Build a multi-step form
There are ample ways to collect marketing consent for email, SMS, and push. Let’s focus on one in particular: a multi-step form. It allows you to easily collect consent from subscribers, one step at a time, ideally starting with email. That way, you’ll seamlessly guide site visitors through the omnichannel opt-in process.
Note: Upon launching a multi-step form for your clients, you’ll access multi-step form analytics. This proves particularly useful since you can assess engagement for each channel, monitoring conversions at each step of the opt-in process. Based on your findings, alter your client’s sign-up form setup and copy as needed to optimize subscription rate.
Acquire new subscribers across your owned channels
Multi-step forms are just the beginning. There are so many ways to engage prospects and encourage them to sign up for email, SMS, and push marketing. Get inspired by how SWAK Cosmetics’ agency team has grown their marketing lists over time.
Sign-up forms
Relevant channels: Email, SMS
Use forms on your client’s website to strategically collect consent for both email and SMS.
Best practices:
- Use multi-step forms:
Target new subscribers, collecting both email and SMS consent at once. - Use single-step forms:
Target existing email-only or SMS-only subscribers, encouraging them to opt in for the other channel. - Add exit intent behavior to product page forms:
Trigger a form to appear as someone leaves a page with a discount they can access upon subscribing to a new channel. - Target mobile visitors with a tap-to-text form:
With the click of a button, their text app will open with a prebuilt opt-in text that they can send to subscribe.
At checkout
Relevant channels: Email, SMS
Depending on your client’s website provider, you can collect marketing consent at checkout. This offers you a non-intrusive way for shoppers to sign up when they’ve shown keen interest in your brand.
Best practices:
- Put channel-specific disclosure language above the consent checkbox.
- When collecting email and SMS consent at checkout, you must have 2 separate checkboxes (1 for each channel).
Browse which Klaviyo integrations offer consent at checkout.
Social media
Relevant channels: Email, SMS
Whether your client invests in paid advertising or not, you can collect marketing consent via these channels, particularly with Facebook and Instagram.
Best practices:
- Collect consent in Facebook lead ads:
First, sync a VIP segment to Facebook to build a lookalike audience of those who resemble key shoppers. Then, target this audience with a strong lead magnet (i.e., an incentive to subscribe). Learn more about lead ads. - Collect consent in Instagram stories:
When building an Instagram story, add a sticker button, linking to where a viewer can sign up. When collecting email sign-ups, link to a subscribe page URL; for SMS, use a tap-to-text link. Learn how.
Mobile app
Relevant channels: Push
In order to collect proper push consent you must launch a permission screen prompt. Send this when someone first interacts with your client’s app.
Best practices:
- Include clear consent language that is explicit and specific about what someone is opting in to receive.
- Include details about what specific kinds of content you intend to send via push.
- Allow someone to either opt in or opt out right away.
Owned channels
Relevant channels: Email, SMS
Use owned marketing itself to drive opt-ins. For instance, send existing email subscribers an email that promotes your SMS program with an exclusive incentive.
Example scenario:
SWAK’s agency team does so with this example email. In order to facilitate this process, their agency must:
- Create an embedded SMS sign-up form.
- Embed their sign-up form in a landing page on their website.
- Send a campaign that links to this form, encouraging email subscribers to sign up for SMS.