Getting Started with SMS

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Overview

SMS stands for "short message service," and SMS messages may more commonly be referred to as text messages. SMS messages are the most widely used type of mobile messaging. Klaviyo's SMS tools allow you to centralize your marketing strategy into one platform and expand your reach beyond the inbox. Using customer data, like preferences and behaviors, you can achieve true personalization of every message you send, driving more clicks and conversions.

Whether you're looking to start an SMS strategy from scratch or already have a clear vision for how you're going to use SMS to nurture relationships with your customers, there are several key steps that you'll need to take to get set up with Klaviyo.

Checklist

Before you get started, be sure to review our compliance requirements for sending SMS messages. There are eight key steps to getting started with SMS that will be outlined in more detail in this guide, including:

  1. Set up SMS messaging in your Account Settings.
  2. Choose your SMS number.
  3. Choose your SMS plan.
  4. Configure your Smart Sending and conversion windows (optional).
  5. Upload existing SMS contacts (if applicable).
  6. Use signup forms to collect phone numbers from your site visitors.
  7. Add SMS messages to your flows, or create a new SMS flow.
  8. Understand how your SMS messages are performing and iterate.

Set Up SMS Messaging in Your Account Settings

Once you've decided you'd like to use Klaviyo to send SMS messages, the first step to getting set up is to configure this option in your account. You can do this by heading to Account > Settings > SMS Settings. Then, click Set Up SMS. Note that only account Owners and Admins will have this ability.

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Learn more about fully configuring SMS in your account.

Choose Your SMS Number

When you add SMS to your account, you will automatically be assigned a phone number from which outgoing SMS messages will be sent to your subscribers. If you would like, you can add new numbers by clicking Additional Numbers > Request Additional Numbers.

Please note that, if you request a short code or wish to port over an existing SMS number, Klaviyo must approve your request before you can begin sending from the new number(s). When requesting additional SMS numbers, you will have several options:

  • Long number (e.g., 1-XXX-XXX-XXXX)
  • Short code (e.g., XXX-XX)
  • Vanity short code (e.g., XXX-XX)
  • Toll-free number (e.g., 1-800-XXX-XXXX)

If you are coming over from a previous SMS provider and already have a number, you may instead select Additional Numbers > Port an Existing Number. It is currently only possible to port over a short code.

Learn more about the pros and cons of each of these options in our guide to choosing your SMS number.

Choose Your SMS Plan

You can select an SMS plan by going to Account > Billing > SMS Billing.

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Please note that billing for SMS operates differently than billing for email. To start, you will receive 50 free messages, and can then select a plan from here.

Learn more about how you're billed for SMS messages and selecting an SMS plan.

Configure Your Smart Send and Conversion Windows (Optional)

By default, your Smart Sending and conversion windows for SMS will both be 24 hours. If you're coming from another SMS provider and want those numbers to match the same timeframe or want to change either of these metrics, head to Account > Settings > SMS Settings

Upload Your SMS Contacts to Klaviyo (Optional)

If you have an existing list of SMS contacts or are migrating over from another service, you will want to upload these contacts to your Klaviyo account so that you can message them off the bat. 

Do not send text messages to customers who have not opted-in. For more information, head to our article on how to collect SMS consent

Check out our guide to uploading SMS contacts to learn more.

Create an SMS Signup Form

Building your subscriber base is a critical part of a successful SMS strategy. Use signup forms to collect phone numbers from site visitors and expand your reach.

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Learn more about how to set up an SMS signup form.

Use SMS Messages in Flows

Currently, SMS messages are only available in flows. Using flows, you can create several key customer experiences, including:

Learn more about how you can use flows to send SMS messages to your subscribers.

Analyze SMS Performance

Once you have an SMS strategy up and running, the next step is reviewing your analytics and iterating accordingly.

Learn the key metrics to keep an eye on when reviewing your SMS messages, as well as about some ideas for testing in our guide to analyzing and understanding SMS performance.

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