The #1 Klaviyo Pop-Up Form Mistake That's Killing Your Margins

ASK THIS QUESTION

Check out the YouTube Video version: Click here

This is something I just discovered.

If you’re not asking “Have you purchased from us before?” on the first step of your form, you’re throwing margin in the bin.

Here’s what to do instead:

Step 1: First step in your pop-up form is to ask if they’ve purchased before

Give two options: Yes or No.

  • If Yes, send them to a landing page that explains your discounts are only for first-time customers while also highlighting best sellers

  • If No, take them to the second step of the form. That’s where you collect email and zero-party data.

Why this works:

  1. You protect your discount codes.
    Most pop-ups keep showing to returning buyers because platforms like Klaviyo don’t track perfectly across devices.
    Asking directly solves this. It stops you from giving incentives to people who’ve already ordered, say, five times.

  2. You get accurate data.
    Many third-party pop-up tools inflate conversion rates because they don’t know who’s new or returning. You think it’s working better than Klaviyo, but your actual list growth tells a different story.

  3. You fix your AI problem (this is only relevant if you are building a pop-up form tool).
    Most pop-up AI tools optimise for “highest converting” moments.
    But the data they train on is flawed.
    It includes past subscribers and repeat buyers.
    That means your AI is optimising based on dirty data.
    More conversions, yes. More profit, no.

So here’s the play:

  • Use Klaviyo pop-ups.

  • Ask if they’ve purchased before.

  • Collect email and zero-party data.

  • Show the offer on the final step.

  • Use a teaser to reopen the form if they close it.

  • Show a fallback flyout after 45 seconds for another chance to convert.

That’s it.

No more giving away discounts to returning buyers.
No more fake conversion rates.
No more spending on tools that don’t grow your list.

Just a smarter form. One question at the top.

Want this built for your store?

Hit reply.

Watch the video: click here

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