How to Collect Consent via Instagram

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Overview

If you have an Instagram account for your brand, you can use it to collect SMS and email subscribers. When someone views one of your stories on mobile and swipes up, it will open a form that allows them to subscribe. Keep in mind that you must inform users of what they are opting into per SMS compliance laws.

You need to have at least 10,000 Instagram followers in order to use the swipe-up functionality. When gathering SMS consent, you will only be able to collect consent for recipients in countries where Klaviyo SMS is available.

This guide explains how to collect SMS or email subscribers on Instagram using the swipe-up option.

Creating a Landing Page for Instagram Users

Before you do anything on Instagram, create a landing page in Klaviyo.

In Klaviyo, create a new popup form and design it to fit your brand.

A best practice is to include both an email address and a phone number input field, even when you’re trying to collect subscribers for only one channel.

When you add the phone number field, Klaviyo automatically adds opt-in language. This explicitly states that by signing up, the person is opting into receiving marketing text messages from your brand. You may want to change the exact wording of this text, but you must include something to this effect per TCPA guidelines. Klaviyo cannot provide legal advice; before deciding on or using a disclaimer, we recommend consulting your legal counsel.

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Click on the button (e,g., Get Started Now in the example above). Set the Action to Submit Form and choose the list you want subscribers to go to. For After Submit, select Go to URL and input the Destination URL to redirect subscribers to another page on your website, such as your home page.

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After designing the form, click Styles. Here, set the overlay for the background to be the same color as the form and change the opacity to 100% so that the form looks like it’s simply another page on your website.

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Next, click Behaviors. Check that the form displays immediately on page load and that Don't show again after submit form or go to URL action is selected.

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Under Targeting, choose Show to all visitors. Then select Only show on certain URLs. This is how you’ll create a landing page for those coming from Instagram. Select Containing from the dropdown menu and put in the anchor link. An anchor link starts with a hashtag followed by a descriptive page name (e.g., #InstagramSignup).

When you’re ready, publish this form and test that it appears correctly. For instance, if we set the anchor link to be #InstagramSignup, the corresponding link would look like:

https://swak-lip-care.myshopify.com/#InstagramSignup.

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Utilize Instagram Swipe-Up

Log in to your Instagram account. Click on the image preview icon in the bottom left to access your latest pics.

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Select the image you want to use for this campaign. As a best practice, the image size should be 1080 x 1920.

Next, click the link button (which looks like a paperclip) on your form.

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Then, select + URL. and add your desired link to your landing page (e.g., https://swak-lip-care.myshopify.com/#InstagramSignup. Once added, click Done in the upper right.

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You’ll now see a message appear that says “Call to Action Added” so that you’ll know the link was added.

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All you need to do now is publish the post as an Instagram story by clicking + Your Story in the lower left.

Once the post is live, you’ll begin collecting SMS and email subscribers via Instagram to grow your list. You can even add a split to your welcome series to target those who signed up using this form, allowing you to send them a more personalized message.

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