Text messaging implementation checklist

Implement and configure SMS in a client's account with this 6 step guide. We've outlined the key actions and steps to take in order to show your client immediate value from SMS. This resource can become the base of your new SMS implementation business process as you build out your SMS service offering.

By the end of this course, you will be able to: 

• Activate SMS and configure proper account and compliance settings for your client.
• Import SMS subscribers from another platform.
• Build essential SMS segments.
• Edit existing forms and create new forms to collect SMS consent.
• Create essential SMS flows that drive engagement and revenue.
• Set a general campaign strategy for your client.

Take this course if: 

You are responsible for implementing SMS in a Klaviyo account.

Your instructor: 

Jenn Brisebois is a principal customer education specialist at Klaviyo, creating educational resources for both end users and agency partners. Prior to Klaviyo, Jenn helped a variety of businesses in niche industries with digital marketing strategy and execution. When not at work, you can find her flexing her 20+ years of dance training at a local studio. Connect with Jenn on LinkedIn or on Klaviyo Community.