Setting up Smart Capture

Feature Overview

Smart Capture helps you grow your subscriber list with ease while making a powerful first impression. This feature allows you to create fully customizable pop-ups designed to capture customer contact information like phone numbers and email addresses. By tailoring the design and messaging to your brand, you can ensure every interaction feels seamless and on-brand.

With Smart Capture, you can optimize your subscriber growth by using advanced targeting and triggering options. Show your pop-ups to the right audience at the perfect moment—whether they’re browsing for the first time, abandoning their cart, or returning to your store. This ensures you engage customers effectively while maximizing sign-ups.

Beyond collecting contact information, Smart Capture sets the stage for long-term customer engagement. By pairing it with your SMS and email marketing efforts, you can immediately connect with new subscribers, keep them informed, and encourage them to make purchases. It’s your first step toward building lasting relationships and driving more sales!

Smart Capture Basics

Smart Capture provides merchants with new ways to learn subscribers' intent in real-time. It allows new and existing subscribers to opt-in more than once and stay in the know about your offers. From seasonal deals, back-in-stock items, and early access through new product launches and giveaways, all the way to partner collaborations, company events, and more.

Each time a customer signs up, they will be added to a list of your choice so you can easily target them later on with marketing campaigns specific to their interests.

Use Smart Capture to:

• Maximize your collection strategy by giving customers unlimited opportunities to sign up on different occasions and better understand what types of messages they want to receive from you.

• Acquire zero-party data on customer preferences in addition to phone and email and leverage this data to create personalized experiences on multiple channels.

Configuring Smart Capture

Setting up a personalized SMS Welcome Flow for both new and existing subscribers can be done with a few simple steps.

1. Create a new flow and choose “New Subscriber Confirmation” as a trigger.

2. Enable the Custom Trigger Options to trigger this flow for existing subscribers as well.

3. Add action “Add to list” and give a name to that list. You can use it later on to target these subscribers with specific campaigns.

4. Add a condition “Already an existing subscriber” and mark “is true.”

5. Set up the text messages that will be sent out to new and existing subscribers.

You can use this tutorial to create a new subscriber collection tool or update an existing one.

Visual Walkthrough

Subscriber Collection Analytics

You can now track the numbers of new and returning subscribers signing up for text marketing through each of your subscriber collection tools. Go to the Analytics page of this specific tool and hover over the Subscribers and Subscribers Growth metrics to see a detailed breakdown.

If you have any questions, please feel free to contact us or book a demo!