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SMS Pop Up - Shopify


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How do I get my SMS Popup on shopify to TEXT the discount code after they’ve opted in? 

 

I’ve created a pop up sign up form for people to sign up for our SMS list for a discount. I’ve set dynamic discounts with expiration dates, etc. I tried it myself, and I realized that I got the code on my screen before I got the text (it came right after), so I imagine people will just not double opt in since they already got their code. I want them to put their number in, double opt in, and then get the code via text. 

Any help appreciated!!!! 

Best answer by Ojuade Peace

Ok! To make the discount code come via text instead of appearing on the form, you'll need to adjust your automation in Klaviyo. Here's how:

 

1. Ensure that your *SMS flow* is set up correctly to send the discount code after the user opts in.

2. In your flow, set up a *delay step* to wait for the double opt-in confirmation (after they submit their phone number).

3. Then, add an *SMS step* to send the discount code to the customer via text.

 

This way, the code will only be sent through SMS after they’ve confirmed their phone number, not on the form itself. Let me know if you need further assistance!

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6 replies

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  • Problem Solver III
  • 22 replies
  • March 14, 2025

Hi! ​@jennamcv 

It sounds like the issue is with the timing of the SMS and the discount code. To fix this, you’ll need to adjust your SMS automation so that the *text with the discount code is sent after the double opt-in* is completed. This will ensure that people only receive the code after confirming their number, preventing them from bypassing the double opt-in.

 

I recommend checking your SMS automation settings to make sure the opt-in step is properly set up before the discount code is sent. Let me know if you need further help!


Forum|alt.badge.img+1
  • Author
  • Contributor I
  • 2 replies
  • March 14, 2025

Hi There! The discount code isn’t coming in text form… it’s populating on the form after the person submits their phone number. I’m trying to change it so that the discount come via text 


Forum|alt.badge.img+4
  • Problem Solver III
  • 22 replies
  • Answer
  • March 14, 2025

Ok! To make the discount code come via text instead of appearing on the form, you'll need to adjust your automation in Klaviyo. Here's how:

 

1. Ensure that your *SMS flow* is set up correctly to send the discount code after the user opts in.

2. In your flow, set up a *delay step* to wait for the double opt-in confirmation (after they submit their phone number).

3. Then, add an *SMS step* to send the discount code to the customer via text.

 

This way, the code will only be sent through SMS after they’ve confirmed their phone number, not on the form itself. Let me know if you need further assistance!


MANSIR2094
Expert Problem Solver III
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  • Expert Problem Solver III
  • 266 replies
  • March 14, 2025

Hey ​@jennamcv ,

As ​@Ojuade Peace has mentioned, To make sure customers get the discount code only after they confirm their SMS opt-in, you need to adjust a few settings in Klaviyo. First, check your sign-up form settings and make sure SMS requires double opt-in. Right now, the issue is that the code shows up on the screen immediately, so people don’t have a reason to confirm their subscription.

 

A simple fix is to change the success message on your form. Instead of showing the code, let them know they’ll receive a text after confirming their subscription. Something like, "Thanks for signing up! Check your messages to confirm and get your discount code."

 

Next, set up an SMS welcome flow that only triggers after someone completes the double opt-in. In Klaviyo, create a new flow that sends the discount code via SMS only after the confirmation. This way, they won’t see the code until they’ve fully opted in.

 

Finally, test everything with your own number to make sure it works as expected. This setup ensures people go through the full opt-in process before receiving their discount, preventing them from skipping the confirmation

step.

 


retention
Partner - Platinum
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  • 2025 Champion
  • 970 replies
  • March 14, 2025

Hi ​@jennamcv, welcome to the community!

If you want to remove the “Coupon Code” block from appearing in the success tab of your Signup Form, you can do that in the “Success Step” like here:

Then, make sure you have a Flow setup to send them their discount code there.  See here for documentation on how to set that up!


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  • Author
  • Contributor I
  • 2 replies
  • March 17, 2025

THANK YOU ALL! I got it figured out, and we’ve already had some uses of our code :) I really appreciate it! 


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