Pop up form issue - cannot reliably exclude current profiles

Question

I have encountered a persistent issue with pop-up forms. Despite setting the forms to exclude existing profiles in my database, the forms are still being displayed to them under certain circumstances. Klaviyo support has clarified that their system cookies visitors when they click a tracked email link or fill out a signup form. However, the exclusion settings don’t seem to cover all scenarios, such as:

Profiles who are unsubscribed but still exist in the database.
Incognito or multi-device usage where cookies don’t persist.
The inability to check profile status via API before showing the form.

Has anyone successfully implemented a workaround for this, such as leveraging custom scripts, third-party tools, or advanced segmentation? I'm open to solutions that involve modifying the behavior of forms based on user profile data or other creative strategies to ensure existing profiles never see these forms. Any guidance would be greatly appreciated!

Timmy Solomon · Accepted Answer

Hello,This is a common challenge when working with pop-up forms in Klaviyo. While the system relies on cookies to exclude existing profiles, scenarios like unsubscribed profiles, incognito browsing, or multi-device usage can bypass these exclusions. Here are a few workarounds that might help:Custom Scripts for Form Display Logic:Implement custom JavaScript on your website to check user-specific data (e.g., email addresses) against your database before displaying the pop-up. You can store user email data securely using local storage and query against it.Advanced Segmentation in Klaviyo:Use Klaviyo’s segmentation tools to refine who gets targeted by the forms. For example, exclude profiles that are unsubscribed or part of specific lists.Third-Party Tools:Consider using third-party pop-up form tools like OptinMonster or Privy, which provide more granular control over form behavior and allow integrations with Klaviyo.Profile Status via API:While direct API checks for form display may not be feasible, you can use Klaviyo’s API to create dynamic lists of active subscribers and use these lists to control form visibility.Custom Cookie Management:Modify your website’s cookie settings to ensure better tracking across devices. You could also implement longer cookie durations to improve recognition.Let me know if you'd like further guidance on any of these solutions or help with implementing custom scripts!Best,

Mich expert · Answer

Hi,Could you share more details about the pop-up forms and your current setup? It sounds like the exclusion settings aren’t functioning fully, which can be tricky.To address the issue, I can implement a custom script that checks the user’s profile status before displaying the form, effectively preventing it from showing to unsubscribed or existing users. Using advanced segmentation techniques could enhance the user experience as well.With over 5 years of experience in web development and a strong background in Klaviyo integrations, I’m confident I can create a solution tailored to your needs. I would love to discuss this further and explore the best options.Let me know how you want to proceed!Best Regards,Mic expert

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