How to Use EZ Opt-In

EZ Opt-In is a new solution to help businesses and organizations convert email lists to text opt-in lists. You must have an EZ Texting account to use this feature.

Step 1

Log in to your EZ Texting account or if you are a new customer, start your free trial now. 

Step 2

In your EZ Texting account, navigate to the Tools section and select Sign-up Forms.

Step 3

Click Create a Sign-up Form.

Step 4

To create an EZ Opt-In link, click on Create Shareable Form.

Step 5

Select the group you’d like for these opt-ins to be placed into, or create a new group under the Contacts section in the menu. Note that if you allow contacts to choose which groups they prefer to join, they will be able to view the names of Groups you select. 

Step 6

Type in a Form Name that you will use to keep track of your forms. 

Type in a Form Header that will be the title that your opt-ins will see. For instance: Get Text Alerts from BackUp.com. We recommend you include the name of your company or organization in the Form Header. 

Use the Form Description to explain what type of messaging your opt-ins will receive.

Step 7

Select which Form Fields you’d like to include. Phone Number is the only mandatory field.

Step 8

Compose a Success Message, which your opt-ins will see after they fill out the form. 

Step 9

After you're done filling out the fields, click the Create Form button.

Step 10

You did it! Copy the Shareable Link in the Sign-Up Form URL field, and paste it into your email newsletter or email blast with a call to action, like: Sign up for text alerts now! Hyperlink the call-to-action text to the Shareable Link of your EZ Opt-In Form.  

Here’s what the form will look like that your email recipients will see when they click on the link:

Step 11

Once you send the email with a link to your EZ Opt-In Sign-Up Form, you can check the number of people who have signed up in the Contacts section of your EZ Texting account.

For these steps and tips on how to combine text and email messaging download our guide, How to Convert Email Subscribers to Text Message Opt-Ins.