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How to Use Sign Up Forms and Welcome Flows with Instant AI

Instant AI makes it easy to start collecting subscribers and welcoming them with on-brand emails without needing any setup or design work. Here’s how it works.

With Instant AI, every new subscriber can trigger a personalised Welcome Flow automatically. You can set this up in two ways:

Option 1: Use Instant Sign-Up Forms + Instant Welcome Flow

Instant Sign-Up Forms are branded pop-ups that appear on your Shopify storefront. They’re generated automatically, styled to match your brand, and powered by Predictive Opt-In so they appear at the best time to convert.

The benefits of using Instant for both the form and the flow include:

  • Predictive timing: resurfaces when a visitor is most engaged.

  • Higher conversions: standard pop-ups average ~2.3% submit rates, while Predictive Opt-In averages 7% (and some brands reach 20%+).

  • Full integration: subscribers captured trigger your Welcome Flow instantly.

  • Fully branded: your store logo, colours, and tone of voice are automatically applied.

Coupons and offers

  • Make sure you have a coupon added in Instant Coupons.

  • By default, we don't assign a coupon and you will need to pick an option

  • By default, your selected coupon will assign to Welcome Flows, but you can confirm this by clicking Settings inside the Coupons page.

  • If you assign a fixed coupon (percentage, fixed price, or free shipping), the exact offer will appear both in your pop-up and Welcome Flow.

  • If you’re using Smart Coupons, Instant automatically hides the specific discount amount on the pop-up and uses “exclusive discount” wording until the Welcome Flow email is sent. 

Capturing Phone Numbers

  • If you want to capture a phone number as part of your sign-up forms, you need to add "Phone Capture" as a step in your form.
  • By default, this step is disabled, You will need to add it manually.
  • You can enable this step, and allow customers to skip it if they don't want to provide their phone numbers.
  • We currently do not support capturing phone numbers alongside emails, as we've seen that keeping them as two distinct steps helps boost sign-up rates. However, this is something we are exploring support for.
  • Phone numbers will automatically be saved against a shopper, for use when Instant AI supports SMS as a marketing channel.

 

Option 2: Use External Pop-Ups (Klaviyo or Alia) + Instant Welcome Flow

If you already use Klaviyo or Alia for your pop-ups, you don’t need to integrate anything extra. As long as you’re live with Instant AI, our pixel automatically detects new sign-ups and feeds them into your Welcome Flow.

Important checks when using external forms

  • Match your offer: make sure the discount or offer displayed in your external pop-up matches what you’ve set up in Instant AI. For example, don’t show “Sign up for 10% off” in Alia and then send a Welcome Flow email from Instant without that 10% coupon.

  • Using Smart Coupons: because the discount is generated dynamically, we recommend your external pop-up also use wording like “exclusive” or “mystery” discount instead of a fixed % off. Instant does not automatically adjust wording in Klaviyo or Alia forms.

  • Subscriber capture: all submissions through Klaviyo or Alia pop-ups will automatically trigger the Welcome Flow in Instant AI — no manual setup required.

 


Customising Your Welcome Flow

Whether you use Instant’s forms or another provider, the Welcome Flow behaves the same way:

  • By default, subscribers receive their first email instantly, including your set coupon, brand voice, and recommended products.

  • You can customise the design and content in the Template Editor.

  • By default, the coupon is shown in the first email so shoppers can use it right away.


Quick Checklist

Follow these steps to make sure your Sign-Up Forms and Welcome Flow are set up for success:

  1. Choose your path
    1. Option 1: Instant Sign-Up Form.
    2. Option 2: External pop-up (Klaviyo or Alia).
  2. Configure your coupon

    1. Add or confirm your coupon in Instant Coupons.

    2. By default, coupons are not assigned — you’ll need to pick one.

    3. By default, your selected coupon will assign to Welcome Flows, but you can confirm this under Settings → Flows.

    4. If using Smart Coupons → Instant automatically handles “exclusive discount” wording on pop-ups.

    5. If using Klaviyo/Alia → update your wording manually to avoid mismatched offers.

  3. Enable your Welcome Flow

    1. Go to AI Flows → Welcome Flow.

    2. Toggle the flow ON.

  4. Preview your Flow
    1. If using Instant’s pop-up → go to Settings → Sign-Up Forms to preview the design and offer.
    2. If using Klaviyo/Alia → confirm your pop-up is live in their platform.
  5. Customise your Welcome Flow

    1. Open the Template Editor to update design, messaging, or product recommendations.

    2. By default, the coupon is shown in the first email.

  6. Send a test email
    1. Use the “Send Test” feature inside your Welcome Flow to confirm the content, coupon, and design.
  7. Monitor performance
    1. After going live, track how many Welcome Flow emails are being sent in your dashboard. This confirms subscribers are entering correctly and helps you measure success.


FAQ



What happens if someone signs up twice?
Instant AI won’t re-enrol a subscriber into the Welcome Flow if they’ve already been through it.


Do I need to connect Klaviyo or Alia manually?
No, as long as Instant AI is live on your store, our pixel automatically connects to those forms assuming that you have an existing Klaviyo integration. 


Where do new subscribers go?
They’re added to your subscriber list in Instant AI. You can use them in flows and campaigns. If you're integrated with Klaviyo, these will automatically sync as new profiles plus we automatically sync these over with Marketing Consent to Shopify


Do I have to configure discounts twice?
 If you use Instant pop-ups: no, your assigned coupon automatically shows in both the pop-up and the Welcome Flow. If you use Klaviyo or Alia: yes, you should double-check your pop-up offer matches what’s in Instant AI.


When will my pop-up show?
 Instant pop-ups use Predictive Opt-In, which resurfaces forms when visitors are most likely to subscribe. External pop-ups show according to your provider’s own logic.