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 Website > 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.

To display forms on your website, Klaviyo onsite tracking must be installed and enabled. If needed, click Enable forms on website on the Sign-up forms page and follow the setup instructions.

The editing and publishing steps below apply to forms without a running A/B test. For a running test, select 3 dots > Edit A/B test and follow how to A/B test a sign-up form to edit content, change test settings, or end the test.

• 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 (e.g., Submitted, Submit rate, and Total revenue), 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 Website > Sign-up forms tab in the left-hand navigation. Here, you will see Live, Editing, Draft, or Scheduled 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  This status indicates the form is currently live on your site, but that it has some unpublished changes.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.
• Scheduled
  This status indicates a planned publication or return to draft. Check the text beneath the status for the scheduled action and timing. A form set to publish when its text messaging numbers are verified also shows Scheduled.

Resolve any form errors before publishing. 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 to open the sign-up form in the editor.
2. Select the status dropdown in the editor header (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 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 Website > Sign-up forms tab from the left-hand navigation.
2. Next to your form, select the 3 dots > Edit.
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. If the form has other submit buttons, check each button’s List to Submit setting and update any that should use the new list.
6. Click Publish or schedule, choose Publish now, then click Publish now to apply the change to your live form.

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 management or editing option.

Edit a form

In the form editor, you can make changes to a sign-up form's style, content, targeting, and behavior settings. To access the form editor for an existing sign-up form:

1. Select Website > Sign-up forms from the left-hand navigation.
2. Find your form and select the 3 dots > Edit.
3. Edit the sign-up form and its success message as you see fit using:
   • The Edit styles button to adjust your form's design and sizing. Learn more about form styles, such as fonts and background colors.
   • The Targeting & behavior button to adjust when your form displays and who sees it. Learn more about form targeting & behavior, such as display timing and triggering options.
   • The Add content button to adjust your form's content and input fields. Learn more about blocks and input fields, such as a phone number field or coupon block.
     

• To optimize a sign-up form for mobile devices, head to basics: mobile form design.

1. Pay attention to any errors or accessibility issues identified before you publish the form.
2. When you’re ready to apply your edits, click Publish or schedule, choose Publish now, then click Publish now.

Sign-up forms save automatically as you make changes in the form editor; however, you will not see changes displayed until you publish the form. This allows you to edit your form, come back to it, and review it with your team before publishing it on your site.

When someone signs up for a list through a sign-up form, they may see a number of different consent pages. Learn more about consent pages (e.g., subscribe pages, preference pages, and unsubscribe pages).

Schedule a sign-up form

Scheduling is unavailable while an A/B test or optimization is running, and for back in stock forms. To schedule when a sign-up form is displayed or hidden on your website:

1. Select Website > Sign-up forms from the left-hand navigation.
2. Find your form and select the 3 dots > Schedule (or Edit schedule if it already has a schedule).
3. Set the dates and times for when your form should start or stop showing, then confirm the Timezone.
4. Click Schedule to save, or Reschedule to update an existing schedule.

For more specific details, see how to schedule a sign-up form.

View form analytics

Understanding how the sign-up forms on your website are performing is a key component of an audience growth strategy. Each sign-up form that has been live has its own analytics reporting pages, even if it is now a draft. To find the analytics page for a specific form:

1. Select Website > Sign-up forms from the left-hand navigation.
2. Find your form and select the 3 dots > Analytics.
3. Head to our guide on understanding sign-up form analytics to learn more about these reporting pages.

Create A/B test

You can run an A/B test on a sign-up form to measure how different elements of your sign-up forms perform. The Create A/B test option is unavailable for scheduled forms, forms with a draft or running A/B test or running optimization, and back in stock forms. To create an A/B test on an existing form:

1. Select Website > Sign-up forms from the left-hand navigation.
2. Next to your form, select the 3 dots > Create A/B test.
3. Name the test and its variations, then click Create test.
4. Head to our guide on how to A/B test a sign-up form to configure the variations and settings, then publish the test.

Rename a form

To change the name of an existing sign-up form:

1. Select Website > Sign-up forms from the left-hand navigation.
2. Next to your form, select the 3 dots > Rename.
3. Update the name of the form in the Rename form modal.
4. Click Save form.
   
   

Clone a form

To make a copy of 1 of your existing sign-up forms in the same account (excluding back in stock forms):

1. Select Website > Sign-up forms from the left-hand navigation.
2. Next to your form, select the 3 dots > Clone.
3. Select Clone to this account and name your new form.
4. Click Continue to create the cloned form as a draft.

The cloned form will be connected to the same list as the original by default. To change it, see change the list a form submits to.

Delete a form

Deleting a sign-up form removes it from your account permanently. You will not be able to recover a form once you delete it. If the form is live, it will be removed from your website. Its analytics, including A/B test results, will also be deleted.

If you would prefer to turn your form off without deleting it, so it's not live on your site, change the form's status to Draft in the editor.

To delete a form:

1. Select the Website > Sign-up forms tab in the left-hand navigation.
2. Next to your form, select the 3 dots > Delete.
3. Click Delete form to delete the form from your account.
   

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. Review Custom properties for answers stored as custom profile properties. Contact details, such as their name and email address, appear in the profile header.

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 Audience > Lists & 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, the list's opt-in settings affect what happens next. For email double opt-in, new subscribers receive a confirmation email and must confirm their subscription before joining the list. After confirming, they see the subscribe success page or the redirect page configured for it.

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

Next steps

For guidance on building your sign-up form strategy, take the Create strategic sign-up forms course.

Additional resources