SMS stands for "short messaging service," and SMS messages may more commonly be referred to as text messages. SMS marketing is a broad term and covers two types of text messages: SMS and MMS. MMS stands for "multimedia messaging service" and enables you to attach images and GIFs to your messages.
SMS and MMS messages are the most widely used type of mobile messaging. Klaviyo's 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.
Currently, SMS and MMS messages in Klaviyo can only be sent to U.S. numbers. They cannot be sent to Canada, Puerto Rico, or other numbers.
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.
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:
- Set up SMS messaging in your Account Settings
- Choose your SMS number
- Choose your SMS plan
- Gather SMS subscribers
- Add SMS messages to your flows, or create a new SMS flow
- Create and send an SMS campaign
- Analyze 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. Then, click Set Up SMS. Only account Owners and Admins will have this ability. Also, you must set up SMS before you can begin collecting consent when double opt-in is enabled.
Note: You must have SMS enabled before you can begin collecting SMS and MMS consent.
Learn more about fully configuring SMS in your account, including adjusting your Smart Sending and conversion windows, which are set to 24 hours by default.
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. You can port over long numbers, toll-free numbers, as well as short codes.
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.
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.
Update Your Terms of Service
Collect SMS Subscribers
You must get explicit consent from your customers before sending them SMS messages — even transactional ones. So even if you have phone numbers in your Klaviyo account, this does not mean you can send to them.
Further, SMS consent is different from email consent. When gathering SMS consent, you must have language that clearly indicates that if someone ops in, they agree to receive SMS marketing from your brand at the number they provided.
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.
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.
Learn more about how to set up an SMS signup form.
Send SMS Content
You can use both flows and campaigns to send SMS messages. When creating these message, keep the following points in mind:
- Make sure recipients understand who the message is coming from (such as by mentioning your brand's name)
- Always include opt-out language
- Do not use any words related to sex, hate, alcohol, firearms, or tobacco
- Do not mention locally or federally illegal substances, including CBD, in the text or URL
- Keep the message concise
- Send only between the hours of 8 am and 8 pm in the recipient's local time
Note that it is also a best practice to include a link. If you don't include a link, Klaviyo will not have a way to attribute any placed order metric to the campaign or flow. This is due to the fact that open rates of SMS messages are not tracked, as it is expected that most recipients will open a text message.
Use SMS Messages in Flows
Using flows, you can create several key customer experiences, including:
- Creating a welcome series for your SMS subscribers
- Sending a text reminder when someone has left an item in their cart
- Thanking a customer for their purchase after they place an order and relay other key details about the item they bought
Learn more about how you can use flows to send SMS messages to your subscribers.
Create an SMS Campaign
A campaign is another way to provide value to your SMS subscribers. Using an SMS campaign, you could:
- Inform subscribers about a flash sale
- Notify them of a product launch
Find out more about creating SMS campaigns.
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.