+1I have created a free pdf that I want to offer as an email sign up incentive on a blog post, initially I was thinking about using an embedded form, however after some research it would appear that these potentially have low sign up rates so I was considering a page specific pop up.
With either route which is the best way to set up the flow that would trigger the pdf being sent to them?
TIA
Best answer by TimMartinHarvey
Hi
Great question and welcome to the community!
In my opinion, Pop ups can feel more noise, especially when users are already swatting away things like cookie policies, 10% off, or sign up to push notifications pop-ups. They often look like they’re triggered at the site level, not connected to the content someone’s actually engaging with.
An embedded form, on the other hand, feels more intentional. It’s part of the page, part of the story, and makes the sign up feel like a natural next step without any distractions. You have done the hard part, getting them to the page, so don’t push them away with something intrusive, but do make the process super easy for sign up on the landing page.
Have a super simple embedded sign up form on the page, then as
It’s all about keeping the experience aligned with why they came to the page in the first place.
Thanks
Tim
+8Hey
I agree, a pop-up is definitely the way to go! When you set up the form, just make sure submissions are added to a dedicated list. Then, build your flow with the “added to list” trigger. Include the PDF download link in the first email of the flow, and you’re all set! Please let me know if you have additional questions!
+45 Hi
As you’re describing a landing page to encourage sign-ups, I recommend using both an embeded form and a pop-up (maybe a full page splash) that triggers on exit. That way you get two opportunities to convert!
For the pop-up, you could set the targeting to exclude contacts in your PDF list who have already submitted (and therefore grabbed the PDF via the flow).should they return to the post at a later date. Not essential but good practice i.e don’t prompt them to sign-up for the PDF when they already have it.
For the flow, that can be list-triggered as
Alternatively, if you want to maintain one master email list, you could use a custom property on the form(s) to capure they’ve submitted then use a segment-triggered flow. That segment would include contacts with the custom property set to a value eg PDF = true. Segment-triggered flows aren’t triggered immediately like lists are but the delay is not much in my experience.
.If you decide to go down the pop-up only approach, consider when you will trigger that (scrolled a certain amount?); it would be annoying to be starting to read the post and be interupted by a pop-up!
Hope that helps and good luck.
Andy
+10Hi
Great question and welcome to the community!
In my opinion, Pop ups can feel more noise, especially when users are already swatting away things like cookie policies, 10% off, or sign up to push notifications pop-ups. They often look like they’re triggered at the site level, not connected to the content someone’s actually engaging with.
An embedded form, on the other hand, feels more intentional. It’s part of the page, part of the story, and makes the sign up feel like a natural next step without any distractions. You have done the hard part, getting them to the page, so don’t push them away with something intrusive, but do make the process super easy for sign up on the landing page.
Have a super simple embedded sign up form on the page, then as
It’s all about keeping the experience aligned with why they came to the page in the first place.
Thanks
Tim
+1Thanks for all the replies, I decided to try the embedded form route after all as the popup kept clashing with my site wide popup. I just have to sort out why it is triggering the wrong flow now. 🤔
+2Great idea! Popups usually convert better than embedded forms, especially when shown at the right moment (like after some scroll or time on the page). Klaviyo’s flows can handle the PDF delivery once someone subscribes. We’ve had good results quickly testing different popup timings to see what works best.
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