Guide to Onsite Opt-in

Who gets this? Shops on all Postscript plans have access to this feature. Learn more about Postscript Plans.

Onsite Opt-in is an innovative acquisition functionality that keeps shoppers on your website during and after the popup opt-in flow on both mobile and desktop. With Onsite Opt-in, you can:

  • Increase SMS opt-in rates on pop ups to increase list growth compliantly.
  • Keep shoppers on site to maximize order conversion and maintain campaign attribution.
  • Increase conversions and make more money with SMS by significantly increasing your subscriber list.

In this article, we’ll discuss how to set up Onsite Opt-in, provide best practices for A/B testing Onsite Opt-in against your current opt-in method, and guide you through the customer experience.

Understanding Onsite Opt-in


Onsite Opt-in utilizes iOS and Android’s one-time password (OTP) autofill technology to secure a compliant and explicit opt-in from site visitors. Check out the full end-user experience of Onsite Opt-in below:

Mobile

Onsite OptIn Gif.gif

Desktop

OnsiteOptInDesktop.gif

Set Up Onsite Opt-in


Onsite Opt-in is available for V2 desktop and mobile popups. If a popup is ineligible for Onsite Opt-in because it is V1, the popup tabs will display as shown below:

ID V1 Popups.png

If you would like to activate Onsite Opt-in for a V1 popup, please create a new popup and migrate the creative, CSS code, and copy from the V1 popup to your V2 popup.

OOI set up.gif

  1. From your Postscript dashboard, select Acquisition on the left-side navigation panel.
  2. Select Create in the upper-right corner and choose a desktop or mobile popup. If you are creating a brand new popup, Onsite Opt-in will be the default opt-in method.
  3. If you already have a popup created, select that popup (making sure that it is V2 as noted above).
  4. On the Phone Collection Step, scroll down to the Form section.
  5. Under Opt-in method, select the drop down and choose Onsite Opt-in.
  6. Continue editing your popup as normal (tip: for help on designing your popups, see this guide for mobile and this guide for desktop).
  7. When your popup is designed to your liking, be sure to select Save in the upper-right corner.

A/B Testing Onsite Opt-in


A/B testing Onsite Opt-in against your current opt-in method (i.e. two-touch or confirmed opt-in) is a great way to measure the success of Onsite Opt-in for your specific brand and audience. In this section, we’ll teach you how to set up an A/B popup test in Postscript and provide best practices.

OOI Test.gif

  1. From your Postscript dashboard, select Acquisition on the left-side navigation panel.
  2. Select Create in the upper right corner, then select A/B Test.
  3. Choose either mobile or desktop to test your popups on. Then select Create Test.
  4. Name the A/B Test.
  5. Under Choose Popups, select your Onsite Opt-in popup and another popup you are testing it against.
  6. Set the distributions for each variant by entering a percentage into the Distribution field next to each select variant. We recommend making this distribution 50/50 for the Onsite Opt-in test.
  7. Optional: Under Pages, indicate specific pages of your site that you'd like the popups to be included or excluded from (note: All tests must be run on the same pages. Updating these included and excluded pages on this step will update the original popups as well).
  8. Under Ending the test, select Run until the test is stopped manually. You can end this test at any time.
  9. Once you've selected the popups you'd like to test and added the website pages you'd like to include and/or exclude the popups on, you can start your test by selecting Start Test in the upper right corner.

Best Practices for A/B Testing

  • Be sure the popups you are testing are identical except for the opt-in method. This means using the same offer, copy, design, etc.
  • If you are interested in testing all three opt-in methods (confirmed opt-in, two touch, and Onsite Opt-in). You can do this by cloning one popup and then just changing the SMS opt-in method.
  • Friendly reminder to double check email forwarding settings. These are on a per popup basis for V2 popups so cloning will require you to reconfigure your email forwarding settings.
  • If you are testing Onsite Opt-in against a two touch popup, we recommend creating and connecting a new keyword for the two-touch popup. Two touch subscribers are attributed to the keyword (and not the popup), so this will allow you to have clean order and revenue data in Subscriber Analytics.

Key Information


  • Postscript coupons texted to subscribers after opting in with Onsite Opt-in will automatically apply at checkout when you include a Postscript-generated discount code and your shop link in your popup welcome message.
  • Fondue CashBack will also automatically apply at checkout when you include your shop URL (with the Fondue code appended) in your popup welcome message.
  • At this time, Shopify coupons will not auto-apply at checkout when subscribers opt in via Onsite Opt-in.
  • If you would like to activate Onsite Opt-in for a V1 popup, please create a new popup and migrate the creative, copy, and any CSS code from the V1 popup to the new, V2 popup.

Get Support


Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!

Need ongoing channel strategy guidance? Please fill out this form and we'll connect you to one of our certified partners.

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