How to set up virtual contact cards for flows
You will learn
Learn how to set up virtual contact cards, which will give you the ability to send contact details that a customer can save on their phone. By prompting your customers to save your number, customers will recognize future text messages, thus improving brand recognition and user engagement with SMS/MMS.
Because virtual contact cards convert a message from SMS to MMS, they can only be sent to recipients in the United States, Australia, and Canada. Virtual contact cards will be removed from messages sent to any other country.
Also note that you cannot add past profiles to flows that contain a virtual contact card.
Before you begin
If you have not already done so, enable SMS for your Klaviyo account in order to set up virtual contact cards.
Recipients must have texted your number previously in order for virtual contact cards to appear properly. For this reason, we recommend using double opt-in for your SMS lists, tap-to-text forms, or custom keywords to ensure that your customers have texted your number in order to subscribe.
Make sure you are using a sending number capable of sending MMS messages such as a toll-free number or United States short code. MMS is not available for Canadian short codes.
If you change your sending number, recipients who already saved your contact card will need to update the saved contact on their phones. A newly generated contact card uses your eligible sending numbers.
Edit your company's contact information
You can edit the information shown in your virtual contact card at any time. However, please note that when you make any edits, it only affects contact cards that send out in the future. For anyone who already received and saved your contact card, the information on that saved card does not change.
To edit your company's contact information:
- Click on the name of your account in the bottom left.
- Navigate to Settings > Text message > Sender information.
- Scroll down to Company information. This section is populated with your default contact information. To enter different information for your contact card, turn off Use default contact information and edit the fields.
- You can also upload a logo for your contact card in Company image/logo. The file must be no larger than 200 KB and be a JPG, JPEG, or PNG. To help keep the file size down, we recommend keeping the image width below 500 px.
- If you made any changes to your company's information, click the Save button to save your changes.
Contact cards will appear differently when first received on Android devices versus iOS devices.
- Android
Your configured company logo will show in the contact card. - iOS
In order for a contact card to render as an actual card, iOS requires an initial text from the recipient, such as a double opt-in confirmation. Otherwise, the contact card will show as a file instead of a card.
Add a virtual contact card to a flow message
Once you have finalized your company's contact information, follow our guide on how to add a virtual contact card to a flow message.
Additional resources
Learn more about using SMS in Klaviyo:
- How to add an SMS action to a flow
Learn how to add an SMS action into a flow and about the settings for this action.
- Getting started with SMS and MMS for the first time