How to create an SMS form that targets email subscribers
You will learn
Learn how to create a sign-up form that asks existing email subscribers who aren't subscribed to SMS to opt in to SMS marketing. Collecting SMS consent separately lets you reach subscribers through both email and text messages.
Before you begin
Here, we assume you already have a multi-step form where you collect both email and SMS consent.
This guide will walk through how to clone this form and adjust it to target those who are only subscribed to email. Cloning is the quickest and easiest way to set up this form. It allows you to copy the same branding and styles across forms, so you can publish it faster as well as create a cohesive, consistent opt-in experience.
This targeting relies on Klaviyo identifying visitors on your site. Someone can be subscribed to email and still not see the form if Klaviyo can't identify them in their current browser.
Gather SMS consent from email subscribers
Use the steps below to clone and retarget either a Smart Opt-in or a tap-to-text multi-step form. Learn more about SMS opt-in methods.
- Navigate to the Sign-up forms tab in Klaviyo’s left-hand navigation.
- Find your multi-step form that collects both email and SMS consent, then click the 3 dots > Clone.
- Choose Clone to this account, and name your cloned form (e.g., Retarget email subscribers).
- Select Continue.
- Find your new, cloned form on the list, then click the 3 dots > Edit to enter the form editor.
- Next to the email opt-in step above your form preview, click the 3 dots > Delete.
- Confirm you want to remove this step by clicking Delete Step. Your form will now only ask for SMS consent.
- Open Targeting & display behavior.
- Select Targeting.
- Click the dropdown under Audience, and select Show to email only subscribers.
- Select the phone number field in your form preview, switching to the desktop preview if your mobile view uses tap-to-text. Under Consent, make sure to select the option Single step - Promotional only.
- Review the remaining form content in both desktop and mobile previews, including the SMS disclosure language and success message. If you use Smart Opt-in, keep the One-time code step.
- When you are ready, click Publish or schedule, select Publish now, then click Publish now to make the form live.
Once it's published, this sign-up form will ask identified email subscribers who aren't subscribed to SMS for SMS consent. You can also send a campaign that links to an embedded SMS form on your website.
Next steps
Next, create an SMS welcome flow to welcome your new SMS subscribers.
Additional resources
- Basics: SMS compliance
Get an overview of 7 important aspects of SMS compliance.
- Understanding SMS consent collection
Learn about SMS consent, including what counts as SMS consent, how you can collect it, and how resubscribes work. SMS consent refers to whether someone is opted in (i.e., if they have agreed to receive marketing text messages from your brand).
- Basics: mobile form design
Learn the 6 basic principles of designing sign-up forms for mobile devices.