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How to Integrate SMS with Email for a Multi-Channel Marketing Strategy in Klaviyo

Writer: Dispatch Strategy TeamDispatch Strategy Team

Introduction

In today's competitive e-commerce landscape, leveraging a multi-channel marketing strategy is essential for driving revenue and enhancing customer engagement. Klaviyo, a leading marketing automation platform, offers powerful tools for integrating SMS with email to create a seamless customer experience. This blog post will guide you through the process of combining SMS and email in Klaviyo, offering practical tips, advanced strategies, and best practices for multi-channel campaigns.

How to Integrate SMS with Email for a Multi-Channel Strategy in Klaviyo

How to Integrate SMS with Email for a Multi-channel marketing strategy in Klaviyo


The easiest way to integrate SMS with email in Klaviyo is by creating a multi-channel flow. This approach ensures your messaging is coordinated across channels, enhancing the customer journey and maximizing your marketing efforts.


Step-by-Step Guide to Klaviyo Multi-Channel Marketing


1. Enable SMS in Klaviyo


  • Go to your Klaviyo account and navigate to Account Settings.


  • Under Channels, select SMS.


  • Follow the prompts to activate SMS, including setting up compliance features such as opt-in messaging and TCPA consent.


2. Build Your SMS & Email Subscriber Lists


  • Create sign-up forms using Signup Forms in Klaviyo.


  • Design forms to capture both email addresses and phone numbers, ensuring you gain explicit consent for SMS.


  • Use double opt-in for SMS to comply with privacy laws and improve deliverability.


3. Create a Multi-Channel Flow in Klaviyo


  • Go to Flows in your Klaviyo dashboard.


  • Click Create Flow and select Browse Ideas or Create from Scratch.


  • Choose a flow that supports multi-channel engagement, such as Abandoned Cart Flow or Welcome Series.


Example: Adding SMS to an Abandoned Cart Flow


  1. Add an Email action to send an initial reminder.


  2. Wait 1 hour using the Time Delay block.


  3. Add an SMS action with a targeted message, such as, "Still interested? Complete your purchase now for 10% off!"


  4. Use Conditional Splits to send SMS only to subscribers who did not open the email.


4. Optimize Multi-Channel Campaigns in Klaviyo


  • Test different timings and frequencies for SMS and email.


  • Personalize messages using dynamic data fields in Klaviyo, such as the customer's first name or product recommendations.


  • Monitor performance metrics for both channels and adjust your strategy based on analytics.


Best Practices for Combining SMS and Email in Klaviyo


Segment Your Audience


  • Use Klaviyo's segmentation tools to target specific customer groups.


  • Create segments for SMS-only, email-only, and multi-channel subscribers to avoid over-messaging.


Maintain Consistent Branding and Messaging


  • Ensure your email and SMS communications align in tone, style, and offers.


  • Use Klaviyo's templates to keep visual and textual branding consistent.


Monitor and Adjust Campaigns Regularly


  • Utilize Klaviyo’s analytics to track open rates, click-through rates, and conversion rates for both channels.


  • Experiment with different messaging sequences and split tests to find the best-performing strategies.


Common Mistakes to Avoid in Klaviyo Multi-Channel Marketing


  • Overlapping Messages: Avoid sending an SMS and email simultaneously with the same content. Space out your communications for a balanced experience.


  • Ignoring Compliance: Always ensure you have the necessary consent for SMS communications to avoid legal issues.


  • Lack of Personalization: Generic messages can lead to low engagement. Utilize Klaviyo’s dynamic content features to make messages relevant to each recipient.


Conclusion


Integrating Klaviyo multi-channel marketing strategy, that is integrating SMS with email can significantly boost engagement and revenue for your e-commerce brand. By following the steps outlined in this guide and implementing best practices, you can create a seamless, personalized experience for your audience.


📩 If your email program is underperforming and you’re unsure how to optimize your multi-channel strategy, let’s talk.


At Dispatch, we help brands maximize revenue from email & SMS without damaging subscriber engagement.


👉 Connect with Dispatch today to optimize your email marketing strategy.

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