To get started with SMS marketing, one of the first things you need to do is collect phone numbers. When doing so, you must include clear language that explicitly states that by inputting their number, the customer is opting into SMS. You also make sure that the consent syncs from your Magento 2 store into Klaviyo before contacting these customers via text messaging.
In this article, we will run through collecting SMS consent from your Magento 2 store so you can start sending text messages.
Language for SMS Consent
When gathering phone numbers for SMS marketing, you have to include language that explicitly informs people that they are consenting to receive text messages from your business, according to TCPA guidelines. Messaging that only says that they are opting into general marking, and does not mention SMS specifically, is not sufficient.
While Klaviyo cannot provide legal advice about US compliance and you should always check with legal counsel, the following is an example of language that clearly indicates the person will be consenting to SMS marketing.
This type of language must be included where you actually collect phone numbers (e.g., as a label for the phone number input on a signup form). In Klaviyo, similar language is added automatically to a signup form when you add a phone number block.
Methods for Gathering SMS Consent in Magento 2
You should have the option to publish Klaviyo signup forms on your site through your integration. If you are not currently using Klaviyo signup forms or are unsure if you can, head to our article on installing Klaviyo signup forms.
The sections below explain how to gather consent with:
Collecting Consent with Popout or Flyout Signup Forms
A simple way to gather SMS consent with Klaviyo is by using the Signup Form Builder to create a popup or flyout form for your Magento 2 store. These forms can include a phone number field as well as the necessary messaging. In Klaviyo, you can either create them from scratch, use a pre-built template from the Form Library, or add the phone number field to one of your existing forms.
This example uses one of the pre-built popup form templates. Add a phone number block into the form. Note that when you add this block, the Collect SMS consent option will be selected and a text block with language to comply with TCPA guidelines. If you have questions regarding SMS consent, we recommend contacting your legal counsel.
You can change aspects of this box like the label, placeholder text, and whether or not the phone number is required. We recommend leaving the Profile Property field unchanged with the Phone Number option intact, as changing this property will prevent you from sending SMS messages. Further, there’s an option to change the default country, but note that SMS messaging is currently available in the US only.
As with any popup or flyout form, you can change the timing and frequency for when the form should display as well as which URLs it should appear on via the Behaviors tab. Through this approach, you could, for example, have the form appear when someone is about to leave your site.
Collecting Consent with Embedded Forms
You may prefer to embed an SMS Consent form in your footer, Checkout, or Order Confirmation page. Your embedded form should include a phone number input field, use the Collect SMS consent option, and include language that clearly states the person is opting into receiving text messages from your business.
The following are suggested steps for embedding a Klaviyo Form on a Magento 2 footer. As each Magento 2 website is unique, the steps to embedding a form in your preferred location may be different. Please consult with your developer team and Magento 2 documentation to implement an embedded SMS Consent form on your Checkout page or Order Confirmation page.
In Klaviyo, copy the code snippet for the embed form, which can be found either on the Behaviors tab of the Klaviyo Signup Form Builder, or in the popup box when you publish the form.
Log into your Magento 2 Admin account. On the left-hand side, navigate to Content > Blocks.
Locate your footer block or locate the block where you wish to embed the form.
Click the Action dropdown menu and click Edit.
In the CMS blocks settings interface, find the Content section.
Next, determine where you want to embed the code, and paste the code.
Click Save Block.
Clear your cache and refresh your store page.
On your published site, check the location where the embedded form should be displayed. If you don’t see the Klaviyo embed form, go back to your Klaviyo account to confirm that the form has been published.
Learn more about SMS on the Help Center: