Maximize SMS Marketing with Voxie 

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Welcome to Voxie! 

Here at Voxie we take the business of helping you maximize your investment very seriously! In this walkthrough, we will go through the foundations of setting up your SMS experience for your customers. We will introduce proven best practices to establish your baseline strategy, which you can then tweak and optimize for your unique customers. 

On the following pages, we will explain each strategy and ask you for necessary inputs and feedback to tailor the build to your brand. Your onboarding consultant will review all of your inputs with you and help you finalize any details. 

A few things we recommend having handy before you start are:
  • Brand guidelines
  • Logo
  • Brand images
  • Approved offers and incentives 
  • Upcoming marketing calendar

Let's get started!



Gaining New Subscribers

First thing's first: we want you to have strong strategies to build your SMS subscriber list! 

We will use the following strategies to grow your subscriber list before a prospective contact gets to checkout:
  1. Mobile Popup
  2. Desktop Popup
  3. Email 
  4. Social Media

In this next section, we will cover the setup of each of these subscriber entry points and what their text experience will be. To keep your contacts' experiences streamlined and zero-party data collection consistent, each of these entry points will lead to the same text conversations.  
Mobile Pop-up Setup
The vast majority of your site traffic is likely coming to you on a mobile device. To capture that traffic, we have created a frictionless mobile pop-up experience. We use our InboundTXT technology to open a prospective contact's messaging app with a pre-populated text for them to send (experience below)! When the customer sends the text, they explicitly consent to your automated, marketing text messages, which keeps your business safe. 

To maximize the number of SMS subscribers gained from a mobile popup, we recommend removing as much friction as possible from the experience and only asking your prospect to sign-up for SMS:
 Mobile SMS Only

However, we understand that you may need to still collect an email address from a prospect! We can also collect an email address before a customer signs up for SMS: 

Mobile Popup Email and Mobile

Great! Next, we recommend providing an offer on the pop-up to incentivize a subscriber. 

For products or services over $100, a dollar discount is likely to be more effective, while for products or services under $100, a percentage discount (over 10%) will likely be more effective.


Last, but not least: Voxie will build your popup for you! Your Voxie onboarding consultant will provide you with a code snippet to put on your website before launch. 

So that we can provide you with a popup that best meets your Brand standards, please provide the following assets:





Desktop Pop-up Setup
Now that we have mobile traffic covered, we want to design a pop-up to capture desktop traffic. Similarly, we recommend asking for prospective contacts to opt in only to SMS for a frictionless experience: 

Desktop SMS Only


However, we have an option available for email and SMS for desktop, too:

Desktop SMS and Email



For products or services over $100, a dollar discount will be more effective while products or services under $100, a percentage discount over 10% will likely be more effective.






Email Setup
Email is also a great way to promote your text line. We recommend sending an email to your customers at least 1 time in your first 30 days of texting to alert them your new VIP text line, giving your existing customers the opportunity to sign up for texts if and harness their preferred mode of communication!

We have seen giveaways work best to incentivize signing up. Here are a couple of great examples from our stellar customers: 

Email Examples
In addition to giveaway emails, we recommend adding a permanent button/link in your email footer so that it is always an option for email subscribers to sign up for SMS. 

Your Voxie onboarding consultant will give you the right link to embed in the button or hyperlink for these emails! Before meeting with your onboarding consultant, we recommend having in mind what offer you'd like to promote in an email. 
Social Media
Social media is a great way to add new customers to your SMS Subscriber list! There are a few simple ways to make sure your customers have quick access to join your VIP text line to engage with you. 

First, we recommend starting off with your organic social presence by both promoting your text line in posts and having quick links in your bios:
Social Media Posts
Social Media Bios



Second, if you are running Paid Social, ads Voxie can integrate with lead forms and many landing pages so you can engage with prospects via text: 

Paid Social


Your Voxie onboarding consultant will go over the details for setting these up and provide the right link to begin texting from each of these experiences!

Text Experience

Perfect! Now that you have completed the setup of how you will get subscribers, we can design the text experience. The majority of the text conversation will be the same for all subscribers, with the exception of the very beginning. 

When someone subscribes from a mobile device, they will send the first text (green text below). When someone subscribes from a desktop, they will receive a text from you first and then will need to reply 'Y' to finish subscribing.

From there, we will send the appropriate compliance messaging and welcome text to all new subscribers:    

 Mobile + Desktop Subscribe

The items in [BRACKETS] will be specific to your brand! We already know your incentive and offer code, so we need just a few more items: 


Once the offer code is sent, we will be looking to see if the subscriber makes a purchase. If they do not make a purchase within 24 hours, we will automatically follow up with the following text urging them to take advantage of their discount:

Hi! [BRAND NAME] here - don’t forget to use [CODE] for [INCENTIVE]!

Shop now here 👉 [LINK]


48 hours after the initial welcome message, we will reach back out to the subscriber with a contact card for your Brand. Additionally, we will introduce the persona you will text from. Using a persona helps engage with the subscriber, creating a personalized text experience. If your Brand does not have a name you typically use, we recommend using a short, gender neutral name like Alex or Ari.  

Contact Card + Name

After this message, we will ask for some information about the subscribers and their preferences. We will cover this shortly! 


Maximizing Check-Out

A great place to convert your customers to SMS subscribers is in the checkout experience. We will do this with the Shopify SMS Consent box:

SMS Opt-In

Once a customer has checked the box, we can compliantly text them.

Your Voxie Onboarding Consultant will get this set-up for you! The first thing we need is Shopify Partner Access. 

Enter your Shopify store handle using the format storename.myshopify.com
Abandoned Cart
The first place check-out opt-in comes in handy is if a customer exits the checkout experience without purchasing. If this happens, Voxie has you covered!

Below are the texts the customer will receive 24 hours after they abandon their cart. These examples outline the post-checkout experiences for both a new SMS subscriber (someone who opted in during that checkout they just abandoned) and a customer who is already a member of the VIP text line: 
AC Welcome


If the customer does not use the code with 24 hours of it being provided, Voxie will automatically follow back up with: 

Don’t forget 👆 to use your checkout code before it expires tonight to save [INCENTIVE]! 
Post-Purchase Welcome
Once a customer checks out, Voxie will automatically follow up with the customer. If the customer is new to the SMS line, they will receive the following series of texts: 
New Subscriber Post Purchase

48 hours later, we will follow back up with the contact card and ask a few questions that you will decide on the next page. At the conclusion of that conversation, we will let the customer know we will follow back up soon! 

If the customer who purchased is already an active VIP text member, we will text them:

Hi CustomerName :wave:  It’s [PERSONA] from [BRAND NAME] - I just wanted to personally thank you for your recent purchase. We’ll touch base soon to check-in on how everything’s going!
Post-Purchase Referral
We recommend following up to see how the customer is enjoying their purchase about a week after they should have received it. We'll set the system up to automatically trigger a conversation one week after the expected purchase arrival. From the conversation, we are looking for the customer to rate their experience. Based on that rating, we will take different actions:

Review Flow


When a customer responds with 1, 2, or 3, their conversation will land in the Voxie Message Hub for someone on your team to respond and help. 

When you receive 4 and 5s from customers, we want to encourage them to refer your brand! We have a referral system that allows customer to use a unique link to text their friends and family to incentivize them to join. The experience looks like this:

Referral Flow

The best part about referrals is that they run automatically! We just need a few pieces of information from you:




We recommend 3!

Ok, we will not implement a referral system.

Learn About Your Customers

One of the many powers of personalized texting is that you can engage directly with your customers and learn about them! After a new customer subscribes (via any entry point), we will follow-up 2 days later with the contact card for your texting line and then ask them a few questions to learn information YOU care about. You will be able to use this data in the future to better segment and provide targeted offers/information.  

If we do not already have a customer's name, we will always ask that first! It is important to have the customer's name so that we can use it to provide a more engaging and VIP experience. 

After the name, it is up to you! We recommend sticking to 2-3 questions. Below are our most common questions. Please pick the 2-3 you would like to use! If you would like to add one that is more specific to your brand, you can select a custom question below to ask as well. 

Specific Data Type Questions

Voxie can extract specific types of data (yes/no answers, numbers, addresses/locations, names, dates) dynamically from message responses. Below are some common examples of questions using dynamic data extraction.
  • Yes/No:  
    • Have you tried [Product] before? Yes/No
    • Are you interested in a subscription? Yes/No
  • Number:
    • How many pets do you have?
    • How many [brand] products do you own?
    • How many people are you shopping for?
  • Address:
    • What is your address?
    • Where are you looking to ship?
  • Name:
    • What is the name of the person you are shopping for?
    • What is your pet's name?
  • Date:
    • When is the event you are shopping for?
    • What is your anniversary? 


Custom Questions

Want to ask something more specific to your brand? We've got it covered! Below are the 2 different methods you can use to write custom questions. We have found that the data you get back when you ask a more structured question allows for better segmentation in the future, so categorical questions must provide no more than 4 categories that are acceptable customer answers.
  • This or That:
    • Do you prefer savory or sweet? 
    • Are you typically shopping for everyday wear or events?
    • Do you prefer glam or neutral looks?
  • Category:
    • How often do you use our product? Daily, Weekly, Monthly, Occasionally
    • What do you typically shop for? Tops, Bottoms, Athleisure, Accessories
    • What type of products are you shopping for? Skincare, haircare, nail care, body care




Engaging Continuously

Now that you have your fantastic subscriber list growing and have learned about each contact, you need to engage with them to keep them up-to-date and coming back for more from your brand!

We recommend texting your subscribers every 10 days or so with varying messaging. In general, our best practices are:

  • Have a clear, easy call to action with a defined timeline on the sale

    • Ex: link to order online 

  • Use targeted language in your text to make the customer feel like a true VIP

    • “Hey [Customer Name]! Green would be a great color on you! 💚 Check out our new green nail polish and treat yourself! Here is a [CODE] for [OFFER] to help!”

  • When promo is for a specific audience, segment subscribers to provide the most relevant information

  • Unlike email, we can’t highlight or bold words to ✨emphasize✨ them. Instead, use emojis to make the most important parts stick out

  • Imagery is always a good idea! Have an image or a gif? Use it!

  • Remind customers before time is out! We are all busy, a reminder is great!


In your first 30 days, we want to help you build some great content to get started with. 


Next Steps

You did it! Thank you so much for working thought that. Your Voxie onboarding consultant will now take all of this great feedback and get everything set up for you. They will be in touch shortly to get a call scheduled to review your feedback, as well as cover training and launch in greater detail. 

Have questions in the meantime? Please don't hesitate to reach out to your Voxie team via email. We are happy to help!!
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