How to create a WhatsApp form that targets email subscribers

What you’ll learn

Learn how to create a sign-up form that retargets your existing email subscribers to ask them if they want to sign up for WhatsApp marketing. Collecting WhatsApp opt-ins from your email subscribers enables you to engage across multiple channels and tailor messages based on subscriber preferences to create more personalized experiences.

Before you begin

Start with a multi-step website form that collects email and WhatsApp consent on separate steps, using a phone number field to collect WhatsApp consent. WhatsApp must be set up in your account.

This guide walks through how to clone this form and adjust it to target email subscribers who have not subscribed to WhatsApp marketing. Cloning is the quickest way to set up this form. It lets you reuse the same branding and styles so you can publish faster and create a consistent opt-in experience.

Before editing the form, create and save 2 segments based on channel consent with these definitions:

• Email subscribers: If someone can or cannot receive marketing > can receive > email marketing. Add the filter Because person > subscribed to include only people who opted in.
• WhatsApp subscribers: If someone can or cannot receive marketing > can receive > WhatsApp marketing. This condition includes people subscribed to WhatsApp marketing.

Gather WhatsApp consent from email subscribers

1. Navigate to the Sign-up forms tab in Klaviyo’s left-hand navigation.
2. Find your multi-step form that collects both email and WhatsApp consent, then click the 3 dots > Clone.
3. Choose Clone to this account, and name your cloned form (for example, “Retarget email subscribers”).
4. Click Continue.
5. Locate your newly cloned form in the list, then click the 3 dots > Edit to open the form editor.
6. Next to Email Opt-in above your form preview, click the 3 dots > Delete.
7. Confirm by clicking Delete Step. Your form will now only request WhatsApp consent.
8. Click Targeting & behavior in the editor sidebar.
9. Select Targeting.
10. Under Audience, select Show to specific profiles in a list or segment.
11. Check Include certain lists and segments, then select the email-subscriber segment you created.
12. Check Exclude certain lists and segments, then select the WhatsApp-subscriber segment you created.
13. Select the phone number field in your form. Set Channel to WhatsApp and Consent to Single step - Promotional only to collect WhatsApp marketing consent.
14. Review the remaining form steps, including the success message, so they describe WhatsApp sign-up. Check the form’s URL targeting and display settings before publishing.
15. When you are ready, click Publish or schedule. Select the Publish now option, then click the Publish now button.

Once published, this form can display to visitors in your email-subscriber segment who are not in your WhatsApp-subscriber segment. Klaviyo must be able to identify the visitor, and the visitor must meet the form’s other targeting and display settings. You can also send a campaign to your email subscribers with a link to a page on your website where the form can appear to drive additional WhatsApp opt-ins.

Next steps

Create a WhatsApp welcome flow to engage new WhatsApp subscribers immediately after they opt in.