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Opt in Page

Customer Onboarding​

Opt in Page

Welcome to the Ultimate Guide on Creating an Opt-In Page with TrueBeep

This guide is tailored to help you design and implement an Opt-In page that will elevate your subscriber engagement and expand your customer base.

An Opt-In page is a crucial element for any business looking to:

  • Grow its email list
  • Capture leads
  • Build a community of engaged subscribers

By following this documentation, you will learn how to leverage TrueBeep’s intuitive features to create an effective Opt-In page, while also understanding its core functionalities.

To view the "Opt-In Page," navigate to "Opt-In Pages" from the menu on the left side of Truebeep. Here, you can see the dashboard of opt-in pages, where you can create a new page, edit, or delete existing ones created by your team.

Creating a New Opt-In Page​

To create a new opt-in page:

  1. Click on the "Add Opt-In Page" button on the right side.
  2. Enter a name for your opt-in page to personalize it.
  3. Click "Save" to finalize the creation.
note

You have to login successfully to access this page.

After creating a customer page, if you click on the vertical three dots besides the individual customer page name , you will find some options like this.

Let’s discuss each and every option with proper steps.

Customizing the Opt-In Page​

To fully customize your opt-in page:

  1. Click on the three-dot icon to open the menu.
  2. Select "Edit Opt-In Page" and start personalizing:
    • Choose a template that suits your needs.
    • Add your logo and a background image.
    • Adjust brand colors and button text colors.
  3. Provide essential details such as:
    • First and last name.
    • Contact person and business name.
    • Preferred communication methods.
    • Language, notes, and integration with Apple Wallet or Google Wallet.
tip

To run campaigns, you need to connect your social media, WhatsApp, and Canva account.

Enable the "Notify Me" feature for real-time updates to subscribers. Save your changes when satisfied.

tip

When you're done, click 'Save' to keep your changes.

Welcome Message​

The "Welcome Message" section allows you to create multi-channel greetings using text, email, and images. Toggle this feature on or off as needed.

Text Content​

  1. Go to "Create Welcome SMS."
  2. Provide a name and write a detailed message.
  3. Click "Save" to keep your changes.

WhatsApp Messages​

  1. Navigate to "Create Welcome WhatsApp Messages."
  2. Name the message and add your content, including images if desired.
  3. Save your updates.

Email Content​

  1. Access the "Create Welcome Email" section.
  2. Choose from a variety of templates and customize:
    • Add text, images, QR codes, and other elements.
    • Adjust background colors to match your brand.
  3. Name your template in the "Template Name" field.
  4. Save the design once satisfied.

QR Code Generator​

Effortlessly design and download customized QR codes:

  1. Select your QR code style.
  2. Personalize it by adding your logo, adjusting its size, shape, and colors.
  3. Save and download your QR code for future use.

Designing Posters​

The "Design Poster" menu enables you to create eye-catching posters. You can:

  • Choose a template or start with a blank canvas.
  • Add text, images, QR codes, and other elements.
  • Adjust background colors and placements for a professional design.

Once complete, save and download your poster to share.

Sharing and Managing Opt-In Pages​

Sharing​

Use the "Share" button to distribute the opt-in page across:

  • Social media platforms (Facebook, Messenger, Twitter, LinkedIn, etc.).
  • WhatsApp, Telegram, or email.
  • Copy and paste the URL as needed.

Managing Pages​

  • Duplicate existing pages with the "Duplicate Page" feature to save time.
  • Archive pages using the "Archive" option to declutter your workspace.
  • Permanently delete unused pages with the "Delete Page" option.

Get started with Truebeep and take your business to new heights!