Postscript integrates with Klaviyo, allowing you to share information between the two solutions. Klaviyo is an automated marketing campaign solution that focuses on email, social advertising, and analytics. By linking your Klaviyo account with Postscript, you can grow your SMS subscriber list through Klaviyo forms, popups, and email lists.
Before following this guide, please be sure to set up your Klaviyo integration.
Set Up Your Klaviyo Desktop Form to Collect SMS Subscribers
Before you can properly funnel SMS subscribers to Postscript from a desktop Klaviyo form or popup, there are form settings to configure in Klaviyo.
- Select Sign-up forms in the side menu of your Klaviyo dashboard.
- Select the name of the form or popup you'd like to connect to Postscript, then select Edit Form in the upper-right of the next page, or, in the right-hand column, select the button with three vertical dots for the form or popup you want to connect and then select Edit from the drop-down menu.
- In the upper-right corner of the page, toggle the Desktop | Mobile icon toggle bar (if necessary). Your form or popup should now be displaying a desktop preview.
- Select the SMS Opt-In at the top of the page, then click on the phone number field.
- On the left-side editor, under Consent, select the Collect phone number without consent option from the drop-down list (note: this removes the SMS disclaimer language, we will walk you through how to properly re-add this language on the next step).
- Select the Back hyperlink in the upper-left corner of the editor, then select the Add blocks icon.
- Drag and drop the Text option below the phone number field then insert the following compliance language:
- *By providing your number and clicking the button, you agree to receive recurring auto-dialed marketing SMS (including cart reminders; AI content; artificial or prerecorded voices) and our TERMS OF SERVICE (including arbitration). Consent is not required to purchase. Msg & data rates may apply. Msg frequency varies. Reply HELP for help; STOP to opt-out. View PRIVACY POLICY.
- Note: Be sure to link your Terms of Service and Privacy Policy in this disclaimer language as it is required to remain compliant.
- If you are collecting SMS subscribers on a Klaviyo mobile popup or form also, please proceed to the next section. If you are not collecting SMS subscribers on a Klaviyo mobile popup or form, skip to step 7 under Configure Your Klaviyo Mobile Form or Popup for instructions on how to publish your form and find your form ID.
Set Up Your Klaviyo Mobile Form to Collect SMS Subscribers
Before you can properly funnel SMS subscribers to Postscript from a mobile Klaviyo form or popup, there are form settings to configure in Klaviyo.
- From your Klaviyo dashboard, select Signup Forms.
- Select the name of the form or popup you'd like to connect to Postscript, then select Edit Form in the upper-right of the next page, or, in the right-hand column, select the button with three vertical dots for the form or popup you want to connect and then select Edit from the drop-down menu.
- In the upper-right corner of the page, toggle the Desktop | Mobile icon toggle bar (if necessary). Your form or popup should now be displaying on a preview mobile device.
- Select the SMS Opt-In at the top of the page, then click on the phone number field.
- On the left-side editor, under Consent, select the Collect phone number without consent option from the drop-down list (note: this removes the SMS disclaimer language, we will walk you through how to properly re-add this language on the next step).
- Select the Back hyperlink in the upper-left corner of the editor, then select the Add blocks icon.
- Drag and drop the Text option below the phone number field then insert the following compliance language:
- *By providing your number and clicking the button, you agree to receive recurring auto-dialed marketing SMS (including cart reminders; AI content; artificial or prerecorded voices) and our TERMS OF SERVICE (including arbitration). Consent is not required to purchase. Msg & data rates may apply. Msg frequency varies. Reply HELP for help; STOP to opt-out. View PRIVACY POLICY.
- Note: Be sure to link your Terms of Service and Privacy Policy in this disclaimer language as it is required to remain compliant.
- Proceed to the next section to link this form in Postscript.
Link a Form or Popup in Postscript
Once you have your form or popup ID, you can enter it in Postscript.
- Select Integrations (previously: Apps) in the side menu of your Postscript dashboard.
- Locate and select your Klaviyo integration.
- Select Add New Form. If you are linking your first form, you'll select Add First Form.
- In the popup, paste your Klaviyo Form ID in the corresponding field.
- Review TCPA compliance and select I certify TCPA Compliance in the bottom-right corner of the popup.
We recommend you test your form or popup on a live site once you've linked it in Postscript to ensure it is collecting subscribers correctly.
Compliance Requirements
When collecting subscribers, the TCPA requires you to include necessary compliance language that informs visitors that they are opting into SMS messaging from your store. It's imperative to design your Klaviyo popups and other collection points with compliance language and hyperlinks that create a binding agreement with consumers to help protect your brand from class action lawsuits.
Here's the TCPA-approved compliance language:
*By providing your number and clicking the button, you agree to receive recurring auto-dialed marketing SMS (including cart reminders; AI content; artificial or prerecorded voices) and our TERMS OF SERVICE (including arbitration). Consent is not required to purchase. Msg & data rates may apply. Msg frequency varies. Reply HELP for help; STOP to opt-out. View PRIVACY POLICY.
Note: In order to collect subscribers compliantly, your shop's Terms of Service and Privacy Policy need to be hyperlinked in the language shown above. If they cannot be hyperlinked, the full URLs of each need to be included so a viewer may search your terms or privacy policy if needed.
For example, "By providing your number and clicking the button, you agree to receive recurring auto-dialed marketing SMS (including cart reminders; AI content; artificial or prerecorded voices) and our TERMS OF SERVICE (https:/myshop.com/terms-of-service/) (including arbitration). Consent is not required for purchase. Msg & data rates may apply. Msg frequency varies. Reply HELP for help; STOP to opt-out. View our PRIVACY POLICY (https://myshop.com/privacy-policy/).”
You should now be all set to grow your list with Klaviyo forms and popups! Note: If you followed the instructions here, but do not see phone numbers being added to your Postscript account, please follow the troubleshooting steps here.
Before You Go
- When collecting subscribers using a list growth integration, subscribers will be prompted with a "Reply Y to Subscribe" text to confirm their opt-in. This allows your shop to confirm they are a valid, consenting subscriber. This Reply Y interaction is automatic and cannot be disabled.
- We encourage our shops to add Postscript's Dynamic Messages Terms of Service and Messaging Privacy Policy hyperlinks in order to remain compliant.
Additional Resources
- Haven't set up your Klaviyo integration just yet? Follow these instructions to get started.
- Running into trouble sending subscribers to Postscript from a Klaviyo popup or form? We've got you covered with this guide.
- Did you know you can use a Postscript popup and send email subscribers to Klaviyo? Learn how with this tutorial.
Get Support
Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!
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