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Collect WhatsApp Opt-ins from Klaviyo Pop-Ups
Collect WhatsApp Opt-ins from Klaviyo Pop-Ups
Updated over a week ago

⚙️ Looking to expand your communication channels and engage with customers directly through WhatsApp to generate more revenue? You're in the right place! This guide will walk you through configuring a Klaviyo pop-up to collect opt-ins for WhatsApp communications efficiently.

Klaviyo pop-ups are powerful tools designed to engage visitors on your website. They can be used to promote offers, gather feedback, or more crucially, build your contact lists. By integrating WhatsApp opt-in collection into these pop-ups, you can seamlessly extend your reach and communicate with your audience. Klaviyo pop-ups can be customized to meet your marketing needs and compliance requirements, making them an invaluable addition to your digital strategy.

Now that you're familiar with the basics, let's explore how you can leverage these pop-ups to collect opt-ins for WhatsApp communications efficiently. Let’s dive in!

Configure Your Entry Point

Pre-requisite: Have your Klaviyo Pop-up Already Set-Up

Before you can start collecting WhatsApp opt-ins, make sure you have your Klaviyo pop-up ready. This will serve as the entry point for gathering consent from your customers or:

Create Your Klaviyo Pop-Up

If you haven’t already created a pop-up, now is the time. This pop-up will be the gateway through which customers can opt-in to receive messages from your brand on WhatsApp. You can learn more on this ↗️ great article from Klaviyo's documentation.

Make Your Pop-Up GDPR Compliant

Transparency is key when it comes to data collection, especially under GDPR regulations. It's crucial to be explicit when asking for WhatsApp opt-ins. Here’s a suggested text to include in your pop-up to ensure compliance:


By submitting this form and signing up, you consent to receive WhatsApp communications from [Your Brand]. You can ask to unsubscribe at any time directly in the conversation.


Or get some more inspiration from this example:

The goal here is to efficiently use the field originally designated for SMS to also capture WhatsApp consents. Since both services utilize phone numbers, cleverly adapt this single field to serve dual purposes. 📲

Copy this Attribute to Your Pop-Up's Hidden Fields

To make sure the opt-in is recorded correctly in our system, add a hidden field to your Klaviyo form with the details mentioned in the last step of the Entry Point:

This hidden field ensures that the opt-in information is captured accurately and linked to the correct customer profile.

To add this hidden field, please follow these steps:

  1. Navigate to the Sign Up Forms section in Klaviyo.

  2. Select the pop-up form you wish to modify.

  3. Click Edit to access the form’s settings.

  4. Locate the SMS Opt-In Tab within the editor.

  5. Click on the Sign Up Button to modify its properties.

  6. Add the hidden field with the specified value provided by Kiosk to ensure correct data capture.

By integrating this field, you ensure a seamless data flow and maintain compliance with customer consent preferences.

Opt-in Collection

When customers interact with this pop-up and provide their consent, they are considered opted-in to receive WhatsApp messages from your brand. This is a great way to grow your subscriber list while staying compliant with regulations.

Optional: Confirmation Message

While sending a confirmation text isn’t mandatory, we recommend it to ensure your customers are fully aware of their opt-in status. A simple message confirming their subscription helps build trust and clarity, setting the stage for a positive communication experience on WhatsApp.

Conclusion

Setting up a Klaviyo pop-up to collect WhatsApp opt-ins is a straightforward process that can significantly enhance your customer engagement strategy. With the steps outlined above, you’re well on your way to connecting with your customers on one of the most popular messaging platforms. Don’t forget to test your pop-up to ensure everything is working as expected before going live!

Need help or have questions about setting up your pop-up? Don’t hesitate to reach out. We’re here to support you every step of the way! 🌟

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