Mobile Opt-In Page Video Instructions

The Opt-in landing page makes it possible for your customers (or employees on their behalf) to opt in to receiving review invitations from you, for example from a kiosk in your store. You can set up this landing page by visiting Landing Page in your Digitalift dashboard.

To set up your opt-in page, you will need to have a campaign - your customer will get added to the  Campaign  once they opt-in. This allows you to set a delay on the review invitation, reminders, and more options.

To use your Opt-In page: 

1. Select the Campaign that you wish to send your customer through the Campaign drop-down.

2. The URL of your Opt-In page is at the bottom of this screen. Please make sure to either bookmark it or  add it to your home screen on your phone or tablet.

3. And finally click Save.

Authentication

You can enable authentication on the opt-in page, which requires visitors to input a username and password before inputting customer information. This is useful if you have employees inputting information and don't want the public to be able to do so.

These credentials typically only need to be input once, as they get saved for future visits by most modern browsers.

CSV upload

Enable the CSV upload option to be able to upload a CSV file of customers directly from the opt in page, for when you need to opt in more than one customer at a time.

For the sake of simplicity, we require the file to use a standard format as follows:

| Use these headers when uploading your customers via CSV: email_address, phone_number, first_name, last_name, shortname, phone_country

Editing the page

You can edit your landing page (setting text, uploading a logo etc.) by visiting the landing page directly - you will see a blue pencil icon in the top left corner.

When this icon is clicked, it activates an editor on the page which allows you to make changes directly on the page. If you're happy with the changes, click the green tick-mark, which will make those changes live.