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Collect customers’ phone numbers

Wendy avatar
Written by Wendy
Updated this week

Adding an Optin Page

1. Click on Add Page.

2. Select the Optin Page from the available options.

Image showing the Show/Hide Page Elements section where the email input fields options can be enabled.

Show/Hide Page Elements

1. Once the page is added, see customization options on the right-hand side menu.

Image showing the customization panel on the right-hand side after an Optin Page is added.

2. By default, the opt-in page will show the e-mail capture input fields. You can modify this by going under Show/Hide Page Elements and choosing to show the phone number input. If you want to use this as an e-mail capture page, please check out the help article dedicated to it.

Image showing the Show/Hide Page Elements section where the email and phone number input fields options can be enabled.

3. These fields can be required or not, meaning that quiz takers will be able to move past this page only if they provide the required data inputs.

Image showing settings to make the phone number or email input fields required, optional, or hidden.

4. The GDPR checkbox is a useful setting to make sure the data collection in your business follows the correct regional legislation. This optional feature provides a checkbox for customers to give their explicit consent for data collection, simultaneously offering them a link to your privacy policy. This can make the process easier for customers since giving their consent here would allow you to sync their data in a Klaviyo list for example without the need for a double optin again.

Image highlighting the GDPR checkbox option that can be added to the Optin Page along with the GDPR link option for compliance.

You can customize the text for the GDPR checkbox to better represent your customer data usage and Privacy Policy. If you want to include a link to more documentation or your Privacy Policy page you can write the text you want to become a link between the <a></a> tags like you can see below for the Privacy Policy part of the text. Under the GDPR text you can paste the GDPR link representing the URL destination of the text you connected a link above.

Image showing how to customize the GDPR checkbox text and add a clickable link to your privacy policy using HTML tags.

Phone Number Settings

This is the most important category if you are looking to gather phone numbers from our customers.

1. Default look

You can start by customizing the look of this input field with a custom Label, Placeholder and selection for the Default Country that you want to show when they reach this page.

Image showing how to customize the label, placeholder, and default country in the phone number input field.

In order to select the country, you can simply write the 2-letter country code as you can find in the provided ISO 3166 ALPHA-2 database, by clicking on the link.

2. Input Permissions

If you want to use Klaviyo for example you will have a restriction on the countries that are accepted and you may want to restrict the countries shown in the phone number input field. In order to do so you can simply write down the 2-letter country code of the countries you want to allow separated by coma:

Image showing the option to restrict the phone number input to specific countries using 2-letter codes.

If you want to check what countries are allowed in Klaviyo you can check their documentation her on where is Klaviyo SMS available.

3. Forbidden or preferred countries

Under the Forbidden countries option, similar to the allowed section, you can add a list of 2-letter country codes separated by commas to exclude from the drop down menu of the phone number input field certain countries from which you won’t want to collect data from. This could be helpful for example if you plan to use Zapier to integrate Lantern data with Twilio and use it for SMS marketing. Twilio currently has a short list of blocked countries so you may want to block them in the quiz as well.

Image showing how to exclude certain countries from the phone number input dropdown.

Instead of showing all countries in their assigned spot, sorted alphabetically, in the country code list when someone is inputting their phone number, you can use the Countries to show first to show them in a short list at the top after clicking the drop down. For example we can put US and UK there and they will show at the very top in the drop down country code list, on the live quiz page.

Image showing how to prioritize certain countries at the top of the country code dropdown.

General Design Settings

Under General Design, you will find some general width settings to make sure your Optin Page looks good on both Desktop and Mobile. By default you can see the drop down menu under Top Section Width and Bottom Section Width with the Full Width options but you can choose the custom width option and adjust it in pixels.

Image showing Top and Bottom Section Width options for the Optin Page under General Design settings for both Desktop and Mobile.

Furthermore you can also customize the Headline and Sub-headline design with the option to adjust it’s alignment and font size for better readability.

Image showing customization options for headline and subheadline alignment and font size.

Button Design Settings

This section offers a lot more customization related to what you want to show as text for the button on the Optin Page and what colors to use for both the background color of the button and the text.

Image showing customization options for button text and background color on the Optin Page.

You can also customize the look in terms of the font size, padding, or border radius of the button to make this page as engaging as possible for your customers. All options can be customized separately for Desktop and Mobile.

Image showing advanced button design settings including font size, padding, and border radius for both Desktop and Mobile.

Integration Settings

By default all 3 Klaviyo options will be checked meaning if people choose to optin by giving their marketing consent either by using the GDPR checkbox or the double optin list option in Klaviyo you will be able to use their info for both marketing and transactional purposes for e-mail and SMS.

Image showing Klaviyo integration options for collecting phone numbers or email with marketing consent.

This feature provides a seamless way to capture and use phone numbers in your marketing strategy. Whether you use Klaviyo, MailChimp, or Zapier, Lantern ensures easy integration and compliance with SMS marketing regulations.

Skip/Show Conditions

Lastly on this page you get the option to adjust if you want to show or skip this page based on certain conditions such as, if certain answers were selected in the quiz so far this may be a suitable question to show or skip. To learn more about how this works please check our help article on Ship/Show conditions.

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