SMS capture: best practices

Why in-email SMS sign-ups?

The SMS capture block typically lifts attributed SMS sign-ups ~50%.

While it can be used in an SMS-focused campaign, it can also be used as a secondary action in just about any email sent.

What you'll be building:

Interactive Version	Fallback Version

Implementation guide

1. Create your non-interactive template in Klaviyo

   1. This template will be used as a fallback for customers who aren't able to view interactive emails

2. Build in Zaymo

   1. Open the flow or campaign in Zaymo and click Convert with Zaymo. In a flow, click the email you want to make interactive first.

   2. Add the Zaymo block(s) into the email

   3. Delete any repetitive or non-applicable elements

      1. For example, you'll want to delete any CTAs which redirect to an external SMS signup page

   4. Customize the block to match your brand

      1. The SMS block has fewer customization capabilities due to legal restrictions

3. Check it and send it to Klaviyo

   1. Zaymo syncs your changes to Klaviyo on its own, about 10 seconds after you stop editing. You'll see a small "Syncing" note while changes are saving, and it goes away once they're in Klaviyo.

   2. In a flow, click the three dots on the email's card and choose Preview to check it. To send yourself a test, click the card to open the email's details panel and click Send test.

   3. If you converted the email from a flow or campaign, it's already there. Just set it live when you're ready.

Examples & best practices

Annotated example

The SMS block is frequently paired with a discount code, which can be triggered in your SMS provider; profiles are added to a list upon successful SMS capture