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SMS-Only Popup Setup Guide

How to set up your targeting and logic to accurately target users who have already subscribed to email, but not SMS for maximum performance.

Written by Cory Gill
Updated over 2 weeks ago

Overview

An SMS-only popup is designed to target visitors who:

  • Have already subscribed to email

  • Have NOT yet subscribed to SMS

This typically captures users who:

  • Dropped off before entering their phone number

  • Need a second touchpoint to convert

Goal:
Drive incremental SMS opt-ins from already-engaged visitors.


How It Works

This popup should:

  • Trigger on return visits (second session or later)

  • Only target users who:

    • ✅ Completed email signup

    • ❌ Did NOT complete SMS signup


⚠️ Important Targeting Rules (Applies to ALL Setups)

Before setting up integrations, make sure:

  • Do NOT target “New Visitors”

  • ✅ Only target the segments/rules defined below

  • ✅ Enable the following setting in the popup editor:

    • “Don’t trigger if another popup viewed in the last X days”

    • Recommended: 1–2 days


Setup Segments/Targeting Based On Your Integrations


1. Klaviyo for Email + SMS:

Step 1: Create Segment in Klaviyo

Create a segment with:

  • Condition 1:
    Has subscribed to email marketing at least once over all time

  • Condition 2:
    Has not subscribed to SMS marketing zero times over all time


Step 2: Apply Segment in Alia

  • In your popup campaign → Targeting

  • Select the Klaviyo segment you created

  • Ensure this is the only targeting condition


2. Klaviyo (Email) + Attentive (SMS):

Step 1: Create Klaviyo Segment

  • Has subscribed to email marketing at least once over all time

  • Properties about someone sms_attentive_signup is not set (Type: text)


Step 2: Create Alia Dimension Rule

Create a rule using Alia dimensions:

  • Has completed action: Email signup

  • Has NOT completed action: SMS opt-in


Step 3: Combine Rules

Create a final targeting rule:

  • Klaviyo Segment OR

  • Alia Dimension Rule

Apply this combined rule to your campaign.


3. Klaviyo (Email) + Postscript (SMS):

Step 1: Create Klaviyo Segment

  • Has subscribed to email marketing at least once over all time

  • Properties about someone PS-popup_id is not set (Type: text)


Step 2: Create Alia Dimension Rule

  • Has completed action: Email signup

  • Has NOT completed action: SMS opt-in


Step 3: Combine Rules

Target users where:

  • Klaviyo Segment OR

  • Alia Dimension Rule


4. Any Other Integration Setup:

If you’re not using Klaviyo for segmentation:

Use Alia Dimensions Only

Create a targeting rule:

  • Has completed action: Email signup

  • Has NOT completed action: SMS signup

Apply this as your only targeting rule.


Best Practices

1. Keep It SMS-Focused

  • Remove email field entirely

  • Clear CTA: “Enter your phone for X% off”


2. Use Strong Incentives

  • Exclusive SMS discount

  • Early access / VIP offers

  • Faster rewards vs email


Summary

To successfully implement an SMS-only popup:

  1. Identify users who have email but not SMS

  2. Target ONLY those users

  3. Avoid new visitor targeting

  4. Throttle popup frequency (1–2 days)

Done correctly, this setup is one of the highest ROI ways to grow SMS lists, capturing users who already showed intent but didn’t fully convert.

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