Capture tools help people subscribe to your business from the places where they already interact with your brand: your store, packaging, social channels, checkout, or website.
Most tools create a subscription path. Some tools open SMS or WhatsApp with a pre-filled opt-in message. Others collect information directly on your website or during checkout. Webchat creates an on-site conversation entry point and can hand off to WhatsApp when configured.
Choose a capture tool
Use QR codes when customers are offline or already looking at printed material, packaging, displays, flyers, or receipts.
Use Shareable links when you want to send people to an opt-in flow from social media, email, ads, landing pages, or an Instagram story.
Use Forms when you want to collect contact details or custom profile properties directly on your website.
Use Webchat Widget when you want visitors to start a conversation from your site before they buy, ask for support, or continue through WhatsApp.
Use Shopify checkout opt-in or Wix checkout opt-in when you want customers to subscribe while they complete a purchase.
Before you create a capture
Decide which channel customers should subscribe to, usually SMS or WhatsApp.
Confirm that the channel is connected and ready to receive opt-ins.
Write a clear opt-in message so customers understand what they are joining.
Decide what should happen after someone subscribes, such as sending a welcome message, applying a coupon, starting a route, or triggering a playbook.
Keep captures easy to measure
Use separate captures for separate placements when you need to compare performance. For example, use one QR code for packaging and another QR code for in-store displays.
Name each capture after the placement or campaign where it will be used. This makes reporting easier later.
Test every capture before sharing it with customers. For QR codes, scan the final printed or displayed version with a phone. For links and forms, test the full subscription flow from the same device a customer would use.
For webchat, test the launcher, teaser, opening sequence, Inbox ownership, and any WhatsApp handoff from both desktop and mobile.
Next steps
- Set up Webchat Widget.
- Create a QR code.
- Create a shareable link.
- Create a form.
- Set up Shopify checkout opt-in.
- Set up Wix checkout opt-in.
- Understand who you can message.