Maximize Your SMS Marketing with Klaviyo [2022]

Maximize Your SMS Marketing with Klaviyo [2022]

Table of Contents:

  1. Introduction
  2. Setting up Klaviyo SMS account
  3. Collecting subscribers at the checkout
  4. Collecting subscribers on pop-ups
  5. Collecting subscribers on landing page forms
  6. Sending SMS campaigns
  7. Setting up flows
  8. Adding SMS to abandoned cart flow
  9. Adding SMS to welcome series flow
  10. Conclusion


In this article, we will be discussing how to get started with SMS using Klaviyo. We'll cover everything from setting up your account to sending SMS campaigns and integrating flows. Whether you're a beginner or already familiar with Klaviyo, this guide will provide you with step-by-step instructions and tips to maximize your SMS marketing efforts. So, let's dive in!

Setting up Klaviyo SMS account

To start using SMS with Klaviyo, you need to set up your account. Currently, Klaviyo for SMS supports the United States, Canada, Australia, and the United Kingdom. If you have customers outside of these countries, you may need to explore other solutions. It's important to note that certain industries, such as sex, hate, alcohol, firearms, tobacco, cannabis, CBD, loans, and gambling, are prohibited from using Klaviyo SMS due to legal requirements. Additionally, Klaviyo has strict compliance policies regarding marketing permissions. Therefore, you must update your privacy policy and terms of service accordingly.

Collecting subscribers at the checkout

One of the first steps in building your SMS subscriber list is to collect subscribers at the checkout. To do this, you'll need to enable the SMS marketing option in your Shopify settings. By clicking the "show an option to subscribe at checkout" checkbox, you can give customers the opportunity to opt-in to receiving SMS messages. It's essential to update your terms and conditions to include SMS messaging. By providing a clear checkbox and terms, you ensure legal compliance and obtain the necessary permissions from customers to send them SMS messages.

Collecting subscribers on pop-ups

Pop-ups are a great way to capture email subscribers, and with Klaviyo, you can also collect SMS subscribers using pop-ups. Within Klaviyo's sign-up forms, you can create pop-ups that include an SMS consent checkbox. This allows customers to opt-in to receive SMS messages while providing their email addresses. By using two-step forms, where customers provide their email address first and then consent to receive SMS, you can increase the number of subscribers. It's important to keep the form simple and concise, asking only for necessary information. Additionally, consider creating a mobile-optimized landing page specifically for collecting SMS subscribers, especially if you're using Instagram as a promotional channel.

Collecting subscribers on landing page forms

In addition to pop-ups, you can also collect SMS subscribers through landing page forms. These forms can be embedded on your website and offer another opportunity for visitors to opt-in to receiving SMS messages. Similar to pop-ups, you can add an SMS consent checkbox to your landing page forms, giving customers the choice to receive SMS along with providing their email addresses. It's recommended to keep the form design simple and include clear instructions and terms. With landing page forms, you have the option to include additional fields to gather more information about your subscribers. However, it's crucial to consider privacy and only ask for information that is relevant and necessary for your marketing campaigns.

Sending SMS campaigns

Once you have collected a list of SMS subscribers, you can start sending SMS campaigns using Klaviyo. The key to effective SMS marketing is to provide value and avoid spamming your subscribers. Strategic and targeted campaigns work best, such as new product releases or limited-time sale events. When composing your SMS message, keep it concise, clear, and engaging. Klaviyo provides character limits depending on the recipient's country, so make sure your message fits within the allowed limit. Include a strong call-to-action and a shortened URL if necessary. Remember to comply with legal requirements, such as including an unsubscribe option and organization prefixes for specific countries.

Setting up flows

Flows are automated sequences that allow you to send SMS messages based on specific triggers or events. Setting up flows in Klaviyo is similar to setting up email flows, but now you have the option to include SMS messages as well. For example, you can add SMS reminders to your abandoned cart flow, where customers receive a text message reminding them of the items they left in their cart. Similarly, in the welcome series flow, you can send SMS messages along with emails to engage and nurture new subscribers. It's important to configure the flows to only send SMS messages to customers who have consented to receive them. By integrating SMS into your flows, you can further personalize and automate your communications with subscribers.

Adding SMS to abandoned cart flow

The abandoned cart flow is a crucial flow to recover lost sales, and adding SMS reminders can increase your chances of conversion. Within the Klaviyo flow builder, you can easily incorporate SMS messages into your abandoned cart flow. By using conditional splits, you can send SMS messages to customers who have not consented to receive SMS and emails to customers who have. This ensures that your messages are only going to those who are willing to receive them. Along with the SMS message, consider including a shortened checkout URL to make it easier for customers to complete their purchase. Use impactful and persuasive messaging to entice customers to return and complete their abandoned cart.

Adding SMS to welcome series flow

The welcome series flow is an opportunity to make a great first impression on new subscribers. By incorporating SMS messages into your welcome series flow, you can create a more personalized and engaging experience for your audience. Similar to the abandoned cart flow, you can use conditional splits to send SMS messages to subscribers who have not consented to receive SMS. Consider adding SMS reminders about welcome offers or limited-time promotions to further entice new subscribers. By combining SMS and email, you can leverage the strengths of both channels to build a strong relationship with your audience from the moment they subscribe.


SMS marketing is a powerful tool to connect with your audience and drive engagement and conversions. With Klaviyo, you have the capability to seamlessly integrate SMS into your marketing strategy. By setting up your Klaviyo SMS account, collecting subscribers at the checkout, on pop-ups, and landing page forms, sending targeted SMS campaigns, and incorporating SMS into flows, you can effectively leverage SMS as part of your omnichannel marketing efforts. Remember to always comply with legal requirements and provide value to your subscribers. Start exploring the possibilities of SMS marketing with Klaviyo and unlock new opportunities for growth and success.

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