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What It Is

The Opt-in Banner is a Content block that encourages customers to extend their communication preferences by proposing additional channel opt-ins (Push, SMS, WhatsApp, App notifications) based on what they are currently missing. The block adapts to each individual — only showing channels they have not yet opted into. A multi-channel customer generates significantly more value than a mono-channel one. This Use Case systematically extends CRM reach without intrusive full-page forms.

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Key Challenges Addressed

This Use Case addresses 4 Key Challenges across 2 categories:
CategoryChallenges addressed
Base EngagementExtend CRM consents, app adoption
App DownloadDrive app downloads, convert downloaders to active users

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Required Datasources

DatasourceFields usedRole
CRM 360Current opt-in status per channel, email/push/sms/app flagsIdentify missing consents
Workflow EventsPrevious opt-in banner exposure, response historyAvoid re-showing dismissed banners

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Required Capabilities

CapabilityRole in this Use Case
Multi-Channel Opt-inConsent collection across channels

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Example Implementation

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Workflow Logic

Data Node: CRM 360 → retrieve opt_in_email, opt_in_push, opt_in_sms, opt_in_app, app_installed

Logic Node (Branch):
  IF app_installed = false
    → Output Node: "Download the app — exclusive prices + instant notifications"
  ELSE IF opt_in_push = false AND app_installed = true
    → Output Node: "Enable push notifications — never miss a flash sale"
  ELSE IF opt_in_sms = false
    → Output Node: "Get SMS alerts for delivery and exclusive offers"
  ELSE
    → Output Node: null (all channels already opted in — show nothing)

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What the Customer Sees

  • No app: “Download the app — get app-exclusive prices and real-time stock alerts”
  • App but no push: “Enable notifications — be the first to know about restocks and flash sales”
  • No SMS: “Get delivery updates and exclusive offers by SMS”
  • All opted in: Block is not displayed — no unnecessary solicitation

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Measuring Incremental Value

MetricHow to measure
Opt-in conversion% of Exposed who grant new consent vs Non-Exposed natural opt-in rate
Channel extension rateMulti-channel progression over time
Downstream valueRevenue from newly activated channels (push, app, SMS)
CRM reachTotal addressable audience growth per channel