You can collect your advocates' and friends' phone numbers if you are on the Growth Plan or above. This setting is available on the 'Advocate Page - Signup' and 'Claim Page - Friend Signup' pages.

Why should I collect phone numbers?

Collecting phone numbers in the campaigns allows you to contact advocates and friends for reminders about their referral discount codes via SMS or Whatsapp Business. This can be done through the Klaviyo integration.

TABLE OF CONTENTS

• Steps to enable the feature on a new campaign:
• Steps to enable the feature on an already existing campaign:
• Your Shopify Customer Profile:
• Your Klaviyo Profile:

Steps to enable the feature on a new campaign:

1)  Create a new campaign

2) Fill out the details as you wish from steps 1 - 4

3) Edit the Appearance

On step 4, Appearance, go to the preview of the campaign. Click Content. Click the checkbox titled "Number field placeholder" to enable this feature. Lastly, click whether you would like this to be required or not.

4) You're Done! 

After it has been enabled, all new signup forms will include this extra field to collect phone numbers. The app would then store the mobile number which is also saved in your Shopify Customer profile and it will also store it in your Klalviyo Profile if the Klaviyo integration is enabled. This data can then be used to send SMS's or WhatsApps to our advocates or referrals.

Steps to enable the feature on an already existing campaign:

1) Head to your Campaigns

2) Edit the campaign you would like to collect the phone numbers for

3) Edit the Appearance 

Click Content. Click the checkbox titled "Number field placeholder" to enable this feature. Lastly, click whether you would like this to be required or not.

4) You're Done! 

After it has been enabled, all new signup forms will include this extra field to collect phone numbers. The app would then store the mobile number which is also saved in your Shopify Customer profile and it will also store it in your Klalviyo Profile if the Klaviyo integration is enabled. This data can then be used to send SMS's or WhatsApps to our advocates or referrals.

Your Shopify Customer Profile:

Your Klaviyo Profile:

If you need help setting up, please contact support!