Ecommerce Growth

How to Set Up Klaviyo Text Messaging on a Budget

Ecommerce Growth

How to Set Up Klaviyo Text Messaging on a Budget


Are you seeking an optimal solution to reach your customers directly and effectively? Connecting with your audience in today's digital world can be challenging. With the ever-growing diversification of communication channels, finding a method that truly engages your customers whilst maximizing your return on investment remains a common pain point for many businesses. One solution lies in SMS marketing, a high performing channel that your business should not overlook. It is here where Klaviyo text messaging plays a powerful and pivotal role.

Understanding the Importance of SMS Marketing

Marketing communications have become exhaustive in the digital age. There's an overabundance of information and often, the potential of your message being lost in an overwhelmed inbox can be high. SMS marketing emerges as a solid resolution to this problem. With a staggering 96% of users interested in receiving a text from a brand at least once a week, SMS marketing has demonstrated not merely as a trend, but as a vital part of a successful eCommerce strategy.

The Role of Klaviyo in SMS Marketing

We, at First Pier, understand how SMS marketing can allow businesses to establish stronger digital relationships and propel growth. Klaviyo excels in providing businesses an advanced platform for SMS marketing; facilitating targeted, personalized messages to customers that drive engagement and sales.

Key Features of Klaviyo Text Messaging:

  • Personalize and segment campaigns using SMS, email, mobile push, and customer reviews in one place.
  • Optimal integration with popular e-commerce platforms including Shopify, BigCommerce, and Magento.
  • Advanced segmentation and pre-built automated campaigns.
  • Robust tools for performance tracking and analysis.
  • Ability to handle SMS consent, crucial for legal compliance.

With a clear understanding of the indispensable role of SMS marketing and the effectiveness of Klaviyo text messaging to execute your strategies, let's delve into how to set up Klaviyo on a budget in the subsequent sections.

Setting Up Klaviyo for SMS Marketing

To leverage the power of Klaviyo text messaging for your business, you need to set up Klaviyo for SMS Marketing. This process involves integrating Klaviyo with your e-commerce platform, activating the SMS feature, and verifying your sending number.

Integrating Klaviyo with Your E-commerce Platform

At First Pier, we understand that the first step towards setting up Klaviyo for SMS marketing is integrating it with your eCommerce platform. Klaviyo seamlessly integrates with leading eCommerce platforms like Shopify, BigCommerce, and WooCommerce. This integration is crucial in allowing Klaviyo to access your store's data, which enhances the effectiveness of your SMS marketing campaigns.

The integration process involves adding the Klaviyo app from your eCommerce platform's app store and connecting your Klaviyo account to your store by entering your store URL in Klaviyo's settings. Klaviyo will then request permissions to access specific data from your store. The final step involves enabling this integration, which allows Klaviyo and your eCommerce platform to work in harmony.

Activating SMS Feature in Klaviyo

After integrating Klaviyo with your eCommerce platform, the next step is to activate the SMS feature. This feature is a powerful tool that enables you to stay connected with your customers, send timely notifications, and enhance your brand's customer experience.

To activate the SMS feature in Klaviyo, navigate to your Klaviyo account settings and select the SMS option. From there, you can toggle on the SMS feature. The SMS feature is only supported in specific regions, including the United States, Canada, the United Kingdom, and Australia.

Verifying Your Sending Number

Once you've activated the SMS feature, you'll need to verify your sending number. This step is crucial in ensuring that your SMS marketing campaigns are compliant with regulations and can successfully reach your customers.

In Klaviyo, you can either use a dedicated toll-free number or a shared short code. For dedicated toll-free numbers, you need to register your number as part of the SMS setup process. For shared short codes, Klaviyo provides a shared number that you can use.

By following these steps, you can set Klaviyo up for SMS marketing on a budget, laying the foundation for successful SMS campaigns that can drive your business growth. In the next section, we'll discuss how to craft effective SMS campaigns in Klaviyo.

Crafting Effective SMS Campaigns in Klaviyo

Crafting effective SMS campaigns in Klaviyo is a crucial step towards driving engagement, customer retention, and ultimately, revenue. Whether your goal is to drive sales, promote a new product, or re-engage inactive customers, it's important to remember that every SMS campaign should be concise, clear, and compelling.

Importance of Clear Goals and Target Audience

Before you can start crafting your message, have a clear goal and target audience in mind. Are you aiming to drive sales, promote a product, or reengage inactive customers? Your campaign's goal will guide the content of your message. At First Pier, we understand the importance of identifying your campaign's goal and target audience. By leveraging Klaviyo's audience segmentation, you can group your customers based on their shared characteristics, allowing you to send highly targeted marketing messages that resonate with each segment.

Creating a New SMS Campaign in Klaviyo

Creating a new SMS campaign in Klaviyo is straightforward. Navigate to the 'Campaigns' tab on the dashboard and click on 'Create Campaign'. Here, you'll be guided through the process, helping you to set up your campaign details and design your content. Setting up your campaign details involves naming your campaign, choosing the sending profile, and selecting the target list or segment.

Personalizing Your SMS Messages for Better Engagement

Personalization is a key aspect of successful SMS campaigns. Klaviyo’s platform allows you to create SMS messages personalized based on customer data. For example, you could use product recommendations based on your customers' purchase history or behavior, or send automated yet personalized birthday greetings. As we at First Pier have discovered, personalization can make your customers feel understood and valued, boosting your chances of making a sale.

Using Emojis and Multimedia Content to Enhance Engagement

To make your SMS campaigns more engaging, consider using emojis and multimedia content. If it enhances your message, add an image or GIF that is under 600 KB. This converts the message into an MMS, which also allows you more than 1,600 characters. However, be aware that MMS messages cost more than SMS messages under most billing plans.

Crafting effective SMS campaigns in Klaviyo is a process that requires careful planning, personalization, and audience segmentation. By effectively leveraging these features, you can create highly targeted campaigns that resonate with your customers, driving engagement and ultimately, sales. At First Pier, our team of experts can help guide you through this process, ensuring that your SMS marketing efforts deliver the results you desire.

Complying with SMS Regulations

Understanding the Importance of SMS Consent

When it comes to SMS marketing, understand the importance of consent. Unlike other marketing channels, SMS requires explicit consent from customers before they can be added to your marketing list. This is not just a good practice; it's a legal requirement. Non-compliance can result in hefty fines and damage to your brand's reputation.

At First Pier, we stress the importance of understanding and adhering to these regulations. We've seen how failure to do so can have detrimental effects on businesses. By respecting your customers' privacy and obtaining their explicit consent, you establish a trustworthy relationship that enhances customer loyalty and engagement.

How to Collect SMS Consent in Klaviyo

Collecting SMS consent in Klaviyo is a straightforward process. Before you can collect SMS consent, you must have two things in Klaviyo: SMS turned on and an active sending number in the country where you want to collect SMS consent. The number must also be verified or registered if it is a US or Canadian toll-free number, an Australian branded sender ID or long code, or an Irish long code.

When creating a form to collect SMS consent, Klaviyo has robust built-in deliverability and compliance features that help ensure your messages only get sent to customers who have opted in( This includes adding pre-built disclosure language and terms of service to any form, sending texts only during local recipient business hours, and checking for SMS consent prior to sending your texts.

For brands in the alcohol industry, Klaviyo has introduced age gating to help confirm the legal drinking age before sending any SMS communication. This feature is currently available for retailers in Australia, the United Kingdom, and the United States(

In conclusion, complying with SMS regulations is a crucial aspect of SMS marketing. By understanding the importance of consent and how to collect it effectively using Klaviyo, you can create an SMS marketing strategy that is both effective and compliant. At First Pier, we are committed to helping you navigate these regulations to ensure your SMS marketing efforts are successful and within the bounds of the law.

Optimizing Your SMS Campaigns

Now that you've gotten a handle on the basics of setting up and running compliant Klaviyo text messaging campaigns, it's time to discuss optimization. The goal here is to ensure that your SMS campaigns are as effective as possible in engaging your customers and driving conversions. We'll cover three key areas in this regard: segmenting your audience for targeted messaging, scheduling and automating your SMS campaigns, and testing and analyzing your campaign performance.

Segmenting Your Audience for Targeted Messaging

Segmentation is a powerful tool for personalizing your SMS campaigns and making them more relevant to your customers. With Klaviyo's audience segmentation, you can group your customers based on shared characteristics, allowing you to send highly targeted marketing messages that resonate with each segment.

For instance, consider creating segments for first-time buyers, repeat customers, or customers who haven't made a purchase in a while. You can then tailor your SMS messages to speak directly to these customers' needs and interests, increasing the likelihood of engagement and conversion.

Scheduling and Automating Your SMS Campaigns

To maximize the effectiveness of your SMS campaigns, you need to ensure that your messages are delivered at the right time. This is where scheduling and automation come in.

With Klaviyo's automated flows, you can set up a series of SMS messages to be sent out at specific times based on customer actions. For example, an abandoned cart trigger can prompt an automated SMS message reminding the customer to complete their purchase.

Not only does automation save you time, but it also ensures that your messages reach your customers when they are most likely to engage.

Testing and Analyzing Your SMS Campaign Performance

Last but not least, it's crucial that you monitor the performance of your SMS campaigns and make adjustments as needed. This involves testing different variations of your messages and analyzing the results.

For example, you might test different promotional versus conversational copy, different discount amounts or timeframes, or SMS versus MMS messages. By comparing the performance of these variations, you can identify what works best for your audience and optimize your campaigns accordingly.

Klaviyo not only provides the tools for sending SMS messages but also offers robust analytics for tracking campaign performance. Use these insights to continually refine your SMS strategy and drive better results.

At First Pier, we understand that setting up and optimizing Klaviyo text messaging campaigns can be a complex process. But with our expertise and the powerful features offered by Klaviyo, we can help you create highly effective, budget-friendly SMS campaigns that drive growth for your e-commerce business.

Leveraging Klaviyo's SMS Conversations Feature

The power of Klaviyo text messaging extends beyond sending marketing messages and automating campaigns. Klaviyo also offers SMS conversations, a feature that allows real-time, personalized interaction with your customers. This feature is typically used for support services where customers and a support agent can engage in an active SMS conversation.

Setting Up SMS Conversations in Klaviyo

Setting up SMS conversations in Klaviyo is a straightforward process. The feature is integrated with Klaviyo's other services, ensuring a seamless experience for both you and your customers. You can respond to individual customers in real time through Klaviyo or through integrations with other customer service platforms such as Gorgias and Zendesk.

It's essential to ensure that customers have given their consent to receive SMS messages before initiating a conversation. Klaviyo's SMS consent feature will automatically check for this consent prior to sending a message, helping you to stay compliant with regulations.

Best Practices for Engaging SMS Conversations

Engaging SMS conversations can significantly enhance customer engagement and drive more valuable relationships. Here are a few best practices to keep in mind:

  1. Personalize your messages: Personalization is key to effective SMS conversations. Use the customer's name and reference previous interactions to make the conversation more engaging.

  2. Respond in real time: Customers appreciate quick responses. Try to respond to messages as soon as possible to keep the conversation active and engaging.

  3. Provide value: Ensure each message provides value to the customer, whether it's answering a question, providing information, or offering a special deal.

Measuring the Success of Your SMS Conversations

Measuring the success of your SMS conversations is crucial for understanding their impact on your e-commerce business. Klaviyo provides real-time data and comprehensive profiles that can help you make smarter business decisions.

Consider metrics such as the number of conversations initiated, the response rate, and the conversion rate from these conversations. This data can give you insights into how well your SMS conversations are performing and where there might be room for improvement.

At First Pier, we can help you leverage Klaviyo's SMS Conversations feature to build stronger relationships with your customers and drive growth for your e-commerce business. Our expert team can assist you in setting up, optimizing, and measuring your SMS conversations, ensuring you get the most out of your Klaviyo text messaging strategy. Reach out to us to learn more about how we can help you supercharge your e-commerce strategy with Klaviyo.


The Impact of Klaviyo SMS Marketing on Your E-commerce Business

Implementing a Klaviyo text messaging strategy is a game-changer for any e-commerce business. The immediacy and personal touch of SMS marketing can significantly enhance your customer engagement and retention. In fact, 73% of consumers have made a purchase based on receiving a text message from a brand, and over half of them have done so multiple times according to Klaviyo's consumer sentiment survey.

With Klaviyo's seamless integration with over 220 e-commerce platforms and apps, you can automate your SMS messaging to ensure messages go out to the right segments at the right time. This level of automation not only saves you time and effort but also increases the effectiveness of your marketing efforts by delivering timely and relevant messages to your customers.

At First Pier, we've seen first-hand how Klaviyo SMS marketing has transformed our clients' businesses by driving more meaningful and personalized customer experiences.

Continuous Optimization for Better Results

Like any marketing strategy, success with Klaviyo SMS marketing requires continuous optimization. This involves regularly analyzing your campaign performance, understanding what works and what doesn't, and making necessary adjustments to amplify your results.

Klaviyo equips you with the tools to identify deliverability issues, monitor customer response, and adjust your strategies accordingly. The more you fine-tune your SMS campaigns, the more you can maximize your return on investment.

Klaviyo is more than just a tool; it's a powerful ally in your quest to build stronger digital relationships and accelerate business growth. As Steve, our expert at First Pier, often says, "The key to making the most of Klaviyo SMS marketing lies in understanding its capabilities, leveraging its power, and continuously improving your strategies based on data-driven insights."

To learn more about how to optimize your Klaviyo SMS marketing strategy, check out our other resources on Klaviyo email flows and Klaviyo personalization.

klaviyo text messaging - klaviyo text messaging

In the fast-paced world of e-commerce, speed and direct communication with customers are crucial for success. With Klaviyo SMS marketing, you have an immediate, personal, and highly effective way to do just that. So, start setting up your Klaviyo SMS marketing today and unlock the potential of this powerful channel for your e-commerce business.

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