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Pop-Up asking for Phone Number for Newsletter Subscribers
Collect phone numbers from existing newsletter subscribers with a GDPR-compliant pop-up to enable SMS communication and an omnichannel experience.
Goals
Improve targeting and segmentation
Acquire more customers more efficiently
Encourage cross-sales and upsells
Improve personalization and the customer experience
Industries
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Tags
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Description
This workflow helps you grow your SMS marketing channel by engaging your existing newsletter subscribers. After a brief delay on page load, an onsite pop-up invites users who already receive your emails but haven’t shared their phone number yet to opt in for SMS updates. The message highlights the benefits of joining your SMS list, includes a compliant consent checkbox, and instantly updates the user profile upon submission. A welcome SMS is sent right away, and the interaction is logged for tracking. To keep the experience seamless, the pop-up is shown only once every 72 hours.
Hi {{ receiver.first_name|default:"Friend" }}! Thanks for joining our SMS list 🎊 We’ll keep you updated with the latest news, offers & perks just for you.
Hi {{ receiver.first_name|default:"Friend" }}! Thanks for joining our SMS list 🎊 We’ll keep you updated with the latest news, offers & perks just for you.
9:41
SMS
now
SMS
Outcome
Larger pool of users with SMS consent for true omnichannel communication
Stronger engagement and conversion through an additional channel
Improved database quality with complete user profiles
Detail user scenario
When a user visits the website, the system waits five seconds before checking if they qualify – meaning they’re already subscribed to the newsletter, haven’t provided a phone number yet, and don’t have the temporary tag capping_popup_sms-consent.If eligible, a pop-up appears inviting them to share their phone number and opt in for SMS updates or exclusive offers. After the user submits the form, their profile in User.com is automatically updated with the new phone number and SMS consent set to TRUE. A welcome SMS is then sent immediately, and the submission is logged for tracking. To prevent overexposure, a temporary tag is applied for 72 hours, ensuring the pop-up doesn’t reappear during that time. Once the tag expires, the process can repeat if the conditions are still met.
Step-by-step
1
When a user visits the website, the system waits 5 seconds and then checks eligibility: they are already a newsletter subscriber, have no phone number saved, and do not have the temporary tag capping_popup_sms-consent.
2
If conditions are met, a pop-up appears inviting them to share their phone number in exchange for exclusive offers or SMS updates. The pop-up includes a GDPR-compliant checkbox to confirm SMS consent.
3
Once the user submits, their profile in User.com is updated with the phone number and SMS consent set to TRUE.
4
Immediately after submission, a Welcome SMS is sent, and a Pop-up submit event is logged for traceability with the provided details.
5
The system applies a temporary tag capping_popup_sms-consent valid for 72 hours. During this time, the pop-up won’t appear again. After 72 hours, the tag is automatically removed, and the pop-up can reappear if the criteria are still met.
Detail user scenario
Step-by-step
1
When a user visits the website, the system waits 5 seconds and then checks eligibility: they are already a newsletter subscriber, have no phone number saved, and do not have the temporary tag capping_popup_sms-consent.
2
If conditions are met, a pop-up appears inviting them to share their phone number in exchange for exclusive offers or SMS updates. The pop-up includes a GDPR-compliant checkbox to confirm SMS consent.
3
Once the user submits, their profile in User.com is updated with the phone number and SMS consent set to TRUE.
4
Immediately after submission, a Welcome SMS is sent, and a Pop-up submit event is logged for traceability with the provided details.
5
The system applies a temporary tag capping_popup_sms-consent valid for 72 hours. During this time, the pop-up won’t appear again. After 72 hours, the tag is automatically removed, and the pop-up can reappear if the criteria are still met.
How to implement it?
Implementing use case automation involves several key steps and tools. Here's a comprehensive ressources to get you started:
Used Modules
Pop-Ups
Collect information from your visitors and navigate them on the website.
SMS Messages
Automate SMS delivery based on user actions or specific conditions.
Push Notifications
Delivers personalized notifications to users of your website (webpush) or app (mobile push).
User attribute is a named data field that describes a specific property of an user stored on its profile and used for segmentation, personalization, reporting, and automation.
Attribute name
Attribute type
Attribute description
email
(standard) string
phone_number
(standard) phone number
Consent email
(custom) boolean
Consent SMS
(custom) boolean
Events
An event is a custom piece of information about something your user does.
Event name
Event attributes
Pop-up submit
(string) Name: SMS consent for email subscribers
Pop-up submit
(string) Phone number: phone_number
Pop-up submit
(boolean) Consent SMS: true
Tags
Tag is a customizable, flexible tool used to label and categorize users, companies, deals, and other objects to streamline management and enhance targeting capabilities.
Tags name
Tag description
Update method
capping_popup_sms-consent
Tag to manage marketing pressure linked to Pop-up asking for SMS consent
Added after seeing the pop-up; Automatic removal after 72 hours
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