BETA:
This feature is currently in beta and is being tested by a select group of Kajabi users. If you have questions or concerns about this feature, please don't hesitate in reaching out to [email protected].
A Form for SMS marketing allows you to collect phone numbers and gain explicit consent to send text messages to your contacts. This form is a key step in building a compliant and effective SMS strategy, whether you're sending promotional texts, event reminders, or time-sensitive updates.
In this guide, you’ll learn how to create an Opt-In Form for SMS marketing and use it across your site, Funnels, and Landing Pages.
Note:
Kajabi SMS currently supports sending to U.S. phone numbers only.
In this article:
Creating an SMS Opt-In Form
To create a new SMS Opt-In Form:
Open the Marketing tab from your Dashboard.
Then, select Forms.
Click + New Form.
Add your Form title.
Click Save to create:
After your form is created, navigate to the Form Details and scroll down until you see SMS Opt in Settings:
Toggle on Send SMS Marketing. The page will reload. If you scroll back down, you will see that the toggle is on and a Mobile Phone Number (MobilePhoneField) has automatically been added to the Form Fields section:
Note:
You must enable this setting and use the Mobile Phone Number (MobilePhoneField) to properly opt-in contacts to SMS marketing. Using the default Phone Number field will not opt your contacts into SMS marketing.
Learn to add your form to a page, to a funnel, or embed the form onto a separate site for more details.
Step 2: Setting Up Marketing Consent Check Boxes
Once you’ve created your SMS Opt-In Form in Kajabi, the next step is to ensure that it meets the requirements set by U.S. mobile carriers and Twilio. These standards are part of the A2P 10DLC (Application-to-Person 10-Digit Long Code) and Toll-free verification registration process, ensuring your messages are delivered reliably and legally.
If carriers do not approve your SMS campaign, your messages may be blocked or marked as spam, so it's essential to set this up correctly.
To meet Twilio’s compliance standards, your form must include the following:
1. An Unchecked Consent Checkbox
Users must actively check the box themselves.
Do not require SMS consent to submit the form.
Users must give consent for Marketing messages and Informational messages separately
If you’re capturing consent for both Marketing and Informational messages, this means two checkboxes, so your customers are clear on what they are signing up for.
2. A Clear and Compliant Consent Statement
Place this message next to the checkbox so users understand their agreement. Here’s a sample you can adapt:
For Marketing and promotional consents:
Example:
[ ] I agree to receive promotional SMS and Emails from [Company Name], including promotional, special offers, and marketing messages.
For Informational Consents:
Example:
[ ] I agree to receive informational SMS and Emails from [Company Name], including event updates, reminders, and motivational content.
You can do this by going to Form Fields -> Create New Field -> Select Checkbox
Then add your consent message into the Title field, and check “Make this field required.”
3. Create Separate Checkboxes for Different Message Types
If you’re sending both promotional messages and transactional reminders, you should include two separate checkboxes:
One for promotional marketing
One for transactional updates (like event reminders or coaching calls)
This helps users choose the messages they want and keeps you aligned with carrier expectations.
Example of a compliant Form Layout:
Note:
This is provided as an illustrative example. While it reflects best practices, campaign approvals are subject to Twilio’s review process, and we cannot guarantee specific outcomes. Refer to Twilio’s A2P 10DLC Campaign Approval Requirements for more detailed guidance and examples.
Step 3: Create Your Privacy Policy and Terms and Add To Your Landing Page
Once you have created your form, the next thing is to create your privacy policy and terms and conditions page and link them to your landing page where the marketing consent is being captured. These links must be accessible before the form is submitted, and your privacy policy should include language stating that you do not share SMS opt-in data with third parties for marketing purposes.
Kajabi makes it easy to create them with our landing page templates. See here for more information: Creating your privacy policy and terms policy
Create your Privacy Police and Terms Policy and add them to your landing page.
Tip:
You can add these links at the bottom of the page or beneath the form fields.
What’s Next?
Once your opt-in form is live and fully compliant:
You can begin the Twilio Phone Number Registration process
You’ll submit your form screenshots, sample messages, and campaign details to Twilio
After approval, you’ll be cleared to send SMS messages to your U.S. subscribers
For the following steps, see our guides here:
And that’s how to create an SMS Opt-In Form! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!