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 taps your link, 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.

This guide explains how to collect SMS or email subscribers on Instagram using the link sticker option.

Creating a Landing Page for Instagram Users

Before you do anything on Instagram, create a landing page. This page can use any page from your site (e.g., your homepage) along with a full-page Klaviyo popup form. 

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.

The form's button settings are set to redirect subscribers to the homepage after submit

After designing the form, open the Styles section. 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, open the Targeting & Behaviors section. 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's Link Stickers

Log in to your Instagram account and swipe left to access the Instagram Story builder. Take a new photo or click on the image selector icon in the bottom left to access your latest pics and select one. As a best practice, the image size should be 1080 x 1920 px.

Next, click the sticker button on the top menu, which looks like a smiling face in a rounded square.

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Select the Link sticker option 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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The link will appear as a sticker on your image. Tap and drag to reposition the sticker, then click Your Story to post it to your story. 

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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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