Signup Form Input Blocks Overview

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Overview

You can use signup forms to gather information about your shoppers so that you can give them the information they are interested in and personalize the content you send to them. This guide will run through how to use signup forms to collect more than just email and the settings you have within each of the blocks.

Input Blocks

The signup form editor has a myriad of different blocks that you can use to get the information you need for your brand. You can use the following blocks to gather information about your shoppers.

  • Email Input 
    This is where contacts input their email addresses to sign up for your marketing. While that is the most traditional use case for the email block, you can also use it to drive someone to opt-in for a special offer from you via email. This can be incredibly helpful if you have a gift-giving guide, buying guide, or if you're using a winback flow to reengage lapsed customers and want to ensure your email reaches their inbox rather than their spam folder.
  • Phone Number
    If you have SMS messaging set up in your Klaviyo account, you will have the ability to drag a phone number block onto your form to collect phone numbers from your subscribers.
  • Text Input 
    Text input blocks collect additional information about your subscribers. If you are gathering information that is tied to a property in Klaviyo that you want to use for segmentation, DO NOT use this block. This block should only be used to gather information that is unique to each customer.
  • Radio Button 
    Radio buttons are also used to collect additional information about your subscribers. Within a list of pre-defined radio buttons, subscribers can only select one option. These are useful for collecting information like email frequency or age range.
  • Multi-Checkbox 
    Multi-checkboxes, similar to radio buttons, collect additional information about your subscribers. Within a list of predefined checkboxes, subscribers can select as many options as they would like. These are useful for collecting information like content interest.
  • Dropdown 
    Dropdowns are a great way to conserve space on a form by allowing subscribers to select a single value from a dropdown rather than a list of radio buttons.

Block Settings

After you've chosen the type of blocks that you want to utilize in your form, you can customize the settings of each block to fit the purpose of your form.

Email Input Block

As you're gathering email information about your customers, you can customize your email block.

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A form can only have one email input and it must be on the subscribe form, not the success message. When editing an email input block, you can specify:

  • Label
    You can include a label above your email input block. This text will be displayed in bold.
  • Placeholder Text
    This will be the text that populates in the email input before someone enters their email address. This should give browsers an idea of what to enter into the input block. Usually, a form's placeholder text is simply email address.

    You can choose to autofill with an email address. This means that if the browser has already engaged with your site (i.e. signed up for your newsletter, abandoned a cart, made a purchase, etc.), the form will populate with their email address as the placeholder text. For example, this could allow you to capture a subscriber who has previously abandoned a cart but isn't on your newsletter list.

  • Profile Property
    For email input blocks, this is not configurable. This is a hidden property that maps the email input to the subscriber's email address on their Klaviyo profile.
  • Required
    Optionally, require subscribers to input their email address before they are able to successfully submit the form. To edit the look and feel of your email input block, go to the Styles tab. Changes made in the Text Input Field Styles section will be applied to your email input block.

Phone Number Block

If you have SMS messaging set up in your Klaviyo account, you will have the ability to drag a phone number block onto your form to collect phone numbers from your subscribers. Note that when you drag in a phone number field, a text block is automatically added below it. This callout is regarding compliance with TCPA guidelines

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You will be able to configure the following:

      • Label
        The text that a visitor sees above the input.
      • Placeholder Text
        The text that auto-populates in the input box. Typically, this should give visitors an idea of the type of information you're collecting. For phone number blocks, a common placeholder text is (XXX) XXX-XXXX or (555) 555-5555.
      • Profile Property
        By default, this will be mapped to Klaviyo's phone number data type, but you can change this to any other profile property. However, if you would like to use this property as a phone number in flows or campaigns, you must keep the default. ensure that you remain compliant with US SMS laws.
      • Default Country
        This will apply a default international calling code to the beginning of the phone number. Visitors may also change this code according to where they are located if needed. Please note that SMS messaging is currently only available for US-based contacts.
      • Required
        Indicate if you would like to require someone to input their phone number in order to submit the form.
      • SMS Consent
        Under SMS Consent, the Collect SMS consent option will automatically be selected. If you don't want to collect SMS consent, select Do not collect SMS consent. Learn more about how to use signup forms to collect consent from your subscribers.

Text Input Block

Text input blocks are used to collect additional information about your subscribers.

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Again, you should only use this block if you want to gather information that will be customized to each browser, and not used for segmentation purposes. Here, you can specify:

      • Label
        Optionally, include a label for your text input. This should give subscribers an idea of what information you're looking to collect.
      • Label Text
        What the text input label will read.
      • Placeholder Text
        This will populate in the text field before a subscriber enters their information. This should give them an idea of the format you're looking for.
      • Profile Property
        This is the property that the text input will be mapped to on a subscriber's Klaviyo profile. This can be either a custom or a Klaviyo property. If the property does not already exist in your account, you may create an entirely new property that will be added to subscribers' profiles once they sign up. If someone submitting the form already has a value for the property on their profile, when they submit the form, the existing value will be overwritten by the new value.
      • Required
        Optionally, require subscribers to input a value before they can successfully submit the form.

Date Block

The date block allows subscribers to input date values like a birthday or wedding anniversary.

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Use this block when collecting dates exclusively, and not a text block so that you can use them to trigger flows and for segmentation.

      • Label
        You can include a label for your text input. This will give subscribers an idea of what information you're looking to collect.
      • Label Text
        What the text input label will say.
      • Placeholder Text
        This will populate in the text field before a subscriber enters their information. This will give them an idea of the format you're looking for. For example, it might read MM-DD or DD/MM/YYYY
      • Profile Property
        This can be a custom or a Klaviyo property. If the property does not already exist in your account, you may create an entirely new property that will be added to subscribers' profiles once they sign up. If someone submitting the form already has a value for the property on their profile, when they submit the form, the existing value will be overwritten by the new value.
      • Date Format
        Choose how you would like subscribers to input particular date values. All submissions will be recorded as a date data type. If you do not prompt subscribers to choose a particular year, the year value will default to 2016. You have several options for how subscribers can input dates:
        • MM DD
        • DD MM
        • MM DD YYYY
        • DD MM YYYY
        • YYYY MM DD

          Additionally, you can choose which character is used to divide the values.

      • Required
        Choose if you would like this value to be mandatory in order to submit the form.

Radio Buttons

Radio buttons are also used to collect additional information about your subscribers. Within a list of pre-defined radio buttons, subscribers can only select one option. These are useful for collecting information like age range, email frequency information, or to create a buying guide.

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These values are assigned to subscribers' profiles as custom properties or as profile properties that Klaviyo can detect automatically. Here, you can specify:

      • Show Label
        You can include a label for your text input. This should give subscribers an idea of what information you're looking to collect.
      • Label Text
        What the text input label will say.
      • Required
        Choose if you would like this value to be mandatory in order to submit the form.
      • Arrangement
        Choose if you would like options to stack (vertical) or display side-by-side (horizontal).
      • Profile Property
        This can be either a custom or a Klaviyo property. If the property does not already exist in your account, you may create an entirely new property that will be added to subscribers' profiles once they sign up. If someone submitting the form already has a value for the property on their profile, when they submit the form, the existing value will be overwritten by the new value.
      • Label
        Choose the display text for an option.
      • Value
        Choose the value for the Klaviyo or custom property that you would like their submission to update. For instance, if you're updating someone's profile property titled "age range," the value for a customer could be "24-35."

Multi Checkboxes

Multi checkboxes are also used to collect additional information about your subscribers. Within a list of checkboxes, subscribers can select as many options as they would like.

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These are useful for collecting information like content interest. These values are assigned to subscribers' profiles as custom properties or as profile properties. Here, you can specify:

      • Show Label
        You can include a label for your text input. This should give subscribers an idea of what information you're looking to collect.
      • Label Text
        What the text input label will say.
      • Required
        Choose if you would like this value to be mandatory in order to submit the form.
      • Arrangement
        Choose if you would like options to stack (vertical) or display side-by-side (horizontal).
      • Profile Property
        This can be either a custom or a Klaviyo property. If the property does not already exist in your account, you may create an entirely new property that will be added to subscribers' profiles once they sign up. If someone submitting the form already has a value for the property on their profile, when they submit the form, the existing value will be overwritten by the new value.
      • Label
        Choose the display text for an option.
      • Value
        Choose the value for the Klaviyo or custom property that you would like their submission to be mapped to.

Dropdown Block

Dropdowns are a great way to conserve space on a form by allowing subscribers to select a value from a choice of 3-4 options in a dropdown rather than a list of radio buttons.

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Like radio buttons, subscribers can only select one option. Here, you can edit the following:

      • Label
        You can include a label for your text input. This should give subscribers an idea of what information you're looking to collect.
      • Label Text
        What the text input label will say.
      • Required
        Choose if you would like this value to be mandatory in order to submit the form.
      • Placeholder Text
        This will populate in the text field before a subscriber selects an option.
      • Profile Property
        This can be either a custom or a Klaviyo property. If the property does not already exist in your account, you may create an entirely new property that will be added to subscribers' profiles once they sign up. If someone submitting the form already has a value for the property on their profile, when they submit the form, the existing value will be overwritten by the new value.
      • Label
        These are all the options that will be displayed when a subscriber clicks the dropdown menu.
      • Value
        This is the value that each selection will be mapped to. For example, if someone selects "An Internet search" in the example above, their custom property for referral source will be "Internet."

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