How to collect consent via Instagram

Estimated 4 minute read
|
Updated Aug 29, 2024, 7:25 PM EST
You will learn

You will learn

Learn how to collect email and SMS subscribers on Instagram through a link that opens up a subscribe page when a user taps on it. When someone views one of your Instagram stories and clicks on the link, it will bring them to a form where they can subscribe to hear more from your brand. 

Generate your subscribe link

Generate your subscribe link

Depending on whether you want to collect email or SMS subscribers, there is a link that’s optimized for each channel. You can share a subscribe page URL to grow an email list, or a dynamic SMS subscribe link to grow an SMS list.

Collect email subscribers with a Subscribe Page URL

Collect email subscribers with a Subscribe Page URL

Each of your Klaviyo lists has a dedicated subscribe page that can serve as a landing page for shoppers that click on the link. You can share the Subscribe Page URL on social media to direct shoppers directly to this page where they can sign up. To find the link:

    1. Navigate to Lists & Segments.
    2. Select the list that you’d like to grow, or click Create List / Segment to create a new one.
    3. In the menu bar, click Subscribe & Preference Pages.
      A particular list’s page in the list and segments tab with an arrow pointing to the subscribe and preference pages heading in the menu bar.
    4. If this list is using the default consent pages, click Go to Default Pages to edit the style of your subscribe page. If you customized a subscribe page for this list, click Edit Page on the Subscribe page tile.

      Make sure that your subscribe page does not include a phone number input field as it’s a potential compliance issue to collect email and SMS consent at one time.

    5. Click Publish to save your edits to the subscribe page, then click Exit
    6. Navigate back to the list page and click Signup Forms from the menu bar.
      A particular list’s page in the list and segments tab with an arrow pointing to the signup forms heading in the menu bar.
    7. Scroll down to the Subscribe Page tile, and click Copy Subscribe Page URL.
      The subscribe page tile found in the signup forms tab for a particular list.

Your Subscribe Page URL will now be copied to your keyboard for you to paste wherever you’d like. Skip ahead for instructions on adding your link to an Instagram story.

 

Collect SMS subscribers with a tap-to-text link 

Collect SMS subscribers with a tap-to-text link 

To collect SMS subscribers through a link, you can use a dynamic SMS subscribe link. A dynamic link automatically optimizes the sign up experience for shoppers across all devices, redirecting mobile shoppers to the keyword text-to-join experience, and sending desktop shoppers to the Klaviyo list's subscribe page. 

A flow chart showing the work flow of following an SMS subscribe link through the tap to text journey.

You will need to have a subscribe link ready. If you haven't yet created a subscribe link, see how to create an SMS subscribe link.

To find your SMS subscribe link:

  1. Navigate to Growth tools.
  2. Scroll down to the Manage Subscribe links and click Manage.
  3. Click Copy Link to use a subscribe link.
    The list of your SMS subscribe links, including name, keyword, region, and a button to copy it, in the SMS settings menu.
Your SMS subscribe link will now be copied for you to paste wherever you'd like.

Make sure to copy your SMS disclosure language and include it wherever you post the link so that shoppers know what they’re opting into.

Add your link to an Instagram story

Add your link to an Instagram story

  1. Log in to your Instagram account and swipe left to access the Instagram Story builder.
  2. Take a new photo or click on the image selector icon in the bottom left to access your latest photos and select 1. As a best practice, the image size should be 1080 x 1920 px.
  3. Click the sticker button on the top menu, which looks like a smiling face in a rounded square.
    An example instagram story being built where you can add a sticker with your link.
  4. Select the Link sticker option and paste your desired link.
  5. Click Customize sticker text to edit your link’s text.
    The Add Link menu on an example instagram story with the Subscribe page URL pasted in the URL text box.
  6. Click Done.
  7. The link will appear as a sticker on your image. Tap to change the color, or drag to reposition the sticker.
    An example instagram story with the Subscribe page URL pasted for shoppers to click on and sign up.
  8. If you’re posting an SMS subscribe link, copy the SMS disclosure language and include it wherever you post the link.
  9. Click the arrow in the bottom right corner to post it to your story.

Once the post is live, you’ll begin collecting subscribers via Instagram. 

Next steps

Next steps

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.

Additional resources

Additional resources

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