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. Import your template from Klaviyo into Zaymo

   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. Export back to Klaviyo

   1. Click on "Preview / Export"

   2. In the previewer, view the email and ensure that it looks as expected on desktop vs mobile, and Apple vs Gmail. You can also send yourself test emails to review

   3. Once you're satisfied with the appearance, export the template to Klaviyo

   4. Add your new template into the flow or campaign

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