It’s important to have a high number of synced subscribers between charles and your shop system for better segmentation, more targeted and relevant content for subscribers and accurate revenue attribution.

Contents:

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Check status quo

Head over to the Home screen and check the Shop information block to see the percentage of synced subscribers ➡️

<aside> 💡 A contact is synced when there’s a matching value (like email or phone number) between the shop system and charles. Check out Contact stitching for more details.

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1. Set up a dedicated campaign (or keep this in mind for your next one):

1. Create an audience with the following conditions (or use the segment from above):

   

2. Create your campaign → get creative and watch your engagement soar 🚀

See examples: Email collection

<aside> 💡 This strategy works best when you incentivise it in some way. For example, consider doing a raffle or including this as a part of your next exclusive WhatsApp promotion.

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2. Combine the campaign with a flow that asks and store the email address

To collect free-text responses (i.e. what your customer messages you back) like email;

1. Create a flow and add a message node
2. Click the node to Edit
3. Go to ⚙️ → Customer response settings ****and toggle ON Store customer response
4. Select Store in charles contact property and make sure Email is selected

<aside> ⚠️ Note: The first response from your customer is stored (no matter the value) and the flow will only continue once your customer has responded.

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Email subscriber base

Do you have a lot of email subscribers? Consider creating an email campaign that collects the WhatsApp number of your subscribers.

You can do this by adding a WA.ME link behind a CTA button that leads your subscribers to WhatsApp.

See more: Sign up/opt-in flows

<aside> 💡 Don’t forget to ask and store the email address as above!

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New subscribers

There are 2 key strategies you can keep in mind when collecting new subscribers to ensure they’re stitched correctly.

Combined pop-up

Collect both email and WhatsApp subscribers at the same time (e.g. using Klaviyo Forms):

Adding email to opt-in flow

Add a message node that asks and stores the email address in your opt-in flow (as above).

https://www.figma.com/embed?embed_host=notion&url=https%3A%2F%2Fwww.figma.com%2Ffile%2FIaxDY1ZQs1M2mzwdCA0Yn7%2FFlow-templates%3Ftype%3Ddesign%26node-id%3D14-1023%26mode%3Ddesign

<aside> 💡 Do you see a “Waiting for this message. This may take a while." message? Don’t forget to add a reminder to your first message. See more here: What does “Waiting for this message. This may take a while.” mean?

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To learn more, see: Sign up/opt-in flows

Create a campaign and flow that collects and stores the email addresses.

WhatsApp subscriber base