SMS Invoicing: The Do’s and the Don’ts

SMS Invoicing

In the world of eCommerce, Klaviyo is a marketing automation tool. Customer acquisition, nurturing, and retention are all made easier with this solution’s comprehensive set of features.

Shoppers and their favourite brands can communicate instantly and in real time using Cartloop, a conversational text messaging platform that helps businesses build closer relationships with their customers while increasing revenue.

When it comes to email marketing and follow-up emails, ShopMagic is a WooCommerce plugin that assists you in growing your business through marketing automation by increasing conversions and client retention.

The question of how Cartloop compares to other platforms for conversational SMS marketing comes up frequently. Particularly competitive is the Klaviyo platform, which was launched in 2015. However, there are some significant differences between the two platforms in terms of what they are intended to do, where their strengths lie and where their weaknesses lie, as well as the ease with which you may experiment with them as well as the costs and features.Consequently, to assist you in answering your queries, we have conducted an in-depth examination of each platform to assist you in determining which one is most suited for your brand’s specific marketing goals, based on features, free trials, availability, cost and other factors.

Ultimately, we believe that Cartloop is the superior choice for organisations that desire to engage with shoppers in real time, at the exact moment when they require it the most, by employing a human-centered approach.

Using Klaviyo, brands and stores can automate their SMS and email marketing campaigns by putting everything on autopilot.In an omnichannel marketing strategy, Cartloop and Klaviyo are complementary to one another and can be quite effective.The text marketing tools we’re evaluating here are all focused solely on text marketing, but they take a variety of techniques and offer a variety of features — for example, Cartloop offers a completely managed service, while Klaviyo offers a self-service option.Because ShopMagic is a WooCommerce extension, you retain ownership and complete control over your customers’ and store’s data in perpetuity. Here are the elements that stick out when comparing Cartloop to Klaviyo and Shopmagic, as well as examples of how those features are put to use.

Shopmagic features:

  • Custom events, filters, actions, and placeholders can be created.
  • Sending emails with customised templates is possible.
  • Using other plugins and web applications to extend the functionality of your website.
  • Overriding the default plugin behaviour is possible with this setting.

Klaviyo features:

  • Email Marketing- Building and personalizing emails, sending outbound emails, manage email deliverability, automated email responses.
  • Online Marketing- landing pages and forms, dynamic content, A/ B testing, mobile optimized, search tracking and optimization.
  • Lead Management-Marketing Lead Database, Data Quality Management, Segmentation, Lead Scoring and Grading, Lead Nurturing, Online Behavior Tracking, Automated Alerts and Tasks, CRM Lead Integration
  • Campaign Management-Program Management, Event / Webinar Marketing, Calendaring, Budgeting
  • Reporting & Analytics- Web Analytics, ROI Analytics, Revenue Analytics, SEO / Keyword Analytics
  • Templates- Text and Themes, Proofing, Mobile Responsive
  • Text Messaging- Bulk SMS, Two-Way Text Messaging, Text Scheduler, Automatic Replies, Automatic URL Shortening, MMS Marketing, Personalization
  • SMS Platform-Reporting, Automation, API Integration

Cartloop Features:

  • Activity Dashboard- The data displayed on the Dashboard are related to Cartloop’s performance and include: total revenue, average order value, number of orders, conversion rate, and number of conversations. The Conversion Rate is the percentage of persons who made a purchase after clicking on a link in a text message.
  • Analytics/ROI Tracking– It helps in tracking the return of investment.
  • Auto-Responders- Engage in conversation with your clients. Make use of Cartloop’s Live SMS Concierge service, or respond to consumers directly from the chats inbox.
  • Campaign Analytics- Helps in campaign management, planning, scheduling, segmentation.
  • Channel Attribution- Allows in contextual targeting, conversion tracking, coupons available.
  • Customer Segmentation- Allowing your customers to believe they are one in a million is essential. A conversational approach to SMS advertisements can help your clients fall in love with your brand. Increase the number of subscribers who become lifetime customers by using a more human tone in your messages.
  • Deliverability and Compliance- Deliver every text message on time and in compliance with the law. To ensure the best level of deliverability, choose a dedicated local or toll-free phone number. Our team collaborates with prominent global carriers to develop guidelines and best practises that are relevant to their operations.
  • Engagement Tracking- Allows tracking traffic and performs event triggered actions.
  • Real Time Analytics- Real-time analytics, right down to the individual chat
  • It is essential to understand how your SMS marketing efforts are performing. View the results of conversation insights from the Cartloop dashboard, allowing you to make better business decisions.
  • Real Time Data and reporting is done through cartloop.
  • SMS Marketing- Conversations that are both engaging and conversion-oriented
  • Who loves bots in the first place? Conversational texts convert at a rate three times higher than one-way texts. Each step of the buying journey is enhanced by Cartloop’s Human Automation, which allows your audience to connect with your business on a more personal level.
  • Third Party Integrations- Cartloop also interfaces with customer service platforms such as Gorgias and Zendesk.
  • Visual Analytics is also done through cartloop.

Cartloop Pricing

Klaviyo Pricing

ShopMagic Pricing

Comparison between three platforms :

Cartloop Klaviyo Shopmagic
1 Working Mechanism Cartloop works with brands who want to engage with shoppers in real time, utilising actual people. Klaviyo works with businesses and retailers who want to put their SMS marketing on autopilot by utilising automated processes and workflows. The SMS segmentation tool allows you to combine filters in order to target your SMS messages more specifically. ShopMagic is an email marketing and follow-up emails plugin for WooCommerce that helps you grow your business with marketing automation by increasing conversions and retaining customers.
2 Control Cartloop is a managed service that provides complete control over its operations. Klaviyo is a platform that allows users to self-serve. Provides Follow up emails and marketing automation
3 24/7 Cart Recovery Experts Cartloop employs the best-in-class Experts that interact with consumers in real time, responding to their questions and concerns. Klaviyo sends out automated messages based on how clients respond to your SMS messages, using pre-built themes.
4 International Coverage In addition to the United States, Cartloop is currently available in Canada, Australia, and the United Kingdom, with new nations becoming available on a monthly basis. Klaviyo SMS is only available for phone numbers in the United States. Internationally available
5 Post-Purchase Flows Cartloop recovery Experts are trained to engage customers for upselling and cross-selling opportunities. As a result, they can provide relevant product recommendations to customers, just as if they were in a physical store asking for assistance. This feature is not available in Klaviyo. This feature is available
6 Real-Time Customer Insights Cartloop’s Experts have a conversation with the customers. They are able to obtain particular insight and comments directly from the clients because they are having real-time, actual discussions with them. They identify the most common reasons why shoppers abandon their shopping carts and then deliver that information straight to you, allowing you to make more informed decisions and optimise your business as a result. Customers might need support for below queries: Payment related questions
Technical issues with the website
Discount questions
Product related questions
Shipping time related questions
This feature is not available in Klaviyo.
7 Pricing policy Cartloop’s pricing mechanism is rather basic in its approach. they bill their clients according on the amount of revenue they earn. Klaviyo operates on a Pay as You Go (Pay as You Go) model. That is, you get charged based on the number of texts you send. The first 50 messages are completely free. After that, you can make additional deposits into your account to send additional messages. Personal
Billed yearly, cancel anytime
All 10 PRO add-ons
Unlimited Updates & Support for 1 Site
Premium 1-on-1 Support
All core features included,
Billed yearly, cancel anytime
All 10 PRO add-ons
Unlimited Updates & Support for 25 Sites
Priority 1-on-1 Support
All core features includedProfessional
8 Cart Reminders Cart reminders are issued 24 hours after a shopper has abandoned his cart and has not yet recovered it using our discount code or custom link to complete the transaction. Although Klaviyo is not a cart abandonment solution in and of itself, it does allow you to automatically send cart recovery letters to clients who have abandoned their shopping carts. You will be able to lessen cart abandonment as a result of this. This feature is available
9 Product Analytics This function allows you to gain a better understanding of which products perform the best and which products are the most popular among your clients. After that, you can reuse those products in post-purchase flows. Klaviyo provides this feature This feature is available
10 Custom URL With the Custom Short Url Subdomain feature in Cartloop, you may include your company’s name in the links, which will help to raise brand awareness, consumer trust, and click-through rates for your products. Klaviyo provides this feature This feature is available
11 1-Click Integration with Shopify It takes approximately 5 minutes to complete the integration. After that, you may save time and money by not having to spend hours designing workflows and automations because Cartloop is a fully managed service. Easily integrates with shopify Can be easily integrated with woocommerce and mailjet
12 14-Day Unlimited Free Trial During the 14-day free trial period, we will send you an unlimited number of SMS. The majority of our users get results within the first 24 hours of using our service. You can send 500 emails maximum to up to 250 contacts for free, or A free account also includes a complimentary phone number and up to 150 SMS messages, which you can use to reach up to 50 SMS contacts each month Core functionalities of ShopMagic are free forever. However, some add-ons which you can use to enhance your eCommerce possibilities are to be paid.

Now that you have completed the job or task assigned to you, it’s time to receive your payment. You are now ready to send an email invoice to your client. But hold on just a second… Have you used SMS invoicing?

First things first, this will enable your client to receive the invoice immediately and receive payment even more rapidly. In addition, invoices will no longer be hidden in a sea of emails, saving your client numerous hours of precious time.

Invoices sent via SMS generate a higher response and open rate than invoices sent via email. So it’s not only convenient for you but also for your client.

In this article, we would like to share some tips that will give you an inside look into the nature of SMS for invoicing before you start for yourself. So save yourself some time and learn from others’ mistakes before you spend your precious time and money following down their footsteps.

8 tips for sending invoices by SMS for small businesses

How often do you check your emails these days – maybe 2-4 times a day at most? With text messaging, 96% of messages get read within the first 3 minutes.

Oftentimes, emails get overlooked or end up in the spam box. With SMS invoicing, you can ensure that your invoices get seen and get paid on time every time. Here are 8 tips to get your new SMS invoicing initiatives off on the right foot:

Correct customer phone number

Ensuring that you have the correct phone number is one of the most critical steps to ensure that your messages are getting seen by the right people. In addition, without a valid phone number, you risk not getting your invoice paid.

Are you aware that the majority of consumer data, approximately 71%, is incorrect? One study mentions that it costs businesses $15 Million to deal with inaccurate data.

Therefore, you should always ensure that you’re gathering the correct customer information from the get-go. For example, some standard practices might include asking your customers to verify their phone number after they’ve entered it.

SMS invoice link

Not including invoice in SMS

Let’s be honest, we all make mistakes from time to time. Many debtors allege that they never received an invoice to begin with, which may come as a shock. Are they deceitful, or did you forget to include the link to the invoice?

Often, people forget to attach the link to the invoice when sending an SMS invoicing message. Using Invoicing tools combined with business text messaging will help you avoid this issue since most of the information will already be available on the dashboard of the invoicing tool. In addition, by following this step, you can reduce the amount of human error.

Send reminders

We all have so many things going on that we often forget, even some of the little things. So if an invoice isn’t paid right on time, send your client a quick text reminder.

By sending reminders ever so subtly, you can encourage your customers to pay more frequently without annoying them. Moreover, giving them a little nudge will let them know that you mean business and aren’t going to wait around for them to pay as they please.

secure sms invoice

Secure payment portal

All messages that contain links to an invoice should be protected using a secure payment portal. The last thing you want to do is send a text to a wrong number and give unwarranted users access to any vulnerable information.

A payment gateway will generally have a sign-in portal that is protected using a passphrase. Once the password has been entered correctly, the customer will gain access to the payment details and have the ability to carry out action accordingly.

Avoid spammy messages

Your business’s reputation can be damaged by spam text messages, and you can be fined heavily if you don’t follow basic guidelines. Maintaining solid relationships with clients is the key, and can be accomplished by following proper business customer texting etiquette.

People can report spam messages through apps, mobile service providers, and the Federal Trade Commission (FTC). However, your company is held liable and may face significant fines if you continue to send messages to the consumer after the person has requested to stop receiving messages.

Learn more about the laws here.

Grammatical mistakes

A text message filled with typos or grammatical errors can appear as spam, especially if the SMS invoicing message doesn’t directly mention the person’s name. Always provide the customer with a clear and reasonable explanation for sending the message.

Use the first few words to create a sense of urgency, encouraging customers to read further. Additionally, make your text message direct and professional by personalizing and proofreading the text before sending it.

Many services such as Grammarly or Quillbot use AI technology to analyze and suggest changes for your content. Additionally, you can select various filters that will recommend changes based on audience, tone, formality, and domain.

Accounting software

If you don’t have the means to develop an internal payment portal or account solution, you might leverage existing software. There are various services available with password-protected web portals, including Freshbooks, Quickbooks, Sage, Wave, and more.

This kind of accounting software enables you to specify the payment amount, the customer’s mobile number, the customer’s name, and the description and transaction id for your records.

You will send a link to the customer regarding the payment and all the required details. The customer can then click the link to make the payment, eliminating a lot of time-consuming complexity.

sms business hours

Avoid texting outside of business hours

We understand; it is great to be able to earn the hard-earned money soon after completion of work. However, it’s not a best practice to send an invoice outside of business hours because they have a high probability of being overlooked.

After work, your customer might receive many personal messages; therefore, they might forget about your SMS invoicing message. Try sending your message around 9-10 in the morning when your client is the most alert.

Most people tend to drift off after their afternoon lunch and don’t get around to doing the things they intend to do. If you don’t get the response you expect, try sending the invoice in the evening – perhaps your client is more of an evening person.

Once you have identified when your client tends to pay the quickest, take a note so that you can send your invoices around that time every pay period.

Wrapping it up

All-in-all, text messaging is a fast, effective, and affordable way to communicate with your customer. Whether you’re sending an invoice or sending a marketing campaign, you should always message your people on the channel they use most – text!

Interested in sending an SMS invoice message? Try for free here.