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Simplify your customer experience: lead capture with Shop for Klaviyo forms

Profile photo of author Rob Hand
Rob Hand
4 min read
Klaviyo news
July 20, 2023
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Boost sign-ups with Shop Pay

Generated by Klaviyo AI

This post explains how lead capture with Shop enhances Klaviyo sign-up forms for Shopify merchants. It covers benefits for Shop users, impact on conversions and list growth, and step-by-step setup and behavior of these forms.

  • Integrated Shop experience: Lead capture with Shop connects Klaviyo sign-up forms to the Shop app so identified Shop users get pre-filled Shop Pay details and discounts at checkout.
  • High-intent audience: Shop can identify over 100 million users, representing about half of a typical Shopify store’s traffic, helping brands capture more qualified, high-intent subscribers.
  • Conversion and speed gains: Using Shop Pay with these forms lets Shop users check out up to 4x faster than standard checkout pages and can drive a 91% higher conversion rate.
  • Simplified SMS consent: Shop Pay forms reduce friction for SMS opt-in by pre-filling the phone number of identified Shop users once their email address is recognized.
  • Straightforward setup: Merchants enable Shop Pay in Shopify, select Shop Pay templates or toggle lead capture with Shop in existing forms, meet coupon and email consent requirements, and then publish once the feature is confirmed as active.

In this product release

We are excited to introduce lead capture with Shop, a powerful new feature for Klaviyo sign-up forms. Now, Shopify users can take their customer opt-in and purchase experience to the next level by leveraging Klaviyo sign-up forms in conjunction with the Shop app.

The Shop app is a game-changer in mobile shopping, providing a seamless platform for users to discover brands, manage orders, earn rewards, and track shipments. With Shop Pay’s accelerated check-out, customers can save their email address, credit card details, and shipping/billing information, enabling faster and smoother transactions.

By enabling lead capture with Shop in your Klaviyo forms, you unlock a host of benefits for Shop app users who opt in. They will enjoy the convenience of having their Shop Pay account information and discounts pre-filled at check-out, simplifying the purchase process to just a single tap.

Tap into the Shop network and connect with your ideal customers

As brands grapple with lower-quality leads and increased acquisition costs due to evolving privacy policies and social ad expenses, Shop is able to identify over 100 million valuable Shop users and seamlessly sign them in during their shopping journeys.

This network encompasses approximately half of the average Shopify store’s user base, ensuring the acquisition of high-intent subscribers who are ideal for long-term success.

Unlock greater conversion rates and list growth

Shoppers today want quick and easy check-outs, and meeting their expectations is crucial to avoid abandoned carts. By implementing lead capture with Shop and Klaviyo forms, Shop users can speed through check-out with Shop Pay 4x faster than a standard check-out page, resulting in a 91% higher conversion rate.

The Shop Pay forms reduce friction when collecting SMS marketing consent by eliminating the need for Shop users to manually input their phone number. Once a Shop user is identified using their email address, the form makes it easy to consent to SMS marketing by pre-filling their saved phone number.

Shop app email and SMS opt-in form

How to add lead capture with Shop to your Klaviyo forms

In order to utilize lead capture with Shop, activate Shop Pay on your Shopify site before adding to your Klaviyo forms. Once you’ve done that, navigate to “Sign-up forms” in Klaviyo’s main navigation. In our form library, you’ll find Shop Pay templates that have the functionality already set up. All you need to do is customize the look and feel to fit your brand.

If you have existing Klaviyo forms, select “Targeting and behavior” in the form editor. Under “Lead capture with Shop,” switch the toggle on. When you turn this on, any of your form’s unfulfilled requirements for using lead capture with Shop will populate. For example, this form is missing the coupon block.

Initially, only forms that offer a coupon and email consent are eligible for this feature. Customers have the flexibility to choose between a single-step form, to collect email addresses only, or a multi-step form that collects both email and SMS consent.

Once you’ve fulfilled the form requirements, you’ll see a green banner informing you that lead capture for Shop has been turned on and you can publish your form.

How does lead capture with Shop work with Klaviyo forms?

Once your form is live, any site visitors with Shop accounts will be recognized by completing the first step, submitting their email address. If the email address is not recognized as a Shop user, the visitor will go through your sign-up form’s steps as normal. If the email address is recognized as a Shop user, a Shop modal will then appear asking them to authenticate their account in order to automatically apply the discount to their checkout.

Site visitors can then go back to browsing your store with their unique discount code saved for easy access when making a purchase.

Rob Hand
Rob Hand
Rob has been at Klaviyo for over 4 years where he’s grown into several roles including Principal Customer Success Manager, helping customers strategically grow their business. He discovered his passion for SMS marketing and has since joined the Marketing team as the Product Marketing Manager for SMS. In his free time, Rob is a cyclist and runner.

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