Klaviyo

Klaviyo is a unified customer platform that helps online brands own their data, automate marketing, and build lasting relationships through personalized email, SMS, and customer experiences at scale.

Website

klaviyo.com

Industry

Leadgen

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How to set up a form to appear only when specific rules are met in Klaviyo

Here is how to set up a form to appear only when specific rules are met in klaviyo

First click on "Sign-up forms" in the left sidebar menu
From the list of forms, locate the form you want to edit
Next click on the "More options" menu (three dots) next to the form
Select "Edit" from the dropdown menu
Then click on "Targeting and behavior" option in the left settings panel
Click on the "Display" tab in the targeting and behavior settings
Next click on the "Show form" dropdown menu
Select "Based on rules" from the dropdown options
Next, define the conditions or rules that must be met for the form to appear
Once done, locate the "Only display if all selected conditions are met" option
Then, toggle it ON to make sure all the rules must be met for the form to show
Finally click the "Publish changes" button in the top right corner to apply the settings

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Why should you set up a form to appear only when specific rules are met in Klaviyo

Klaviyo is a powerful marketing automation platform designed to help businesses personalize their customer engagement.

One standout feature in Klaviyo is its ability to create forms that appear only when certain criteria are met. This feature allows businesses to tailor their communication to the right audience, enhancing customer experience and optimizing conversion rates.

By using conditional rules, companies can ensure that their forms target specific customer behaviors or attributes, leading to more effective interactions and increased engagement.

Last update

February 18, 2026

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