Capturing SMS consent on Wonderment Tracking Pages with PostScript SMS + Klaviyo

Julie Updated by Julie

In this guide, we'll walk through the steps of creating an embedded signup form in Klaviyo, which collects SMS consent. Then we'll integrate this form with Postscript SMS so that the consent information is shared with Postscript.

Part 1: Creating an Embedded Signup Form in Klaviyo

Login to Klaviyo:

Navigate to the Klaviyo homepage and log in to your account. If you don't have an account, you'll need to create one first.

Create a New Signup Form:

From the Klaviyo dashboard, go to the "Sign Up Forms" tab. Click on "Create Signup Form" and select "Embedded" as your form type. Please refer to the Klaviyo Help Guide here for steps to create a form.

Design Your Form:

Now, you'll be able to customize the form to fit your needs. Be sure to include fields for both email and phone number, as we'll need the phone number for SMS consent.

In the form builder, drag and drop a "Checkbox" field into your form. Label it something like "I consent to receive SMS messages." This will be used to capture explicit SMS consent.

Save and Publish Your Form:

Once you're satisfied with your form, click "Save & Publish." Klaviyo will generate a code snippet for you to add to your website where you want the form to appear.

Embed the Form on Your Website:

Copy the generated code and paste it into the HTML of your website where you want the form to appear. If you're not sure how to do this, you might need to contact your web developer.

Part 2: Integrating Klaviyo Signup Form with Postscript SMS

Login to Postscript:

Log in to your Postscript account. If you don't have one, create a new account.

Navigate to the Integrations Page:

From the Postscript dashboard, navigate to the "Integrations" page.

Find Klaviyo Integration:

In the list of available integrations, find and select Klaviyo.

Configure the Integration:

You'll need to enter your Klaviyo API Key. You can find this in your Klaviyo account, under "Account" and then "Settings."

Once you've connected Klaviyo to Postscript, you need to configure the consent sync settings. Ensure you choose the correct Klaviyo list (that is linked to your signup form) and map the consent checkbox to Postscript's SMS consent.

Save Your Settings:

After you've configured the integration, remember to save your changes.

That's it! You've created an embedded signup form in Klaviyo that collects SMS consent, and then integrated it with Postscript SMS. Now, when someone signs up and gives SMS consent through your form, their information and consent status will be automatically synced to your Postscript account.

Remember to always comply with local laws and regulations regarding SMS consent. It's crucial to receive explicit consent before sending any SMS messages.

How did we do?

Integrating Wonderment with Postscript

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