# Klaviyo vs OptiMonk: popups, forms, email and pricing compared
Compare Klaviyo and OptiMonk across forms, targeting, Shopify, games, experiments, email, agent access and pricing, with fifteen scored rounds and priority scenarios.
- Page: https://popuppapa.com/klaviyo-vs-optimonk/
- Published: 2026-10-20; updated: 2026-10-21
- Klaviyo review: https://popuppapa.com/reviews/klaviyo/index.md
- OptiMonk review: https://popuppapa.com/reviews/optimonk/index.md
## 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, with the source behind each verdict.
## Round 1: Formats & content
Weight: 9 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| Message | Not confirmed | (+0.75) | Klaviyo: [Message](https://www.klaviyo.com/uk/features/web-forms), 2026-09-30 · OptiMonk: [Message](https://agentic.optimonk.com/), 2026-10-09 |
| Flyby / slide-in | (+0.75) | Not confirmed | Klaviyo: [Flyby / slide-in](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-10-17 |
| Promo bars | (+0.38) | (+0.38) | Klaviyo: [Promo bars](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-10-17 · OptiMonk: [Promo bars](https://www.optimonk.com/features), 2026-09-30 |
| Teasers | (+0.75) | Not confirmed | Klaviyo: [Teasers](https://help.klaviyo.com/hc/en-us/articles/4411540984859), 2026-10-17 |
| Content carousel | Not confirmed | Not confirmed | — |
| Eye-catching | Not confirmed | Not confirmed | — |
| Countdown | (+0.38) | (+0.38) | Klaviyo: [Countdown](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-09-29 · OptiMonk: [Countdown](https://www.optimonk.com/features/popups), 2026-09-29 |
| Dynamic text | Not confirmed | Not confirmed | — |
| Mobile editor | Desktop and mobile views, with flyout position and device-specific blocks. (+0.38) | Desktop and mobile views are edited separately. (+0.38) | Klaviyo: [Mobile editor](https://help.klaviyo.com/hc/en-us/articles/4406161800987), 2026-10-17 · OptiMonk: [Mobile editor](https://support.optimonk.com/en/articles/fullscreen-campaigns), 2026-10-16 |
Round score: Klaviyo +2.63 (total 2.63), OptiMonk +1.88 (total 1.88).
## Round 2: Forms
Weight: 12.6 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| Email capture | Subscribers go straight to Klaviyo's own contact lists. (+0.16) | Required-field and error-message settings. (+0.16) | Klaviyo: [Email capture](https://help.klaviyo.com/hc/en-us/articles/115005076767), 2026-09-29 · OptiMonk: [Email capture](https://agentic.optimonk.com/), 2026-10-13 |
| SMS capture | (+0.32) | Not confirmed | Klaviyo: [SMS capture](https://help.klaviyo.com/hc/en-us/articles/9351341171995), 2026-10-08 |
| Phone field | Phone numbers are checked for format. (+0.16) | A phone field with a country selector. (+0.16) | Klaviyo: [Phone field](https://help.klaviyo.com/hc/en-us/articles/4413550187035), 2026-10-17 · OptiMonk: [Phone field](https://agentic.optimonk.com/), 2026-10-13 |
| Single choice | Radio buttons or a dropdown. (+0.16) | Radio options with editable labels and stored values. (+0.16) | Klaviyo: [Single choice](https://help.klaviyo.com/hc/en-us/articles/4413550187035), 2026-10-17 · OptiMonk: [Single choice](https://agentic.optimonk.com/), 2026-10-13 |
| Multiple choice | (+0.16) | Checkbox groups with an optional required flag. (+0.16) | Klaviyo: [Multiple choice](https://help.klaviyo.com/hc/en-us/articles/4413550187035), 2026-10-17 · OptiMonk: [Multiple choice](https://agentic.optimonk.com/), 2026-10-13 |
| Free text | Text inputs for names or open comments. (+0.16) | An optional comment textarea. (+0.16) | Klaviyo: [Free text](https://help.klaviyo.com/hc/en-us/articles/4413550187035), 2026-10-17 · OptiMonk: [Free text](https://agentic.optimonk.com/), 2026-10-13 |
| Consent checkbox | (+0.32) · Consent checkbox: (+0.16) · Email marketing consent: A marketing consent block can be required and also asks for email open and click tracking consent. (+0.16) | (+0.65) · Consent checkbox: (+0.16) · Email marketing consent: (+0.16) · Privacy terms consent: A form can include a privacy-policy checkbox. (+0.32) | Klaviyo: [Consent checkbox](https://help.klaviyo.com/hc/en-us/articles/4413550187035), 2026-10-17; [Consent checkbox: Email marketing consent](https://help.klaviyo.com/hc/en-us/articles/4413550187035), 2026-10-17; [Consent checkbox](https://help.klaviyo.com/hc/en-us/articles/4413550187035), 2026-10-17; [Consent checkbox](https://help.klaviyo.com/hc/en-us/articles/4413550187035), 2026-10-17 · OptiMonk: [Consent checkbox](https://agentic.optimonk.com/), 2026-10-13; [Consent checkbox](https://agentic.optimonk.com/), 2026-10-13; [Consent checkbox](https://agentic.optimonk.com/), 2026-10-13; [Consent checkbox: Privacy terms consent](https://support.optimonk.com/en/articles/integrating-the-optimonk-campaigns-with-webhook), 2026-10-17 |
| Hidden fields | Hidden properties on the submit button are saved to the profile. (+0.32) | Not confirmed | Klaviyo: [Hidden fields](https://help.klaviyo.com/hc/en-us/articles/4413550187035), 2026-10-17 |
| Multi-step | (+0.32) · Multi-step: (+0.16) · Popup steps: A form can have several steps, for example email on one and phone on another. (+0.16) | Next page and Jump to page controls move between pages. (+0.32) · Multi-step: Next page and Jump to page controls move between pages. (+0.16) · Popup steps: Multi-step popups can ask a question first and the email address on a later step. (+0.16) | Klaviyo: [Multi-step](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-09-29; [Multi-step: Popup steps](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-10-17; [Multi-step](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-09-29 · OptiMonk: [Multi-step](https://agentic.optimonk.com/), 2026-10-13; [Multi-step: Popup steps](https://support.optimonk.com/en/articles/running-multiple-campaigns-on-the-same-site), 2026-10-17; [Multi-step](https://agentic.optimonk.com/), 2026-10-13 |
| Logic | Not confirmed | Not confirmed | — |
| Validation | (+0.81) · Validation: (+0.16) · Field validation: (+0.16) · Phone format: The phone field checks that the number is stored in an acceptable format. (+0.32) · Required fields: Any input can be required, with editable required and invalid messages. (+0.16) | (+0.81) · Validation: (+0.16) · Field validation: (+0.16) · Email format: (+0.32) · Required fields: (+0.16) | Klaviyo: [Validation](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-10-17; [Validation: Field validation](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-10-17; [Validation](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-10-17; [Validation: Phone format](https://help.klaviyo.com/hc/en-us/articles/4413550187035), 2026-10-17; [Validation: Required fields](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-10-17; [Validation](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-10-17; [Validation](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-10-17; [Validation](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-10-17; [Validation](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-10-17; [Validation: Phone verification](https://help.klaviyo.com/hc/en-us/articles/9351341171995), 2026-10-17 · OptiMonk: [Validation](https://agentic.optimonk.com/), 2026-10-13; [Validation: Field validation](https://agentic.optimonk.com/), 2026-10-13; [Validation: Email format](https://agentic.optimonk.com/), 2026-10-13; [Validation](https://agentic.optimonk.com/), 2026-10-13; [Validation: Required fields](https://agentic.optimonk.com/), 2026-10-13; [Validation](https://agentic.optimonk.com/), 2026-10-13; [Validation](https://agentic.optimonk.com/), 2026-10-13; [Validation](https://agentic.optimonk.com/), 2026-10-13; [Validation](https://agentic.optimonk.com/), 2026-10-13; [Validation](https://agentic.optimonk.com/), 2026-10-13 |
| CAPTCHA | (+0.32) | Not confirmed | Klaviyo: [CAPTCHA](https://help.klaviyo.com/hc/en-us/articles/360026474752), 2026-09-29 |
| Email double opt-in | (+0.32) | Not confirmed | Klaviyo: [Email double opt-in](https://help.klaviyo.com/hc/en-us/articles/9890182538011), 2026-09-29 |
| Follow-up | (+1.94) · Follow-up: (+0.32) · After signup: (+0.32) · Email automation: (+0.32) · Email sequences: Flows chain messages with delays between them. (+0.32) · Delays and branches: Flows add time delays and can split paths, for example by product. (+0.32) · Lifecycle triggers: A list-triggered flow starts when someone joins a list, including via a sign-up form. (+0.32) | Not confirmed | Klaviyo: [Follow-up](https://help.klaviyo.com/hc/en-us/articles/115002775172), 2026-09-29; [Follow-up](https://help.klaviyo.com/hc/en-us/articles/115002775172), 2026-09-29; [Follow-up](https://help.klaviyo.com/hc/en-us/articles/115002775172), 2026-09-29; [Follow-up](https://help.klaviyo.com/hc/en-us/articles/115002775172), 2026-09-29; [Follow-up: Email automation](https://help.klaviyo.com/hc/en-us/articles/115002775172), 2026-10-17; [Follow-up: Email sequences](https://help.klaviyo.com/hc/en-us/articles/115003885212), 2026-10-17; [Follow-up: Delays and branches](https://help.klaviyo.com/hc/en-us/articles/115002779431), 2026-10-17; [Follow-up: Lifecycle triggers](https://help.klaviyo.com/hc/en-us/articles/115002775172), 2026-10-17 |
Round score: Klaviyo +5.49 (total 8.12), OptiMonk +2.58 (total 4.46).
## Round 3: Surveys
Weight: 4.5 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| Numeric rating | Not confirmed | Not confirmed | — |
| NPS | Not confirmed | Not confirmed | — |
| Star rating | Not confirmed | Not confirmed | — |
| Emoji rating | Not confirmed | Not confirmed | — |
| Binary rating | Not confirmed | Not confirmed | — |
| Quizzes | Not confirmed | (+0.82) · Quizzes: (+0.41) · Product quiz: (+0.41) | OptiMonk: [Quizzes](https://www.optimonk.com/features/popups), 2026-09-29; [Quizzes](https://www.optimonk.com/features/popups), 2026-09-29; [Quizzes](https://www.optimonk.com/features/popups), 2026-09-29; [Quizzes](https://www.optimonk.com/features/popups), 2026-09-29; [Quizzes](https://www.optimonk.com/features/popups), 2026-09-29; [Quizzes: Product quiz](https://www.optimonk.com/features/popups), 2026-09-29 |
Round score: Klaviyo +0 (total 8.12), OptiMonk +0.82 (total 5.28).
## Round 4: Gamification
Weight: 4.5 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| Spin the wheel | 2 to 6 slices, each with its own success step and coupon. (+0.26) · Spin the wheel: 2 to 6 slices, each with its own success step and coupon. (+0.13) · Prize weights: Each slice gets its own probability, at least 1%, adding up to 100%. (+0.13) | Chances are counted across winning slices only. (+0.53) · Spin the wheel: Chances are counted across winning slices only. (+0.13) · Prize weights: Each winning row has a Coupon code and a Weight that sets its odds. (+0.13) · Losing slices: A row with an empty coupon code becomes a losing slice. (+0.26) | Klaviyo: [Spin the wheel](https://help.klaviyo.com/hc/en-us/articles/34614633330075), 2026-10-17; [Spin the wheel: Prize weights](https://help.klaviyo.com/hc/en-us/articles/34614633330075), 2026-10-17; [Spin the wheel](https://help.klaviyo.com/hc/en-us/articles/34614633330075), 2026-10-17 · OptiMonk: [Spin the wheel](https://agentic.optimonk.com/), 2026-10-13; [Spin the wheel: Prize weights](https://support.optimonk.com/en/articles/coupon-codes-in-optimonk-additional-features-for-shopify-users), 2026-10-17; [Spin the wheel: Losing slices](https://support.optimonk.com/en/articles/coupon-codes-in-optimonk-additional-features-for-shopify-users), 2026-10-17 |
| Slot machine | Not confirmed | Not confirmed | — |
| Plinko | Not confirmed | Not confirmed | — |
| Lottery ball | Not confirmed | Not confirmed | — |
| Claw machine | Not confirmed | Not confirmed | — |
| Scratch card | Not confirmed | Up to four prize rows with labels, codes and relative weights. (+0.26) | OptiMonk: [Scratch card](https://agentic.optimonk.com/), 2026-10-13 |
| Pick a gift | Not confirmed | (+0.26) | OptiMonk: [Pick a gift](https://www.optimonk.com/features/gamification), 2026-10-13 |
| Pick a card | Not confirmed | Not confirmed | — |
| Break the egg | Not confirmed | Not confirmed | — |
| Shake the tree | Not confirmed | Not confirmed | — |
| Memory cards | Not confirmed | Not confirmed | — |
| Treasure hunt | Not confirmed | Not confirmed | — |
| Learn to earn | Not confirmed | Not confirmed | — |
| Seasonal calendar | Not confirmed | Not confirmed | — |
| Daily offers | Not confirmed | Not confirmed | — |
Round score: Klaviyo +0.26 (total 8.38), OptiMonk +1.06 (total 6.34).
## Round 5: Targeting
Weight: 10.8 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| Page targeting | URL rules with wildcards and UTM filters. (+0.23) | (+0.23) | Klaviyo: [Page targeting](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17 · OptiMonk: [Page targeting](https://www.optimonk.com/features), 2026-09-30 |
| Geo targeting | Countries or other locations, from the visitor's IP address. (+0.23) | One or more countries. (+0.23) | Klaviyo: [Geo targeting](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17 · OptiMonk: [Geo targeting](https://www.optimonk.com/features), 2026-09-30 |
| Device targeting | (+0.23) | (+0.23) | Klaviyo: [Device targeting](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17 · OptiMonk: [Device targeting](https://agentic.optimonk.com/), 2026-10-09 |
| Audience targeting | (+1.8) · Audience targeting: (+0.23) · Referrer targeting: UTM source, medium, campaign, term and ID. (+0.23) · Cart targeting: Total cart value or specific products. (+0.23) · Profile targeting: (+0.23) · Customer tags: Segments built on the Shopify Tags property can decide who sees a form. (+0.23) · Order history: (+0.45) · List segments: Include or exclude lists and segments for cookied visitors. (+0.23) | (+1.35) · Audience targeting: (+0.23) · Referrer targeting: Traffic source, UTM parameters and landing page. (+0.23) · Cart targeting: Cart value, item count or a product; Shopify, ShopRenter and WooCommerce. (+0.23) · Profile targeting: (+0.23) · Customer tags: Targets Shopify customer tags. (+0.23) · List segments: Show or hide a campaign for members of Klaviyo lists and segments. (+0.23) | Klaviyo: [Audience targeting](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17; [Audience targeting](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17; [Audience targeting: Referrer targeting](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17; [Audience targeting: Cart targeting](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17; [Audience targeting: Profile targeting](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17; [Audience targeting: Customer tags](https://help.klaviyo.com/hc/en-us/articles/115005080907), 2026-10-17; [Audience targeting](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17; [Audience targeting: Order history](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17; [Audience targeting: List segments](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17 · OptiMonk: [Audience targeting](https://agentic.optimonk.com/), 2026-10-17; [Audience targeting](https://agentic.optimonk.com/), 2026-10-17; [Audience targeting: Referrer targeting](https://agentic.optimonk.com/), 2026-10-09; [Audience targeting: Cart targeting](https://agentic.optimonk.com/), 2026-10-13; [Audience targeting: Profile targeting](https://www.optimonk.com/optimonk-vs-optinmonster), 2026-10-17; [Audience targeting: Customer tags](https://www.optimonk.com/optimonk-vs-optinmonster), 2026-10-17; [Audience targeting](https://agentic.optimonk.com/), 2026-10-17; [Audience targeting](https://agentic.optimonk.com/), 2026-10-17; [Audience targeting: List segments](https://support.optimonk.com/en/articles/klaviyo-list-segment-targeting), 2026-10-17 |
| 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) | Klaviyo: [Behavior triggers](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17; [Behavior triggers: Time delay](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17; [Behavior triggers: Exit intent](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17; [Behavior triggers: Scroll trigger](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17; [Behavior triggers](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17; [Behavior triggers](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17; [Behavior triggers: Custom event trigger](https://help.klaviyo.com/hc/en-us/articles/4418052317339), 2026-10-17; [Behavior triggers](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17 · OptiMonk: [Behavior triggers](https://agentic.optimonk.com/), 2026-10-09; [Behavior triggers: Time delay](https://agentic.optimonk.com/), 2026-10-09; [Behavior triggers: Exit intent](https://agentic.optimonk.com/), 2026-10-09; [Behavior triggers: Scroll trigger](https://agentic.optimonk.com/), 2026-10-09; [Behavior triggers: Inactivity trigger](https://agentic.optimonk.com/), 2026-10-09; [Behavior triggers](https://agentic.optimonk.com/), 2026-10-09; [Behavior triggers: Custom event trigger](https://agentic.optimonk.com/), 2026-10-09; [Behavior triggers](https://agentic.optimonk.com/), 2026-10-09 |
| Click trigger | (+0.23) | (+0.23) | Klaviyo: [Click trigger](https://help.klaviyo.com/hc/en-us/articles/4418052317339), 2026-10-17 · OptiMonk: [Click trigger](https://agentic.optimonk.com/), 2026-10-09 |
| Scheduling | (+0.23) | (+0.23) | Klaviyo: [Scheduling](https://help.klaviyo.com/hc/en-us/articles/360002049952), 2026-10-17 · OptiMonk: [Scheduling](https://www.optimonk.com/features), 2026-09-30 |
| Frequency cap | 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. (+0.23) | Klaviyo: [Frequency cap](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17 · OptiMonk: [Frequency cap](https://www.optimonk.com/features), 2026-09-30 |
| Campaign control | 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. (+0.23) | Klaviyo: [Campaign control](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17 · OptiMonk: [Campaign control](https://www.optimonk.com/features), 2026-09-30 |
Round score: Klaviyo +4.5 (total 12.88), OptiMonk +4.5 (total 10.84).
## Round 6: Experiments
Weight: 6.3 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| A/B testing | Up to 7 form variations. (+3.85) · A/B testing: Up to 7 form variations. (+0.35) · Popup tests: Sign-up forms can be tested with up to 7 variations. (+0.35) · Traffic split: Manual weights set each variation's share of traffic, adding up to 100%. (+0.7) · Automatic winner: The test can end on a statistically significant winner or a set date, and the winner goes live. (+0.35) · Email or SMS campaign tests: (+0.7) · Email tests: (+0.7) · SMS tests: (+0.7) | Several popup versions run in one campaign; traffic always splits evenly. (+1.75) · A/B testing: Several popup versions run in one campaign; traffic always splits evenly. (+0.35) · Popup tests: Several versions of a popup run in one campaign and traffic is split between them. (+0.35) · No-popup holdout: A Control (no popup) variant holds back visitors; one per campaign. (+0.7) · Automatic winner: Auto-declare winner is on by default at 95% chance to win, 200 conversions and 3 days. (+0.35) | Klaviyo: [A/B testing](https://help.klaviyo.com/hc/en-us/articles/360045462071), 2026-10-17; [A/B testing: Popup tests](https://help.klaviyo.com/hc/en-us/articles/360045462071), 2026-10-17; [A/B testing](https://help.klaviyo.com/hc/en-us/articles/360045462071), 2026-10-17; [A/B testing: Traffic split](https://help.klaviyo.com/hc/en-us/articles/360045462071), 2026-10-17; [A/B testing](https://help.klaviyo.com/hc/en-us/articles/360045462071), 2026-10-17; [A/B testing: Automatic winner](https://help.klaviyo.com/hc/en-us/articles/360045462071), 2026-10-17; [A/B testing: Email or SMS campaign tests](https://help.klaviyo.com/hc/en-us/articles/115005228148), 2026-10-17; [A/B testing: Email tests](https://help.klaviyo.com/hc/en-us/articles/115005228148), 2026-10-17; [A/B testing: SMS tests](https://help.klaviyo.com/hc/en-us/articles/115005228148), 2026-10-17 · OptiMonk: [A/B testing](https://agentic.optimonk.com/), 2026-10-13; [A/B testing: Popup tests](https://support.optimonk.com/en/articles/variants-and-ab-testing), 2026-10-17; [A/B testing](https://agentic.optimonk.com/), 2026-10-13; [A/B testing: Traffic split](https://support.optimonk.com/en/articles/variants-and-ab-testing), 2026-10-17; [A/B testing: No-popup holdout](https://support.optimonk.com/en/articles/variants-and-ab-testing), 2026-10-17; [A/B testing: Automatic winner](https://support.optimonk.com/en/articles/a-b-test-with-and-without-an-optimonk-campaign), 2026-10-17; [A/B testing](https://agentic.optimonk.com/), 2026-10-13; [A/B testing](https://agentic.optimonk.com/), 2026-10-13; [A/B testing](https://agentic.optimonk.com/), 2026-10-13 |
Round score: Klaviyo +3.85 (total 16.73), OptiMonk +1.75 (total 12.59).
## Round 7: Email & SMS
Weight: 4.5 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| Email marketing | Campaigns, segments and flows; sending and profile limits depend on the plan. (+1.5) | Not confirmed | Klaviyo: [Email marketing](https://help.klaviyo.com/hc/en-us/articles/115002775172), 2026-09-29 |
| SMS marketing | (+1.5) | Not confirmed | Klaviyo: [SMS marketing](https://help.klaviyo.com/hc/en-us/articles/360035285472), 2026-09-29 |
| Web push | Not confirmed | Not confirmed | — |
Round score: Klaviyo +3 (total 19.73), OptiMonk +0 (total 12.59).
## Round 8: Team & sites
Weight: 4.5 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| Workspaces | Portfolio groups several accounts for management. (+0.84) · Workspaces: Portfolio groups several accounts for management. (+0.28) · Client portfolio: (+0.56) | A workspace per domain; Essential allows two. (+0.84) · Workspaces: A workspace per domain; Essential allows two. (+0.28) · Several sites: Each domain is a workspace with its own campaigns, reports and leads. (+0.56) | Klaviyo: [Workspaces](https://www.klaviyo.com/features/portfolio), 2026-09-29; [Workspaces](https://www.klaviyo.com/features/portfolio), 2026-09-29; [Workspaces](https://www.klaviyo.com/features/portfolio), 2026-09-29; [Workspaces](https://www.klaviyo.com/features/portfolio), 2026-09-29 · OptiMonk: [Workspaces](https://support.optimonk.com/en/articles/how-to-add-and-modify-domains), 2026-09-29; [Workspaces: Several sites](https://support.optimonk.com/en/articles/add-your-domain), 2026-10-17; [Workspaces](https://support.optimonk.com/en/articles/how-to-add-and-modify-domains), 2026-09-29; [Workspaces](https://support.optimonk.com/en/articles/how-to-add-and-modify-domains), 2026-09-29 |
| Team | Individual user logins instead of a shared login. (+0.84) · Team: Individual user logins instead of a shared login. (+0.28) · Activity history: The activity logger lists each edit with time, user email and category. (+0.56) | Teammate invites are available on Free. (+0.28) | Klaviyo: [Team](https://help.klaviyo.com/hc/en-us/articles/115005231648), 2026-10-17; [Team: Activity history](https://help.klaviyo.com/hc/en-us/articles/44579125790747), 2026-10-17 · OptiMonk: [Team](https://agentic.optimonk.com/), 2026-10-09; [Team](https://agentic.optimonk.com/), 2026-10-09 |
| Roles | (+0.56) · Roles: (+0.28) · Billing access controls: Only Owners and Admins can edit billing. (+0.28) | (+0.56) · Roles: (+0.28) · Billing access controls: Billing, subscription and usage tabs are visible to the account owner only. (+0.28) | Klaviyo: [Roles](https://help.klaviyo.com/hc/en-us/articles/360053547071), 2026-10-17; [Roles: Billing access controls](https://help.klaviyo.com/hc/en-us/articles/115005231648), 2026-10-17 · OptiMonk: [Roles](https://agentic.optimonk.com/), 2026-10-09; [Roles: Billing access controls](https://support.optimonk.com/en/articles/where-to-check-my-payment-status-and-download-the-invoices), 2026-10-17 |
Round score: Klaviyo +2.25 (total 21.98), OptiMonk +1.69 (total 14.27).
## Round 9: Developer
Weight: 4.5 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| HTTP API | Forms, campaigns, profiles, flows and reporting, with per-key scopes. (+1.13) · HTTP API: Forms, campaigns, profiles, flows and reporting, with per-key scopes. (+0.19) · Create designs: The Forms API creates and updates forms with full step, block and trigger definitions. (+0.19) · Operate campaigns: Forms can be published and unpublished through the API. (+0.19) · Read performance: The Reporting API returns form values and series. (+0.38) · Scoped credentials: Private API keys can be limited with scopes. (+0.19) | Scoped REST keys create and edit campaigns; no leads or analytics. (+0.75) · HTTP API: Scoped REST keys create and edit campaigns; no leads or analytics. (+0.19) · Create designs: Builds popups and creates draft campaigns over REST with the same credentials. (+0.19) · Operate campaigns: (+0.19) · Scoped credentials: Keys carry build and campaign read/write scopes; unticked scopes are refused. (+0.19) | Klaviyo: [HTTP API](https://developers.klaviyo.com/en/reference/forms_api_overview), 2026-10-17; [HTTP API: Create designs](https://developers.klaviyo.com/en/reference/forms_api_overview), 2026-10-17; [HTTP API: Operate campaigns](https://developers.klaviyo.com/en/reference/forms_api_overview), 2026-10-17; [HTTP API: Read performance](https://developers.klaviyo.com/en/reference/forms_api_overview), 2026-10-17; [HTTP API: Scoped credentials](https://developers.klaviyo.com/en/reference/api_overview), 2026-10-17 · OptiMonk: [HTTP API](https://support.optimonk.com/en/articles/authentication-and-access), 2026-10-16; [HTTP API: Create designs](https://support.optimonk.com/en/articles/api-keys-and-the-mcp-endpoint), 2026-10-17; [HTTP API](https://support.optimonk.com/en/articles/authentication-and-access), 2026-10-16; [HTTP API: Read performance](https://support.optimonk.com/en/articles/api-keys-and-the-mcp-endpoint), 2026-10-17; [HTTP API: Scoped credentials](https://support.optimonk.com/en/articles/authentication-and-access), 2026-10-17 |
| Browser API | (+0.38) | Not confirmed | Klaviyo: [Browser API](https://developers.klaviyo.com/en/docs/introduction_to_the_klaviyo_object), 2026-10-17 |
| Webhooks | Not confirmed | Sends first name, last name and email to a callback URL. (+0.38) | Klaviyo: [Webhooks](https://help.klaviyo.com/hc/en-us/articles/4534329515931), 2026-10-17 · OptiMonk: [Webhooks](https://agentic.optimonk.com/), 2026-10-13 |
| MCP server | (+0.94) · MCP server: (+0.19) · Create designs: The MCP server has a tool to create forms. (+0.19) · Read performance: (+0.38) · Scoped credentials: Setting read-only=true disables every tool that writes to the account. (+0.19) | (+0.94) · MCP server: (+0.19) · Create designs: Tools build popups and create draft campaigns. (+0.19) · Operate campaigns: Tools change delivery settings and publish a campaign. (+0.38) · Scoped credentials: Connections carry build and campaign read and write scopes. (+0.19) | Klaviyo: [MCP server](https://developers.klaviyo.com/en/docs/connect_to_the_klaviyo_mcp_server), 2026-10-17; [MCP server: Create designs](https://developers.klaviyo.com/en/docs/klaviyo_mcp_server_available_tools), 2026-10-17; [MCP server](https://developers.klaviyo.com/en/docs/connect_to_the_klaviyo_mcp_server), 2026-10-17; [MCP server](https://developers.klaviyo.com/en/docs/connect_to_the_klaviyo_mcp_server), 2026-10-17; [MCP server: Scoped credentials](https://developers.klaviyo.com/en/docs/connect_to_the_klaviyo_mcp_server), 2026-10-17 · OptiMonk: [MCP server](https://support.optimonk.com/en/articles/mcp-tool-reference), 2026-10-16; [MCP server: Create designs](https://support.optimonk.com/en/articles/mcp-tool-reference), 2026-10-17; [MCP server: Operate campaigns](https://support.optimonk.com/en/articles/mcp-tool-reference), 2026-10-17; [MCP server: Read performance](https://support.optimonk.com/en/articles/api-keys-and-the-mcp-endpoint), 2026-10-17; [MCP server: Scoped credentials](https://support.optimonk.com/en/articles/authentication-and-access), 2026-10-17 |
Round score: Klaviyo +2.44 (total 24.42), OptiMonk +2.06 (total 16.34).
## Round 10: Support
Weight: 1.8 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| Chat support | Live chat on paid plans; Free gets 60 days of email support. (+0.9) | Live chat on all plans, including Free. (+0.9) | Klaviyo: [Chat support](https://help.klaviyo.com/hc/en-us/articles/115001002272), 2026-10-17 · OptiMonk: [Chat support](https://www.optimonk.com/pricing), 2026-10-16 |
Round score: Klaviyo +0.9 (total 25.32), OptiMonk +0.9 (total 17.24).
## Round 11: Editor & workflow
Weight: 5.4 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| Free editor | (+0.39) | (+0.39) | Klaviyo: [Free editor](https://www.klaviyo.com/pricing), 2026-10-17 · OptiMonk: [Free editor](https://agentic.optimonk.com/), 2026-10-09 |
| Campaign drafts | Draft, Live and Editing statuses; a draft is not live. (+0.39) | Campaigns are saved inactive and switched on later. (+0.39) | Klaviyo: [Campaign drafts](https://help.klaviyo.com/hc/en-us/articles/360002049952), 2026-10-17 · OptiMonk: [Campaign drafts](https://agentic.optimonk.com/), 2026-10-09 |
| Saved versions | Not confirmed | Saved versions plus Undo and Redo. (+0.77) | OptiMonk: [Saved versions](https://agentic.optimonk.com/), 2026-10-09 |
| AI popup assistant | Not confirmed | Generates concepts, revises designs and changes delay or device settings. (+3.09) · AI popup assistant: Generates concepts, revises designs and changes delay or device settings. (+0.77) · Copy: The AI tab rewrites and tightens popup copy on request. (+0.77) · Design: The AI tab applies fast design edits or full rebuilds from a prompt. (+0.77) · Targeting: A settings assistant changes targeting from a plain-language request. (+0.77) | OptiMonk: [AI popup assistant](https://agentic.optimonk.com/), 2026-10-09; [AI popup assistant: Copy](https://support.optimonk.com/en/articles/editing-your-popup), 2026-10-17; [AI popup assistant: Design](https://support.optimonk.com/en/articles/editing-your-popup), 2026-10-17; [AI popup assistant: Targeting](https://support.optimonk.com/en/articles/visitor-attribute-targeting), 2026-10-17 |
Round score: Klaviyo +0.77 (total 26.09), OptiMonk +4.63 (total 21.87).
## Round 12: Data & reporting
Weight: 4.5 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| Field mapping | Not confirmed | Map signup fields to email or CRM provider fields. (+0.64) | OptiMonk: [Field mapping](https://support.optimonk.com/en/articles/connecting-your-email-or-crm-provider), 2026-10-09 |
| Lead export | Build a segment of form submitters and export it to CSV. (+0.32) | CSV or XLSX. (+0.32) | Klaviyo: [Lead export](https://help.klaviyo.com/hc/en-us/articles/4406228129051), 2026-10-17 · OptiMonk: [Lead export](https://agentic.optimonk.com/), 2026-10-13 |
| Scheduled reports | Weekly or monthly custom reports, sent as a download link. (+0.64) | Not confirmed | Klaviyo: [Scheduled reports](https://help.klaviyo.com/hc/en-us/articles/4407838420123), 2026-10-17 |
| Revenue goals | Revenue from orders after a form interaction, also per A/B variation. (+0.32) | Purchase, order and add-to-cart value goals. (+0.32) | Klaviyo: [Revenue goals](https://help.klaviyo.com/hc/en-us/articles/360015960712), 2026-10-17 · OptiMonk: [Revenue goals](https://agentic.optimonk.com/), 2026-10-13 |
| Team notifications | Not confirmed | (+1.29) · Team notifications: (+0.64) · Slack: Each submission posts to the Slack channel of an incoming webhook. (+0.64) | OptiMonk: [Team notifications](https://support.optimonk.com/en/articles/slack-integration), 2026-10-17; [Team notifications](https://support.optimonk.com/en/articles/slack-integration), 2026-10-17; [Team notifications: Slack](https://support.optimonk.com/en/articles/slack-integration), 2026-10-17 |
Round score: Klaviyo +1.29 (total 27.38), OptiMonk +2.57 (total 24.44).
## Round 13: Integrations
Weight: 4.5 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| Email | Not confirmed | 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. (+0.25) | OptiMonk: [Connection setup](https://support.optimonk.com/en/articles/connecting-your-email-or-crm-provider), 2026-10-09; [Integration guides](https://support.optimonk.com/en/collections/integrations-email-sms-and-crm-41604332), 2026-10-09 |
| SMS | Not confirmed | Attentive, Postscript: Send captured contacts to SMS marketing platforms. (+0.25) | OptiMonk: [Connection setup](https://support.optimonk.com/en/articles/connecting-your-email-or-crm-provider), 2026-10-09; [Integration guides](https://support.optimonk.com/en/collections/integrations-email-sms-and-crm-41604332), 2026-10-09 |
| CRM | 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. (+0.13) | Klaviyo: [Integration catalogue](https://www.klaviyo.com/integrate), 2026-10-17; [How connections work](https://help.klaviyo.com/hc/en-us/articles/16741902158491), 2026-10-17; [Sync schedules](https://help.klaviyo.com/hc/en-us/articles/115005253208), 2026-10-17; [Developer documentation](https://developers.klaviyo.com/), 2026-10-17; [Klaviyo Marketplace](https://marketplace.klaviyo.com/en-us/browse/crm), 2026-10-17 · OptiMonk: [Connection setup](https://support.optimonk.com/en/articles/connecting-your-email-or-crm-provider), 2026-10-09; [Integration guides](https://support.optimonk.com/en/collections/integrations-email-sms-and-crm-41604332), 2026-10-09 |
| Messaging | Not confirmed | Slack: Send team notifications to Slack. (+0.25) | OptiMonk: [Connection setup](https://support.optimonk.com/en/articles/connecting-your-email-or-crm-provider), 2026-10-09; [Integration guides](https://support.optimonk.com/en/collections/integrations-email-sms-and-crm-41604332), 2026-10-09 |
| Customer lifecycle | 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. (+0.25) | Not confirmed | Klaviyo: [Integration catalogue](https://www.klaviyo.com/integrate), 2026-10-17; [How connections work](https://help.klaviyo.com/hc/en-us/articles/16741902158491), 2026-10-17; [Sync schedules](https://help.klaviyo.com/hc/en-us/articles/115005253208), 2026-10-17; [Developer documentation](https://developers.klaviyo.com/), 2026-10-17; [Klaviyo Marketplace](https://marketplace.klaviyo.com/en-us/browse/crm), 2026-10-17 |
| Analytics | Not confirmed | Google Analytics 4 via Google Tag Manager: The help centre documents campaign tracking through GTM. (+0.25) | OptiMonk: [Connection setup](https://support.optimonk.com/en/articles/connecting-your-email-or-crm-provider), 2026-10-09; [Integration guides](https://support.optimonk.com/en/collections/integrations-email-sms-and-crm-41604332), 2026-10-09 |
| Advertising | Meta Advertising, TikTok Advertising, Google Ads, Pinterest, Snapchat: Sync audiences and events with advertising platforms. (+0.25) | Not confirmed | Klaviyo: [Integration catalogue](https://www.klaviyo.com/integrate), 2026-10-17; [How connections work](https://help.klaviyo.com/hc/en-us/articles/16741902158491), 2026-10-17; [Sync schedules](https://help.klaviyo.com/hc/en-us/articles/115005253208), 2026-10-17; [Developer documentation](https://developers.klaviyo.com/), 2026-10-17; [Klaviyo Marketplace](https://marketplace.klaviyo.com/en-us/browse/crm), 2026-10-17 |
| Marketing tools | Not confirmed | Not confirmed | — |
| Store | 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. (+0.25) | Not confirmed | Klaviyo: [Integration catalogue](https://www.klaviyo.com/integrate), 2026-10-17; [How connections work](https://help.klaviyo.com/hc/en-us/articles/16741902158491), 2026-10-17; [Sync schedules](https://help.klaviyo.com/hc/en-us/articles/115005253208), 2026-10-17; [Developer documentation](https://developers.klaviyo.com/), 2026-10-17; [Klaviyo Marketplace](https://marketplace.klaviyo.com/en-us/browse/crm), 2026-10-17 |
| Product recommendations | Not confirmed | Not confirmed | — |
| Personalization | Not confirmed | Not confirmed | — |
| Reviews | Judge.me, Loox, Okendo, REVIEWS.io, Junip: Bring review events and data into segments and flows. (+0.25) | Not confirmed | Klaviyo: [Integration catalogue](https://www.klaviyo.com/integrate), 2026-10-17; [How connections work](https://help.klaviyo.com/hc/en-us/articles/16741902158491), 2026-10-17; [Sync schedules](https://help.klaviyo.com/hc/en-us/articles/115005253208), 2026-10-17; [Developer documentation](https://developers.klaviyo.com/), 2026-10-17; [Klaviyo Marketplace](https://marketplace.klaviyo.com/en-us/browse/crm), 2026-10-17 |
| Content | Not confirmed | Not confirmed | — |
| Custom forms | Not confirmed | Not confirmed | — |
| Data & validation | Not confirmed | Not confirmed | — |
| Spreadsheets | Not confirmed | Not confirmed | — |
| Automation | Shopify Flow, Zapier: Connect Shopify Flow and Zapier workflows to Klaviyo. (+0.13) | Zapier: Forward leads through automation workflows. (+0.13) | Klaviyo: [Integration catalogue](https://www.klaviyo.com/integrate), 2026-10-17; [How connections work](https://help.klaviyo.com/hc/en-us/articles/16741902158491), 2026-10-17; [Sync schedules](https://help.klaviyo.com/hc/en-us/articles/115005253208), 2026-10-17; [Developer documentation](https://developers.klaviyo.com/), 2026-10-17; [Klaviyo Marketplace](https://marketplace.klaviyo.com/en-us/browse/crm), 2026-10-17 · OptiMonk: [Connection setup](https://support.optimonk.com/en/articles/connecting-your-email-or-crm-provider), 2026-10-09; [Integration guides](https://support.optimonk.com/en/collections/integrations-email-sms-and-crm-41604332), 2026-10-09 |
| Custom connections | 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. (+0.13) | Klaviyo: [Integration catalogue](https://www.klaviyo.com/integrate), 2026-10-17; [How connections work](https://help.klaviyo.com/hc/en-us/articles/16741902158491), 2026-10-17; [Sync schedules](https://help.klaviyo.com/hc/en-us/articles/115005253208), 2026-10-17; [Developer documentation](https://developers.klaviyo.com/), 2026-10-17; [Klaviyo Marketplace](https://marketplace.klaviyo.com/en-us/browse/crm), 2026-10-17 · OptiMonk: [Connection setup](https://support.optimonk.com/en/articles/connecting-your-email-or-crm-provider), 2026-10-09; [Integration guides](https://support.optimonk.com/en/collections/integrations-email-sms-and-crm-41604332), 2026-10-09 |
Round score: Klaviyo +1.38 (total 28.75), OptiMonk +1.38 (total 25.81).
## Round 14: Shopify
Weight: 12.6 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| Storefront installation | A native Shopify app is available. (+0.39) | Install the app and enable its theme embed to display campaigns and collect responses. (+0.39) | Klaviyo: [Shopify evidence](https://apps.shopify.com/klaviyo-email-marketing), 2026-10-01 · OptiMonk: [Shopify evidence](https://agentic.optimonk.com/), 2026-10-13 |
| Native Shopify app | A native app is available in the Shopify App Store. (+0.39) | Install the native OptiMonk app from the Shopify App Store. (+0.39) | Klaviyo: [Shopify evidence](https://apps.shopify.com/klaviyo-email-marketing), 2026-10-01 · OptiMonk: [Shopify evidence](https://agentic.optimonk.com/), 2026-10-13 |
| Built for Shopify | No | No | Klaviyo: [App website](https://apps.shopify.com/klaviyo-email-marketing), 2026-10-13 · OptiMonk: [App website](https://agentic.optimonk.com/), 2026-10-13 |
| Shopify media assets | Not confirmed | Not confirmed | — |
| Shopify products and variants | Not confirmed | Show manually selected products, most-viewed items, recently visited products, cart contents and smart recommendations. (+0.79) | OptiMonk: [Shopify evidence](https://support.optimonk.com/en/articles/product-recommendations), 2026-10-06 |
| Shopify collections | Not confirmed | Not confirmed | — |
| Shopify discount assets | 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. (+0.39) | Klaviyo: [Form coupons](https://help.klaviyo.com/hc/en-us/articles/6038674938523), 2026-10-17 · OptiMonk: [Shopify evidence](https://support.optimonk.com/en/articles/coupon-codes-in-optimonk-additional-features-for-shopify-users), 2026-10-06 |
| Shopify metafields and metaobjects | Not confirmed | Not confirmed | — |
| Shopify customer data | Bring Shopify customer and order data into Klaviyo. (+0.79) | Not confirmed | Klaviyo: [Shopify evidence](https://help.klaviyo.com/hc/en-us/articles/16741902158491), 2026-10-05 |
| Shopify customer synchronization | Customers and consent sync from Shopify into Klaviyo, and an optional setting syncs profile data and subscription status from Klaviyo back to Shopify. (+0.79) | Not confirmed | Klaviyo: [Klaviyo for Shopify](https://help.klaviyo.com/hc/en-us/articles/115005080407), 2026-10-17; [Shopify evidence](https://help.klaviyo.com/hc/en-us/articles/16741902158491), 2026-10-05 |
| Shopify events and triggers | Klaviyo tracks Shopify Added to Cart, Checkout Started and Placed Order events, usable as flow triggers and segment conditions. (+0.79) | Not confirmed | Klaviyo: [Shopify data in Klaviyo](https://help.klaviyo.com/hc/en-us/articles/115005080447), 2026-10-17 |
| Shopify audience and cart targeting | 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. (+0.39) | Klaviyo: [Form targeting](https://help.klaviyo.com/hc/en-us/articles/4413544555547), 2026-10-17 · OptiMonk: [Shopify evidence](https://agentic.optimonk.com/), 2026-10-13 |
| Apply a Shopify discount | A Shopify unique coupon created through a form is applied automatically to the customer's cart at checkout. (+0.39) | Automatically apply Shopify coupons. (+0.39) | Klaviyo: [Form coupons](https://help.klaviyo.com/hc/en-us/articles/6038674938523), 2026-10-17 · OptiMonk: [Shopify evidence](https://support.optimonk.com/en/articles/coupon-codes-in-optimonk-additional-features-for-shopify-users), 2026-10-06 |
| Add a Shopify product to cart | Not confirmed | Not confirmed | — |
| Buy now / direct checkout | Not confirmed | Not confirmed | — |
| Shopify Flow | Not confirmed | Not confirmed | — |
Round score: Klaviyo +4.33 (total 33.08), OptiMonk +2.76 (total 28.57).
## Round 15: Pricing
Weight: 10 points.
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.
| Criterion | Klaviyo | OptiMonk | Evidence |
| --- | --- | --- | --- |
| A small website (visitors / mo: 1,000, pageviews / mo: 2,000, website: 1) | $0 / mo · Free. Klaviyo bills active profiles and email sends, not pageviews, so form traffic alone fits the Free plan. (+0.5) | $0 / mo · Free. Covers 10,000 pageviews and one website. This site uses only 2,000 of those views. (+0.5) | Klaviyo: [Klaviyo pricing](https://www.klaviyo.com/pricing), 2026-10-17 · OptiMonk: [OptiMonk pricing](https://www.optimonk.com/pricing), 2026-10-12 |
| Visitors explore more pages (visitors / mo: 10,000, pageviews / mo: 60,000, website: 1) | $0 / mo · Free. Klaviyo bills active profiles and email sends, not pageviews, so form traffic alone fits the Free plan. (+1) | $99 / mo · Growth. Essential’s 20,000 pageviews are too few. Growth covers 100,000, enough for this site’s 60,000 views. (+0) | Klaviyo: [Klaviyo pricing](https://www.klaviyo.com/pricing), 2026-10-17 · OptiMonk: [OptiMonk account](https://agentic.optimonk.com/), 2026-10-09 |
| A higher-traffic website (visitors / mo: 50,000, pageviews / mo: 100,000, website: 1) | $0 / mo · Free. Klaviyo bills active profiles and email sends, not pageviews, so form traffic alone fits the Free plan. (+1) | $99 / mo · Growth. Growth covers 100,000 pageviews. Essential’s 20,000-view allowance is too small. (+0) | Klaviyo: [Klaviyo pricing](https://www.klaviyo.com/pricing), 2026-10-17 · OptiMonk: [OptiMonk account](https://agentic.optimonk.com/), 2026-10-09 |
| Two websites on one account (visitors / mo: 10,000 total, pageviews / mo: 20,000 total, websites: 2) | Not confirmed | $29 / mo · Essential. Essential includes two websites and 20,000 pageviews, covering both the site count and their combined traffic. (+1) | OptiMonk: [OptiMonk account](https://agentic.optimonk.com/), 2026-10-09 |
| Launch popups without vendor branding (visitors / mo: 1,000, pageviews / mo: 2,000, website: 1) | $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) | $0 / mo · Free. Free includes unbranded popups and covers 10,000 pageviews. (+1) | Klaviyo: [Klaviyo Shopify app](https://apps.shopify.com/klaviyo-email-marketing), 2026-10-17 · OptiMonk: [OptiMonk pricing](https://www.optimonk.com/pricing), 2026-10-15; [OptiMonk account](https://agentic.optimonk.com/), 2026-10-09 |
| Run a sale or promotion (visitors / mo: 1,000, pageviews / mo: 2,000, website: 1) | $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) | $0 / mo · Free. Free includes promotional popups and fixed coupon codes. No paid feature upgrade is needed. (+1) | Klaviyo: [Klaviyo Shopify app](https://apps.shopify.com/klaviyo-email-marketing), 2026-10-17 · OptiMonk: [OptiMonk pricing](https://www.optimonk.com/pricing), 2026-10-15; [OptiMonk account](https://agentic.optimonk.com/), 2026-10-09 |
| Improve popup conversion with A/B testing (visitors / mo: 1,000, pageviews / mo: 2,000, website: 1) | $0 / mo · Free. Form A/B tests are available on Free, and 250 contacts fit its limit. (+0.5) | $0 / mo · Free. Free includes A/B testing; no feature upgrade is required. (+0.5) | Klaviyo: [Klaviyo pricing](https://www.klaviyo.com/pricing), 2026-10-17 · OptiMonk: [OptiMonk pricing](https://www.optimonk.com/pricing), 2026-10-15; [OptiMonk account](https://agentic.optimonk.com/), 2026-10-09 |
| Collect data and feedback with surveys, quizzes and forms (visitors / mo: 1,000, pageviews / mo: 2,000, website: 1) | $0 / mo · Free. Forms with text and choice fields are available on Free within its 250-profile limit. (+0.5) | $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) | Klaviyo: [Klaviyo pricing](https://www.klaviyo.com/pricing), 2026-10-17 · OptiMonk: [OptiMonk pricing](https://www.optimonk.com/pricing), 2026-10-15; [OptiMonk follow-up audit](https://agentic.optimonk.com/), 2026-10-13; [OptiMonk features](https://www.optimonk.com/features), 2026-09-30 |
| Signup plus an automated welcome email (visitors / mo: 1,000, pageviews / mo: 2,000, website: 1, active contacts: 500, emails / mo: 1,000) | $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) | Not confirmed | Klaviyo: [Klaviyo Shopify app](https://apps.shopify.com/klaviyo-email-marketing), 2026-10-17 |
| Popups and email marketing in one platform (visitors / mo: 5,000, pageviews / mo: 10,000, website: 1, active contacts: 500, emails / mo: 5,000) | $20 / mo · Email · 251–500 contacts. Campaigns, segments and flows are included; the 500-profile tier allows 5,000 emails a month. (+1) | Not confirmed | Klaviyo: [Klaviyo Shopify app](https://apps.shopify.com/klaviyo-email-marketing), 2026-10-17 |
Round score: Klaviyo +5.5 (total 38.58), OptiMonk +4.5 (total 33.07).
## 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.
| Round | Klaviyo | OptiMonk |
| --- | --- | --- |
| Formats & content | 2.63 | 1.88 |
| Forms | 5.49 | 2.58 |
| Surveys | 0 | 0.82 |
| Gamification | 0.26 | 1.06 |
| Targeting | 4.5 | 4.5 |
| Experiments | 3.85 | 1.75 |
| Email & SMS | 3 | 0 |
| Team & sites | 2.25 | 1.69 |
| Developer | 2.44 | 2.06 |
| Support | 0.9 | 0.9 |
| Editor & workflow | 0.77 | 4.63 |
| Data & reporting | 1.29 | 2.57 |
| Integrations | 1.38 | 1.38 |
| Shopify | 4.33 | 2.76 |
| Pricing | 5.5 | 4.5 |
| Total | 38.58 | 33.07 |
## What matters most to you?
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.
1. **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.
2. **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.
3. **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.
4. **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.
5. **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.
6. **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.
## See also
- [Klaviyo vs Getsitecontrol](https://popuppapa.com/klaviyo-vs-getsitecontrol/index.md): Compare Klaviyo’s built-in forms with another campaign toolkit, including the features and costs that change the choice.
- [Popup tools for Klaviyo](https://popuppapa.com/klaviyo-popup-integrations/index.md): Keep Klaviyo for follow-up while comparing external popup routes for lists, properties, consent and rewards.
- [Shopify popup apps](https://popuppapa.com/shopify-popup-apps/index.md): Compare the store data, coupon operations and cart actions behind an app installation.