In Pathlight, you have 16 types of question pages, one of them being the phone opt-in questions. The phone opt-in questions are pages where customers can subscribe using their phone number and can choose if they want to receive marketing messages or not.
No matter if you started a new survey from scratch or from a template, you will be able to start adding questions. Here you can learn about how to use templates and how to start a post-purchase survey from scratch.
Adding an email optin question
You can use the Add questions button to start selecting from Pathlight's list of question types. In this example, we will add a phone opt-in question.
Once you've added it, you will see a page with a blank preview on the right and the menu on the left, where we will customize the question. You can start adding the question, writing it in the placeholder Question, and also add a short description, which will show right under the question. For this type of question, you can also add a placeholder for the input area in which customers can give their phone number.
Advanced settings
Now we can move to the Advanced settings, which you can access by clicking the Show advanced settings link.
Under advanced settings, you can first choose to show GDPR text. If you check the option, you will be able to add a custom text and a link to a Privacy policy. Use the following format to display a link: [Privacy Policy](https://privacypolicy.com)
"An answer is required" makes it such that any survey taker needs to provide a phone number here in order to move to the next step. "Only display once per customer" represents as it states the option to only show this once per customer to avoid showing the same survey questions to repeat customers every time they make a purchase.
The "Next action" setting lets you customize where to go next after this phone opt-in step. This can help you choose the next action, allowing you to redirect people to another question in the Survey or end the survey after they provide a phone number in this question.
You can also update the Submit button text and choose the style of the button and alignment. Below we've selected the button to fit just the text it contains and align it centrally. The Default value you see under the button label can be either the built-in Pathlight text we show, or you can customize it globally in the survey in Settings. You can check this article on the global setup for Settings to learn more about global set elements.
The last 2 options give you the option to either "Tag customers" or "Tag orders". This means that when enabled, a tag will be added to the order in Shopify with the answer the survey taker has selected. You can select for each of them a specific prefix to identify the tags more easily.
