Create a Tap-to-Join Campaign

Capture shopper information more easily with tap-to-join campaigns and minimize the steps needed for a shopper to sign up.

Tap-to-Join is a mobile-specific tactic that bypasses the need for a shopper to input their phone numbers. Instead, they tap on a URL or call-to-action (CTA) that redirects them to the default phone messaging app with a preconfigured message to initiate SMS subscription.

Create a tap-to-join link

The first step is to create a tap-to-join link. This link can be embedded in any mobile email, on-site campaign, social media CTA, or QR code intended for shopper acquisition.

Create a tap-to-join link by following the below steps.

1. Navigate to  Campaigns > Communicate > Settings.
2. Select the SMS Settings subtab, and then select Tap-to-Join Links.
3. Click Create Link.
4. Enter a name for the link.
5. Enter a description for the link. This is internal only and displays on the SMS settings page.
6. Select a send code from the drop-down menu. This is the number that displays to shoppers and should be the sending number (either Toll-Free or Short Code number) you use for your promotional messages.
7. Enter a preset message. This is the message that a shopper sees on their mobile device when they click the URL or CTA. For example, use this message to confirm a shopper's subscription to receive recurring automated marketing alerts from Bluecore.
   1. NOTE: A reference ID is added to every tap-to-join preset message. This ID enables campaign tracking and cannot be edited.
      
8. Configure if the message is single or double opt-in. Single opt-in is recommended for tap-to-join campaigns, since we assume that a shopper texting in a preset message is deliberately giving a brand consent to be part of their SMS program. However, nothing in this document should be construed or interpreted as legal advice from Bluecore. As between you and Bluecore, you are solely responsible for obtaining all necessary consents when collecting and processing phone numbers and providing phone numbers to Bluecore to send SMS messages on your behalf.
   1. Single opt-in: Single opt-in requires the shopper to only subscribe once to begin receiving marketing messages. This is done with the initial preset message.
      
   2. Double opt-in: A double opt-in message requires additional confirmation of interest from the shopper when opting-in.
9. If double opt-in is selected, configure the subscription message. This is the message that’s sent after the preset message where a shopper confirms by responding with "Y," "Yes," or similar confirmation language.
10. Next, enter the confirmation message (for both single and double opt-in). This message the last message in the series that is sent to confirm that shoppers are signed up to receive automated recurring messages. For example, "Welcome! You’re now subscribed. Message & Data rates may apply. Reply HELP for help, Stop to opt out."
    
11. Click Create.

The tap-to-join link has been created! Hover over the new link and on the right, click the copy icon to copy the campaign link to be used in the next steps.

Add tap-to-join to a campaign

Bluecore recommends the following use cases:

• Bluecore Communicate Email Campaigns: Shopper gets an email with a CTA inviting them to tap to sign up.
• Bluecore Site Lead Capture Campaigns: While a shopper is browsing the mobile site, shopper sees a campaign prompting them to tap to sign up.
• QR Codes In Store: In store, a shopper can scan a QR code that will open their default phone messaging app with a preconfigured message to sign up.
• Social Media Ads: While scrolling on mobile, shopper sees an ad or story on their social media platform (TikTok, Instagram, and Facebook), prompting them to tap to sign up.

Bluecore Communicate

Follow the steps outlined in this article to create an email campaign or edit an existing campaign. Be sure to include any elements, such as images and text that describes the purpose of this campaign. Once the campaign has been created, add the tap-to-join campaign to the email by following the below steps.

1. Drag and drop the button widget onto the canvas.
2. Configure the button text. For example, "Subscribe Now!"
3. In the Link to box, paste the tap-to-join link you copied earlier.
   • NOTE: When this button is clicked in a mobile experience, like an email, the tap-to-join link will automatically open on the default SMS app on the shopper's device, populating the message to the send code. If this button is clicked on a desktop experience (except Macs), an error is displayed.
     
     
4. Configure the button styling using styling options explained here.
5. Click Save in the upper left-hand corner.
6. After the template is complete, click Save and Close in the upper right-hand corner.
7. Then, click Save and Launch to launch the tap-to-join campaign!

Bluecore Site lead capture

Follow the steps outlined in this article to create an on-site campaign or edit an existing campaign. Once the campaign has been created, add the tap-to-join link to the campaign by following the below steps.

1. Drag and drop the call-to-action button widget onto the canvas.
2. Configure the button text. For example, "Subscribe Now!"
3. In the Link to box, paste the tap-to-join link you copied earlier.
   1. NOTE: When this button is clicked in a mobile experience, like an email, the tap-to-join link will automatically open on the default SMS app on the shopper's device, populating the message to the send code. If this button is clicked on a desktop experience (except Macs), an error is displayed.
      
      
4. Configure the button styling and configurations with the options explained here.
5. Click Save in the upper left-hand corner.
6. After the template is complete, click Save Template and Exit in the upper right-hand corner.
7. Then, click Save and Launch to launch the tap-to-join campaign!

QRcodes

Quickly and easily capture shopper information in-store with a QR code.

QR codes allow shoppers to scan the code and automatically trigger a previously configured message in their messaging app to the designated short code.

Use a QR code generator to create a QR code and add the previously configured tap-to-join link.

Analytics

Click here to learn more about tap-to-join analytics and campaign performance.