Subscribe Customers to Klaviyo Email or SMS From WhatsApp
Yes. AeroChat works directly with Klaviyo. When a shopper says they want your emails, your texts or both, AeroChat asks for a clear yes for each channel, subscribes them to email or SMS marketing in Klaviyo and adds them to the list you choose. If the list uses double opt-in, Klaviyo sends its confirmation first.
This recipe is for stores, such as WooCommerce shops using the Klaviyo plugin, where checkout boxes catch some shoppers and chat catches the rest. It takes both channels in one conversation and keeps them separate. Part of connecting Klaviyo to WhatsApp and AI chat.
What happens today
A shopper asks in chat whether you have a sale coming. They would happily join your list, but the only way in is a checkout box or a pop-up they already closed. Someone pastes a sign-up link and the shopper never uses it. Or they get added by hand to the email list, and nobody records whether they also said yes to texts.
The flow that works
- The shopper asks about offers, launches or sales.
- AeroChat says what your emails and texts contain and how often.
- It asks which they want, and gets a clear yes for each channel separately.
- It confirms the email, and the mobile number with the country code.
- It subscribes them in Klaviyo to the channels they chose and adds them to your list.
- If the list uses double opt-in, it tells them to confirm from the email or text Klaviyo sends.
What it looks like on WhatsApp
Customer: Is there a Black Friday sale this year? (example)
AeroChat: Yes, it starts on 27 November (example). Subscribers hear first. We send about two emails a month and up to four texts in sale months (example). Would you like emails, texts or both?
Customer: Both. Email is noor@example.com.
AeroChat: Great. I’ll use noor@example.com and this number, +65 9123 4567 (example). You’ll get a text to confirm. Reply to it and you’re in.
In Klaviyo: the profile is subscribed to email marketing and SMS marketing and added to your Newsletter list (example). SMS waits for the shopper’s reply because the list uses double opt-in.
The recipe
Copy this into AeroChat
When a shopper asks about offers, launches or sales, or says they want to hear from us, follow these steps.
- Answer their question first.
- Tell them what we send: about two emails a month and up to four texts in sale months (example), and that they can stop any time.
- Ask whether they want emails, texts or both. Treat each channel separately. A yes to emails is not a yes to texts.
- For email, ask for their email and read it back. For texts, use the number they are messaging from in international format unless they give another one, and read it back.
- Subscribe them in Klaviyo to only the channels they said yes to, and add them to our Newsletter list (example). Set the profile property signup_channel to the channel they used.
- If our list uses double opt-in, tell them to confirm from the email or text Klaviyo sends.
- If they say no, carry on helping and subscribe nothing.
Never subscribe anyone without a yes in this conversation. Never promise a discount we have not approved. Reply in the customer’s language.
Change the frequency, the list and the property to your own before you paste it. What you tell shoppers should match what you actually send.
What to connect
- Klaviyo. An owner, admin or manager creates a private API key under Settings, API keys, with write access to lists, profiles and subscriptions. Paste it in when AeroChat asks.
- Klaviyo SMS. SMS needs to be set up in your Klaviyo account, with a sending number for the countries you text. Choose whether your list uses double opt-in.
- Your store. WooCommerce or Wix, built in. Connect it in the AeroChat dashboard so AeroChat can answer product and order questions in the same chat.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Klaviyo, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Klaviyo’s public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- What your emails and texts contain and how often they go out.
- Whether your list uses double opt-in.
- The consent wording AeroChat uses, checked against the email and SMS rules where you sell.
The result to expect
Shoppers who ask about your sales join your emails, your texts or both in the same chat, with consent recorded per channel in Klaviyo. Your list grows from the shoppers who talk to you most.
Measure it with your own numbers: email and SMS subscribers added from chat per month, and how many are still subscribed a month later.
See also: check a customer’s email and SMS consent, and add chat contacts to your list with consent.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, Telegram, the chat on your store and email, with the same Klaviyo connection behind it. See what each channel does on the Klaviyo integration page.
Take your first sign-up in chat
Paste the recipe, add your Klaviyo key, and ask your own chat about your next sale.