Introduction: Why SMS Compliance is Crucial for E-commerce Marketers
Ensuring Klaviyo SMS compliance is not only a legal requirement but also a best practice for maintaining trust with your customers. SMS marketing offers direct and personal engagement, but without proper compliance and consent collection, businesses can face hefty fines and damage to their brand reputation. This guide will walk you through setting up SMS compliance and consent collection in Klaviyo to ensure your SMS campaigns are both effective and lawful.
How Do I Set Up SMS Compliance and Consent Collection in Klaviyo?
To set up SMS compliance in Klaviyo, navigate to Settings > SMS Compliance, configure consent collection methods, and ensure your opt-in and opt-out processes meet legal standards. This process helps protect your brand from compliance issues while building a reliable SMS marketing list.
Step-by-Step Guide: Klaviyo SMS Compliance Setup
1. Log into Your Klaviyo Account
Go to Klaviyo.com and log in with your credentials.
Access your account settings by clicking on your account name in the upper right corner.
2. Navigate to SMS Compliance Settings
In the Klaviyo dashboard, go to Settings on the left-hand menu.
Select SMS Compliance to access the compliance configuration options.
3. Configure Consent Collection Methods
Choose how you will collect SMS consent:
Signup Forms: Build forms with an explicit SMS opt-in checkbox.
Keywords and Short Codes: Set up keyword responses like "JOIN" to confirm consent.
Checkout Pages: Integrate SMS consent during the purchase process.
Example Setup in Klaviyo:
Go to Signup Forms > Create Signup Form.
Select a Popup or Embedded Form template.
Add a Checkbox Field for SMS consent with clear language: "I agree to receive SMS marketing messages from [Your Brand]."
4. Set Up Automated Compliance Messages
Go to Flows > Create Flow.
Select SMS Compliance Flow and configure automated responses for:
Opt-In Confirmation: Send a welcome message confirming the subscriber's opt-in.
Opt-Out Management: Automatically process "STOP" or "UNSUBSCRIBE" messages.
Help Requests: Configure responses to "HELP" requests with customer support information.
5. Enable SMS Compliance Monitoring
Turn on Automatic Compliance Monitoring in the SMS Compliance Settings.
This feature helps detect potential compliance issues, such as messaging non-consented contacts or violating frequency limits.
Best Practices for SMS Consent in Klaviyo
✅ Always Use Double Opt-In for SMS
Double opt-in ensures subscribers confirm their consent twice, reducing the risk of non-compliant signups.
Implement this in Klaviyo by setting up a Double Opt-In Flow under Settings > SMS Compliance.
✅ Provide Clear Opt-Out Instructions
Every SMS should include a simple opt-out option, such as: "Reply STOP to unsubscribe."
✅ Monitor Compliance Regularly
Use Klaviyo's Compliance Dashboard to review opt-in and opt-out activity, ensuring your messages align with regulations like TCPA and GDPR.
Common Mistakes to Avoid When Setting Up Klaviyo SMS Compliance
❌ Not Including Legal Disclaimers in Signup Forms
Always add disclaimers outlining the frequency of messages and the fact that "Message and data rates may apply."
❌ Sending SMS to Non-Consented Contacts
Make sure every contact in your SMS list has provided explicit consent. Klaviyo's compliance tools can help flag non-compliant contacts.
❌ Ignoring Frequency Regulations
Adhere to regional guidelines on SMS frequency. In the U.S., the TCPA recommends limiting marketing texts to no more than 2-3 per week.
Advanced Tips: Optimize Your Klaviyo Compliance Setup
Segment SMS Subscribers by Consent Date: Target more engaged audiences with compliance-friendly re-engagement campaigns.
Automate Compliance Alerts: Use Klaviyo's Flow Triggers to send alerts to your team if compliance risks are detected.
Conclusion: Need Help Setting Up SMS Compliance in Klaviyo?
Setting up SMS compliance in Klaviyo is essential for building a legal and effective SMS marketing strategy. By following best practices for SMS consent in Klaviyo, you can enhance your marketing reach while avoiding costly compliance pitfalls.
📩 If your SMS program is underperforming and you’re unsure how to optimize your compliance 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 SMS marketing strategy.
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