Articles on: Klip Features

How to Set Up Lead Capture on Your Coupons

Lead Capture lets you collect customer information, like an email address, before a coupon can be applied. When a customer clips a coupon with Lead Capture enabled, a popup asks for their details first. Once they submit the form, the discount applies and their info is saved as a lead in your Klip dashboard.

This helps you build your email list while still giving shoppers the discount, and it connects directly to Klaviyo, Mailchimp, and Omnisend if you use one of those already.

Part 1: Enable Lead Capture on a Coupon

1. Create or Edit a Coupon

In your Klip Dashboard, create a new coupon or open an existing one to edit it.

2. Go to the Coupon Design Step

Coupons are built in three steps: Coupon Info, Eligibility & Targeting, and Coupon Design. Click Coupon Design.

3. Select Lead Capture

In the Customize Style sidebar on the left, click Lead Capture (marked with a New tag).

4. Require Form Submission to Claim the Coupon

Check Require form submission to claim coupon. This is what triggers the popup. If it's unchecked, the coupon applies normally and no form is shown.

Tip: Click Preview, then click the coupon in the product page preview on the right to see exactly what customers will see.

Klip includes six popup styles: Clean, Minimal, Dark, Warm, Bold, and Soft. Click one to select it. The preview updates right away.

6. Choose the Fields to Collect

Under Fields to Collect, pick what you want from customers:

Email address, included and required by default
Free text, for open-ended input
Phone number, useful if you also run SMS campaigns

For each field you can mark it required or optional, edit the field label and placeholder text, and drag it (using the handle icon) to reorder it in the popup.
Click Add custom field if you need something beyond these three.

Below Fields to Collect, the Popup Content section lets you edit the heading and supporting text shown in the popup.

8. Save and Publish

Save your coupon once you're done. Leads are only collected once the coupon is active and published. A coupon still in draft won't show the popup to customers.

Part 2: Configure Global Lead Capture Settings

Some Lead Capture behavior applies across all coupons and lives in your app settings, not the coupon builder.

1. Open Email and Leads Settings

From your Klip Dashboard, go to Settings, then Email and Leads.

2. Customize Form Error Messages

Edit the wording shown to customers when something goes wrong in the popup:

Email required
Invalid email
Invalid phone number
Required field missing
Terms not accepted

Useful if you want the messages to match your store's tone, or need them in a different language.

3. How Duplicate Leads Are Handled

If a customer submits the same email through a lead capture form more than once, Klip treats it as one lead rather than creating a duplicate. It updates the existing lead profile with the new capture event and lets the coupon apply, with no error shown to the customer.

4. Connect a Lead Destination

To sync captured leads to your email marketing platform automatically, connect one of the following under Lead Destination:

Klaviyo
Mailchimp Email & SMS
Omnisend Email Marketing & SMS

Click Connect next to the platform you use and follow the prompts to authorize it. New leads sync automatically after that.

Part 3: View and Manage Collected Leads

Every email, name, and phone number collected through your coupon popups is stored in one place.

1. Open the Leads Page

From your Klip Dashboard sidebar, click Leads.

2. Review Your Lead Metrics

At the top of the page you'll see four stats for the selected date range:

Leads collected, total leads captured
Redeemed, how many of those leads went on to redeem the coupon
Conversion rate, the percentage of leads that redeemed
Lead revenue, total revenue from orders tied to captured leads

Use the date range and All coupons filters at the top to narrow this down.

3. Browse the Leads Table

The table lists each lead's email, name, phone number, the coupon tied to the form, the date, whether they've redeemed, and whether they've synced to a connected platform.

4. Export Your Leads

Click Export leads in the top right to download your list. Useful for a manual import into a platform that isn't directly integrated, or for keeping an offline backup.

Tips for Getting the Most Out of Lead Capture

Keep the form short. Email alone is often enough, only add phone number or free text if you'll actually use it.

Connect an email platform before you launch. So new leads start flowing into Klaviyo, Mailchimp, or Omnisend right away instead of sitting unused.

Check your conversion rate regularly. The Leads page shows how many people saw the popup vs. actually submitted it, so you can adjust the form or copy if it's low.

Updated on: 28/07/2026

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