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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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Description

Grow your SMS audience by re-engaging your existing newsletter subscribers. When users who already receive your emails visit your website, a subtle pop-up appears after a short delay – inviting them to share their phone number for exclusive offers or updates by text message. A built-in GDPR-compliant checkbox ensures clear consent, while a 72-hour capping mechanism keeps the experience smooth and non-intrusive. Once submitted, the user instantly receives a welcome SMS, and their profile in User.com is automatically updated – completing their omnichannel journey.

Implementation Effort

Impact on a goal

Assets

Today 9:41
9:41
now
Automation 1
Today 9:41
9:41
now
Automation 2 for email capping
Today 9:41
9:41
now
Pop-up
Today 9:41
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
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

After five seconds on the website, the system checks whether the visitor is already a newsletter subscriber, hasn’t provided a phone number yet, and isn’t part of the Capping pop-up SMS consent segment. If eligible, a pop-up appears inviting them to share their number and consent to SMS updates. When submitted, their phone number and SMS consent are stored in User.com, a welcome SMS is sent, and the interaction is logged. A temporary capping segment then hides the pop-up for three days to prevent overexposure.

Step-by-step

  • 1
    User visits the website: After a short 5-second delay, the system checks if the visitor is already subscribed to the newsletter, has no phone number on file, and is not in the Capping pop-up SMS consent segment.
  • 2
    Pop-up display: If all conditions are met, a pop-up appears inviting the user to share their phone number to receive exclusive offers or updates by text message. The pop-up includes a GDPR-compliant checkbox to confirm SMS consent.
  • 3
    Form submission: Once the form is submitted, the user’s phone number and SMS consent are automatically saved in User.com. A Welcome SMS is sent immediately, and a Pop-up submit event is logged for tracking.
  • 4
    Capping mechanism: When the pop-up is shown, an event and segment named Capping pop-up SMS consent are added to temporarily hide the pop-up for three days. After that time, the tag is removed, allowing the message to reappear if the conditions are still met.

Detail user scenario

Step-by-step

  • 1
    User visits the website: After a short 5-second delay, the system checks if the visitor is already subscribed to the newsletter, has no phone number on file, and is not in the Capping pop-up SMS consent segment.
  • 2
    Pop-up display: If all conditions are met, a pop-up appears inviting the user to share their phone number to receive exclusive offers or updates by text message. The pop-up includes a GDPR-compliant checkbox to confirm SMS consent.
  • 3
    Form submission: Once the form is submitted, the user’s phone number and SMS consent are automatically saved in User.com. A Welcome SMS is sent immediately, and a Pop-up submit event is logged for tracking.
  • 4
    Capping mechanism: When the pop-up is shown, an event and segment named Capping pop-up SMS consent are added to temporarily hide the pop-up for three days. After that time, the tag is removed, allowing the message to reappear if the conditions 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).

Landing Pages

Easily design and customize landing pages that convert visitors into leads, optimizing the journey from click to action.

Prerequisities
Step by Step Guide
Written by

Read the guide
Recommended data structure
User Attributes
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
email (standard) string
phone_number (standard) string
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; (string) Phone number: phone_number; (boolean) Consent SMS: true
Capping pop-up SMS consent
Segments
Segments are dynamic groups generated based on predefined criteria, which update in real-time as user behaviors and attributes change.
Segment name Segment description
Capping pop-up SMS consent Segment to manage marketing pressure linked to Pop-up asking for SMS consent
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