Instagram Business account
Social marketing needs an Instagram Business or Creator account, and admin access to it. For now, Klaviyo connects one Instagram account per Klaviyo account.
Klaviyo social marketing
Klaviyo social marketing for Shopify and WooCommerce brands
I turn your Instagram followers into email, SMS, and WhatsApp subscribers you actually own, using Klaviyo's Social Auto-replies. Then I bring social engagement into your Klaviyo profiles, and send your best Klaviyo segments to Meta, TikTok, Google, and Pinterest ads, so social and email finally work together.
5.0 on Fiverr and Upwork · 190+ projects delivered · Klaviyo Product certified
Brands I've worked with
- Afritude
- Pestle & Pods
- KUGELLAGER24
- MagneCHEF
- LipoTek
- MantaSocks
- Flushhh
- G_CERO
- Love Coco
- Always Friday
- + more under NDA
Why it matters
Followers aren't
subscribers.
You don't own your Instagram followers. The algorithm decides who sees your posts, and a comment or a DM usually goes nowhere. Klaviyo social marketing changes that: every comment, DM, and tag becomes a chance to add someone to your email, SMS, or WhatsApp list, and to learn more about them in their Klaviyo profile.
- Social engagementComments, DMs, tags, and story mentions
- Klaviyo profileInstagram username, followers, and activity
- Owned channelsEmail, SMS, and WhatsApp subscribers
- Smarter adsSegments synced back to social ads
Social Auto-replies
A keyword in the comments,
a subscriber in Klaviyo.
Followers comment or DM a keyword. Klaviyo replies in their DMs, collects their email or phone number, and adds them to the right list.
- Step 1A follower sends your keyword
In a comment or a DM. Keywords aren't case sensitive, and small typos or emojis still work.
- Step 2Klaviyo replies in their DMs
Comments always get a DM reply, not a public comment reply.
- Step 3They share an email or phone number
For email, SMS, or WhatsApp. Klaviyo checks the format.
- Step 4Optional questions
Up to five custom questions on the paid plan, like favorite category or skin type.
- Step 5Added to your list, welcome flow starts
Your list's single or double opt-in settings still apply.
Where I put keywords
- Instagram bioAn always-on signup, like the default keyword “ACCESS”
- Launch Reels“Comment DROP for early access”
- GiveawaysEntries that become subscribers
- Stories“DM us GUIDE for the free guide”
- LivesCodes and links sent straight to DMs
Each keyword must be unique across your Social Auto-replies and SMS keywords.
Free or paid
What comes free,
and what needs the plan.
Social Auto-replies are free on every Klaviyo account. The paid Social Marketing plan adds social data, the content library, and custom questions.
| Feature | Free | Social Marketing plan |
|---|---|---|
| Auto-replies to comment and DM keywords | ✓ | ✓ |
| Collect email, SMS, and WhatsApp opt-ins | ✓ | ✓ |
| Instagram username, follower count, and “follows you” on profiles | ✓ | ✓ |
| Up to 5 custom questions in the DM | None | ✓ |
| Engagement events: Social DM, Social Comment, Posted UGC | None | ✓ |
| Social Content Library of tagged posts, stories, and Reels | None | ✓ |
| One Instagram account across several Klaviyo accounts | None | ✓ |
Pricing, as of September 2026: Klaviyo's Social Marketing plan starts at $50 a month, based on your number of active profiles, with a 14-day free trial. It launched in July 2026 and still supports Instagram only, so I check what's changed before recommending it.
The setup
What I set up
so auto-replies actually fire.
Most “it doesn't work” problems come from one permission or setting. These are the pieces I check.
Facebook Login, not just Instagram Login
Connecting through Facebook, with Instagram linked to your Facebook Page, unlocks engagement events and the content library. Instagram Login only supports auto-replies.
Every permission on
If any permission is switched off, Instagram still looks connected in Klaviyo, but auto-replies won't fire. I leave them all on during setup.
Facebook Page messaging
Under Advanced Messaging, “Access standby channel” and “Take control of conversations” need to be on, so Klaviyo can reply without clashing with your inbox tools.
Instagram message settings
If your message settings are “Followers only” or “No one,” fewer auto-replies can be delivered. I adjust them to match what you want.
Double opt-in by reply
For reply-based confirmation, like double opt-in for SMS, you need a two-way SMS number set up in Klaviyo. See my Klaviyo SMS page.
Social data in Klaviyo
Know who comments,
not just who buys.
With the paid plan, every DM, comment, tag, and mention becomes an event on the customer's profile, next to their orders. That opens up segments and flows your email data alone can't.
Segments I set up
- Fans, not buyersCommented or messaged, but never ordered
- CreatorsTagged you in posts or stories more than once
- Loyal followersFollow you and have ordered more than once
- Launch interestUsed your launch keyword in the last 30 days
Flows they trigger
- Posted UGCA thank-you, a review request, or an ambassador invite
- Social DMA welcome series that matches the offer in your post
- Social CommentA gentle nurture for fans who haven't bought yet
- Launch keywordEarly access, then a reminder when the drop goes live
Your customers' content, with permission. The Social Content Library shows every post, story, and Reel your brand is tagged in, with engagement data, so you can see what's resonating. Content can't be downloaded or exported from Klaviyo, and I always recommend asking the creator before using their post in your emails.
Audience sync
Your Klaviyo segments,
working in your ads.
Klaviyo sends your segments to Meta, TikTok, Google, and Pinterest as custom audiences. Then you can target them, exclude them, or create lookalikes from them.
Retarget
Reach people who showed intent but didn't buy.
- Cart and checkout abandoners
- Email engaged, never purchased
- New subscribers in their first weeks
Win back and grow
Remind past customers why they bought.
- Lapsed VIPs
- Cross-sell to buyers of related products
- Sunset segments before you suppress them
Find new customers
Lookalikes created from your best buyers, not all visitors.
- VIP and repeat buyer lookalikes
- High lifetime value seed audiences
- Recent buyers excluded from acquisition ads
What to expect in MetaMeta needs at least 100 profiles to create a custom audience, and only profiles that match a Meta account are included, so the audience will be smaller than your segment. Updates can take 24 to 48 hours to show in Meta. Klaviyo hashes emails and phone numbers before they're sent.
Meta lead ads, back into KlaviyoPeople who fill out your Meta lead ad forms are added to a Klaviyo list in real time, with a “Filled Out Lead Ad” event. I use it to start a welcome flow straight away, while they still remember your ad.
Check your privacy policy. Synced segments can include profiles who haven't subscribed to email, because ad matching works differently from email consent. I recommend your privacy policy mentions that customer data may be used for advertising.
How I set it up
Five steps,
from follower to subscriber to buyer.
Step 1
Connect
Instagram Business account, Facebook Page, permissions, and message settings, connected through Facebook Login.
Step 2
Auto-replies
Keywords, DM copy, the offer, lists, and consent for email, SMS, or WhatsApp.
Step 3
Welcome flows
A welcome series that matches each keyword's promise, so social signups convert.
Step 4
Social segments
Fans, creators, and loyal followers, plus flows triggered by DMs, comments, and UGC.
Step 5
Audience sync
Retargeting, exclusion, and lookalike audiences in Meta, TikTok, Google, or Pinterest, plus lead ads syncing into Klaviyo.
Results
Owned channels
that keep paying back.
LipoTek · ItalyFrom €161K to €600K in email + SMS revenue, including €90K in a single BFCM weekendRead the case study →
Kugellager24 · SwitzerlandSpam complaints from over 0.4% to 0.01%, and email revenue share from 6% to 34% in 11 weeksRead the case study →★★★★★
Upwork
"
Obaid rebuilt our entire Klaviyo from scratch in under two weeks. He didn't just execute, he explained every decision. Within 60 days our email was driving 34% of revenue.
Filip Krsticevic
Founder, Kugellager24.ch
★★★★★
Fiverr
The biggest issue when getting an email designer is that you need to micro manage everything, they ask 100 questions to do the job. Well thats not the case here. All i did was give my product, content and website, he made the rest. I could write a whole paragraph.
★★★★★
Fiverr
Obaid U is a stellar freelancer in email marketing, showcasing STRATEGIC thinking and meticulous attention to detail. Working with him is a breeze thanks to his quick responses, politeness, and deep understanding of the project needs. Highly recommend! 👏
FAQ
Klaviyo social marketing,
straight answers.
It's Klaviyo's set of social tools, launched in July 2026. It turns Instagram comments and DMs into email, SMS, and WhatsApp subscribers, adds social engagement to customer profiles, and collects content your customers tag you in.
Social Auto-replies are free on every Klaviyo account. The paid Social Marketing plan, which started at $50 a month based on active profiles as of September 2026, adds engagement events, the Social Content Library, and custom questions.
Social Auto-replies and social data currently work with Instagram only. Audience sync, a separate feature, sends Klaviyo segments to Meta, TikTok, Google, and Pinterest ads.
An Instagram Business or Creator account with admin access, ideally linked to a Facebook Page so you can connect through Facebook Login. I set up the connection, permissions, and message settings for you.
No. When someone comments your keyword, Klaviyo always replies in their DMs, not with a public comment. That keeps your comments clean and moves the conversation somewhere private.
Yes, if your list uses it. Klaviyo applies your list's existing single or double opt-in settings to every subscriber collected through Instagram.
Meta only includes profiles it can match to a Meta account, so the audience is usually smaller. Meta also needs at least 100 profiles to create an audience, and updates can take 24 to 48 hours to appear.
The Social Content Library shows posts you're tagged in, but content can't be downloaded or exported from Klaviyo. I recommend asking the creator for permission before reusing their post anywhere.
Let's talk
Let's turn your followers
into subscribers.
Tell me about your Instagram, your ads, and your Klaviyo setup. The first conversation is free, and you'll leave with the keywords, offers, and audiences I'd start with.