Email and SMS opt-ins

Visitors often do not take action on their first visit to a website, so a common marketing goal is to collect first-party data. Obtaining an email address or SMS opt-in is crucial as it allows for effective omni-channel communication. Without a platform like Visuel.ly, this is typically achieved through intrusive pop-ups.

Asking for Email & SMS Opt-Ins

With ^Visuel.ly adding a scene, with an email or SMS opt-in, at the end of the story is a breeze.

1. Add a Form Layer: Click the Forms button at the top of the _Canvas and select an input field form layer.

2. Configure Form Layer:

   • Is Required: Check the box to make the field required, ensuring users provide their email or phone number.

   • Placeholder: Add a placeholder text for the field to indicate whether you are requesting a phone number or email.

   • Form type: Set the form type to "lead."

   • Field name: Choose a field name from the dropdown menu, either phone or email.

3. Add a Submit Layer: Below the form layer, add a layer with a Submit Action. Tag it as a conversion if you consider the submission to be a conversion event.

4. Add disclaimers: Optionally, include legal disclaimers, especially if you are requesting SMS opt-ins.

Then you are done!