What are scheduled forms?
Scheduled forms are sign-up forms that you set to automatically publish or unpublish on your website at predetermined dates and times. Instead of manually setting sign-up forms live or returning them to draft mode, you can plan ahead and let the form handle its own timing.
Scheduled sign-up forms are especially useful for time-sensitive promotions, seasonal campaigns, and limited-time offers. Think holidays like Black Friday Cyber Monday (BFCM), flash sales, or other special events where you want a form to appear when the promotion begins and disappear when it ends.
Scheduled forms mean your team doesn’t need to be online at specific moments to toggle forms on or off, freeing you to focus on other parts of your marketing strategy—especially crucial during the busiest times of the year. Fewer late nights, fewer calendar reminders, and less risk of leaving an outdated offer live.
What does a scheduled form do?
Scheduled forms address a common operational challenge: coordinating the timing of promotional sign-up forms with marketing campaigns.
Without scheduling, marketers need to manually publish and unpublish forms, which creates room for human error and requires availability at specific times—sometimes inconvenient ones, like midnight or early morning hours.
This is especially important during time-sensitive promotional periods. A form that goes live too early might confuse customers about what exactly they’re signing up for, while one that stays live too long could promote an expired offer and gather consent for the wrong type of communications.
With scheduled forms, you set the date and time for the form to start displaying, and the form handles the rest on its own.
Benefits of scheduled forms
Here are just a few of the benefits you might see when you start scheduling your sign-up forms:
- Improved work-life balance: Schedule forms to go live during off-hours, weekends, or holidays, so your team doesn’t have to set them live manually.
- Time savings: Scheduled forms reduce last-minute scrambling and give you more time for strategic work like optimizing form design, refining form targeting with AI, and analyzing performance data.
- Reduced human error: Marketers have enough going on during peak periods like BFCM without having to remember to publish a form when a promotion starts, too. Scheduled forms go live whether you forget about them or not.
- Better campaign coordination: Scheduled forms make it easier to align form timing with associated email campaigns, SMS campaigns, and cross-channel flows.
- Streamlined promotional planning: When you can schedule forms in advance, you can build out your entire marketing campaign and automation strategy weeks or months ahead.
- Consistent customer experience: Scheduled forms go live exactly when you set them to, making sure customers see the right offer at the right time.
Key features of scheduled forms
Scheduled forms combine several capabilities that make time-based form management simple and reliable, including:
- Start date and time selection: Choose the exact moment your form goes live on your website.
- End date scheduling: Set when your form should automatically return to draft mode.
- Draft-to-live automation: Transition forms from draft to live status automatically at the scheduled time.
- Schedule visibility: View scheduling details directly in your forms list to see which forms are set to publish.
- Pre-scheduling customization: Finish designing and configuring your form before the scheduled go-live time.
How to schedule a sign-up form
Once you've created and customized your sign-up form, here’s how to schedule it to publish at a specific time:
- In your form editor, look for the scheduling option in the status dropdown.
- Choose your start date by selecting from the calendar or entering the date directly.
- Select the time of day you want the form to go live, as well as your desired time zone.
- Select an end date for when you want to stop showing shoppers the form.
- Save your schedule settings.
Once you schedule it, the form's status will update to reflect the schedule, and you'll see details about when it's set to publish in your forms list view. Keep in mind that if you turn on A/B testing on a live form, any existing schedule will be disregarded while the test runs. Plan your testing and scheduling accordingly to avoid conflicts.
Scheduled forms turn time-sensitive form management from a manual task into an automated process, letting you focus on strategy instead of logistics.
Ready to automate your sign-up form timing and keep your marketing efforts coordinated across channels? Sign up for Klaviyo and start scheduling your web forms today.