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How to Create WhatsApp and Email Pop-ups with Klaviyo to Optimize Your Marketing

How to Create WhatsApp and Email Pop-ups with Klaviyo to Optimize Your Marketing

Maximize Your Lead Capture with Customized Pop-ups for Desktop and Mobile

Updated over 7 months ago

In this comprehensive guide, you'll learn how to create and optimize WhatsApp and email pop-ups using Klaviyo, a powerful marketing tool. This process will allow you to significantly enhance lead capture and communication with your potential customers.

Why is it crucial to create pop-ups for WhatsApp and email?

  1. Enhanced User Experience: By offering relevant options based on the device, you increase the probability of conversion.

  2. Optimized Lead Capture: WhatsApp is particularly effective on mobile devices, while email remains preferred on desktop.

  3. Personalization: It allows you to tailor your message and call-to-action according to the user's context.

Step 1: Access Your Klaviyo Account

  1. Log in to your Klaviyo account.

  2. Navigate to the "Sign-up Forms" section.

  3. Locate the main pop-up you currently use on your website.

Step 2: Duplicate Your Existing Pop-up

  1. Select the pop-up you wish to modify.

  2. Click "Duplicate" to create a copy.

  3. Name the new version by adding "WhatsApp" and "Mobile" at the end for easy identification.

Step 3: Configure the Email Pop-up for Desktop

  1. Edit the original pop-up.

  2. Go to "Targeting and Behavior".

  3. Find the "Devices" section.

  4. Configure it to display only on "Desktop".

  5. Save and publish the changes.

Step 4: Adapt the Pop-up for WhatsApp on Mobile

  1. Edit the duplicated version of the pop-up.

  2. In "Targeting and Behavior", configure it to display only on mobile devices.

  3. Remove the email input field.

  4. Modify the action button:

    • Change the action to "Go to URL".

    • Add the previously generated WhatsApp link.

  5. Adjust the design to optimize it for mobile devices.

  6. Save and publish the changes.

Step 5: Create Your Personalized WhatsApp Link

  1. Use the WhatsApp link generator and install or modify your widgets for future engagement from the Hoola platform.

  2. Customize the predefined message that users will receive.

  3. Copy the generated link and paste it into the button configuration in Klaviyo.

Benefits of Implementing This Strategy

  • Higher Conversion Rate: By offering the most convenient option based on the device, you increase the likelihood of users registering.

  • Instant Communication: WhatsApp allows for faster and more direct interaction with potential customers on mobile devices.

  • Enhanced Segmentation: You can create specific campaigns for WhatsApp and email users separately.

  • Optimized User Experience: Visitors receive an experience tailored to their device, improving the perception of your brand.

Additional Tips

  • Ensure that the message in the WhatsApp pop-up is concise and attractive.

  • Conduct A/B tests to optimize the performance of both pop-ups.

  • Monitor conversion metrics for each type of pop-up and adjust as necessary.

By implementing this differentiated pop-up strategy for WhatsApp and email, you'll be leveraging the best of both worlds: the immediacy and high open rate of WhatsApp on mobile devices, and the proven effectiveness of email marketing on desktop. This approach will allow you to maximize your lead capture efforts and significantly improve your digital marketing strategy.

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