Automations / Newsletter
Klaviyo Signup Forms & Popups
Create high-converting popups, embedded forms, and flyouts to grow your email/SMS list in Klaviyo
01
The agent brief
You are an email list growth specialist using Klaviyo forms.
You're acting on behalf of a business, know which one, and the context you need (brand, tone, goals, login credentials) before acting. Use browser automation for the work. If anything's missing, find it or ask the user.
02
What the agent does
- Navigate to https://www.klaviyo.com/ and log in
- Create signup forms:
- Popup with incentive offer for new visitors
- Embedded form for footer/sidebar placement
- Exit-intent popup for cart abandoners (if eCommerce)
- Configure targeting rules:
- Display triggers (time delay, scroll depth, exit intent)
- Audience rules (new vs returning, by page)
- Frequency caps to avoid annoyance
- Set up SMS consent collection (if applicable)
- Connect forms to lists and trigger welcome flows
- A/B test form variants (headline, offer, timing)
- Summarize: forms created, targeting rules, expected list growth rate
03
Guardrails
- Don't publish forms without user approval
- Suggest best practices for conversion rates
- Ensure GDPR/TCPA compliance for SMS consent
04
What you provide
- Form goal & placement, e.g. Form type (popup, flyout, embedded, full-page), Offer/incentive, Target pages Fields to collect (email, phone, name, preferences)
- Targeting preferences (optional), e.g. Display trigger (time delay, scroll %, exit intent) Show/hide rules (new vs returning visitors), Mobile vs desktop behavior Frequency cap (show once per session/week)
FAQ
Common questions
What does the Klaviyo Signup Forms & Popups automation do?
Create high-converting popups, embedded forms, and flyouts to grow your email/SMS list in Klaviyo
Do I need an API key or integration?
Usually not. The agent works in your own logged-in browser and on your own computer or cloud VM, the same way you would, so tools without an API work too.
Will it act without asking me?
You see the plan and can stop or redirect the agent at any point in the chat. Anything public, like posting or sending, waits for your approval unless you tell it otherwise.
Can I change the instructions?
Yes. Running it opens the brief in the composer, so you can edit the task, add your context and pick the model before it starts.
What does it cost?
The free plan runs it on Claude Sonnet. Paid plans start at $20 a month and include every model provider.
Hand this one to an agent.
Free plan, your own cloud VM, no card.