# How to Use Forms at Every Stage of the Marketing Funnel (Klaviyo Guide)

## Метаданные

- **Канал:** Klaviyo
- **YouTube:** https://www.youtube.com/watch?v=8Vvk5igwemk
- **Дата:** 15.04.2026
- **Длительность:** 2:47
- **Просмотры:** 80
- **Источник:** https://ekstraktznaniy.ru/video/48145

## Описание

Most brands only use forms for email signups, but that’s just the beginning. Learn how to expand your form strategy across the entire marketing funnel to capture more intent, improve conversions, and drive more revenue with Klaviyo.

Want to level up your strategy? Get certified with Klaviyo Academy:
👉 https://academy.klaviyo.com/en-us/cer...

👉 Explore Klaviyo Web Forms: https://www.klaviyo.com/features/web-...

What you’ll learn (form strategy best practices you can apply immediately):
How to move beyond basic email capture and use forms across the full funnel
How to identify key moments of intent on your website
How to use forms to guide customers toward conversion and retention
How to personalize form experiences based on behavior
How to turn form interactions into a scalable growth strategy

By the end, you’ll have a clear framework to use forms as a powerful tool across acquisition, conversion, and retention—not just list growth.

⏱️ Timestamps:
00:00 Introduction – Why most bran

## Транскрипт

### Introduction – Why most brands underutilize forms []

When many brands think about on-site forms, they typically only think about one thing: first-time sign-ups. While subscribing to your brand's marketing channels is an important first step in their journey, an advanced form strategy

### The problem – Thinking of forms only as email capture [0:10]

goes much further than that. It capitalizes on a site visitor's attention in the moment to move them forward in the marketing funnel to

### What an advanced form strategy looks like [0:20]

conversion or retention. But before we go on, if you're finding this video helpful, be sure to click like and subscribe for more content like this. As people navigate through your site

### Using forms to capture real-time intent [0:30]

their needs change. Some visitors are discovering your brand for the first time. Others are comparing products or preparing to buy. And loyal customers may head straight to checkout to restock their favorites, where sign-up forms can feel irrelevant or even distracting.

### Applying forms across the marketing funnel [0:45]

Different moments call for different form experiences. So advanced strategies adjust to meet people where they are. At the discovery stage, forms should help visitors understand your value before asking for commitment. For example, use a low-friction welcome form

### Examples of high-impact form placements [1:00]

that explains what makes your brand different before offering an incentive to subscribe. As interest grows, forms reinforce relevance. Trigger forms based on browsing behavior, such as displaying an item they perused with a quick link to buy, and a counter for all the people

### Personalizing forms based on behavior [1:15]

who have already added this to their cart, instructing them to shop now while supplies last. You can even trigger forms to encourage someone to opt into back-in-stock alerts if the item is sold out. Closer to purchase, forms should reduce

### Turning form engagement into conversions and retention [1:30]

hesitation. Show time-sensitive forms during high-intent moments, like exit intent on the shopping cart or checkout pages. After purchase, forms can deepen relationships. Service loyalty or VIP-only forms to returning customers based on their past

### Wrap-up – Building a full-funnel form strategy [1:45]

purchase behavior. If someone was once a repeat customer and has just returned to your site after period of inactivity, show off an exclusive discount to win them back. And beyond conversion, forms can also inform. Use announcement forms to communicate operational updates, key deadlines, or major campaigns that shape expectations. It's also important to remember that most form completions happen on mobile devices. In many cases, around 80% of submissions come from mobile, which makes mobile optimization essential. Forms should be easy to read, quick to complete, and designed for smaller screens. An advanced form strategy treats on-site experiences as dynamic touchpoints, not static sign-up tools. When forms evolve with customer intent, they help guide visitors from first interaction to long-term loyalty. If you found this video helpful, be sure to click like and subscribe, and check out the description for more content like this to help you learn and grow with Klaviyo.