Link a Klaviyo Form or Popup

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 Klaviyo form or popup, there are form settings to configure in Klaviyo.

1. Select Signup Forms in the side menu of your Klaviyo dashboard.
2. Hover over the name of the form or popup you'd like to connect to Postscript, then select Edit Form.
3. Select the SMS Opt-In view, then click on the phone number field.
4. On the left-side editor, unde SMS Consent, uncheck the SMS Consent checkbox (note: this removes the SMS disclaimer language, we will walk you through how to properly re-add this language on the next step).
5. Select the Back hyperlink in the upper-left corner of the editor, then select the Add blocks icon.
6. Drag and drop the Text option below the phone number field then insert the following compliance language:
   
   • *By providing your phone number, you agree to receive recurring automated marketing text messages (e.g. cart reminders) from this shop and third parties acting on its behalf. Consent is not a condition to obtain goods or services. Msg & data rates may apply. Msg frequency varies. Reply HELP for help and STOP to cancel. You also agree to the Terms of Service and 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.
7. 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, you'll need to generate a short link in Postscript that you will add to your mobile Klaviyo form or popup.

This short link, when tapped, will redirect a subscriber to their native text message app with a pre populated message prompting them to opt into your SMS program. In this section, we'll walk you through how to generate a short link in Postscript, and then how to add the URL to your Klaviyo popup or form.

Generate a Postscript Short Link

1. Select Acquisition in the side menu of your Postscript dashboard, then select List Growth Tools.
2. Locate Share your opt-in link and select Get Started to the right of this option.
3. Choose a Keyword from the drop-down. Users who opt-in using this link will be logged under this keyword.
4. Select Create Page to create a landing page where desktop visitors can enter this phone number. Postscript will provide the necessary compliance language here.
5. Set your Mobile Opt-In Message. When users on a mobile device select your opt-in link, it will launch their native mobile app with this message pre-populated.
   • If your keyword is identical to the shop name included in your message, your link creation will error out. Please use a keyword that is not your exact store name.
6. Select Get Link to generate the opt-in short link. Be sure to copy this short link - you'll need to add it into Klaviyo next.

Configure Your Klaviyo Mobile Popup or Form

1. From your Klaviyo dashboard, select Signup Forms. 
2. Hover over the name of the form or popup you'd like to connect to Postscript, then select Edit Form.
3. Select the SMS Opt-In view. 
4. In the upper-right corner of the page, toggle the Desktop | Mobile icon toggle bar. Your form or popup should now be displaying on a preview mobile device.
5. Select the call-to-action button in the preview.
   
   • Note: Your compliance language should appear on your mobile popup since it was added to your desktop popup. If it is not, please be sure to add it and hyperlink your Terms of Service and Privacy Policy.
6. On the left-side editor, under Button Click Action, select the dropdown and choose Go to URL.
7. Paste the short link you generated previously in your Postscript account.
8. Once your desktop and mobile popups are configured to collect SMS subscribers, select the Publish Changes button in the upper-right corner. You may see a warning popup that says "Confirm your SMS sending information". Select Skip and publish.
9. You'll see another popup that says "Publish Form", select Publish.
10. Next, locate form or popup ID in the URL address. You'll need to copy or write down the ID so you can enter it in Postscript. 
    • In the above example, the URL is https://www.klaviyo.com/forms/WYVah9
    • The form ID is WYVah9.
11. 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.

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1. Select Apps in the side menu of your Postscript dashboard.
2. Locate and select your Klaviyo integration.
3. Select Add New Form. If you are linking your first form, you'll select Add First Form.
4. In the popup, paste your Klaviyo Form ID in the corresponding field.
5. 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.

Before You Go

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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