Klaviyo SMS can only be set up by account Owners and Admins.
Learn how to review and edit your SMS settings to fit your business needs.
Before You Start: Set Up SMS
Before you can get started, you need to have enabled SMS.
If you haven't done so already, click on the name of your organization in the upper right-hand corner and select Account from the dropdown.
Then, click Settings and select SMS from the resulting dropdown menu.
This will bring you to a page to set up SMS. To do so, click Set Up SMS.
Once SMS is successfully set up, a success modal will display confirming your setup.
When you close this message, you will be brought to a page where you can configure the details of your SMS account.
Review the SMS Settings Page
Under Account > Settings > SMS tab, you'll see an overview of your account, including:
- How many SMS subscribers and messages you've sent in the last 30 days
- The total throughput for all of your sending numbers
Note that if you have both a toll-free number and an alphanumeric sender ID, the throughput shown is the sum of the throughput for both numbers.
You can customize your sending number, message add-ons, keyword responses, opt-out language, sending settings, and tracking settings.
To subscribe to your own SMS program, sign up via a form or text "JOIN" or any other subscribe keyword to the number assigned in your SMS settings tab (the latter approach does not work in the UK or Australia). This allows you to monitor and test SMS as you get started.
Your SMS numbers are listed in the Sending Numbers section. The numbers are built into your SMS plan. You'll receive a free toll-free number or, pending approval, short code to send in the US and Canada, as well as an alphanumeric sender ID to send to the UK or Australia.
For details about sending numbers, read Understand Your SMS Sending Number
SMS Message Add-Ons
There are two sections that you can edit within Message Add-Ons: organizational prefix and opt-out language. These pertain to terms that are prepended and appended to your text messages.
- Organizational Prefix The Organizational Prefix is your business name. It should be the word or phrase customers recognize as your business title. Prefixes are optional but highly recommended because, unlike emails, text messages don't have a built-in way to identify the sender. This prefix allows customers to understand that this text came directly from your store.
- Opt-Out Language Opt-out language is the phrase added to the end of a message that gives customers the option to opt out of further SMS communication. This is similar to the unsubscribe language in emails, which helps to limit negative customer experiences and make sure you don't get marked as spam.
Opt-out language must include STOP in the message and is required in some jurisdictions.
Keyword responses are SMS messages that are automatically toggled on to respond to customers who answer one of your messages. Some examples of these automated responses are:
- STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, and QUIT
- HELP and INFO
- START and UNSTOP
- YES, Y
The image below shows what you can expect from a certain response.
All of these responses are mandatory within Klaviyo except for When no keyword is recognized. The mandatory responses are thus free of charge. In addition, text within keyword responses can be edited to fit your brand and desired content.
Mobile carriers sometimes provide their own automated response, particularly for opt-out keywords sent to toll-free numbers. If this is the case, Klaviyo will not send their own response to avoid double-messaging.
You can also add custom subscribe keywords. For instructions, read How to Add, Update, or Delete Custom Keywords.
Edit a Mandatory Keyword Response
Click the pencil icon to the right of the response you want to edit.
A popup will appear allowing you to edit the content. Only use plain text, as emojis are not supported in these messages.
When your message is ready, click Save.
For the response that is triggered when no keyword is recognized, you can choose to forward the SMS message to an email address of your choice. Again, click on the pencil icon to the right of that keyword response for a popup to appear. Here, you are able to toggle this feature on and off, and edit the contact information that will receive these forwarded messages, as pictured below.
SMS Smart Sending
Smart Sending allows you to limit the number of SMS messages someone will receive in a given period of time. Klaviyo sets the default window of time to 24 hours, although you can adjust this.
It is best practice to enable Smart Sending to ensure that customers are not overwhelmed with messages from your business, especially if you're sending emails in addition to text messages.
Transactional messages will always be sent, regardless of Smart Sending settings, to ensure that critical information is relayed to your customers.
SMS Smart Sending and Email Smart Sending are treated separately. It is important to note that the two abide by separate timeframes. If you are looking to change your email Smart Sending window, check out our article on Smart Sending for Email.
The Tracking Settings section of your SMS page details your desired conversion window for messages. This means that purchases will be attributed to an SMS message that was received and clicked in this timeframe. The default is 24 hours, but you can customize this timeframe to reflect your desired conversion window. The maximum is 720 hours.