This guide provides step-by-step instructions for the customer support team to help customers set up and customize Opt-in templates in PushOwl. It’s designed to make the process clear and efficient.
Process
1. Access the Opt-ins Section
Go to the Opt-ins page in the PushOwl dashboard.
Select New Opt-ins in the top-right corner.
2. Choose a Template Type
Select Code Your Own Template.
A preview screen will open, allowing customers to add or modify code in a boilerplate template.
3. Customize the Template
Guide customers on how to personalize the template:
They can directly edit the code within the preview window to align it with their brand and content needs.
4. Map Contents
Assist customers in mapping key elements, such as:
Data Fields: Link fields for collecting emails, names, or other information.
Buttons and Call-to-Actions: Map relevant CTA elements.
For SMS opt-ins, ensure they map the corresponding fields.
5. Create Custom Attributes
Explain how to add custom attributes for email and SMS.
These should match the customer’s unique data collection needs.
6. Save and Enable the Opt-in
Instruct customers to save their changes.
They should then enable the Opt-in to activate their custom template.
7. Preview and Perform Final Checks
Remind customers to preview their Opt-ins before publishing:
Verify that the Opt-ins display correctly and meet expectations.
Encourage using desktop and mobile previews to check the template’s appearance on different devices.
8. Publish the Opt-in
• Once satisfied with the preview, customers can publish the Opt-in template.
Important Reminders
Double-check all customizations and mappings before enabling the Opt-in.
Always preview the Opt-in in both desktop and mobile modes for accuracy.
For more guidance, refer to the Custom Opt-Ins video tutorial.