We've Created Free Email & SMS Collection Templates for Bloomreach Engagement Users
As an agency, our dedication to the Bloomreach Engagement platform runs deep. The breadth of potential use cases achievable through Bloomreach Engagement stands unmatched by any other platform...
About the Author:
Co-founder of Datacop, agency that fulfils marketing operation roles in large eCommerce companies such as OluKai, Melin, Roark, Visual Comfort and Company, Dedoles and others.
As an agency, our dedication to the Bloomreach Engagement platform runs deep. The breadth of potential use cases achievable through Bloomreach Engagement stands unmatched by any other platform.
We particularly appreciate the platform's robustness, adaptability, and speed. However, the abundance of flexibility in such platforms can sometimes come at a cost. When faced with limitless possibilities, the challenge arises: what should one prioritize building?
In my personal view, one area where Bloomreach Engagement could further excel is in the provision of pre-configured use cases that require minimal or no coding for implementation.
It's clear that Bloomreach recognizes the significance of this endeavour. The existence of their “Plug&Play” library is a testament to this, offering rapid deployment of numerous use cases.
In alignment with this initiative, we are planning to develop a set of templates encompassing useful use cases, web layers, and scenarios as well.
Today, we're excited to share four email and SMS collection templates, available for free, which you can seamlessly integrate into your Bloomreach Engagement project should you choose.
4 Email & SMS Collection Templates
Email + Zero Party Data | Pop-Up Template:
Inquiring about customer preferences within the email collection banner is a familiar practice. However, the introduction of additional fields during this process can create friction, potentially deterring customers from subscribing to the newsletter.
To address this, we propose a two-step approach within the email pop-up banner:
Firstly, in the initial step, we streamline the subscription process by requesting only essential information, such as the email address. This minimizes friction and encourages higher subscription rates.
Secondly, after customers have successfully subscribed, we present them with an optional questionnaire in a secondary step. This approach allows us to gather additional information about their preferences without hindering the subscription process.
Every aspect of this email collection banner is fully customizable. You have the flexibility to adjust colors, fonts, messaging, images, and even the zero-party questions in the second step of the banner.
Customizing the options for the questionnaire is straightforward; you can simply add a new row in the dedicated field, as illustrated in the screenshot below:
Upon submission of their preferences, two events labelled "customer_preference" (one for each question) will be automatically generated in the customer profile, effectively capturing the customer's preferences. These events serve as valuable data points that provide insights into the customer's interests and preferences, enabling us to personalize future interactions and offerings accordingly.
Additionally, email consent is automatically generated as part of the process. It's crucial to ensure the correct name of the consent category is accurately inputted in the web layer settings.
After subscribing to the newsletter, it's important to verify if the consent was correctly paired with the appropriate consent category in the customer profile.
Email + Zero Party Data + SMS | Pop-Up Template:
The second template mirrors the first one, but introduces a third step where we request the customer's phone number.
In this collection banner, the messaging differs slightly. We've opted for a giveaway strategy, offering customers the chance to win a gift card. By providing their preferences, their chances of winning double.
Furthermore, we ask for the customer's phone number. We've adopted a straightforward approach to collecting phone numbers, wherein customers opt in for exclusive SMS-only deals by subscribing to our SMS newsletter. However, to maintain consistency with the giveaway strategy, we might entice customers by saying: "Increase your chance of winning by 10x by subscribing to SMS updates as well.
The SMS collection touchpoint is fully device-responsive. This means that if you're accessing the banner from a mobile device, there's no need to manually enter your phone number. Instead, you simply click on the designated button, which seamlessly redirects you to the messaging app. Once you send the SMS, you'll be automatically subscribed to our SMS marketing list.
Utilizing the Engagement BigQuery module, you can automate the process of selecting a winner regularly, adhering to the specified rules (e.g., individuals who share their preferences have a 2x higher chance of winning).
Once a winner is chosen, you can automatically import their information back into Bloomreach Engagement and promptly send them an email or SMS notification, announcing their fortunate selection.
Should you require assistance with implementing these automation processes, we have experience in this domain. Please don't hesitate to reach out to us for support.
Ultimately, you have the flexibility to employ various incentives to encourage website visitors to subscribe to your newsletter. Feel free to draw inspiration from our comprehensive article, where we delve into the myriad of email collection strategies that we have seen over recent years.
Email + Zero Party Data | Floating Bubble Template
&Email + Zero Party Data + SMS | Floating Bubble Template
These templates closely resemble the ones described previously, with a notable distinction: instead of a banner automatically popping up, a floating bubble will be present on the website. When clicked, the bubble will trigger the launch of the banner.
The primary advantage of this template lies in addressing common user behaviors. Often, customers may habitually close pop-ups without fully engaging with the content. However, with the floating button approach, users can easily subscribe at their convenience, as the button remains visible at all times. This ensures that they have the opportunity to engage with the subscription process whenever they choose.
Moreover, this tactic is less intrusive compared to automatically firing a pop-up during the customer's browsing experience. By providing a subtle and ever-present option for subscription, we maintain a non-disruptive user experience while still encouraging engagement with our newsletter.
How Do I Get These Templates?
If you'd like to receive these templates, please email me at lukas@datacop.services with your current Bloomreach Engagement application version. It's important that we provide the template files in the correct version to ensure compatibility. Here's how you can find the current version of your Bloomreach Engagement project:
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