If you use a Klaviyo popup form to collect phone numbers, then you can also create a Klaviyo-specific welcome series that sends to those collected subscribers.
About Klaviyo
Klaviyo is an automated marketing campaign solution that focuses on email, social advertising, and analytics. By linking your Klaviyo account with Postscript, you can collect SMS subscribers through Klaviyo forms, popups, and email lists.
Why You Should Create a Klaviyo Welcome Series
You can use a template Postscript created and further customize your message.
Create a unique welcome series for subscribers who opt-in via specific Klaviyo forms and popups.
All you need to do is plug in your form ID. Postscript already has the right automation trigger, user filter, and cancellation trigger selected for you.
Before You Begin
Ensure your Klaviyo form is synced to Postscript. Learn how-to link a Klaviyo form.
Create a Klaviyo Welcome Series
From your Postscript dashboard, selecting Messaging, then select Automations.
Select Create Automation in the top-right corner of the page, then choose Create Automation Flow.
Name the automation. Choose a name that will allow you to easily identify your Welcome Series and track this flow in the future.
Set Automation Properties
Select the trigger Subscriber Created. A trigger is an action that will begin the automation flow. For your Welcome Series, we want an individual to enter the flow when they are created as a Subscriber in your list.
A Subscriber filter is required when creating a Welcome Series tied to your Klaviyo form. The subscriber tag should match the Klaviyo Form ID.
You can find the Form ID in the URL when viewing the form in your Klaviyo account. It’s a unique string of letters and numbers at the end of the URL.
Example: https://www.klaviyo.com/forms/WYVah9
In this case, the Form ID is WYVah9.
The cancellation trigger tells Postscript when to remove a subscriber from an automation flow. We encourage using "Checkout Started" as the cancellation trigger. This will remove a subscriber from your welcome series flow, and move them into either an abandoned cart or post-purchase automation.
Select Save in the bottom right corner of the Automation properties editor.
Build Your Flow
NOTE: Postscript adheres to TCPA-defined quiet hours for flows. Flow messages scheduled to send outside these quiet hours will send during the next waking hours window. Learn more about quiet hours here.
Build your Welcome Series by dragging and dropping flow actions — Subscriber Event Split, Add to Flow, A/B Split, Send Message, Delay, and Update Subscriber.
With Klaviyo forms, make the first message a Welcome Message — the first message a subscriber receives after opting in.
When you add a Message action, use the message enhancements in the bottom-right of the Message Editor:
Emojis — the smiley-face icon.
Merge tags (subscriber first name, shop link, shop name) — the overlapping-tags icon.
Postscript-generated coupon — the percentage icon.
Shopify-generated coupon and discount link — the hyperlink icon. Links and tags are trigger-specific, so some options won't appear for every trigger — e.g., an abandoned cart link requires the Checkout Started trigger.
When you're ready, select Schedule or Activate (top-right) to set how subscribers enter the flow:
Activate immediately — subscribers start entering right away based on your selected properties.
Schedule — pick the date and time the flow opens for entry.
Get Support
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