Skip to main content

SMS Flow setup

Main campaign flow (Offer Claimed trigger)​

Create your primary rebate flow with the Offer Claimed event trigger:

Setting up the trigger:

  1. Create a new flow in Klaviyo
  2. Select trigger: Your metrics → API → Offer Claimed
  3. Add trigger filters:
    • First filter:
      • Dimension: vtagz_campaign_id
      • Value: Your campaign ID (3-4 digit number)
      • Type: Number
    • Second filter (click + AND):
      • Dimension: vtagz_campaign_id
      • Value: Same campaign ID
      • Type: Text

SMS best practices & settings​

Message strategy:

  • Onboarding message: Send immediately upon signup
    • Clearly outline the rebate offer and any retailer restrictions
    • Include the unique redemption link: {{ person.upload_link }}
    • Set urgency and excitement for participation
  • Reminder messages: Send 2 follow-ups, 24-48 hours apart
    • Include emojis if aligned with brand voice
    • Maintain sense of urgency ("Last chance to claim")
    • Always include the redemption link

Critical SMS settings:

  • Smart Sending: Turn OFF for all campaign messages
    • If enabled, users may hit frequency limits and messages will be skipped
  • Quiet Hours:
    • Onboarding message: Disable (user just opted in, send immediately)
    • Reminder messages: Enable (respect standard quiet hours)

Message filtering for receipt status​

Each SMS message should include a filter to ensure it's only sent to users who haven't submitted a receipt yet:

Setting up the filter:

  1. For each message, under Additional Filters, select Add filter
  2. Configure the condition:
    • Condition: "What someone has done (or not done)"
    • Metric: "Receipt Received"
    • Property filter:
      • Property: vtagz_campaign_id
      • Equals: Your VTAGZ campaign ID
    • Frequency: "zero times"
    • Period: "over all time"

Pro tip: Set up this filter on your first SMS, then clone that message for subsequent reminders to automatically copy the filter.