How to use popup forms to collect SMS consent

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Learn how to use forms to collect SMS consent from new customers and your existing email subscribers. 

Before you begin

Before you can collect SMS consent, you must have already:

Double opt-in is recommended when collecting SMS consent, and is required if you plan to add SMS to your abandoned cart flows. 

For more information on what counts as SMS consent and best practices, see this guide on gathering SMS subscribers

Use forms to collect SMS subscribers

We recommend gathering SMS consent from both new users and from your existing email subscribers. To do so, you’ll need to create a:

  • Multi-step form for new subscribers
  • Single-step form for your existing email subscribers

In addition, it’s best if you create separate desktop and mobile versions for each of these forms. That way, you can leverage click-to-text, making it easy for people on mobile devices to subscribe to SMS. For instance, with click-to-text, someone on their cellphone can simply click a button. This opens their text messaging app and automatically creates a text they can send to opt into SMS. 

While creating these forms may seem like a large task, the process itself is simple. We’ll create 1 form and use that as a base for slightly different versions of that same form. This process should take around 15 minutes to complete. 

Create forms to collect SMS consent from new subscribers

Here, we’ll walk through how to edit an existing signup form to collect SMS consent. 

Don’t already have a signup form? Open this section for instructions.
  1. Navigate to Signup Forms
  2. In Browse Templates, select the Email & Numbers checkbox
  3. Pick a template that has an input for email and phone number
    1. Here, we chose the form called Multi-step email & SMS
  4. Choose a list for your email subscribers
  5. Choose a separate list for your SMS subscribers
    Choosing the lists that a form adds new email or SMS subscribers to
  6. Click Create Form
  7. Click Styles to change the layout, font, and colors to better match your brand
  8. Click the SMS Opt-In tab
  9. Click the text box that contains the disclosure language
    Default disclosure language field and text in the SMS step
          of a form
  10. Replace the highlighted text with:
    1. Your company name
    2. Link to your mobile terms of service 
    3. Link to your privacy policy
  11. Optional: add a teaser by clicking the +Teaser tab
  12. Optional: edit the form’s design or messaging (e.g., title and call to action) to suit your business’ needs 
    1. Note that changing the disclosure language is not recommended
      An example of a form where the default images,
              colors, header, and call to action have been updated
  13. Click the Back button
  14. Click Targeting & Behavior
    The main 3 tabs for a Klaviyo form, Styles, Targeting &
          Behavior, and Add Blocks
  15. Change the form to only show on desktop devices
    The Targeting & Behavior tab after the form has changed
          to only show on desktop devices
  16. Click Publish
  17. In the modal, click Publish to confirm that you’ve linked to your mobile terms of service and privacy policy

Now that you’ve done this, skip to the section on creating the same form for mobile devices

Add SMS to your form and show it only on desktop 

  1. Navigate to the Signup Forms tab and locate the form where you’re collecting email subscribers
  2. Click the +Step
    Steps at the top of the form,
    namely Email Opt-in, add step, success, and teaser
  3. Choose the SMS Opt-In step
  4. In the dropdown, pick the list for your SMS subscribers
    modal to add a step to a form when the SMS Opt-in option is selected
    and the SMS subscribe list is set to SMS subscribers
  5. Click Add Step
  6. Optional: edit the form’s design, title, and call to action to suit your business’ needs
    1. Do not change the disclosure language at this time; that is discussed in the following steps
      SMS opt-in step with a new image, colors, header, and call to
        action along with the default disclosure text
  7. Click the text box that contains the disclosure language
  8. Replace the highlighted text with:
    1. Your company name
    2. Link to your mobile terms of service
    3. Link to your privacy policy
      Example of disclosure language after it’s been properly updated
  9. Optional: add a teaser by clicking the +Teaser tab
  10. Click the Back button
  11. Click Targeting & Behavior
    The main 3 tabs for a Klaviyo form, Styles, Targeting & Behavior, and
    Add Blocks
  12. Change the form to only show on desktop devices
    The Targeting & Behavior tab after the form has changed to only
    show on desktop devices
  13. Click Publish
  14. In the modal, click Publish to confirm that you’ve linked to your mobile terms of service and privacy policy

Create a click-to-text form for new subscribers

To keep this as quick as possible, we’ll clone the form you just updated (or made). 

  1. In the Signup Forms tab, find the form you just updated or made
  2. Hover over the form name
  3. Click the More dropdown
  4. Click Clone
    The More dropdown for a form when the Clone option is highlighted
  5. Name the form (e.g., Mobile multi-step email & SMS)
  6. Click Clone Form
    Modal to clone a form
  7. Hover over the form you just created
  8. Click Edit Form
     Edit form option
    next to a form
  9. Navigate to the SMS Opt-In page
    Example of a form when the SMS opt-in tab is highlighted
  10. Click the phone number field and select the trash icon button to delete 
  11. In the modal, click Delete Block to confirm you want to delete it
    modal to confirm you want to delete a block
  12. Click the button
    Example of a form with a click-to-text button for SMS
  13. In the left-hand sidebar, click the Action dropdown
    The button click action dropdown when the Subscribe via SMS option
    is highlighted
  14. Select Subscribe via SMS 
    1. Note that this will automatically change the form to show only on mobile devices
  15. Optional: change the keyword or add a subscribe message
  16. Click Publish

Once you have this form ready, someone can provide their phone number after signing up for email, making it easy to grow your list. 

Collect SMS consent from your email subscribers

Next, it’s important to retarget your existing email subscribers to ask them if they want to sign up for SMS. 

Create a segment to target email-only subscribers

First, we’ll need to create a segment to gather everyone who is an email subscriber but not an SMS subscriber. 

    1. Navigate to Audience > Lists & Segments
    2. Click Create List / Segment
    3. Choose Segment
    4. Name your segment (e.g., email-only subscribers)
    5. Add the following conditions:
      1. If someone is in or not in list > Person is in > Newsletter
        OR
      2. If someone is in or not in list > Person is in > Preview List
        AND
      3. If someone is or is not consented to receive SMS > is not
        AND
      4. If someone is or is not suppressed for email > is not
        Example of an email-only subscribers segment
    6. Click Create Segment

Note that you should add more lists if you are using multiple different ones, or you may just include your main subscriber list (e.g., Newsletter). 

Now that you’ve created the segment, you can set up the forms to collect consent for SMS.

Target email-only subscribers 

The steps to create forms that target your email-only subscribers are exactly the same for both your desktop and mobile forms. The only difference is which form you clone. 

Here, we start with the desktop-only form and ask you to repeat for the mobile form. 

  1. Navigate to Signup Forms
  2. Hover over the desktop-only form that collects email and SMS consent
  3. Click the More dropdown
  4. Choose Clone
    The More dropdown for
    a form when the Clone option is highlighted
  5. Name the form (e.g., Desktop SMS)
  6. Click Clone Form
    Modal to clone a Klaviyo form
  7. Click Edit Form
  8. Next to Email Opt-In above your form preview, click the 3 vertical dots
    The dropdown for an Email Opt-In step, showing the options of Edit
    Name, Clone, and Delete
  9. Click Delete in the dropdown
  10. Confirm you want to remove this step by clicking Delete Step
    Modal to confirm you
    want to delete a step from a Klaviyo form
  11. Click Targeting & Behavior in the left sidebar
    The Overview sidebar for a form when the Targeting & Behavior tab
    is highlighted
  12. Scroll to the Targeting section and find By Visitor
  13. Select Target visitors in a list or segment
  14. Check Show to visitors in certain lists or segments
  15. From the dropdown, select your segment of email-only subscribers
    Example of targeting a form to only show to an email-only subscribers
    segment
  16. Click Publish to save the changes 
  17. Repeat these steps for your mobile-only form (click here to go to the top of this section)

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