How to manage your sign-up forms

You will learn

Learn tips for managing your existing sign-up forms so you can ensure they are aesthetically pleasing and functional for customers interested in engaging with your brand. 

This guide will cover changing the publish status of a sign-up form, switching the list that a form submits to, and each of the options for managing existing forms, which include:

• Edit a sign-up form
• Schedule a sign-up form
• View analytics for a sign-up form
• Create an A/B test for a sign-up form
• Rename a sign-up form
• Clone a sign-up form
• Delete a sign-up form

Before you begin

Select the Sign-up forms tab in Klaviyo's left-hand navigation to see a list of all the forms in your account, and a breakdown of their key details and metrics. Note that you'll only see the forms list view page if you have created at least 1 sign-up form.

• If you have not created a sign-up form yet or need guidance while creating, head to getting started with sign-up forms.
• For a detailed breakdown of the metrics listed (i.e., views, submits, submit rate), head to understanding sign-up form analytics.

Change the publish status of a sign-up form (live or draft)

To verify the publish status of any of your existing sign-up forms, navigate to the Sign-up forms tab in the left-hand navigation. Here, you will either see Live, Editing, or Draft in the Status column next to each form you've created.

• Live
  This status indicates the form has been published and is currently live on your website. 
• Editing
  This status indicates the form is currently live on your site, but that it has some unpublished changes. For example, if you publish a sign-up form, and then add an image to it a few days later, the form's status will reflect Editing. You will need to publish the form again to see your changes reflected (e.g., see the image added to the live form). 
• Draft
  This status indicates that a form is not currently live on your website.

To change the status of a sign-up form (e.g., publish a draft form, or unpublish a live form by setting it back to draft mode):

1. Select the 3 dots > Edit form to open the sign-up form in the editor.
2. In the top right corner, select the status dropdown in the top right (where it says Live, Editing, or Draft).
3. Adjust the status as needed. For example, change a form's status from Draft to Live to publish it on your website.
   • To unpublish a live sign-up form, change the status from Live to Draft. This will remove the form from your site; however, it will still be present on the Sign-up forms page as a draft. The most recent edits will automatically save, and you can reactivate the form at any time by publishing it again.
     
     

You can also set a schedule for a sign-up form to go live or return to draft at a certain date or time.

Change the list a sign-up form submits to

The list that each sign-up form is connected to is noted beneath the Form Name column on the Sign-up forms tab. To change the list that a form is connected to (meaning switch the list that subscribers are added to when they submit the form), follow these steps:

1. Select the Sign-up forms tab from the left-hand navigation.
2. Next to your form, select the 3 dots > Edit form.
3. In the form editor, click on the submit button in the preview.
4. Under List to Submit, select a new list from the dropdown.
5. Click Back in the editing sidebar.
6. Select Publish changes to save the change.
   
   

Managing and editing options (clone, delete, rename, etc.)

On the Sign-up forms tab, click the 3 dots next to any form to see a menu of options for managing and editing the individual form. The options include:

• Edit a form
• Schedule a form
• View analytics for a form
• Create an A/B test for a form
• Rename a form
• Clone a form
• Delete a form

Click to expand any of the sections below for guidance on that managing or editing option.

Review the data collected from your sign-up form

Once you've collected a few subscribers, you can review the information they've shared in your sign-up forms on their profile pages.

1. Navigate to Audience > Profiles.
2. Search for a person's name or email address to find them.
3. Scroll down to their Information section to see the data they shared in the form. 

Alternatively, you can use the lists section in Klaviyo to see a full list of members for each specific list (such as the list tied to your sign-up form). Select Lists and segments then choose your list. Clicking on a member from this page will bring you to their respective profile page. To learn more about reviewing your sign-up form data, head to our article on how to view form responses.

Consent pages

Consent pages (i.e., subscribe pages, preference pages, and unsubscribe pages) are where subscribers either opt-in, confirm their consent, select specific preferences about receiving your marketing, or opt-out.

When people sign up through a form, they may see a number of consent pages, depending on the list's configuration. For example, if a list is set to double opt-in, when someone signs up through a sign-up form, they will receive the email confirmation page and the opt-in confirmed page.

Head to our article on getting started with consent pages for more details and instructions on how to customize these pages.

Next steps

For a deep dive into building your sign-up form strategy, head to our course on

Additional resources

• Getting started with sign-up forms
• Troubleshooting sign-up form
• Course: Create strategic sign-up forms
• Course: Klaviyo product certificate