How to Add an SMS Action to a Flow

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Overview

The SMS component in the Visual Flow Builder is used to integrate SMS messages into any automated flow series, including a welcome series, abandoned cart, and more. After dragging a new SMS card into a flow, you'll be able to configure your content and update key settings on the lefthand sidebar. Some key flows you may want to add SMS messages to include:

In this guide, we'll walk through how to add an SMS action to any type of flow. Note that if you want to use SMS in an abandoned cart flow, you must have double opt-in enabled for your SMS list. 

Add an SMS Action

To add a new SMS into a flow, drag the SMS component from the sidebar and drop it on any green drop point. After adding a new SMS action to your flow, the next step is to configure your content.

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When you click Configure Content, you'll be taken to a page where you can update the following for your new SMS message:

  • Content
    The message itself. You can also choose to automatically shorten any links you include in the message to conserve space (recommended). You must use the Klaviyo link shortener for revenue to be attributed to SMS. Further, if you add an image, the message becomes an MMS, which counts as three sends under the billing plan. 
  • Compliance Organization 
    Includes several options for staying compliant. Each will show to recipients in a specific country, which is listed underneath the option. We do not recommend disabling these options, as they are typically required in the jurisdictions listed

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Compliance Options

There are several options for compliance for each SMS action you add to a flow, outlined below.

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Organization Prefix (US only)
Unlike when you send an email — where you can identify yourself in the sender email address —when you send an SMS message, there is no default way for the recipient to identify who you are. The phone number you are sending from does not identify you as a business, and your message will often appear anonymous or from an unknown sender. Including an organizational prefix is a best practice, as it provides a clear way for your recipients to identify you as the sender of a given message. 

This prefix only shows to US recipients, as the information for Canada is within the contact information link. If you want to include the prefix in the message for both countries, toggle off this option and manually input it into the message. 

When this add-on is enabled, Klaviyo will automatically pre-pend the organization prefix set in your account settings to the start of every SMS message.

Company link info (Canada only)

If any of your SMS subscribers are in Canada, you need to include contact information within every text message. This option creates a link with this information automatically, adding it to the end of the SMS or MMS. This link will only show to Canadian recipients. For more information, check out this article on the info link option for Canadian SMS recipients

Unsubscribe instructions (US and Canada)

For the US and Canada, the simplest way of giving recipients a way to opt out is by telling them an opt-out keyword (e.g., "STOP"). Including opt-out language along with every message is essential. If you don't make it clear how recipients can opt out, they are more likely to report your number as spam. This can lead to fines and the permanent blocking of your number by providers like AT&T, T-Mobile, and Verizon. 

Unsubscribe link (UK and Australia)

Alphanumeric sender IDs cannot receive SMS or MMS messages, but you still need to give recipients a way to opt out. Typically the way to do this is by including an unsubscribe link. Note that if recipients click on this link, they will be unsubscribed right away. Further, clicking this link will not impact the click rate for the message. 

Configure SMS Settings

There are two key settings you can choose to configure for your email: 

  • Smart Sending 
    Enable Smart Sending to skip over recipients that have already received another SMS message from you too recently. This is on by default, and you can configure your Smart Sending window for SMS—which is different from email—in your account settings. By default, the SMS Smart Sending window is 24 hours.
  • Additional Filters
    Add additional filters to an SMS to further restrict who will receive it. This is off by default.

In the configuration sidebar for an SMS, you can see and toggle the above settings at any time. On the visual canvas, on each card, you will also see icon indicators for each of these settings. When a setting is enabled, the corresponding icon will appear in green. You can hover over one of these icons at any time to reveal a descriptive tooltip.

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Change an SMS Message's Sending Status

After you've created the content for your new SMS message and previewed it, you are ready to turn it from draft to manual or live: 

  • Draft
    This is the default status for a new message and is the status you should use while you're still configuring your content and adjusting settings. When a message is in draft, nobody will be queued up or receive the email.
  • Manual
    When you are done configuring a new message and are interested in testing it out, you can place it in manual mode. When a message is in manual, it is active in your flow but no messages will trigger automatically at send time. You will need to manually review and send all scheduled messages.
  • Live
    To "turn on" a message in a flow series, you will need to change the message's status to live. A live message is active in your flow and is sending automatically.

Note that every new message is in a draft state by default. Until you configure the content, you will not be able to adjust the status to manual or live.

There are two ways you can change the status of a message. You can use the dropdown menu in the configuration sidebar, or you can change the status from the card itself on the canvas.

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