How to Create and Manage Signup Forms

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Overview

Only account owners, admins, and managers have the ability to create forms. 

Learn tips for creating and managing your Klaviyo signup forms. 

Before You Begin

Before you create your form, having your objective front of mind is crucial to making a signup form that’s both aesthetically pleasing and functional. Here are some goals that you may have for your form:

  • Email opt-in
  • SMS opt-in
  • Highlighting a page on your site
  • Advertising a sale
  • Gathering birthday or preference information
  • Giving physical location-specific information or deals
  • Encouraging participation in a rewards program

For more ideas of how you can optimize your form experiences, check out our Guide to Optimizing Your Signup Form Experience.

Create a Form from Scratch

You have two options when creating a form, either creating it from scratch or browsing the Form Library for inspiration. Here, though, we will only look at how to create a form from scratch. 

    1. Navigate to Signup Forms
    2. Click the Create Signup Form button in the upper right
    3. Click Create from Scratch
    4. Name the form
    5. Select the list you would like new signups to feed into (you can change this later by editing the form's submit button, if you would like)
    6. Choose the format that you would like to use
    7. Choose if you would like the default template to include data protection language 
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    8. Navigate to Blocks
    9. Click Success Message if you want to change what is displayed when someone submits the form
    10. Navigate to Styles to change the look and feel of both your form and success message, including the font, font color, font size, type of form, etc.
    11. Go to the Targeting & Behaviors tab to edit when and to whom the form will display 
    12. Click Publish once you finish designing your form

Edit a Form

  1. Navigate to the Signup Forms tab in your account
  2. Select the Edit Form from the settings dropdown
  3. Edit the form or success message as you see fit

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Change the List a Form Submits To

  1. Click the button block in your form
  2. Select a new list under List to Submit in the Button Click Action section

Learn more about changing the list a form is connected to. 

Edit the Name of a Form

  1. Navigate to the Signup Forms tab
  2. Click the dropdown menu beside the name of the form 
  3. Select Edit Name 
  4. Update the name of the form in the Edit Form Name modal
  5. Click Save Form

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Clone a Form

  1. Navigate to the Signup Forms tab
  2. Click the dropdown menu beside the name of the form 
  3. Select Clone
  4. Name your new, cloned form
  5. Confirm the list you want the form to add subscribers to; by default the clone form will be connected to the same list as the original, but you can select a new list if you want
  6. Click Clone Form

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View Form Analytics

  1. Navigate to the Signup Forms tab
  2. Click the dropdown menu beside the name of the form 
  3. Select View Analytics
  4. View the performance of the form on the Form Analytics Overview page 2020-02-19_17-04-04.gif

Delete a Form

Deleting a form removes it from your account permanently. If you would prefer to turn your form off without deleting it, unpublish the form.

  1. Navigate to the Signup Forms tab
  2. Click the dropdown menu beside the name of the form
  3. Select Delete
  4. Click Delete Form to confirm you want to delete the form from your account

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Save a Form

Forms save automatically, but while you are directly editing a signup form you may see it appear in "Editing" mode. If your form is in draft mode, your changes will be incorporated once you publish the form.

If your form is live, changes won't be displayed until you choose to publish the edited version on your site. This allows you to edit your form, come back to it, and review it with your team before publishing it on your site. For this reason, you will see your form in editing mode before you publish the new changes, even though they are saved automatically.

Publish a Form

Popup and Flyout Forms

When turning a draft form live, you will automatically be prompted to publish the form.

When making edits to a form that is already live, you will have to publish the edits before they appear on your site. Once you make a change to a live form, it will automatically be saved. However, you will then see the option to publish changes beside the form's live status.

Once you're ready to push the edits to your site, click Publish Changes.

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Embed Forms

If you are creating an embed form, there is one additional step to ensure that your form appears on your site. After you publish the form, in the modal, you will see the form's embed code (this can also be viewed in the behaviors tab). This code must be placed where you would like the form to appear on your site. Be sure to publish the form before adding the embed code to your website, otherwise, your form will not be visible. 

Not sure where to paste the embed code for your form? Head to Where to Paste a Form's Embed Code.

Unpublish a Form

  1. Navigate to the Signup Forms tab
  2. Click into the form you want to unpublish
  3. Click the dropdown labeled Live or Editing in the editor
  4. Set the form to Draft

Preference Pages

When people sign up through a form, they may see a number of preference pages, depending on the list's configuration (i.e., whether it is double or single opt-in). Preference pages include:

  • Subscribe Pages
    • Subscribe
  • Confirm Your Email
    • Email Confirmation
    • Opt-In Confirmed
  • Manage Preferences
    • Preferences
    • Preferences Confirmation
  • Unsubscribe
    • Unsubscribe
    • Unsubscribe Confirmation

If a list is set to double opt-in, when someone signs up through a signup form, they will receive the email confirmation form and the opt-in confirmed form.

To edit the opt-in related pages for a list, you must navigate to the specific list's Subscribe & Preferences Pages tab.

Additionally, when emails are sent to subscriber lists (e.g., in a welcome series or campaign sent to a list), the email forms in the list's Subscribe & Preferences Pages tab will be the pages that a recipient will see. Head to our article on Editing Opt-in Related Pages for a List for more information.

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In the Preference Pages tab in your account's main navigation sidebar, you can configure the default opt-in related pages. These are default email forms that are used in:

  • Emails sent to segments
  • Flows triggered by an event
  • Emails sent to multiple lists and/or segments

When you insert an unsubscribe tag — {% unsubscribe %} — or a manage preference tag — {% manage_preferences %} — into a campaign that is sending to a segment, the default email forms will be used. The same is true when you insert these tags into flow emails where the flow is triggered by an event. It’s vital to update your preferences pages, especially if you’re using double opt-in for your lists and segments.

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