How to Create WordPress Klaviyo Opt-in Forms to Capture Leads

Klaviyo integration panel

Klaviyo is an email marketing platform powered by data, built for eCommerce and web businesses.

In this tutorial, we will learn how to integrate MailOptin with Klaviyo so you can start capturing and saving leads with conversion-optimized email sign-up forms (AKA opt-in forms) to your account.

Firstly, ensure you’ve connected Klaviyo by saving your account API key to its connection settings.

Then go to the Optin Campaign page and click the Add New button at the top to create an optin form.

Optin Campaigns menu link

Enter a title for the campaign, select the optin type (for this tutorial, we’ll select lightbox) and click the optin form design you want.


You will then be redirected to the form builder where you have options and the flexibility to customize the optin form to your heart content.

MailOptin WordPress Optin form builder

See: Adding Extra Fields to Your Optin Form

Having finished customizing the form, open the Integration panel, Select Klaviyo in the Email Provider dropdown and the Klaviyo List to subscribe users to.

Klaviyo integration panel

To actually get the opt-in to display on your site, toggle the activate switch ON at the top (close to the “Save Changes” button).

Navigate to the “Display Rules” panel. If you want the opt-in form to be displayed everywhere (all pages) of your WordPress site, also check “Globally load optin” otherwise use the page-level targeting and triggers to determine how and where in your site the opt-in will be shown.

MailOptin display rules and targeting Page level targeting of optin forms

Finally, save the changes. Preview your website and you should see the optin displayed. If it doesn’t show up, be sure to clear your website and browser cache.

Besides subscriber first name, last name, and email address, our integration also send the following data to Klaviyo:

  • IP Address
  • Referrer
  • Optin Campaign name
  • Conversion page URL
  • User-agent.

Follow the guide below to learn how to create other popular types of email opt-in forms. And don’t forget to select Klaviyo at the Integration panel.

Tags: klaviyo