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How to collect names and email addresses from SMS-only profiles?


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We have many SMS-only profiles on our SMS list. We would like for them to have names and emails so we can reach out to them if they win one of our contests. 

 

I first thought of doing this with a text-response survey that fills in these profile fields one at a time. But it looks like there’s no way to use an event variable as a profile property. Also, the sequencing would be difficult, as the “sent text” event trigger does not seem to be able to filter based on what text they replied to. 

 

Then I thought of sending them a manage preferences link, where they can type in their name and email in some form fields. But the {% manage_preferences_link %} does not work in SMS. 

 

So how can this be done?

Best answer by Spark Bridge Digital LLC

I would recommend creating a dedicated landing page on your website with a Klaviyo form embedded on it to collect that information.

Then sending an SMS message with an invite to fill out the form and a link to that landing page. Klaviyo does have the ability to cookie track your contact’s profiles to link them together but as a fail-safe, I’d include the phone field as well on the landing page form to keep it super clean in collecting their info.

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Spark Bridge Digital LLC
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I would recommend creating a dedicated landing page on your website with a Klaviyo form embedded on it to collect that information.

Then sending an SMS message with an invite to fill out the form and a link to that landing page. Klaviyo does have the ability to cookie track your contact’s profiles to link them together but as a fail-safe, I’d include the phone field as well on the landing page form to keep it super clean in collecting their info.


  • Contributor I
  • 1 reply
  • August 27, 2024

Would there be any way to pre-populate the form with the Cleint phone number based on the URL in the SMS so that they are enriching their own profile and some of the form is pre-populated?