Email & Retention

Should You Collect Email or SMS First on a Shopify Popup?

Email generally creates less signup friction. SMS can provide more immediate reach and potentially higher engagement, but customers may be more hesitant to share a phone number.

Email is usually the easier first ask

People are accustomed to providing email for:

  • welcome offers
  • order information
  • product updates
  • newsletters

SMS is a higher-trust channel

Text messages feel more personal and intrusive. Make the value and expected frequency clear.

Consent requirements also deserve careful implementation based on current laws and platform rules.

Two-step forms can work

One approach is:

Step 1: Email

Step 2: Optional SMS for an additional benefit

This allows customers to choose how much information they want to share.

More data is not automatically better

A form collecting name, email, phone, birthday and product preference may produce richer profiles and fewer completed signups.

Collect what you have a real marketing use for.

Need this measured properly?

If your lead capture asks customers for too much before they even see the store, send us an inquiry. We can help simplify the acquisition journey.