> For the complete documentation index, see [llms.txt](https://help.recart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.recart.com/list-growth/opt-in-tools-in-popup-confirmation.md). # Opt-in Tools - In Popup Confirmation Recart's In Popup Confirmation opt-in feature on your popups not only fortifies security but also streamlines the user experience, ultimately boosting conversion rates effortlessly. #### Table of Contents * [Introduction](#Introduction) * [How to set up In Popup Confirmation in popups](#Howtosetup) * [Mobile Popups](#mobilepopups) * [Duplicate current Popups to add In Popup Confirmation](#duplicatecurrent) *** ### Introduction **Enable the streamlined In Popup Confirmation (two-factor authentication) feature for your website popups.** * Boost your conversion rates effortlessly by offering customers a secure and convenient opt-in experience. * With In Popup Confirmation, customers receive a **unique code via SMS**, adding an extra layer of security without complicating the opt-in process. * This version **does not navigate the customer away** into their messaging app but rather allows everything to happen while your site is in the viewport. Increase trust, reduce friction, and watch your conversions soar with this easy-to-implement solution. ### How to set up In Popup Confirmation on popups 1. Create a new popup → select **SMS Opt-in Type**: **`With 1-time Code`** ![2fa 1](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2F9mKJ0CD03jGnSfGuI1Ac%2Fopt-in-tools-in-popup-confirmation-1.jpg?alt=media) ![2fa 2](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FzayixJassnTWnRO17dD1%2Fopt-in-tools-in-popup-confirmation-2.jpg?alt=media) 2. Design your popup following the [**best practices**](https://help.recart.com/en/articles/6096393-recart-sms-popup-best-practices) and edit the `SMS consent` tab & `SMS Consent Errors` tab ![IPCO1a](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FpyqixqZxW7F9T0AThF39%2Fopt-in-tools-in-popup-confirmation-3.jpg?alt=media) 3. Set the `SMS confirm text` in the **minimized view** * If you activate the minimized view on your popup, and the customer closes the popup view at the stage that they are meant to enter the code, there is a text override and the SMS confirm text will display ![IPCO2](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FVZrtYfRg0WDHEZuhWT5o%2Fopt-in-tools-in-popup-confirmation-4.jpg?alt=media) ![2fa min1](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FjcaqRIrJGIoWW9JLdEfQ%2Fopt-in-tools-in-popup-confirmation-5.jpg?alt=media) 4. Click `Save as active` in the top right corner 5. The popup will now send a code to the customer to fill in 🎥 [Watch the video](https://play.hubspotvideo.com/v/4890437/id/165606383008) 6. ### The customer will receive the code, and once submitted, will start receiving the welcome flow messages ![WhatsApp Image 2024-04-22 at 14.15.58](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FvcWB37a9W7wOxD01lEP4%2Fimg-whatsapp.jpeg?alt=media) ### Mobile Popups For mobile popups, the code will **automatically be entered and submitted** for the customer 🎥 [Watch the video](https://play.hubspotvideo.com/v/4890437/id/165607555629) ### Duplicate current Popups to add In Popup Confirmation You can easily **duplicate your current popup** and change it to include the In Popup Confirmation step. 1. Go to the [**Opt-in Tools Page**](https://app.recart.com/optin-tools) 2. Click on the **three horizontal dots** on the right-hand side of your **active popup** 1. Select **`Duplicate`** ![IPC1](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FUwiuOaQrqYVM12OGE0Ch%2Fopt-in-tools-in-popup-confirmation-6.jpg?alt=media) 3. **Rename** your popup ![IPC2](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FBRe2ElR0Q36A28Hu0Yr1%2Fopt-in-tools-in-popup-confirmation-7.jpg?alt=media) 4. Select the **Platform** you would like the popup to display on 5. **IMPORTANT STEP:** Change the **SMS opt-in type** to \*\*`With 1-time code` ![IPC3](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FmSglKK080Vgs1lKmSaMT%2Fopt-in-tools-in-popup-confirmation-8.jpg?alt=media)\*\* 6. Click `Continue to editing` in the **top right corner** 7. Edit the following pages to match the rest of your popup 1. SMS consent 2. Errors (SMS consent) 3. SMS success 8. Double-check that the rest of the popup and its settings are correct 9. Click `Save as active` in the **top right corner** ![IPC4](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2F01OyBuLfV1BfaSHpPcu2%2Fopt-in-tools-in-popup-confirmation-9.jpg?alt=media) 10. Back on your **Opt-in Tools Page** select the three horizontal dots next to your old popup and select **`Inactivate`** ![IPC5](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FA0tlNHzHZUVR0KfBphNT%2Fopt-in-tools-in-popup-confirmation-10.jpg?alt=media) 11. You will now see that your old popup is `Inactive` and the new popup with In Popup Confirmation is \*\*`Active` ![IPC6](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FUdXubUdYCOXP9UaCp7wj%2Fopt-in-tools-in-popup-confirmation-11.jpg?alt=media)\*\* **To learn more about setting up popups, see our article on** [**Popups**](https://help.recart.com/en/articles/5894314-popups-the-best-converting-opt-in-tools)**.** **And for more ideas on how to make your popups work for you, read about our** [**Popup Best Practices.**](https://help.recart.com/en/articles/6096393-recart-sms-popup-best-practices) Please let us know if you have questions, [we are happy to help](https://help.recart.com/en/articles/360794-how-do-i-contact-recart-support). 😊 --- # Agent Instructions This documentation is published with GitBook. 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