SMS Marketing Guide

SMS has 98% open rates. But set it up wrong and you'll get fined.

Email gets you 30-40% of revenue when it's done right. Add SMS and you can push that to 40-50%. The numbers are compelling — 98% open rates, 10-15% click rates, and 90-second average response times. SMS cuts through the noise in a way email can't.

But here's the catch: SMS marketing has strict compliance rules. TCPA in the US, CASL in Canada, GDPR in Europe. Send a text to someone who didn't explicitly opt in and you're looking at fines up to $1,500 per message. Carriers will also block your number if your spam rate is too high.

Klaviyo makes SMS easy to manage alongside email — same platform, same customer profiles, same flows. But you need to set it up properly from the start. Here's how to do it without getting fined, blocked, or annoying your customers.

98%

SMS Open Rate

10-15%

SMS Click-Through Rate

90 sec

Avg. SMS Response Time

25%

Revenue Lift Adding SMS to Email

How to fix this — step by step

1

Enable SMS in Klaviyo and set up your sending number

In Klaviyo, go to Settings → SMS. Enable SMS and choose your sending number type — toll-free is the fastest to set up (active within 48 hours). Dedicated short codes take 8-12 weeks but have higher throughput for large lists. For most brands under 50K subscribers, toll-free is the right starting point. Klaviyo will walk you through carrier registration — complete this immediately because carriers can reject numbers that aren't properly registered.

2

Build a compliant opt-in system

SMS consent must be explicit and separate from email consent. You cannot add someone to your SMS list because they gave you their email. In Klaviyo, add an SMS consent checkbox to your popup forms, checkout flow, and any signup form. The opt-in language must include: your brand name, a description of the messages they'll receive, message frequency, "Msg & data rates may apply," and instructions to reply STOP to opt out. This isn't optional — it's required by law.

3

Set up your core SMS flows alongside email

The best SMS strategy uses SMS as a complement to email, not a replacement. In your existing Klaviyo flows, add SMS touchpoints: Welcome Series (SMS 1 hour after signup: "Welcome! Here's your code..."), Abandoned Cart (SMS 2 hours after abandonment — after the first email), and Post-Purchase (SMS shipping notification or delivery confirmation). Use conditional splits to only send SMS to subscribers who opted in. Never send the same message via both email and SMS at the same time — stagger them.

4

Limit campaign SMS to 4-6 per month maximum

SMS is intimate. It lands directly in someone's personal messages. Over-texting is the fastest way to get opt-outs and carrier complaints. For campaigns (non-automated), stick to 4-6 SMS per month maximum. Save SMS campaigns for high-impact moments: flash sales, product launches, BFCM, exclusive VIP offers. Every text should feel like it was worth sending. If it doesn't have a clear, timely reason, send it as an email instead.

5

Segment your SMS list just like email

Don't blast every SMS subscriber with every text. Segment by purchase history, engagement, and VIP status. Your VIP customers should get exclusive early access via SMS. New subscribers should get a softer touch. High-value cart abandoners should get a recovery text. Low-engagement SMS subscribers should get fewer messages to prevent opt-outs. Use Klaviyo's segment builder — it works identically for SMS and email.

6

Track SMS attribution and revenue separately

Klaviyo attributes revenue to SMS just like email. Check your SMS Revenue dashboard: flow SMS revenue, campaign SMS revenue, click rates, and opt-out rates. Your target: SMS should generate 15-25% of your total email+SMS channel revenue. If it's below 10%, your SMS strategy needs optimization. If opt-out rates are above 2% per campaign, you're texting too frequently or your content isn't relevant enough.

Want us to handle this?

Steps 1 through 4 get SMS live and generating revenue. Most brands can have SMS running within a week if they follow this guide.

But the real art is in the coordination — knowing when to use SMS vs. email, building flows that alternate channels intelligently, segmenting SMS differently than email, and optimizing send times for texts. We build integrated email+SMS programs for eCommerce brands on Klaviyo every day. If you want help setting it up or optimizing what you've already built, book a call.

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