Klaviyo vs OptiMonk.
Better popups or one marketing platform?
Klaviyo owns the profile and follow-up. OptiMonk puts AI creation, onsite product displays and popup experiments first. Their shared totals are close, but the workflows and native-email requirements differ.
What do you need your website to do next?
Klaviyo and OptiMonk approach the same signup from opposite directions. Klaviyo starts with a customer profile and the messages that follow; OptiMonk starts with the onsite campaign and how to improve it.
The products can work together through an integration. The decision is whether Klaviyo’s own forms already cover the brief or whether OptiMonk’s AI editor, product displays, game formats and no-popup control justify another subscription.
A close total should not hide the product boundary. A popup builder connected to Klaviyo does not satisfy a requirement for native email inside that popup product. The priority scenarios keep that distinction visible.
How the comparison works
15 rounds compare both platforms against the same 194 capability criteria, with 100 points distributed across the sections. Each round explains the practical differences and adds to the running score. The table beneath each round shows how the points are awarded. The conclusions bring those results together for different uses of the platforms.
Formats & content
Klaviyo focuses its onsite editor on signup forms, including popup, flyout and embedded layouts. Mobile settings adapt the signup experience to smaller screens. OptiMonk generates campaign designs from a brief and offers desktop and mobile views. Notices, form content and display elements can then be revised for the intended campaign.
| Formats & content | Klaviyo | OptiMonk |
|---|---|---|
| Message | — | +0.75 |
| Flyby / slide-in | +0.75 | — |
| Promo bars | +0.38 | +0.38 |
| Teasers | +0.75 | — |
| Content carousel | — | — |
| Eye-catching | — | — |
| Countdown | +0.38 | +0.38 |
| Dynamic text | — | — |
| Mobile editor | +0.38 Desktop and mobile views, with flyout position and device-specific blocks. | +0.38 Desktop and mobile views are edited separately. |
| Score | +2.632.63 | +1.881.88 |
Forms
Klaviyo scores higher through confirmed signup-quality and profile controls, including double opt-in and hidden properties. OptiMonk’s generation workflow speeds up layout work; it does not remove the need to inspect validation and consent. Klaviyo collects email, phone, text, radio, dropdown and checkbox answers across multiple steps. Consent and hidden properties attach to the profile. Phone-format checks, CAPTCHA and double opt-in help protect the list; mobile tap-to-text provides another SMS signup route. OptiMonk’s visual controls include email, name, phone, radio choices, checkbox groups, comments, required fields and button destinations. AI can create a multistep layout. The generated required-field settings need review against the intended signup flow.
| Forms | Klaviyo | OptiMonk |
|---|---|---|
| Email capture | +0.16 Subscribers go straight to Klaviyo's own contact lists. | +0.16 Required-field and error-message settings. |
| SMS capture | +0.32 | — |
| Phone field | +0.16 Phone numbers are checked for format. | +0.16 A phone field with a country selector. |
| Single choice | +0.16 Radio buttons or a dropdown. | +0.16 Radio options with editable labels and stored values. |
| Multiple choice | +0.16 | +0.16 Checkbox groups with an optional required flag. |
| Free text | +0.16 Text inputs for names or open comments. | +0.16 An optional comment textarea. |
| Consent checkbox | +0.32 Consent checkbox (+0.16) · Email marketing consent (+0.16) | +0.65 Consent checkbox (+0.16) · Email marketing consent (+0.16) · Privacy terms consent (+0.32) |
| Hidden fields | +0.32 Hidden properties on the submit button are saved to the profile. | — |
| Multi-step | +0.32 Multi-step (+0.16) · Popup steps (+0.16) | +0.32 Next page and Jump to page controls move between pages. Multi-step (+0.16) · Popup steps (+0.16) |
| Logic | — | — |
| Validation | +0.81 Validation (+0.16) · Field validation (+0.16) · Phone format (+0.32) · Required fields (+0.16) | +0.81 Validation (+0.16) · Field validation (+0.16) · Email format (+0.32) · Required fields (+0.16) |
| CAPTCHA | +0.32 | — |
| Email double opt-in | +0.32 | — |
| Follow-up | +1.94 Follow-up (+0.32) · After signup (+0.32) · Email automation (+0.32) · Email sequences (+0.32) · Delays and branches (+0.32) · Lifecycle triggers (+0.32) | — |
| Score | +5.498.12 | +2.584.46 |
Surveys
Klaviyo’s signup fields can collect preferences and customer information. Dedicated rating and quiz formats are assessed separately below. OptiMonk supports multi-step product quizzes. Quiz support is assessed separately from NPS, star and other dedicated rating formats.
| Surveys | Klaviyo | OptiMonk |
|---|---|---|
| Numeric rating | — | — |
| NPS | — | — |
| Star rating | — | — |
| Emoji rating | — | — |
| Binary rating | — | — |
| Quizzes | — | +0.82 Quizzes (+0.41) · Product quiz (+0.41) |
| Score | +08.12 | +0.825.28 |
Gamification
OptiMonk has the higher game score through format variety and losing wheel outcomes. Klaviyo’s configurable wheel is the more focused option when a simple incentive and native email handoff cover the brief. Klaviyo offers a spin-to-win block with two to six slices. Each slice has a probability, success step and coupon. The signup can sit before or alongside the spin. This establishes a configurable wheel, not a library of scratch cards, calendars or outcome quizzes.
OptiMonk supports wheels and scratch cards in its AI builder, and its wider documentation lists a gift format. Wheel slices without a coupon can lose. Scratch cards support weighted prize rows and configurable covers, with a reward on every play in the documented workflow.
| Gamification | Klaviyo | OptiMonk |
|---|---|---|
| Spin the wheel | +0.26 2 to 6 slices, each with its own success step and coupon. Spin the wheel (+0.13) · Prize weights (+0.13) | +0.53 Chances are counted across winning slices only. Spin the wheel (+0.13) · Prize weights (+0.13) · Losing slices (+0.26) |
| Slot machine | — | — |
| Plinko | — | — |
| Lottery ball | — | — |
| Claw machine | — | — |
| Scratch card | — | +0.26 Up to four prize rows with labels, codes and relative weights. |
| Pick a gift | — | +0.26 |
| Pick a card | — | — |
| Break the egg | — | — |
| Shake the tree | — | — |
| Memory cards | — | — |
| Treasure hunt | — | — |
| Learn to earn | — | — |
| Seasonal calendar | — | — |
| Daily offers | — | — |
| Score | +0.268.38 | +1.066.34 |
Targeting
The targeting round is tied. Klaviyo draws on customer lists and segments; OptiMonk combines onsite rules with conversational editing. Both have confirmed campaign coordination. Klaviyo combines URL, UTM, device and location rules with lists and customer segments. Delay, scroll, exit and click triggers control the opening moment. Frequency settings limit repeat appearances, and form priorities decide which queued campaign appears first. OptiMonk combines delay, exit, scroll, inactivity, click and custom DOM-event triggers with location, visit history, source, UTM, cookie and subscriber conditions. Frequency and campaign priority coordinate messages, and settings can also be changed through a prompt.
| Targeting | Klaviyo | OptiMonk |
|---|---|---|
| Page targeting | +0.23 URL rules with wildcards and UTM filters. | +0.23 |
| Geo targeting | +0.23 Countries or other locations, from the visitor's IP address. | +0.23 One or more countries. |
| Device targeting | +0.23 | +0.23 |
| Audience targeting | +1.8 Audience targeting (+0.23) · Referrer targeting (+0.23) · Cart targeting (+0.23) · Profile targeting (+0.23) · Customer tags (+0.23) · Order history (+0.45) · List segments (+0.23) | +1.35 Audience targeting (+0.23) · Referrer targeting (+0.23) · Cart targeting (+0.23) · Profile targeting (+0.23) · Customer tags (+0.23) · List segments (+0.23) |
| Behavior triggers | +1.13 Behavior triggers (+0.23) · Time delay (+0.23) · Exit intent (+0.23) · Scroll trigger (+0.23) · Custom event trigger (+0.23) | +1.58 Behavior triggers (+0.23) · Time delay (+0.23) · Exit intent (+0.23) · Scroll trigger (+0.23) · Inactivity trigger (+0.45) · Custom event trigger (+0.23) |
| Click trigger | +0.23 | +0.23 |
| Scheduling | +0.23 | +0.23 |
| Frequency cap | +0.23 Days to wait before a closed form returns, or show it on every visit. | +0.23 Caps how many campaigns a visitor sees in a time window. |
| Campaign control | +0.23 Low, Medium, High or Highest priority decides which queued form shows first. | +0.23 High, normal or low priority, and campaigns linked by prior exposure. |
| Score | +4.512.88 | +4.510.84 |
Experiments
The round is tied for different reasons: Klaviyo offers configurable traffic weighting, while OptiMonk offers a no-popup holdout. Both have automatic winner controls. Choose the experiment your team needs rather than treating the equal score as identical functionality. Klaviyo tests up to seven form variations, divides traffic evenly or by configured weights, and supports automatic winner selection. Results include revenue per variation. A test between form designs does not itself establish a no-form control group. OptiMonk can add a no-popup control. Versions split traffic evenly, without a custom split. Automatic winner settings include a 95% chance-to-win threshold, at least 200 conversions and three days.
| Experiments | Klaviyo | OptiMonk |
|---|---|---|
| A/B testing | +3.85 Up to 7 form variations. A/B testing (+0.35) · Popup tests (+0.35) · Traffic split (+0.7) · Automatic winner (+0.35) · Email or SMS campaign tests (+0.7) · Email tests (+0.7) · SMS tests (+0.7) | +1.75 Several popup versions run in one campaign; traffic always splits evenly. A/B testing (+0.35) · Popup tests (+0.35) · No-popup holdout (+0.7) · Automatic winner (+0.35) |
| Score | +3.8516.73 | +1.7512.59 |
Email & SMS
Klaviyo is the choice when popups and email marketing must live in one service. OptiMonk fits a stack with messaging already in place. Its higher scores in games and the editor do not satisfy a native-email requirement. A Klaviyo signup can enter a welcome flow from a list. Flows also respond to segments, events and dates, with delays and conditional paths for later messages. Broadcasts, segmentation, email and SMS belong to the same platform; profiles and sending allowances determine the bill. OptiMonk passes captured contacts to an email or SMS platform. A confirmed native newsletter and automated-email plan is not established in the shared evidence. Budget the connected provider separately.
| Email & SMS | Klaviyo | OptiMonk |
|---|---|---|
| Email marketing | +1.5 Campaigns, segments and flows; sending and profile limits depend on the plan. | — |
| SMS marketing | +1.5 | — |
| Web push | — | — |
| Score | +319.73 | +012.59 |
Team & sites
Both satisfy the controlled-billing criterion. Klaviyo adds more confirmed role granularity and activity history, which explains its higher team score. Klaviyo provides predefined and custom roles, with separate responsibilities for content, analysis and account management. Owners and Admins can edit billing. An activity log records changes, and Portfolio groups accounts; that grouping is not a promise of one subscription for every website. OptiMonk invitations distinguish Member and Owner. Subscription, billing and usage management belong to the Owner role.
| Team & sites | Klaviyo | OptiMonk |
|---|---|---|
| Workspaces | +0.84 Portfolio groups several accounts for management. Workspaces (+0.28) · Client portfolio (+0.56) | +0.84 A workspace per domain; Essential allows two. Workspaces (+0.28) · Several sites (+0.56) |
| Team | +0.84 Individual user logins instead of a shared login. Team (+0.28) · Activity history (+0.56) | +0.28 Teammate invites are available on Free. |
| Roles | +0.56 Roles (+0.28) · Billing access controls (+0.28) | +0.56 Roles (+0.28) · Billing access controls (+0.28) |
| Score | +2.2521.98 | +1.6914.27 |
Developer
Klaviyo’s REST API can create, update and publish forms, with reporting endpoints for performance. Browser events connect forms to site code. Its MCP server exposes campaigns, flows, profiles and reporting with scope restrictions; flow webhooks send custom payloads to an endpoint. OptiMonk’s REST API and MCP server create and edit campaigns with scoped access. MCP can also change delivery settings and publish. These builder interfaces do not read leads or analytics; a webhook sends subscriber details to a callback URL.
| Developer | Klaviyo | OptiMonk |
|---|---|---|
| HTTP API | +1.13 Forms, campaigns, profiles, flows and reporting, with per-key scopes. HTTP API (+0.19) · Create designs (+0.19) · Operate campaigns (+0.19) · Read performance (+0.38) · Scoped credentials (+0.19) | +0.75 Scoped REST keys create and edit campaigns; no leads or analytics. HTTP API (+0.19) · Create designs (+0.19) · Operate campaigns (+0.19) · Scoped credentials (+0.19) |
| Browser API | +0.38 | — |
| Webhooks | — | +0.38 Sends first name, last name and email to a callback URL. |
| MCP server | +0.94 MCP server (+0.19) · Create designs (+0.19) · Read performance (+0.38) · Scoped credentials (+0.19) | +0.94 MCP server (+0.19) · Create designs (+0.19) · Operate campaigns (+0.38) · Scoped credentials (+0.19) |
| Score | +2.4424.42 | +2.0616.34 |
Support
Both offer direct support. OptiMonk’s free chat may matter at the entry level; higher-tier account management should be evaluated against the ongoing work you expect help with. Klaviyo’s paid plans include email and live chat support, with availability depending on the plan and day. Free accounts receive email support for the first 60 days, then rely on self-service and AI-assisted help. OptiMonk includes live chat on Free. Premium and Master add an account manager.
| Support | Klaviyo | OptiMonk |
|---|---|---|
| Chat support | +0.9 Live chat on paid plans; Free gets 60 days of email support. | +0.9 Live chat on all plans, including Free. |
| Score | +0.925.32 | +0.917.24 |
Editor & workflow
Klaviyo includes the form editor on Free. Draft, Live and Editing statuses separate work in progress from the form visitors see. OptiMonk opens its editor on Free and saves inactive drafts. Chat and Visual modes support revisions, with Undo, Redo and Saved versions. The in-app assistant generates concepts and changes designs and display settings.
| Editor & workflow | Klaviyo | OptiMonk |
|---|---|---|
| Free editor | +0.39 | +0.39 |
| Campaign drafts | +0.39 Draft, Live and Editing statuses; a draft is not live. | +0.39 Campaigns are saved inactive and switched on later. |
| Saved versions | — | +0.77 Saved versions plus Undo and Redo. |
| AI popup assistant | — | +3.09 Generates concepts, revises designs and changes delay or device settings. AI popup assistant (+0.77) · Copy (+0.77) · Design (+0.77) · Targeting (+0.77) |
| Score | +0.7726.09 | +4.6321.87 |
Data & reporting
Both connect campaign interactions to commercial outcomes. Klaviyo additionally has confirmed scheduled reports and external reporting access; OptiMonk’s goal choices are useful when optimising an onsite action. Klaviyo reports submissions and revenue following form interactions, including revenue by test variation. Submitters can be grouped into a segment and exported. Custom reports can run on weekly or monthly schedules, and reporting APIs support external analysis. OptiMonk supports submission and order goals, page visits, purchase value and add-to-cart value, with CSV and XLSX exports. The builder API’s campaign operations should not be treated as a reporting API.
| Data & reporting | Klaviyo | OptiMonk |
|---|---|---|
| Field mapping | — | +0.64 Map signup fields to email or CRM provider fields. |
| Lead export | +0.32 Build a segment of form submitters and export it to CSV. | +0.32 CSV or XLSX. |
| Scheduled reports | +0.64 Weekly or monthly custom reports, sent as a download link. | — |
| Revenue goals | +0.32 Revenue from orders after a form interaction, also per A/B variation. | +0.32 Purchase, order and add-to-cart value goals. |
| Team notifications | — | +1.29 Team notifications (+0.64) · Slack (+0.64) |
| Score | +1.2927.38 | +2.5724.44 |
Integrations
OptiMonk has the broader confirmed delivery coverage in the shared integration criteria. Klaviyo is itself the destination for many of those leads. Using both is sensible when the onsite campaign needs OptiMonk’s controls and email should stay in Klaviyo. Klaviyo stores signups in its own profiles and sends its own email and SMS. Its marketplace connects stores, CRMs, review and loyalty systems, advertising tools and automation services. A flow can POST a webhook payload; that route is different from a dedicated form-submission webhook. OptiMonk connects to Klaviyo, Mailchimp, HubSpot, Salesforce, SMS providers, Slack, Zapier and webhooks. Its subscriber list stores campaign responses, while the chosen destination handles downstream messaging.
| Integrations | Klaviyo | OptiMonk |
|---|---|---|
| — | +0.25 SendGrid, Brevo, AWeber, Campaign Monitor, GetResponse, CleverReach, Selzy, CM Commerce, Maileon, Mailigen, MailWizz, Listamester, Omnisend, The Marketer, WebGalamb: The inspected picker includes these destinations; some use older names such as Sendinblue, Conversio and Soundest. Setup proceeds through account, list and field mapping. Delivery was not tested. Klaviyo: Connect the Klaviyo account, choose the destination list and map signup fields in the integration setup. The mapping determines which collected answers accompany the contact, so it is part of configuring the campaign rather than simply enabling the provider. Follow-up messages and segmentation are handled in Klaviyo. Mailchimp: Connect the Mailchimp account, choose the destination list and map signup fields in the integration setup. The mapping determines which collected answers accompany the contact, so it is part of configuring the campaign rather than simply enabling the provider. Follow-up messages and segmentation are handled in Mailchimp. | |
| SMS | — | +0.25 Attentive, Postscript: Send captured contacts to SMS marketing platforms. |
| CRM | +0.13 Salesforce, Zoho, Pipedrive, Microsoft Dynamics: Sync leads and custom properties with CRM platforms. HubSpot: A HubSpot route is listed in the integration marketplace. Check the individual connector’s direction, partner subscription and supported properties before using it to deliver signup-form leads. | +0.13 Salesforce, Keap, MiniCRM, SalesAutopilot, Ontraport: Send new subscribers to the selected destination; provider-specific settings apply. HubSpot: Connect the HubSpot account, choose the destination list and map signup fields in the integration setup. The mapping determines which collected answers accompany the contact, so it is part of configuring the campaign rather than simply enabling the provider. Follow-up messages and segmentation are handled in HubSpot. |
| Messaging | — | +0.25 Slack: Send team notifications to Slack. |
| Customer lifecycle | +0.25 Gorgias, Recharge, Zendesk, Intercom, Smile, LoyaltyLion, Yotpo, Stamped: Klaviyo and partner-built apps supply additional customer events. These are wider-platform connections, not all popup-specific. | — |
| Analytics | — | +0.25 Google Analytics 4 via Google Tag Manager: The help centre documents campaign tracking through GTM. |
| Advertising | +0.25 Meta Advertising, TikTok Advertising, Google Ads, Pinterest, Snapchat: Sync audiences and events with advertising platforms. | — |
| Marketing tools | — | — |
| Store | +0.25 Shopify, WooCommerce, BigCommerce, Adobe Commerce, PrestaShop, Salesforce Commerce Cloud, Wix: Bring store customer and order data into Klaviyo. Supported data and sync frequency differ by platform. | — |
| Product recommendations | — | — |
| Personalization | — | — |
| Reviews | +0.25 Judge.me, Loox, Okendo, REVIEWS.io, Junip: Bring review events and data into segments and flows. | — |
| Content | — | — |
| Custom forms | — | — |
| Data & validation | — | — |
| Spreadsheets | — | — |
| Automation | +0.13 Shopify Flow, Zapier: Connect Shopify Flow and Zapier workflows to Klaviyo. | +0.13 Zapier: Forward leads through automation workflows. |
| Custom connections | +0.13 REST API, SDKs, Webhooks: Build a custom connection for profiles, events and other supported resources; flows can call a webhook. | +0.13 Webhooks, REST API: Webhooks forward submissions. The documented REST builder API creates and edits campaigns; it does not expose leads or analytics. |
| Score | +1.3828.75 | +1.3825.81 |
Shopify
Klaviyo earns points from confirmed customer history and store-event workflows. OptiMonk puts products inside the popup: selected items, recently visited items and cart contents. A higher overall Shopify score does not mean Klaviyo offers the same product-led popup experience. Klaviyo connects Shopify customers, products, orders and events to profiles and flows. Forms can target cart conditions and customer segments, including tags and order history. Unique Shopify coupons support signup incentives and automatic application at checkout; product data also powers follow-up emails. OptiMonk combines cart value, item count and product conditions. Campaigns can show selected products, recently visited items and cart contents. Unique Shopify coupons support expiry and automatic application; game prizes use existing codes.
| Shopify | Klaviyo | OptiMonk |
|---|---|---|
| Storefront installation | +0.39 A native Shopify app is available. | +0.39 Install the app and enable its theme embed to display campaigns and collect responses. |
| Native Shopify app | +0.39 A native app is available in the Shopify App Store. | +0.39 Install the native OptiMonk app from the Shopify App Store. |
| Built for Shopify | — No Built for Shopify badge, as confirmed by the site owner. | — No Built for Shopify badge, as confirmed by the site owner. |
| Shopify media assets | — | — |
| Shopify products and variants | — | +0.79 Show manually selected products, most-viewed items, recently visited products, cart contents and smart recommendations. |
| Shopify collections | — | — |
| Shopify discount assets | +0.39 Klaviyo generates unique Shopify discount codes for forms and flows, and records discount codes used on orders. | +0.39 Generate unique, single-use codes when displayed, with fixed or relative expiry. Wheel and scratch-card prizes use existing codes. |
| Shopify metafields and metaobjects | — | — |
| Shopify customer data | +0.79 Bring Shopify customer and order data into Klaviyo. | — |
| Shopify customer synchronization | +0.79 Customers and consent sync from Shopify into Klaviyo, and an optional setting syncs profile data and subscription status from Klaviyo back to Shopify. | — |
| Shopify events and triggers | +0.79 Klaviyo tracks Shopify Added to Cart, Checkout Started and Placed Order events, usable as flow triggers and segment conditions. | — |
| Shopify audience and cart targeting | +0.39 Forms can target Shopify cart value and products, and lists or segments built from Shopify customer and order data. | +0.39 Combine cart value, product count and specific products in the cart using AND conditions. |
| Apply a Shopify discount | +0.39 A Shopify unique coupon created through a form is applied automatically to the customer's cart at checkout. | +0.39 Automatically apply Shopify coupons. |
| Add a Shopify product to cart | — | — |
| Buy now / direct checkout | — | — |
| Shopify Flow | — | — |
| Score | +4.3333.08 | +2.7628.57 |
Pricing
Klaviyo is inexpensive for heavy traffic with a small list and supplies native email. OptiMonk Free includes branding removal and promotional popup features without an email subscription. The shared scenarios use monthly prices and keep external email costs outside a same-product quote.
Klaviyo charges for active profiles and email volume rather than pageviews. Free covers 250 profiles and 500 monthly emails. The first paid email tier costs $20 for up to 500 profiles and 5,000 emails; removing form branding requires paid access. SMS has separate pricing. OptiMonk Free covers 10,000 pageviews and includes branding removal and A/B testing. Recorded monthly prices are $29 for Essential with 20,000 pageviews, $99 for Growth with 100,000 and $249 for Premium with 500,000. Annual equivalents require an annual payment.
| Pricing | Klaviyo | OptiMonk |
|---|---|---|
A small website
| $0 / mo · Free Klaviyo bills active profiles and email sends, not pageviews, so form traffic alone fits the Free plan. +0.5 points | $0 / mo · Free Covers 10,000 pageviews and one website. This site uses only 2,000 of those views. +0.5 points |
Visitors explore more pages
| $0 / mo · Free Klaviyo bills active profiles and email sends, not pageviews, so form traffic alone fits the Free plan. +1 point | $99 / mo · Growth Essential’s 20,000 pageviews are too few. Growth covers 100,000, enough for this site’s 60,000 views. +0 points |
A higher-traffic website
| $0 / mo · Free Klaviyo bills active profiles and email sends, not pageviews, so form traffic alone fits the Free plan. +1 point | $99 / mo · Growth Growth covers 100,000 pageviews. Essential’s 20,000-view allowance is too small. +0 points |
Two websites on one account
| — Klaviyo does not publish how forms on two separate domains are allowed or billed. | $29 / mo · Essential Essential includes two websites and 20,000 pageviews, covering both the site count and their combined traffic. +1 point |
Launch popups without vendor branding
| $20 / mo · Email · 251–500 contacts Removing Klaviyo branding from forms needs a paid plan; the first email tier covers up to 500 profiles. +0 points | $0 / mo · Free Free includes unbranded popups and covers 10,000 pageviews. +1 point |
Run a sale or promotion
| $20 / mo · Email · 251–500 contacts Forms with a coupon work on Free, but 500 contacts exceed its 250-profile limit; the first email tier covers them. +0 points | $0 / mo · Free Free includes promotional popups and fixed coupon codes. No paid feature upgrade is needed. +1 point |
Improve popup conversion with A/B testing
| $0 / mo · Free Form A/B tests are available on Free, and 250 contacts fit its limit. +0.5 points | $0 / mo · Free Free includes A/B testing; no feature upgrade is required. +0.5 points |
Collect data and feedback with surveys, quizzes and forms
| $0 / mo · Free Forms with text and choice fields are available on Free within its 250-profile limit. +0.5 points | $0 / mo · Free Free includes surveys, multi-step forms and product quizzes. These features do not require a paid upgrade at this traffic level. +0.5 points |
Signup plus an automated welcome email
| $20 / mo · Email · 251–500 contacts Welcome flows are native; 500 active profiles exceed Free, and the first email tier allows 5,000 sends a month. +1 point | — A native welcome-email plan and price are not established. An email-provider integration does not satisfy this same-product requirement. |
Popups and email marketing in one platform
| $20 / mo · Email · 251–500 contacts Campaigns, segments and flows are included; the 500-profile tier allows 5,000 emails a month. +1 point | — No confirmed plan combines popups, newsletters and email automation in one platform. A popup subscription plus an external email service does not meet this requirement. |
| Score | +5.538.58 | +4.533.07 |
The final score
Klaviyo leads overall, with its largest advantages in email & sms, forms, and experiments. OptiMonk scores higher in editor & workflow, data & reporting, and surveys. The priority scores below show how the result changes with the work you value most.
- Klaviyo
- 38.58
- OptiMonk
- 33.07
What matters most to you?
Let’s put your priorities first
First, check that each tool can do the task. An absent or unconfirmed required capability means a dash with an explanation instead of a scenario score, and no winner highlight. Only qualifying tools share the points; a sole qualifier earns the full weight of each criterion it meets. 70 points go to the criteria directly related to it, and 30 to everything else. For “Popups without email marketing”, all 100 points go to the included capabilities and relevant popup pricing scenarios; unwanted features and email sending have zero weight. Both tools earn points for confirmed capabilities; unconfirmed ones earn zero. The first row keeps the original overall score.
| What matters to me | Klaviyo | OptiMonk |
|---|---|---|
| The overall feature set | 38.58 | 33.07 |
| Popups without email marketing | 36.44 | 40.48 |
| Collecting more leads | 39.84 | 31.46 |
| Popups and email marketing in one service | 59.77 | —Required capability unconfirmed |
| Running campaigns for my Shopify store | 35.82 | 25.72 |
| A/B testing and measuring results | 44.54 | 37.68 |
| Creating and editing campaigns with AI | —Required capability unconfirmed | 84.81 |
| Collecting data and feedback | 34.46 | 24.66 |
| Working with a team or managing clients | 46.41 | 36.11 |
| Connecting AI agents to my workflow | 49.27 | 41.82 |
How the comparison works
These scores are relative to Klaviyo and OptiMonk in this comparison. They cannot be carried over to comparisons with other products: each tool’s points depend on what the other participant offers.
Relative scores, not universal ratings
The same capability earns half the points when both tools have it, and all the points when only one does. Changing the opponent can therefore change a product’s score without changing the product itself. The review pages separately show absolute capability ratings without price.
One shared pool of 100 points
The 15 rounds cover 194 criteria. Each round has a set weight, divided equally among its criteria. These weights are our editorial choices.
How features earn points
If both products meet a criterion, they split its points equally. If only one does, it earns all of them. An unconfirmed capability earns zero. If neither qualifies, those points are not awarded, so the two totals can add up to less than 100.
How prices earn points
Ten scenarios carry 1 point each. We use the cheapest confirmed plan meeting each scenario’s traffic and feature requirements, billed monthly in USD. Equal prices split the point; a plan costing half as much earns twice the share. A free qualifying plan beats a paid one. If only one suitable plan and price are confirmed, it earns the full point.
Which plans count
Feature rounds cover capabilities across the products’ plans. The total does not describe a single subscription; the pricing scenarios identify the plan needed for each stated use case.
How your priorities change the score
A tool must first meet the task’s required capabilities. If a requirement is absent or unconfirmed, its scenario score is shown as a dash and it cannot be the winner; the status explains why. Only qualifying tools participate in point allocation and price comparisons. A sole qualifying tool earns the full weight of each criterion it meets; criteria it does not meet remain unearned. Standard priorities assign 70 points to their relevant criteria and 30 to the rest, preserving relative weights within each group. “Popups without email marketing” instead distributes all 100 points among its included criteria, preserving their relative weights and giving everything else zero. It includes lead capture, testing, reporting and external handoff. Its pricing criteria exclude email sending and feedback workloads. Included email features carry no penalty: only the required plan price counts. The evidence and scoring rules stay the same. The overall-feature row keeps the original weights.