Bloomreach SMS Sign-up units help you accelerate the growth of your SMS subscriber list. These are fully customizable and allow you to capture phone numbers across devices on desktop or mobile. On top of that, Bloomreach provides the compliance language included within each sign-up unit.

Sign-up units are a part of Bloomreach weblayers. Weblayers are personalized banners that can be shown on specific pages of your website to a target audience to drive engagement and conversion. You can learn more about weblayers here.

This makes sign-up units extremely flexible. Brands can set display rules (by page, url, or device), and set granular audiences to display to. To learn more about how to create customizing weblayers, and setting display rules, visit this link.

You can choose and combine multiple options on how to build and accelerate the growth of your SMS subscriber list:

SMS Sign-up Unit - Desktop & Mobile

Customizable sign-up unit suitable for desktop & mobile devices (two-touch technology included).

SMS Zero-party Data Sign-up Unit

Customizable sign-up unit suitable for desktop & mobile devices (two-touch technology included) enhanced by the possibility of collecting zero-party data.

Multi-Step Sign-up Unit (Email & SMS)

Customizable sign-up unit suitable for desktop & mobile devices (two-touch technology included) enhanced by the possibility to collect SMS and email opt-ins together in one place.

Text-to-Join Keywords

Customizable text-to-join keywords that can be shared across all marketing channels, both online and offline.

SMS Sign-up Unit - Desktop & Mobile

Double opt-in SMS sign-up unit placed on the website and designed for mobile and desktop devices.

Copywriting and visuals can be changed easily within the parametrized visual editor. Users with technical knowledge can access the HTML/CSS/JS to fully customize the sign-up unit's experience.

To set up these sign-up units, navigate to CAMPAIGNS > Weblayers > Create new > SMS Sign-up Unit - Desktop & Mobile (select from PREDEFINED TEMPLATES).

Desktop

Your customer has to fill in the phone number that will be tracked as a phone attribute within the single customer view and the double_opt_in event.

Double opt-in process

You need to build the scenario to enable the double opt-in process for the desktop sign-up unit.

1. The scenario will be triggered by a double_opt_in event tracked within the single customer view. To ensure the event is coming from the right sign-up unit, it is recommended to use the filter within the trigger as:

• action: new
• source: SMS Sign-up Unit - Desktop & Mobile
• phone has value

2. As a second step, it is important to check if a customer does not have SMS consent already.

3. Based on the evaluation of the previous step, sending an SMS requesting a customer to reply YES to join the subscriber list is necessary.

4. As a last step, it is necessary to set the reply keyword (in this case YES) as an opt-in keyword within the Project settings. Read more about how to set up the keywords.

The sign-up process should be automated, and the final scenario will look similar to the following on the image:

Mobile

The mobile version uses a two-touch technology that makes it even easier to subscribe to on mobile devices. Instead of the phone number, your customer has to send a predefined opt-in SMS message specified by you.

Two main parameters need to be filled in for the correct behavior of the two-touch technology:

• SMS recipient
  • Phone number where a customer will send an SMS message to sign-up for SMS messages.
• SMS message
  • Predefined opt-in SMS the customer will send to the SMS recipient to sign-up for SMS messages.

Each predefined message will automatically start with the client reference string (ref: sgnpd). The final message that will appear on your customer's mobile device after they press the button in the weblayer will look similar to the following:

Double opt-in process

You need to set up the client reference string (ref: sgnpd) as an opt-in keyword within the Project settings. Read more about how to set up the keywords.

The sign-up process should be automated once the keyword is in place.

See the example of the two-touch technology for mobile devices:

SMS Zero-party Data Sign-up Unit

Double opt-in SMS sign-up unit placed on the website and designed for mobile and desktop devices enhanced by the possibility to collect zero-party data.

Copywriting and visuals can be changed easily within the parametrized visual editor. Users with technical knowledge can also access the HTML/CSS/JS to fully customize the experience of the sign-up unit.

To set up these sign-up units, navigate to CAMPAIGNS > Weblayers > Create new > SMS Zero-party Data Sign-up Unit (select from PREDEFINED TEMPLATES).

Desktop

Your customer has to answer a simple question in the first step of the sign-up unit. Questions and answers are fully customizable, offering endless possibilities for collecting zero-party customer data.
The answer is tracked as an answer event within the single customer view and it contains both question and answer as event attributes

As a second step, your customer has to fill in the phone number that will be tracked as a phone attribute within the single customer view and the double_opt_in event.

Double opt-in process

You need to build the scenario to enable the double opt-in process for the desktop sign-up unit.

1. The scenario will be triggered by a double_opt_in event tracked within the single customer view. To ensure the event is coming from the right sign-up unit, it is recommended to use the filter within the trigger as:
   • action: new
   • source: SMS Zero-party Data Sign-up Unit
   • phone has value

2. As a second step, it is important to check if a customer does not have SMS consent already.

3. Based on the evaluation of the previous step, sending an SMS requesting a customer to reply YES to join the subscriber list is necessary.

4. As a last step, it is necessary to set the reply keyword (in this case YES) as an opt-in keyword within the Project settings. Read more about how to set up the keywords.

The sign-up process should be automated, and the final scenario will look similar to the following on the image:

Mobile

The mobile version uses a two-touch technology that makes it even easier to subscribe to on mobile devices. Instead of the phone number, your customer has to send a predefined opt-in SMS message specified by you. Zero-party data is collected and tracked in the same way as on desktop devices.

Two main parameters need to be filled in for the correct behavior of the two-touch technology:

• SMS recipient
  • Phone number where a customer will send an SMS message to sign-up for SMS messages.
• SMS message
  • Predefined opt-in SMS the customer will send to the SMS recipient to sign-up for SMS messages.

Each predefined message will automatically start with the client reference string (ref: sgnpz).

The final message that will appear on your customer's mobile device after they press the button in the weblayer will look similar to the following:

Double opt-in process

You need to set up the client reference string (ref: sgnpz) as an opt-in keyword within the Project settings. Read more about how to set up the keywords.

The sign-up process should be automated once the keyword is in place.

See the example of the two-touch technology for mobile devices:

Multi-Step Sign-up Unit (Email & SMS)

Double opt-in SMS sign-up unit placed on the website and designed for mobile and desktop devices enhanced by the possibility to collect SMS and email opt-ins together in one place.

Copywriting and visuals can be changed easily within the parametrized visual editor. Users with technical knowledge can also access the HTML/CSS/JS to fully customize the experience of the sign-up unit.

To set up these sign-up units, navigate to CAMPAIGNS > Weblayers > Create new > Multi-Step Sign-up Unit (Email & SMS)(select from PREDEFINED TEMPLATES).

Desktop

Your customer has to provide an email in the first step of the sign-up unit. The email consent category is customizable within weblayers parameters.

The customer attribute email and a consent event are tracked within the single customer view once a customer completes the sign-up process.

As a second step, your customer has to fill in the phone number that will be tracked as a phone attribute within the single customer view together with the double_opt_in event.

Double opt-in process

You need to build the scenario to enable the double opt-in process for the desktop sign-up unit.

1. The scenario will be triggered by a double_opt_in event tracked within the single customer view. To ensure the event is coming from the right sign-up unit, it is recommended to use the filter within the trigger as:
   • action: new
   • phone has value
   • source: Multi-Step Sign-up Unit (Email & SMS)

2. As a second step, it is important to check if a customer does not have SMS consent already.

3. Based on the evaluation of the previous step, sending an SMS requesting a customer to reply YES to join the subscriber list is necessary.

4. As a last step, it is necessary to set the reply keyword (in this case YES) as an opt-in keyword within the Project settings. Read more about how to set up the keywords.

The sign-up process should be automated, and the final scenario will look similar to the following on the image:

Mobile

The mobile version uses a two-touch technology that makes it even easier to subscribe to on mobile devices. Instead of the phone number, your customer has to send a predefined opt-in SMS message specified by you. Zero-party data is collected and tracked in the same way as on desktop devices.

Two main parameters need to be filled in for the correct behavior of the two-touch technology:

• SMS recipient
  • Phone number where a customer will send an SMS message to sign-up for SMS messages.
• SMS message
  • Predefined opt-in SMS the customer will send to the SMS recipient to sign-up for SMS messages.

Each predefined message will automatically start with the client reference string (ref: sgnpe).

The final message that will appear on your customer's mobile device after they press the button in the weblayer will look similar to the following:

Double opt-in process

You need to set up the client reference string (ref: sgnpe) as an opt-in keyword within the Project settings. Read more about how to set up the keywords.

The sign-up process should be automated once the keyword is in place.

See the example of the two-touch technology for mobile devices:

Text-to-Join Keywords

Customizable text-to-join keywords that can be shared across all marketing channels both online and offline.

These keywords can be used across multiple acquisition channels, such as:

• Website
  • Keywords shared on the dedicated web pages help convert the website visitors into SMS subscribers.
• Social media
  • Keywords shared on social networks (e.g., Instagram stories) help convert social media followers into SMS subscribers.
• Email
  • Keywords shared within the email campaigns help convert email subscribers into SMS subscribers.
• In-person
  • Keywords shared in the brick-and-mortar stores help convert local shoppers into SMS subscribers.

Double opt-in process

You need to set up the opt-in keyword, e.g., PLANTS, within the Project settings. Read more about how to set up the keywords.

The sign-up process should be automated once the keyword is in place.