Overview

Before you start engaging your customers via SMS (and MMS), you need to gain their permission to contact them on their phones. To collect phone numbers, set up a web modal that allows your shoppers to enter their phone numbers and opt-in for your SMS communications.

Set up a Web Modal for SMS Opt-in

You can either add a phone number field to an existing form in a web modal or create a brand new modal and form for phone number collection.

In the example below, you'll see how to set up a Zaius web modal for phone number collection from scratch.

Step 1: Create a New Web Modal

Create a new web campaign and add a web modal as your first touchpoint.

Under Targets, define which website visitors will see your web modal.

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Step 2: Set up Opt-in Form

Design the layout of your web modal. You’ll need to have the following elements from under the Forms section for data collection to work:

Two text boxes: One for email, the other for phone number collection
Checkbox
Submit button

Step 3: Configure Opt-in Fields

Email Address Field

Switch to the Details tab. Under Text Box Actions, select Email as the Field. This will automatically make the field required.

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Phone Number Field

For the second text box, select Phone as the Field, then make the field required.

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Checkbox

Edit and style the label by the checkbox. Under Details, pick Opt-in as the Action for the checkbox and make it required. This will ensure that your visitors are properly opted-in to receive email and SMS communications from you.

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Submit Button

Under Details, select Confirmation Design as the follow-up action to your button, so you’re not interrupting your visitor’s journey on your site.

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Step 4: Preview Web Modal

To preview your web modal, open up the Triggers section and check the box for Display immediately when the page loads.

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Now, click the Preview button, then enter the webpage URL where you’d like to see the web modal. Click Generate Preview.

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Step 5: Create a Confirmation Message

As a best practice, you should also create an SMS campaign that will send a confirmation message to your new SMS subscribers. We recommend that you launch this campaign before you make you web modal live.