Opt-in Tools - Getting Started

Explains what an opt-in tool is and compares Recart's five tool types so you can pick the right ones for your list.

Use this guide to understand Recart's opt-in tools so you can choose the right ones to grow your SMS and email subscriber list.

What Is an Opt-in Tool?

An opt-in tool is how visitors subscribe to your SMS or email list. These tools appear on your store—as popups, forms, landing pages, or keywords—and collect contact information with proper consent. Once someone subscribes, Recart can send them automated messages and campaigns.

Recart Opt-in Tool Types

Recart offers five types of opt-in tools:

Tool	Description	Best For
Popups	Modal windows that appear based on triggers (time, scroll, exit intent)	General list building
OneClick Popup	Pre-fills returning visitors' info for one-tap subscription	Returning visitors
Landing Pages	Standalone pages dedicated to capturing subscribers	Ads, social links, QR codes
Embedded Forms	Forms placed directly in your site content	Footer, blog posts, product pages
SMS Keywords	Customers text a keyword to subscribe	In-store signage, packaging, ads

You can view and manage all your opt-in tools on the Opt-in Tools page.

Before You Get Started

To ensure a smooth subscriber experience, make sure you always have both a OneClick popup and a regular Welcome popup active at the same time.

• If a visitor clicks “This isn’t me” on the OneClick popup, they will automatically be shown your active Welcome popup to start the opt-in process from scratch.
• If no standard Welcome popup is active, the visitor will not see any opt-in option and will be redirected back to your site without subscribing.

Understanding Your Opt-in Statistics

The Opt-in Tools Stats panel shows performance metrics from the previous 30 days, including today.

Metric	What It Measures
Impressions	Total times your opt-in tools were displayed
Email Opt-In Rate (Avg.)	% of visitors who entered their email
Email Opt-Ins	Total email addresses collected
SMS Opt-In Rate (Avg.)	% of visitors who entered their phone number
SMS Opt-Ins	Total phone numbers collected
New SMS Subscriptions	New phone numbers successfully added to your list

Managing Your Opt-in Tools

To rename, duplicate, or change status:

Click the three-dot menu next to any opt-in tool.

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To filter your opt-in tools:

Use the filters at the top to sort by Type, Status, Channel, Device, or A/B testing.

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Learn How to Create Each Opt-in Tool

Each tool type has its own editor and setup process. See the dedicated articles below:

• Popups & OneClick Popups
• Landing Pages
• Embedded Forms
• SMS Keywords

Best Practices

• Required: Always keep a Welcome popup active alongside your OneClick popup
• Recommended: If running multiple popups, set URL targeting rules in the Pages section so they don't overlap or conflict
• Recommended: Set popups to remain hidden for the session after visitors reach certain URLs (like post-purchase pages)
• Recommended: Use opt-in forms or button groups to collect additional subscriber details (like birthday or preferences) via popups or landing pages
• Recommended: Use Visitor targeting (under Display rules) to show different popups to different visitor groups — a welcome offer for new visitors and a separate message for existing subscribers
• Recommended: Turn on Re-engage in Trigger settings to give your popup a second chance with visitors who dismissed it but kept browsing
• Avoid: Running too many popups at once without proper targeting — this creates a poor visitor experience

If you have any questions, do not hesitate to contact the Recart Support team. We'd be happy to help!