You don’t want to be dealing with code and that’s fair. 

That’s why we’re here. To help you navigate the process of embedding a sign-up form on your website. In this guide, you’ll learn how to do it on Klaviyo. We are certified Klaviyo experts, specializing in Klaviyo consulting for over a decade now. So we know the platform from stem to stern. Let’s go!

(Par for the course, we will be dealing with some code. But we will explain every bit of it so that you don’t need to twist your brains.)

How to Embed Klaviyo Sign-up Forms: The Steps

1. Add Klaviyo’s Onsite JavaScript

In the first step, you’ll have to add Klaviyo’s onsite JavaScript known as Klaviyo.js. 

Why? Because Klaviyo.js establishes the link between Klaviyo’s servers and your website. So when a user submits the form, it is this piece of code that captures the data and sends it to Klaviyo for processing and storage. 

This is how the code reads:

<script type="text/javascript" async="" src="https://static.klaviyo.com/onsite/js/PUBLIC_API_KEY/klaviyo.js"></script>

Decoding the code:

• <script> is used to embed JavaScript in a webpage.
  
• “async” tells the browser to load the script asynchronously. In other words, it will download the file without interrupting page loading.
  
• src=”https://static.klaviyo.com/onsite/js/PUBLIC_API_KEY/klaviyo.js” specifies the URL of the external JavaScript file.
  
• The PUBLIC_API_KEY placeholder will be replaced with your actual Klaviyo public API key. This key will link back to your Klaviyo account.
  
• Consequently, Klaviyo will be able to track user behavior on your website and integrate Klaviyo’s features on your site. 

In short, the above code is what facilitates the actual liaison between your website and Klaviyo. Follow these steps to add it to your website: 

• Log in to your Klaviyo account.
  
• Select your account name and click Integrations.
  
• Select Add Integration.
  
• Find your e-commerce platform. Then, click Add App.
  
• Connect to your e-commerce platform.
  
• Log in to your online store and click Install.
  
• Click Confirm to return to the Klaviyo interface.
  
• Check Automatically add Klaviyo onsite javascript.
  
• Click Save. 

2. Add the Embed Code to Your Website

The next step is adding the embed code to your site.

Now, what’s an embed code? An embed code is a piece of HTML code that allows you to integrate content from another website into your own. For example, if you want to embed a YouTube video in a blog post, you copy the video embed code and paste it where you want the video to appear. That’s how it works for sign-up forms.

Klaviyo will generate the embed code. Copy it from their Publish Form modal.

That done, go to your online store and locate the sign-up form. This is an important step for two reasons:

• Klaviyo wants you to ensure that the form appears where it should.
  
• Because you’ll need to paste the embed code you copied where the form appears, you must check the form’s location on your website.

If that sounded a bit vague, don’t worry! It will be clear in the next steps.

3. Navigate to Your “Storefront” 

In this step and following, you’ll learn how to navigate to the exact .html file where you need to paste the code you copied in the previous step. 

First, go to Storefront and select My Themes. 

Select Edit Theme Files as shown in the following image. 

4. Locate the Form Code 

Now, here’s where knowing the form location will help you. 

If, for example, your subscription form appears in the website footer, you need to open the file corresponding to that location. 

So you’ll have to open the footer.html file in Klaviyo’s editor. 

Just press Ctrl+F and type ‘newsletter’ in the Find bar as shown. The highlighted portion is the newsletter code.  

Decoding the code: 

• It starts with an HTML element that has a class name footer-info-col.
  
• data-section-type is a data attribute set to “newsletter subscription.”
  
• A conditional statement follows. If the setting show_newsletter_box is true, it will execute the code inside the block.
  
• {{ components/common/subscription-form}} is where the user will enter their email address in order to subscribe to the newsletter.
  
• {{> components/common/payment-icons}} displays the various payment options. “Icons” probably refers to the different payment logos. 

5. Find the Reference to Your Sign-up Form

You’ve successfully located the form code. 

Now look for the exact reference to your subscription form. As shown below, the form code is not located in the same file.

Select the code snippet to open the subscription.form HTML file. 

6. Replace the Form Code with the Embed Code

In the image below, you can see the components of your sign-up form. Highlight the entire block of code and replace it with the embed code you copied.

Decoding the code:

• The so-called “hidden” input fields are used to send additional information with the form submission without displaying the data to the user.
  
• type=”email” specifies that the input must be a valid email address.
  
• placeholder=”{{lang ‘newsletter.email_placeholder’}}” gives a hint to the user. You must have seen those grayed-out placeholders in sign-up forms.
  
• settings.show_newsletter_summary is a conditional statement. As the user hits the Submit button, it will show a summary related to the newsletter. 

Now, save your theme files and go back to your Klaviyo account. Ensure that your form has been published. Navigate to your site to view the Klaviyo embedded form. 

Bingo! You just learned how to embed Klaviyo sign-up forms in your website. 

All the above examples used BigCommerce as the e-commerce platform. Let’s also explore how to utilize Klaviyo embed form in Shopify.

Klaviyo Embed Form in Shopify: A Quick Guide

To include a sign-up form in the footer of your Shopify site, follow these steps:

• Log in to your Shopify account.
  
• On the Shopify dashboard, click Online Store. Select Themes. 

• Click the three dots and select Edit code.

• Open the footer.liquid theme file by clicking on theme.liquid.

• Find the area where you need the sign-up form to display. In the image below, the sign-up form appears in the footer just above the copyright information.

• Paste the embed form code and click Save.

Klaviyo Sign-up Forms: Best Practices

Instead of a general wrap-up, we leave you with some expert-vetted email signup form best practices:

• Make sure that your signup form is accessible to ALL users, including differently-abled visitors. Include clear labels, provide alternative texts for images, and test compatibility with the help of screen readers.

• Triple-check privacy compliance. Ensure your form complies with local as well as national/global data protection laws. Clearly state your privacy policy. Always obtain consent from visitors.

• Optimize your signup form for mobile and other handheld devices, particularly in the case of popup forms. 

• Gradually profile website visitors instead of asking too many details at once. Start with collecting basic information and progressively gather more data in proportion to user engagement.

• Simplify the signup process by inviting visitors to sign up using their social media accounts. 

• Send a confirmation email and wrap up the verification process. This is important because you don’t want fake or incorrect addresses in your email list. 

• Beef up the verification process by implementing a double opt-in process. 

• You may consider implementing spam mechanisms like CAPTCHA to minimize the risk of bots and bogus signups slipping into your email list. 

• Continuously A/B-test your email signup form template, from design to placement to text. 

• Lastly, use analytics tools to track user behavior and monitor relevant metrics such as bounce rate, conversion rates, abandonment rates, etc.  

Navigating ESPs can be tricky. But with experts like us, you’re free to choose ANY ESP to work with and we’d be thrilled to assist you. 

Next up, learn how to create sign-up forms in Mailchimp and Campaign Monitor.

The post How to Embed Klaviyo Sign-up Forms – The Complete Guide appeared first on Email Uplers.

In this comprehensive guide, we’re taking you through the ins and outs of Klaviyo-Salesforce integration. (Remember, we’re talking about Salesforce CRM, not Salesforce Commerce Cloud.) Before we begin, two essential points to consider:

• Make sure your Salesforce edition has API access. Data exchange is not possible in the absence of a proper API access. APIs are what define how applications would interact with each other. APIs also establish security, preempting any unauthorized access to your Salesforce data.
  
• Klaviyo integration with Salesforce is not possible with free or low-tier Salesforce editions. You should be using Enterprise, Developer, Performance, or Unlimited editions. 

By the end of this guide, plus a few weeks into settling in, you should be able to build more targeted campaigns, and see improved marketing and sales alignment, among other things. Let’s roll! 

• Obtain your Salesforce Security Token
  
• Add the Salesforce integration
  
• Confirm the integration in Klaviyo
  
• Understanding the ‘Became Lead’ metric

Read more: Best Klaviyo Integrations to Supercharge Email Campaigns

Obtain Your Salesforce Security Token

You need to obtain your Salesforce Security Token to enable integration. You must have received it the first time you set up your Salesforce account. But if you don’t have it now, you’ll have to reset your Token in order to receive a new one. 

To reset your Token on the Lightning Experience, follow these steps:

• Log in to your Salesforce Lightning account.
  
• On the top-right corner of the screen, click your Profile picture, and select Settings. 

Source

• Go to the menu on the left-hand side of the screen, and click Reset My Security Token.

Source

• Make sure to update any other integration that was previously enabled using the old Token. Click on Reset Security Token.

Source

• Like before, you’ll receive an email with the new Token. 

Now, to reset your Token on Salesforce Classic, follow these steps:

• Log in to your Salesforce account.
  
• Once again, on the top-right corner of the screen, click your Profile picture, and select My Settings.

Source

• Click Personal from the My Settings menu. Then select the Reset My Security Token option. 

Source

• Make sure to update any other integration that was previously enabled using the old Token. Click Reset Security Token.

Source

• Like before, you’ll receive an email with the new Token.

Add the Salesforce Integration

For enabling Salesforce integration in Klaviyo, follow these steps:

• Log in to your Klaviyo account.
  
• Click your account name, and select Integrations.

• Next, click ‘Add integration.’

• Search for Salesforce in the search box. Select the first card, as shown below.

• You should now see the following credentials on your screen. Enter your Salesforce username, password, and your Security Token. That done, click Connect to Salesforce. 

Voila! You have successfully initiated the integration process. You would still need to keep tabs on the integration for confirmation. Over to the next section for that!

Read more: How To Integrate Salesforce CRM With Adobe Marketo

Confirming Klaviyo Integration with Salesforce

To confirm whether or not the integration has been successful, in your Klaviyo instance, head to the Analytics option, and select Metrics. 

Next, click the Activity Feed icon. If your integration was successfully initiated, you should see ‘Became Lead’ events added to the Feed. 

Klaviyo’s documentation also recommends other ways to confirm the integration:

• Verify the number of leads Klaviyo imports from Salesforce. The number of leads added to Klaviyo at a time should match the number of leads added to Salesforce.
  
• You can also check the number of payments added on a given day against the corresponding data in Salesforce.
  
• In the event of data discrepancy, Klaviyo recommends matching the time zone in your Klaviyo account with that in your Salesforce instance. To do that, click your profile name, select Settings, then click Organization. Update the time zone. 

Understanding the ‘Became Lead’ Metric

‘Became Lead’ is the only metric that Klaviyo syncs with Salesforce CRM. Any new lead in Salesforce will trigger the ‘Became Lead’ metric in Klaviyo. The event initiates the data exchange process, upon which Klaviyo retrieves custom properties for the lead, and then attaches the synced data to the lead’s Klaviyo profile. 

Now it’s important to understand that the ‘Became Lead’ event doesn’t itself contain any data from Salesforce, but only acts as a trigger for the data exchange process. So don’t expect a full data transfer immediately after the ‘Became Lead’ event is logged. Data synchronization occurs hourly. 

Note that Klaviyo does not automatically retrieve updated lead data from Salesforce after the initial data exchange. For instance, if certain leads update their information in Salesforce, the same will not reflect in Klaviyo, causing a potential mismatch. 

Get Started with ESP-agnostic Integration Experts!

Our team has the expertise on all leading ESPs, including Salesforce and Klaviyo. We’re an old hand, having worked with over 5000 global brands and agencies. For more information, get in touch with our ESP experts.

The post Expert Guide to Klaviyo-Salesforce Integration appeared first on Email Uplers.

In this guide, we will show you how to create a Klaviyo dynamic email in the context of the following models: 

• How to add “First-name” personalization in Klaviyo
  
• How to build dynamic blocks in a cart abandonment email
  
• How to add dynamic images to an email
  
• How to dynamically show/hide template blocks in Klaviyo

To begin with, let’s explore how to implement “first-name” personalization in Klaviyo.  

Inserting First Name Property into Emails

Follow these steps to add a variable that will dynamically populate a recipient’s first name. (Note that the process is the same for messages and push notifications.)

• Log in to your Klaviyo account. Open an email.
  
• Click Add Personalization in the text block, as shown below. 

• Select First Name from the list. Then, click Insert. 

On clicking Insert, you should see this tag: {{ first_name|default:’there’ }}.
On sending the email, the tag will be replaced with the concerned recipient’s first name. 

Note that Klaviyo also offers you the option to customize the first name variable. Next, we will see how to implement Klaviyo dynamic content. 

Building Dynamic Blocks in A Flow Email 

In this section, we will learn how to create a dynamic block for a cart abandonment reminder email. First, create your flow by following these steps:

• In the Klaviyo dashboard, go to the Flows tab on the left and click Create Flow.
  
• Click Create from Scratch. Enter a name for your flow and click Create Flow.
  
• Click Metric under Trigger setup. For a cart abandonment email, we will use the Checkout Started event, as shown in the following screenshot. 

• Click Done, and drag and drop an Email Action into the flow. 

Having created a flow from scratch, in the following steps, we show how you add a dynamic table to the email block you added to your flow:

• Click Configure Content, then click Drag and Drop, and choose a template.
  
• Now, drag a table block to the email template. Note that, at this point, the table is static.
  
• Convert the table into a dynamic block by navigating to Table Settings.
  
• Select Dynamic. Your table is now a dynamic block. 

Next, we will identify the row collection and select a row alias. First, you need to find the name of your array. (In Klaviyo, a list is a data type that contains an array of values):

• Click Preview and Test in the upper right corner of the Klaviyo dashboard.
  
• Click Event. Select the Checkout Started event.
  
• Now, go over the Preview data and find out the relevant array, as shown below. 

For this example, the two arrays are Items and line_items, as shown below. The Items array lists the name of each item, whereas the line_items includes additional details about a particular item, such as name, image URL, price, vendor, stock-keeping unit, etc. 

Now, you choose a row alias. The point of using a row alias is to identify variables that need to be pulled from your arrays. In the present example, the dynamic table block lists the items in the customer’s abandoned cart. Accordingly, you can use the “item” alias. 

You want to choose an alias that is simple, descriptive, and easy to remember. That done, we will now add dynamic product details. Follow these steps to add the product title:

• Go to one of the table’s columns and paste this event variable: {{ event.extra.line_items.0.title }}
  
• Convert the above event variable to this: {{ item.title }}. So, you are basically replacing the text used for the Row Collection with the newly-created alias.
  
• Preview the email to check if the title of the item displays correctly. 

Similarly, you can add product URL variables, currency variables, and so on. 

Adding A Dynamic Image in An Email

With the help of dynamic images, you can customize emails for each recipient on the basis of their profile data stored within Klaviyo or their event data. For leveraging Klaviyo integrations First, you need to store dynamic image information in Klaviyo, after which you can add it through the following steps:

• Open the email template where you want to add the dynamic image.
  
• Now click Preview and Test. You should see something like the following. Click Search for a Profile if you have stored the image as a custom property, or Click Event if the image variable is stored within an event’s data.  

• Copy your tag, and drag an image block to the email template.
  
• Click Browse, and select Dynamic Image. Now paste the tag you copied in the last step into the Dynamic variable or Dynamic URL field, as shown below. 

• Click Save. As always, preview your email to see if the tag is working fine. 

Displaying or Hiding Template Blocks

In this section, we will learn how to show template blocks only to a certain number of email recipients. There are two ways of implementing this: through profile data and through event data. First, let’s see how to implement it with the help of a recipient’s profile data. 

We will apply conditional logic to show or hide template blocks:

• Select the Add Personalization option.
  
• Choose an option from the dropdown to add it to the text block in the template.
  
• Now, choose the variable name from within the tag. In the following example, the complete tag is {{ person|lookup:”Likes Promotion”|default:”” }. But the variable name is person|lookup:”Likes Promotion.” You must choose the variable name, not the full tag, to use in your condition. 

Now, we will implement the same conditional logic with the help of event data. Follow these steps:

• Go to the template editor. Click Preview and Test.
  
• Click Event under Preview Data Source. Select the event from the dropdown menu that will trigger the email.
  
• In the Event Properties dropdown, find the data you’d like to include.
  
• Click the Property name, copy the tag, and paste it into the text block of the template.
  
• Extract the variable from the tag to use it for your condition, as shown in the following Klaviyo email example. 

Wrapping Up!

Personalization is one of the defining aspects of email marketing. Klaviyo’s dynamic email features help you send the right message to the right people at scale. 

Navigating Klaviyo is not particularly difficult. The platform is easy to use and intuitive. Designed exclusively for e-commerce retailers, Klaviyo is ideal for building personalized email campaigns for your audience base. 

The post Expert Guide: Creating Dynamic Emails in Klaviyo appeared first on Email Uplers.

Mobile devices play an integral role in people’s lives, with individuals checking their phones approximately 58 times daily. This frequent interaction underscores the significance of mobile communication.

According to reports, SMS holds remarkable engagement rates, with 90% of messages being read within a mere 3 minutes of receipt. Moreover, smartphones are pivotal to the shopping experience, as 80% of customers use them for purchasing.

Notably, 54% of individuals acknowledge receiving promotions via text messages. Just as with email marketing, SMS campaigns and flows can be orchestrated, harnessing the power of Klaviyo’s data-driven capabilities. This includes tailoring messages through segmentation, automation, and dynamic content to ensure a personalized touch.

Of paramount importance is consent – obtaining permission to communicate is vital in both email and SMS marketing. This practice respects recipients’ preferences and contributes to maintaining a positive relationship with your audience.

Fundamentals of SMS Marketing in Klaviyo

• SMS, or Short Messaging Service, operates with a concise character limit of 160 or 70 characters with emojis. SMS charges are calculated based on the character count, making it a cost-effective method for transmitting information.
• MMS, which stands for Multimedia Messaging Service, extends beyond text by accommodating images, videos, or audio. It offers a more comprehensive communication platform with a cap of 1600 characters. However, it is relatively pricier compared to traditional SMS due to its multimedia capabilities.
• There are four distinct types of numbers utilized for sending SMS and MMS messages in Klaviyo:
  • Long Numbers: These are 10-digit codes, serving both person-to-person and application-to-person communication. Multiple long numbers can be assigned to a single account. However, they often have a lower delivery rate.
  • Toll-Free Numbers: Designed primarily for businesses, toll-free numbers are also ten digits long. They need to be verified by carriers, and only one number is allocated per account.
  • Short Codes: These are shorter, typically 5-6 digits in length, and are commonly used for higher-volume messaging like marketing newsletters. You can choose specific digits for your short code when setting up a new application. However, short codes are relatively more expensive than long or toll-free numbers.
  • Alphanumeric Sender ID: Comprising 11 alphanumeric characters, these sender IDs are employed outside the United States and Canada. It’s important to note that they do not support MMS or two-way SMS communication.

Benefits of using Klaviyo SMS Marketing

• High Open Rates: SMS messages have extremely high open rates compared to other forms of communication, such as email. Most people read text messages shortly after receiving them, ensuring that your message is more likely to be seen.
• Direct and Immediate: SMS marketing allows you to reach your audience directly on their mobile devices. Messages are delivered almost instantly, making it an effective channel for time-sensitive promotions, alerts, or updates.
• Increased Engagement: SMS messages are concise and to the point, making recipients more likely to read and engage with your content. This can lead to higher click-through and conversion rates than other marketing channels.
• Opt-In Nature: SMS marketing requires recipients to opt-in to receive messages, ensuring your audience is genuinely interested in your content. This can lead to higher-quality leads and a more engaged customer base.
• High Deliverability: SMS messages are less likely to end up in spam folders compared to email marketing. This ensures that your messages have a higher chance of reaching your intended audience.
• Geotargeting: SMS marketing can be used to target specific geographic areas, making it useful for businesses with a local focus or those looking to promote events, sales, or promotions in specific locations.
• Stable Cost of Customer Acquisition: Unlike other marketing channels that may experience rising costs over time due to increased competition or changes in advertising algorithms, SMS marketing often maintains a relatively stable customer acquisition cost. Once you’ve established your SMS subscriber list and have a system in place, your costs will likely remain consistent, allowing for more predictable budgeting and planning.
• Cross-Channel Synergy: SMS marketing can work synergistically with other channels. For example, you can use SMS to promote a social media contest, share exclusive codes for online purchases, or provide quick updates with links to more detailed content via email. This cross-channel approach reinforces your brand message and increases the chances of your target audience seeing and responding to your offers.
• Instant Delivery and Readiness: SMS messages are delivered almost instantly and are often read within minutes of receipt. This speed of delivery and consumption makes SMS an ideal medium for communicating critical information, such as order confirmations, shipping updates, and tracking details.

Integrating SMS and Email Marketing Strategies

SMS and email marketing complement each other effectively, forming a cohesive and comprehensive marketing strategy. Here’s how they go hand in hand:

1. Multi-Channel Engagement: SMS and email marketing allow you to engage with your audience through multiple channels. While SMS offers quick, direct, and concise communication, email provides a platform for more detailed content, visuals, and longer messages.

2. Cross-Promotion: SMS can drive subscribers to your email list and vice versa. For instance, you can send an SMS with a call-to-action to sign up for exclusive email updates, or you can use email campaigns to promote SMS-exclusive offers.

3. Diverse Content: SMS and email enable you to diversify your content. You can use SMS for urgent updates, time-sensitive offers, and concise notifications. Email, on the other hand, allows for in-depth articles, product showcases, and storytelling.

4. Conversion Optimization: SMS can be particularly effective for cart abandonment reminders or limited-time offers, encouraging immediate action. On the other hand, email can nurture leads over time, guiding them through the decision-making process.

5. Customer Journey Integration: SMS and email can be integrated into various stages of the customer journey. For instance, you might use SMS for welcome messages or order confirmations, while email can be used for post-purchase follow-ups and feedback requests.

6. Remarketing and Retargeting: SMS and email can work together for retargeting efforts. If a customer abandons their cart and receives an SMS reminder, you can follow up with an email containing more details and incentives.

7. Event and Promotion Announcements: Use SMS for quick event reminders and follow up with an email containing detailed event agendas or RSVP instructions.

8. Analytics and Insights: By analyzing data from both SMS and email campaigns, you can gain a more comprehensive understanding of customer behaviors, preferences, and engagement levels.

Choosing Between Email or SMS Marketing 

When determining whether to use email, SMS, or both for a message, consider the following:

• Timing and Urgency: How quickly should the recipient see and engage with the message? How crucial is the content? Email and SMS may be suitable for urgent matters requiring immediate attention or significant impact, tailored to each channel. Conversely, non-time-sensitive or less impactful content, like general newsletters, aligns better with email.

• Subscriber Engagement: Consider each subscriber’s engagement with each channel. Some might be exclusively subscribed to one or show higher activity on one over the other. Sending messages through the most appropriate channel for each individual boosts the likelihood of message visibility.

• Dual Channel Tailoring: Messages with considerable implications for your business or customer experience could benefit from dual-channel delivery, where content is customized for both email and SMS, ensuring a comprehensive reach.

• SMS Throughput Consideration: On peak occasions like major holidays (e.g., Black Friday, Cyber Monday), when both email and SMS volumes surge, be aware of potential delivery delays—possibly a few minutes. As a result, precise delivery times might not be guaranteed, particularly during high-traffic periods, so your 9 AM sale announcement might not arrive at exactly 9 AM. 

How Klaviyo SMS Ensures Compliance & Deliverability For Your Ecommerce Messages 

There are specific scenarios in which messages might not be delivered via Klaviyo’s SMS platform:

• Lacking SMS Consent: Klaviyo ensures compliance by checking each profile for SMS consent. If recipients haven’t opted in, messages won’t be delivered to them.
• Content Filtering: Inappropriate language and adherence to legal regulations are monitored. Certain words and country-specific regulations are screened to ensure compliance.
• Filtering Sequence: Messages undergo a dual-filtering process. Firstly, Klaviyo applies content filters, followed by carrier-based filters.
• Compliance with Carriers: To prevent non-delivery, it’s crucial to avoid non-compliant terms in the message, URLs, and linked landing pages. Carriers are vigilant in filtering messages that might appear spammy. They also assess the sender’s number.
• Low Network Areas: In regions with weak network coverage, connectivity issues may affect message delivery.
• Klaviyo’s rigorous screening processes and carrier cooperation aim to guarantee that messages sent through their platform adhere to regulations, resonate positively, and reach recipients effectively.

SMS Consent

SMS consent must be both explicit and specific to ensure compliance. To receive SMS messages, individuals must explicitly select the SMS option. This choice ensures their clear intent to engage through this channel. Legal agreements and documents are regularly reviewed and maintained to align with current regulations and best practices. This ensures transparency and accountability in the consent process.

Acquiring SMS consent can be facilitated through various methods

• Sign-Up Forms and Click-to-Text: Consent can be obtained via sign-up forms or click-to-text forms, where individuals express their willingness to receive SMS messages.
• API Integration: Application Programming Interfaces (APIs) enable seamless integration, allowing users to provide consent during interactions with your brand.
• Checkout Process: Consent can be secured at the checkout page, ensuring a clear understanding of communication preferences during the purchasing journey.
• Opt-In Keywords: Subscribers can opt-in by texting specific keywords to your brand initiating a subscription to your SMS messaging.

SMS Best Uses

Our suggestion is to utilize SMS for the following purposes:

• Timely and Urgent Information: SMS is ideal for disseminating time-sensitive content, ensuring subscribers promptly receive important updates.
• Concise Reminders and Alerts: Short and impactful reminders or notifications find their perfect medium through SMS, capturing attention effectively.
• Personal Conversations and Support: SMS provides an avenue for personalized interactions, especially valuable for customer support or engaging in one-on-one conversations.
• Nurturing Valued Relationships: SMS helps foster connections with engaged VIPs, offering a more direct and exclusive channel of communication.

Best Practices for Maintaining SMS Deliverability

Ensuring strong SMS deliverability extends beyond number selection and adhering to content regulations. Employ these additional best practices to optimize message reach and engagement:

• Personalization Enhances Engagement: Leverage segmentation to personalize messages, fostering higher engagement levels. Regularly monitor SMS performance to ensure successful message delivery.
• Conversational Approach: Avoid spam-like tactics, such as excessive capitalization or overly promotional language, as they can trigger carrier filters. If filtering issues arise, consider adjusting your content strategy.
• Brand Visibility: Embed your brand name within messages or in the sender ID, reinforcing customer awareness of the sender’s identity.
• Strategic Timing and Quantity: Abide by local guidelines for optimal message timing. Schedule messages between 9 am and 8 pm in the recipient’s local time to respect their rest. Limit SMS frequency to two to six messages monthly to prevent overwhelming customers. Coordinate with email marketing to prevent content duplication.
• Establish Trust and Ease of Opt-Out: Simplify the unsubscribe process, as carriers heavily filter messages lacking opt-out language. If feasible, employ a trusted sending number like a short code or verified toll-free number.
• Value-Centric Messaging: Recognize SMS as an intimate communication channel. Furnish value in each message, tailoring content to cater to specific subscriber preferences. This targeted approach enhances receptivity to your desired actions.
• Compliance and Respect: Uphold compliance and respect for subscribers’ mobile devices. Doing so safeguards good deliverability and maintains a positive rapport with your audience.

SMS Mistakes to Avoid

Avoid SMS pitfalls to ensure effective communication with your audience and subscribers. Before delving into your SMS strategy, review your practices to avoid the following missteps:

• Undefined Relationship: Establish clear communication expectations by informing customers how and when you’ll engage with them.
• Copying Messages Across Platforms: While it might seem efficient, SMS demands brevity and timeliness, offering an exciting encounter that differs from email.
• Untimely Dispatch: Timing is crucial in SMS. Late-night messages not only annoy but also yield sluggish responses, hampering your desired swift outcomes.
• Lacking a Clear Call-to-Action: Each message should possess a sole Call-to-Action (CTA), preventing confusion and enhancing user direction.
• Excessive Messaging: Embrace restraint in SMS frequency. This intimate channel’s overuse can lead to an influx of unsubscribes.
• Exclusive SMS Usage: While potent, SMS should complement your broader communication spectrum. Relying solely on SMS neglects the potential of other engagement channels.

SMS Strategies

Structure your SMS strategy around these three distinctive segments:

• Location-based segment: This segment focuses on targeting audience based on the following properties
  • Country
  • State
  • City
  • Proximity to a location

• SMS preference segment: This segment focuses on the customer behavior by targeting them based on their:
  • Preferred communication
  • Preferred SMS content
  • Engagement data

• SMS behavior-based segment:
  • Engagement data: This can depend on the recent clicks or opens 
  • Shopping behavior: This depends on recent or frequent placed orders, revenue amount, etc.

SMS content strategies

• Personalisation: Include specifics like first name, purchase history, and SMS preferences in your messages.

• Serve content to the right audience through segments. Use segments wisely to craft highly customized content and send it to those most apt to engage.
• You should use email and SMS together. Send an email campaign to collect SMS consent from those who have not subscribed to SMS.
• Taking a Cross-channel approach for important SMS is another approach. Target those who have not engaged with an urgent email campaign with another campaign.
• Be aware of how frequently you send SMS. Stagger your messages during times of the year when you send a lot of content. Exclude those who already received this email content from receiving the same text.
• Custom Keywords allow you to define a response to specific words from your subscribers.
  • Standard Keywords: JOIN, STOP, HELP
  • Custom Keywords: programmed by you based on business needs. For example, use keywords like LESS to receive an SMS once a month and MOM to receive a Mother’s Day sales SMS.

Implement these intermediate SMS flows to enhance your marketing strategy:

• Cross-Sell and Upsell: Promote related or upgraded products to customers based on their purchase history.
• Order Replenishment: Trigger SMS reminders for customers to replenish previously purchased products.
• Birthday Greetings: Deliver personalized SMS messages to celebrate customers’ birthdays, fostering a special connection.
• Price Drop Alerts: Notify customers via SMS when prices drop on items they’ve shown interest in.
• VIP Welcome Series: Craft a series of SMS messages to warmly welcome and engage VIP customers, creating an exclusive experience.

Intermediate flow examples

• Trigger flow with custom keywords
  • Step 1: Share the opt-in keywords with your target audience
  • Step 2: Create a segment of those who responded with your keyword
  • Step 3: Use a segment-triggered flow to send unique content to those who opt-in

• Split flows based on order history
  • Welcome series: You can send discount reminders to those not converted
  • Cross-sell or upsell: Follow-up after someone places an order with information on how to use their new product. Text those who have not placed an order since entering your flow links to sales or lower-priced products.
• Split flows based on customer lifetime value.
  • Promote high-priced products to high-customer lifetime value audiences.
  • For low customer lifetime value audiences, promote products with discounts.
• Test individual pathways and messages by using random splits to create paths and test based on timing, offers, and tones

Advanced SMS strategies:

• Post-purchase follow-ups: Enhance customer value by educating them on optimal product use. Supply product downloads, PDFs, exclusive content, or tutorial links to maximize their purchase experience.
• Dynamic MMS: Dynamic MMS pulls images from event data flowing into your Klaviyo account and infuses personalized visuals into your texts. For this reason, dynamic MMS only works with metric-triggered flows. You can incorporate images of products people have left in their shopping carts into your abandoned cart flow. If you request a review, you can subtly remind the customer about the product they purchased and direct them to your reviews page. Images should be under 600 KB in any MMS message for the best results. If they are over this size limit, wireless carriers may compress the image, making it appear distorted to recipients. 
• Request a Review: Leverage your happiest customers to amplify your brand. If anyone leaves a negative review, use that as an opportunity to reach out and find ways to improve your product or the customer experience. Use Fulfilled Order as the trigger, and around a 10-14 day delay to ensure the customer has had enough time to receive and use the product.
• Referral Request: Referrals are an effective way of increasing customer retention and enhancing the number of new customers. People trust their friends and family, so they’re more likely to try new products or brands if referred by someone they know. Follow these best practices when sending referral requests:
  • Set a delay so you send the request after they’ve received the product and have had it for a few days
  • Send to customers who have purchased more than once
  • Add an additional filter excluding customers who returned the product
  • Offer an incentive to encourage customers to share their referral link or code

SMS Benchmarks 

SMS benchmarks serve as a compilation of data derived from industry patterns and comparable companies. This data empowers you to assess your SMS performance in relation to other users, aiding in refining your analytics approach and pinpointing avenues for enhancement.

Some of the key SMS metrics

• Click rate,
• Conversion rate,
• Number of subscribers
• Unsubscribe.

Here are some ideas for improving four key SMS metrics:

1. Click rate: This depicts the percentage of people who have clicked a link in your SMS out of the people who have received your SMS

• Add a link to each message
• Ensure the link in your message goes to the right URL
• Include a clear call-to-action that spurs a click

2. Conversion rate: This depicts the percentage of people who have placed an order within a set conversion window after clicking a link in your SMS

• Offer incentives to encourage conversions
• Follow up on offered discounts

3. Revenue per recipient: This depicts the total revenue attributed to SMS divided by the total number of people who received an SMS within that time frame

• Send to those most likely to follow through with this offer
• Create a sense of urgency or scarcity.

4. Unsubscribe rate: This depicts the percentage of people who unsubscribe out of the people who have received your SMS

• Personalize your SMS content
• Create compelling content for your messages
• Send to an engaged audience

SMS Reporting

Aspects of SMS performance to analyze include

Conclusion

In conclusion, SMS marketing in Klaviyo offers several advantages, just like email marketing. SMS messages have a higher open rate and quicker response time, making them a more immediate and effective way to reach your audience. Additionally, SMS messages are less likely to be filtered into spam folders, ensuring that your messages reach their intended recipients. However, using SMS marketing judiciously is important, as it can be perceived as invasive if overused. On the other hand, email marketing provides a more versatile platform for longer content and multimedia, making it suitable for certain types of campaigns. Ultimately, the choice between SMS and email marketing in Klaviyo should be based on your specific goals and audience preferences, with the potential for a well-balanced strategy incorporating both channels for maximum engagement and results.

The post SMS Marketing 101: How to Integrate Kalviyo with Your Strategy appeared first on Email Uplers.

Whenever anyone breaks mention of marketing automation, Klaviyo, more often than not, ends up announcing itself in the same breath. Such is the reputation it has carved for itself. From allowing businesses to implement personalization at scale to enabling them to effortlessly chart their growth by leveraging analytics, Klaviyo’s list of capabilities is quite immeasurable. For these very reasons, this powerful platform constantly occupies the radars of email marketers as well. The impact of email as a marketing channel is well-established. Now, imagine dialing up its effectiveness by several notches by marrying it with a luminous tool! 

In this blog, we shed light on the various ways in which Klaviyo can help you take your email marketing campaigns to the next level. Ready to find out? Well, dig right in!

1. Fashion Picture-perfect Templates With the In-built Editor

Arresting email templates form the lifeline of a successful email campaign; everyone knows that. And yet, many struggle to materialize them. With Klaviyo, you can bid goodbye to that roadblock. Equipped with a sophisticated email template editor, Klaviyo makes it possible for you to build a stunning and engaging email from scratch without necessitating any prior knowledge of coding. 

Listed below are a few salient features of this cutting-edge editor:

• Using “Blocks,” you can add any element (texts, buttons, images, spacers, social links, etc.) you wish to your email template.
• With “Layouts,” you can configure the aforementioned in any aesthetic arrangement you deem fit. 
• The “Styles” tab gives you access to a host of email styling options, such as adding background image and color, defining horizontal spacing, modifying font attributes, aligning text, and the like.
• You can group multiple blocks into a single section.
• You can access the content you have created in other templates (provided you have saved it)
• The editor allows you to declare universal instances- when you save a particular block or section as universal content, any changes you make to it will reflect simultaneously across all its saved instances.
• You can either manually add products from your store to the template or opt for an automated approach (which is informed by specific parameters such as the product’s popularity and the frequency with which it is browsed, among others).
• With the help of the editor’s “Preview And Test” feature, you can easily check how your email renders across different environments and devices (of varying screen sizes, that too). Depending on whether you are employing a metric-triggered flow or a segment-triggered flow, there are two ways in which you can accomplish previewing and testing your email templates.

2. Level Up Your Personalization Game With Segmentation

In order to forge meaningful relationships with your customers, you need to deliver value to their inboxes. Everyone has had enough of generic, promotional messages. Now, only those emails garner attention that are directly relevant to the recipient’s interests and pain points. 

And the only way you’ll be able to deliver such emails is if you have segmented your email list- group your contacts into different sections on the basis of specific conditions. Klaviyo offers email marketers incredibly powerful segmentation capabilities which can help them drive interaction, engagement, and returns like never before. Here, besides creating email lists, you get to update them dynamically as well. What’s more, you can specify different flows for every segment, as well, and further personalize them with the help of dynamic content blocks. 

To create a segment in Klaviyo, execute the following steps:

1. Login to your account and go to the tab titled Lists & Segments.

2. Here, click on Create List/Segment in the upper right corner.

3. Next, click the Segment option.

4. Now, you need to specify conditions and mention the contacts you want to include in the segment. You can do this with the help of the segment builder.

5. Once you are satisfied with the segment configuration, click on Create Segment to wrap up the process.

A well-thought-out and intricate segmentation framework is a must if you wish to obtain promising results. On Klaviyo, you can divide your customers based on the following criteria:

• Geolocation
• Demographic factors such as age or gender
• Past purchases
• Website activity
• Email engagement levels
• Customer reviews (different flows for customers leaving positive and negative reviews)
• Customer lifetime value (Klaviyo allows you to segment on the basis of predictive CLV, too)
• Psychological characteristics and traits

3. Stay on top of Your Performance With Robust Reporting Capabilities

Implementing an email campaign is only half the job done; unless you routinely monitor its health, you won’t be able to implement the necessary optimizations your campaign might require. 

Klaviyo helps you assess your campaign’s performance on the basis of critical metrics such as open rate, clickthrough rate (CTR), unsubscribe rate, and bounce rate. However, what makes it a hit among email marketers is its custom reporting features (which can be accessed by navigating to the Analytics tab). With its help, you can define and monitor new metrics in response to shifting industry trends and customer behavior. Subsequently, you can gain a comprehensive idea regarding the vices and virtues of your Klaviyo email flows, which, of course, goes a long way towards fetching you excellent deliverability.

4. Optimize Your Campaigns With A/B Testing

As an email marketer, one can only presume to know what works best for their customers. But presumptions don’t form the cornerstone of successful campaigns; actionable insights mined from data-driven exercises do. 

To truly crack your audience’s preferences, you must create multiple versions of your email and rigorously test their reception with your subscribers, a practice also known as A/B testing. By testing different variables of your email, you’ll be able to identify their best-performing versions and subsequently implement the same in the final email that goes to your contacts.

Unraveling the World of Klaviyo Integrations

One of the primary reasons behind Klaviyo’s rousing popularity is its ability to support an eclectic range of third-party integrations. By carrying out these integrations, marketers stand to significantly enhance Klaviyo’s functionalities, thereby infusing unprecedented vitality into their marketing efforts. 

Below, we talk about a few Klaviyo integrations that all email marketers must definitely consider.

Typeform

Typeform is an extremely useful form and survey creation tool that is frequently utilized by businesses to run competitions, gather user feedback, and collect UGC (user-generated content). By integrating it with Klaviyo, you can automatically add form subscribers to specific Klaviyo lists. However, take care to sync through only critical and relevant form responses, or else you will end up with volumes of unusable data that will just slow you down. Courtesy of the integration, all important information from Typeform forms is synced to Klaviyo once every hour.\

Salesforce

A CRM powerhouse, Salesforce’s integration with Klaviyo can usher in a host of benefits for your business. Especially with dynamic emails in Klaviyo For starters, it paves the way for advanced customer management- since customer data is effectively synced between both platforms, it gives you a well-rounded view of each customer, lending that much more depth to your segmentation efforts. This Klaviyo-CRM integration also allows for the automation of several marketing and sales processes, thereby maintaining consistency and saving valuable time.

Okendo

By integrating Okendo with Klaviyo, you will be able to incorporate social proofs in your emails, amplifying their richness in the process. Imagine your product recommendation email now having a customer testimonial to establish its credibility. Wouldn’t this accelerate your subscribers’ decision-making process by a great deal? Moreover, you can also implement advanced personalization by syncing zero-party customer data present in Okendo to the customer profiles you have in Klaviyo.

WordPress

The integration of WordPress and Klaviyo gives email marketers access to analytics concerning site visitors without deploying any third-party service. This, in turn, enables them to craft targeted messaging that aligns with their visitors’ interests. If you have been struggling to lift up your engagement and interaction numbers, this particular interaction can do wonders for you!

Unbounce

Integrating Unbounce with Klaviyo will help email marketers design high-performing landing pages that will assuredly usher in an army of new contacts to their list. This integration also enables you to set up behavior-based automation wherein messages are sent corresponding to impulses relating to predictive analytics, channel engagement, event data, and the like.

Wrapping It Up

If Klaviyo isn’t already a member of your email marketing toolkit, we urge you to induct it at the earliest. Its sophisticated feature suite, coupled with its support for a wide variety of integrations, make it a highly unique and powerful marketing automation tool. And if you are already using Klaviyo, we hope the insights shared above will help you harness its full potential. Good luck! 

The post Using Klaviyo to Supercharge Email Marketing – Exploring Tips, Tricks, and Integrations appeared first on Email Uplers.

Klaviyo, of course, is no stranger to email marketing folks. While it harbors an array of elegant features in its suite, the one that’s going to be under the spotlight today is its template editor. Accordingly, we will learn how to create an email in Klaviyo. 

Klaviyo presents you with two options- the classic template editor and the new template editor to design your email campaigns. Of late, the new template editor has garnered eyeballs, thanks to the fresh slate of features it has brought to the table- Undo/Redo buttons, Autosave, Custom fonts, Sections, and Background images, to name a few.

But, here’s the all-important question- How do you craft awe-inspiring emails using these editors? That’s exactly what we are going to help you out with today. In this blog, we are going to discuss a few best practices using which you can create pixel-perfect templates in Klaviyo with ease. Excited to find out what’s in store? Read on!

Features In Klaviyo Email Template Editor

Before we learn how to build jaw-dropping templates in Klaviyo, you may want to consider how to set up Klaviyo here. 

Now, let us understand the tools we have at our disposal to give shape to the same. Content, Styles, Preview And Test– these are three broad options available to you in Klaviyo’s in-built editor. Let us take a closer look at each.

Content

• Offers you “Blocks” and “Layouts”, using which you can build your email template from scratch. With the help of blocks, you can add text, images, CTA buttons, social links, spacers, header bar, and other elements to the template. Layouts allow you to configure and arrange said blocks. One of the most endearing aspects of these blocks and layouts is that they can be saved, cloned, or deleted with ease. Should you want to shift any section or block in your template, just click on it and drag it around.

• In the Klaviyo editor, one can easily access the content they have designed in other templates (provided they have saved it), even in the first email template.

• You can take two routes while adding products from your store to the email template- Static and Dynamic. Choosing the former lets you manually pick out the products you want to showcase in your email. On the other hand, upon selecting the latter, products will be automatically chosen from your website. This happens in accordance with some set parameters, such as the popularity of the product, the frequency with which they are browsed, and the like. 

Styles

Under the styles tab, you can utilize a host of styling options. Below, we have listed a few:

• Adding a background image
• Applying a background color to the template
• Selecting and implementing fonts of your choice (and modifying their attributes as well, such as font size, spacing, weight, and color)
• Defining horizontal spacing between individual letters and vertical spacing between lines
• Aligning text as per your requirement

Preview And Test

Your job in Klaviyo’s email template editor doesn’t end with designing the template, of course. Once done, you must scan it for bugs and also inspect how it is going to hold up across a variety of environments and devices. This, you can accomplish by using the editor’s Preview And Test feature.

There are two ways you can go about it:

1. If you are using a metric-triggered flow, click on “Preview data source” and select “Event”. After that, you’ll need to specify the event that will set the flow into motion.

2. If you are dealing with list-triggered, price drop, date-triggered, or segment-triggered flows, click “Search for a profile” and select one you deem fit. It’s not necessary that this profile be an existent contact on the list that’s going to receive said email. It could also be someone whom you think qualifies for it.

Now that we have addressed the editor’s different features, on to the next stop – Klaviyo email best practices. 

1. Mindfully Curate The Email Header

The email header is a critical component of the template. Why? Because it is home to several essential elements such as the brand logo, navigation bar, social media links and, sometimes, social media links, even.

• Brand logo- The pillar of your brand identity, your logo is arguably the most tangible marker of your brand personality. Hence, it only makes sense to have it showcased extremely prominently in your template’s header. To ensure consistency, sync your logo’s placement in the email with that of your website. If on your page, the logo is sat on the extreme right, mete out the same treatment to it in your email as well.
• Social media links- We are in 2023, which means that omnichannel marketing is no longer a heady concept but very much a reality. Brands that have a solid grip over it, have risen head and shoulders above their competition. Leveraging emails to divert traffic to social media handles has become quite a common practice. One of the best ways to go about it is by placing links to your social media accounts in your email header itself. That way, your readers will instantly spot them as soon as they open the email. 
• Navigation bar- Besides links to your social media accounts, you can also add a bevy of other links in your template as well, like homepage, sales page, shopping cart, and products page. So, where do you place them? You guessed it- in the navigation bar. Klaviyo makes it very convenient for you to create anchor links in your template. All you have to do is add in a ‘#’ symbol and follow it up with a few descriptive words.

2. Build A Master Template

Churning out emails regularly and staying on top of your production volume is important, sure. But, you know what’s even more important? Maintaining consistency. You might be hitting up your audience with a variety of marketing emails, but they’ll fail to create an impact if no two of them seem to be originating from the same source.

The easiest way to ensure consistency? Create a master template and save it. Once that is done, all you have to do is slice and dice different components of it as per the requirements of a particular campaign. Klaviyo’s editor gives you the choice of crafting saved blocks, which makes this all the more easy. Analyze the elements you want to standardize and save them as a block in your master template. Your logo, headlines, and CTA buttons are some elements you can consider for the same. This also makes it easier for you to leverage dynamic content in your campaigns- using different types of content for different audience segments- and amp up your personalization game.

3. Pay Attention To Your Layout

Your email can contain a ton of important and insightful information and still get overlooked if all of it isn’t structured tastefully. This is why, your email layout plays a pivotal role in determining its readability. Content, when arranged tastefully, incentivizes your subscribers to engage with it, thereby doing a whole world of good to your conversions. Klaviyo’s template editor is an extremely user-friendly platform. So, feel free to let your imagination run amok. The editor’s diverse suite of functionalities will never fail to actualize your vision.

Most brands these days can be seen adopting the single-column layout, and rightfully so. Compared to their multi-column counterparts, single-column layout emails aren’t just easier to read but also render significantly better across mobile devices. They also help you steer clear of issues such as overlapping columns, shifting images, and overflowing text, which the multi-column layout invites. Lastly, single-column layout emails can easily be navigated by screen readers as well, thereby making your information accessible to everyone. However, if you do have to use a multi-column layout, try using split blocks while dealing with two-column sections and columns block for three-column sections; this will help enhance the visual appeal of the end product.

4. Embrace White Space

For your emails to grab attention, they need to be legible, indisputably so. To make that possible, every single element in your email must have ample breathing space. And to actualize that, in turn, you need to make white space the hallmark of your templates. 

Apart from lending harmony and sophistication to your design, white space also doubles up as a visual pointer for your readers- it helps them navigate from one element to another. The driving philosophy behind using white space is not just to present information to your audience but to deliver it in such a manner that they feel rewarded while engaging with it.

5. Be Judicious With CTAs

In a bid to shoot up their conversion rates, brands often pepper their emails with way too many CTA buttons. However, all that ends up doing is increasing the cognitive load of the email. At all times, your priority should be to design your email so that it is easy for your subscribers to scan through it. 

10 seconds– that’s the amount of time people spend on average on a brand email. So, the more cluttered your email is, the lesser your chances of making an impact. As per your CTA button, one is sufficient, should you design it keeping the following points in mind:

• The physical attributes of your CTA button- size, shape, color- are incredibly crucial, for they determine its visibility and, subsequently, the chances of it being easily spotted by the reader. Be very mindful while chalking out these parameters.
• Place your CTAs right. Now, there are no hard and fast rules for the same. Some prefer placing it above the fold, making sure that the subscriber notices it as soon as they open the email. Some place it below the fold; the motive behind this call is to introduce the CTA button only after the reader has entirely gone through and understood the offerings within the email.
• Avoid using generic CTA phrases- “Click Now”, “Try Now”, “Join Us”, and the like. Always attempt to use action words; this will help you offer clarity to your audience. Ideally, aim to coin your CTA such that it gives subscribers an idea about where they’ll be led to upon clicking it.

In Klaviyo, you can use the “Button” option under the “Blocks” section to customize your CTA as you deem fit. 

Wrapping It Up

The Klaviyo email template editor is a highly sophisticated tool, allowing you to create exquisite templates from scratch, all in a matter of a few clicks. We hope the insights into how to create a newsletter in Klaviyo shared above help you make the most of this powerful tool.

The post How to Create An Email In Klaviyo? 5 Tips appeared first on Email Uplers.