publish now, then click Publish now to set your form live.
Your published form will appear when a shopper meets your cart rules and the form’s other display and targeting settings.
Test your form
To test your form, open your store in an incognito window and add items that meet a configured cart rule. If your form targets existing profiles or members of a list or segment, use a browser that Klaviyo identifies as an eligible profile instead. A new incognito visitor is anonymous unless they become identified. Make sure your test visitor also meets the form’s other display and targeting settings.
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
Learn how to set up an abandoned cart flow in Klaviyo in order to increase your ecommerce revenue and personalize communication to your customers.
- Understanding targeting and behavior settings for sign-up forms
Learn about the Targeting & behavior section of the sign-up form editor, where you can control and change when a form appears on your site, and who sees it. Open the form editor for an existing sign-up form, then select Targeting & behavior to adjust the display and targeting settings covered in this guide.
- Course: Create strategic sign-up forms