How to create an in-app form

You will learn

Learn how to show a form to users directly in your mobile app. You can use these forms to share information about new or back-in-stock products, sales, app updates, and more. 

Before you begin

In-app forms are messages displayed to mobile app users while they are actively using an app.

Currently, Klaviyo supports announcement-style forms that communicate information to app users and drive engagement from users. As of now, in-app forms:

• Are available as popups.
• Target all of your mobile app users.
• Display on the first screen users visit in your mobile app (based on your app configuration).

You cannot use them to collect consent or profile information yet, but additional functionality similar to Klaviyo’s web forms is coming soon. Please stay tuned!

Create an in-app form

You can only create an in-app form if you have already set up push notifications in Klaviyo. For guidance, see our iOS, Android, or React Native guides. 

1. Navigate to the Sign-up forms tab. 
2. Select Create form. 
3. In the right sidebar, name the form, select In-app, and click Create.
   
4. Select Styles to update the look of your popup, including the height, colors, background image, etc.
5. Choose Add blocks to drag-and-drop text, button, or image blocks. 
   • If you want the button to redirect a user to a different app screen, use a deep link to send them to a specific screen in your app (like the collection you’re advertising). For questions about deep links, please see using deep links in push notifications.
6. Optional: click the close icon in the preview to change its color or size.

Adjust a form's display options

Timing

You can choose when forms are displayed in your application.

• By default, your form will show immediately, meaning users will see your sign up form as soon as they open the app.
• You can also choose to show a sign up form after time delay. Set the number of seconds to wait before displaying the form, from 1 to 86,400 seconds (i.e., 1 day).

The display timer persists across app screens. This means that when users navigate to other pages within your app, the display timer continues to count down from when the user opened the app.

Note that if the app session ends before your time-delayed form is shown, the form will not be displayed during the next session. The form will be shown again based on its current settings.

Frequency

Set how often a sign up form is shown to users of your application. When set to 0, the form will be shown every time a user opens the app.

Check Don’t show again if profile taps go to app screen button if you would like to prevent the form from showing for app users who have clicked through to another app screen.

Adjust a form's targeting settings 

Targeting by app users

Define the set of app users that are eligible to see an in-app form in the Targeting & behaviors section of the form editor under Audience. You can choose from two targeting options to display a form only to certain users:

• Show to all mobile app profiles - This form will show to all app profiles that exist in your Klaviyo account.
• Show to specific profiles in a list or segment - Select whether to include specific profiles, exclude specific profiles, or both. You can choose a single list or segment, or multiple.

Note that a list or segment cannot be selected for both inclusion and exclusion. If a targeting conflict occurs, the exclusion rules will be used.

When your form appears the way you want, click Publish to set it live.

Outcome

Once you click publish, anyone who visits your mobile app will see this form, allowing you to target your entire audience. Your form will continue to show until you unpublish it or the user clicks the button in the form (based on the form’s display settings)

Additional resources

• Understanding form blocks and fields
• Understanding in-app forms
• How to use deep links in push notifications