How to add a Phone Number Field to your challenge opt-in form

Understanding the Pros and Cons

• Pros:

  • Easier follow-up with participants.

  • Higher open rates for SMS compared to emails.

  • Useful for sending challenge information, reminders and follow ups.

• Cons:

  • Adding an extra field may decrease conversion rates as it adds friction to the opt-in process.

Steps to Add SMS Field

1. Go to the Form Builder:

   • Go to 'Sites' and then 'Forms'.

   • Select 'Builder'.

2. Locate the Opt-In Form:

   • Find and click on the 'Free 5 Day Challenge Opt-In Form'.

3. Add Phone Number Field:

   • Click the plus (+) button.

   • Under 'Contact Info', find 'Phone'.

   • Drag the 'Phone' field into the form.

   • Adjust the position of the field (preferably below the name and email fields and above the button).

4. Set Field Requirements:

   • Decide if the phone number field should be mandatory or optional.

   • Adjust the settings accordingly.

5. Remove Automatic Compliance Message:

   • If an automatic compliance message appears, remove it by clicking the 'X'.

6. Add Custom SMS Compliance Checkbox:

   • Go to 'Custom Fields'.

   • Find the custom checkbox for SMS compliance (e.g., “I agree to receive SMS/text…”).

   • Drag this below the phone number field.

   • Ensure this checkbox field is NOT mandatory to remain compliant.

7. Save the Form:

   • After making changes, click 'Save'.

8. Check the Updated Form on the Opt-In Page:

   • Verify that the form on your challenge opt-in page reflects these changes.

Setting Up Automation for SMS Opt-In

1. Access Automations:

   • Go to the 'Automations' section.

2. Adjust SMS Opt-Out Workflow:

   • Search for 'Calendar Form SMS Opt-Out' or a similar named workflow.

   • Rename it to include the new form (e.g., 'Form SMS Opt-Out').

3. Add New Trigger:

   • Add a second trigger for the 'Free 5 Day Challenge Opt-In Form'.

4. Save the Workflow:

   • Click 'Save' after adding the new trigger.

Optional: Adding Automated SMS Communications

1. Add SMS Communications:

   • Use the plus (+) button throughout the workflow to add 'Send SMS' actions.

   • Customize the SMS content for confirmations, reminders, and daily challenge messages.

   • Remember to keep SMS messages concise.

2. Save Changes in Workflow:

   • Click 'Save' after each addition and at the end of editing the workflow.

Final Steps and Testing

• Test the Entire Process:

  • Ensure the form works correctly and triggers the appropriate automations.

  • Monitor conversion rates and adjust if necessary.

Conclusion

• Monitor and Adjust:

  • Continuously test and monitor the impact of adding an SMS field on conversion rates and engagement.

• Use SMS Wisely:

  • Be mindful of the frequency and content of SMS messages to avoid opt-outs.