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Tap-to-Join Pop Editor Guide
Tap-to-Join Pop Editor Guide

Learn how to create SMS Tap-to-Join Popups

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Written by Support
Updated over a month ago

What is a Tap-to-Join Popup?

This is a mobile only acquisition popup form used to acquire SMS subscribers. When a visitor taps the call-to-action button, their device automatically opens its default messaging client auto-filled with your SMS sender code and opt-in keyword (such as "Join"). To subscribe, the visitor must simply send the keyword.

What are the benefits of creating a Tap-to-Join Popup?

  • Mobile popups are front and center on your website, so every visitor sees them and has a chance to subscribe

  • Mobile popups can collect visitor's mobile phone number to nurture them into becoming a customer. Share deals, events, and promotions to increase revenue and lifetime value.


Tap-to-Join Setup

To begin, click the New Web Content button > select Tap-to-Join as the type of web content.

Design

  1. Enter a name for the popup.

  2. Select from one of the template options:

    • Image with Discount

    • Logo with Discount

    • Image with no Discount

    • No Image Promotional

    • Image with Header

  3. Update the templated layout with your design.

    πŸ’‘ Each option will prepopulate a default design that is completely customizable to fit your brand, subscription strategy and sender code compliance requirements.

    1. Make sure to update the company name, terms link and privacy link placeholder text.

  4. The builder is broken into three components - Settings, Rows, and Content blocks. Review more about how each component applies to the overall design of your Tap-to-Join popup.

    1. Click the Preview button at any time to preview the design.

  5. Click the Apply button to apply the design to the page.

    1. Click Edit Design to make edits to the Tap-to-Join Popup.

    2. Click Change Template to change the overall template layout of the Tap-to-Join Popup.

      ⚠️ Confirming this option will overwrite the existing design.

  6. Click Continue to move to the next step.

πŸ’‘ Helpful Design Tips:

  • The ability to add another button or delete the Tap-to-Join button on the template is not an option because it is preconfigured to subscribe contacts to applicable SMS sender code.

  • Any element can be repositioned on the layout.

Configuration

  1. Select the Merchant.

  2. Select the Sender Code the user will be subscriber to.

  3. Select the Keyword.

  4. Select the Trigger Type

    • Entry: Displays when a visitor enters the website. Enter a delay time for the popup to be triggered.

    • Scroll: Displays when a visitor scrolls down the page. Select either show halfway or bottom.

    • Button: Displays when a visitor clicks a button. Configure the button text, button color, text color, button size, button shape and button alignment.

    • Manual: Displays when a visitor clicks an element on the site where the popup script has been manually added, such as a link, button, or image. To use a manual popup, enter a unique name, then apply the onclick event to an element on your site. Manual Popup examples:

      Option 1
      <a onclick="_ltk.Modal.load('Popup Name')">SUBSCRIBE</a>

      Option 2
      <button onclick="_ltk.Modal.load('Popup Name')">SUBSCRIBE</button>

      Option 3
      <a onclick="_ltk.Modal.load('Popup Name')"><img src="Image URL"></a>

  5. Apply URL Rules to control where your popup displays. (optional)

    1. Only display on certain URLs

    2. Do not display on certain URLs

  6. Configure Engagement & Behavior settings.

    1. Show after X page visits. (optional)

    2. Show again after X number of day(s). (optional)

    3. Choose to show or not show if visitor entered from a Listrak email.

  7. Choose to close popup when user clicks the overlay. (optional)

  8. Click Save to apply settings.

  9. Click Review (on the left panel) to review settings.

Review

  1. Settings

    1. Here you will see the type of template selected, the Merchant name, the Sender Code, Keyword, Trigger Type, any URL rules, engagement selections and the overlay interaction.

    2. Click Edit to change any of these setting.

  2. Confirm Collection of SMS Consent

    ⚠️ The confirmation of compliance checkbox MUST be selected to activate the Tap-to-Join Popup. This signifies you agree, understand and have included the necessary disclaimer language that is included on the Tap-to-Join Popup.

  3. Testing

    1. Slide the toggle to enable Test mode for the Tap-to-Join Popup. Review the testing options here.

πŸ“Œ At anytime you can choose to Save, Activate or Close out of the builder.

  • Save: Will save the progress made on the setup of the popup - status will display as Draft.

  • Activate: Will publish the popup.

  • Close: Will exit you from the page, any changes made without saving first will be lost.


Tap-to-Join Disclaimer Language

The templated designed are prepopulated with disclaimer language that disclose the terms of the program. Learn more about the United States and Canadian requirements for Tap-to-Join disclaimer Language.


Keyphrases

Did you know a keyphrase can also be used to acquire new subscribers in a Tap-to-Join popup! A keyphrase is a prepopulated phrase that displays directly in the prospect's typing box which easily allows them to opt-in by simply clicking 'send', no additional texting by the user is necessary.

Some examples of keyphrases would be:

  • Send this text for recurring automated [BRAND NAME] mktg alerts + cart reminders

  • Sign up for recurring automated [BRAND NAME] mktg alerts + cart reminders on this number

  • Tap 'Send' for recurring automated [BRAND NAME] mktg alerts + cart reminders

  • Push 'Send' for recurring automated [BRAND NAME] mktg alerts + cart reminders

πŸ’‘ Since this feature does REQUIRE additional technical work, please see your Account Manager for more details.

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