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BrüMate's Opt-In & Upsell Flow - A Masterclass in Capturing & Converting Customers

From casual browsers to impulse buyers—BrüMate’s opt-in flow is a masterclass. Plus, don’t miss Retention Reimagined 2025 happening now!

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Show of hands, who else has landed on a website then suddenly felt like you’ve been gently roped into handing over your email, phone number, and maybe even your soul?

That’s BrüMate’s opt-in flow in action. They’ve built a well-oiled system that guides visitors from casual browsers to engaged subscribers—and maybe even impulse buyers—with a mix of segmentation, SMS follow-ups, and a mystery upsell that keeps FOMO alive.

But is their approach genius or just a bit too aggressive? Let’s break down what’s working, what could use a tweak, and what your brand can steal to supercharge your own opt-in and upsell flow.

Oh, and before we dive in—Retention Reimagined 2025 is officially LIVE! The best minds in DTC are dropping fresh, revenue-driving retention strategies you won’t find anywhere else and it's all kicking off now. Don’t miss it.

🎟️ Kicking Off NOW: Retention Reimagined 2025 (9 AM - 1 PM PST)!

Most retention strategies are stuck in the past—but not today.

Retention Reimagined 2025 is officially LIVE, bringing together the sharpest minds in DTC to share fresh, revenue-driving retention strategies you won’t find anywhere else.

Here’s what’s on deck:

  • Beyond “Subscribe and Save” – 6 Strategies You Haven’t Heard of That Scale Recurring Revenue | Bryan Starck, 100 Celcius

  • Text to Convert – Unlocking the Power of SMS Marketing for E-Commerce | Jimmy Kim & Chase Dimond, EEM

  • The Brand Archetype Advantage – Strategic Positioning for Your Category | Melanie Balke, The Email Marketers

  • Email Engagement Strategy – When Personalization Matters & When It Doesn’t | Connor Sunderland, Kensington Media House

  • Retention Reimagined – The Future of Customer Loyalty | Greg Zakowicz, Omnisend & Eric Rausch, New Standard Co.

Join us LIVE for actionable strategies, expert insights, and epic giveaways.

📧 Order Confirmation Emails: Free Templates & Best Examples

Most brands treat order confirmation emails like a boring receipt… but smart brands? They turn them into conversion machines.

Omnisend just dropped a must-read breakdown on how to optimize order confirmation emails for higher engagement, repeat purchases, and increased revenue.

Here’s what you’ll learn:

How to turn post-purchase emails into repeat sales opportunities

The best timing and content strategy to keep customers engaged

Real-world examples of brands crushing it with automated upsells

If you’re still sending generic order confirmations, you’re missing out on easy revenue. Click below to see how to fix it. 👇

🙃 Meme Drop

Don't even lie. You know it never gets old. 😉

🧐 Anatomy of a Flow: BrüMate's Opt-In & Upsell Flow - A Masterclass in Capturing & Converting Customers

If there’s one thing BrüMate does well, it’s making sure they don’t let a single website visitor slip away without trying to capture their email, phone number, or wallet. Their opt-in flow is like a well-oiled machine—one that smartly nudges you step by step until, before you know it, you're signed up, opted in, and seriously considering adding a mystery item to your cart.

But is their strategy too aggressive or just aggressive enough to drive conversions without annoying potential customers? Let’s dive deep into BrüMate’s opt-in and upsell tactics to see what’s working, what could be tweaked, and what other brands can steal for their own marketing playbook.

🔍 The Breakdown: How BrüMate Captures Emails & SMS

Step 1: The Initial Pop-Up – “Want 20% Back?”

Trigger: Upon landing on the site, a pop-up appears offering “20% back on your first purchase.”

First Step: Before handing over an email, the user is asked what they’re shopping for—Drinkware, Coolers, or Both.

Why This Works:
Smart Segmentation – Helps personalize future marketing emails and texts.

Psychological Play – "20% back" feels different than "20% off," which could make it more enticing.

Simple Choices – Offering only three options reduces decision fatigue.

💡 What Could Be Improved:
Clarify the Offer – The phrase “20% back” can be confusing. Is it a discount, cashback, or store credit? A quick note like “Get 20% off your first purchase instantly” would clear up any confusion.

Delayed Timing Test – Testing a slight delay (e.g., after browsing for 10-15 seconds) could result in better engagement rather than bombarding users the moment they land.

Step 2: Email Capture

After selecting a category, the pop-up prompts users to enter their email to claim their offer.

Why This Works:
Commitment Ladder – Since users have already selected a category, they’re more likely to enter their email.

Clear Value Exchange – Customers feel they’re getting something in return.

Simple Design – Clean layout with minimal distractions keeps the focus on converting.

💡 What Could Be Improved:
Fewer Steps for Faster Conversions – Combining category selection and email capture into a single screen could speed up the process and reduce drop-off.

More Social Proof – Adding a quick testimonial like “Join 500,000+ customers who love BrüMate” could build trust instantly.

Step 3: SMS Collection & Verification

After providing an email, users are asked to enter their phone number for SMS marketing.

A one-time verification code is sent to confirm their opt-in.

Why This Works:
Email + SMS = Double the Retargeting Power – By capturing both, BrüMate can engage users across two of the highest-converting channels.

Verification Ensures Quality Leads – Prevents fake numbers from cluttering the SMS list.

Higher Engagement – SMS boasts significantly higher open rates than email, making it essential for flash sales and reminders.

💡 What Could Be Improved:
Reduce Friction – Requiring verification adds an extra step that could lead to drop-offs. Testing an optional verification for non-promotional texts might help retain more users.

Step 4: Welcome SMS & Follow-Up Nudges

Once opted in, the user gets an initial welcome text with a direct link to their discount.

Shortly after, a reminder text asks if they’ve checked out the link yet.

Why This Works:
Timely Follow-Ups – Keeps the discount top of mind while the customer is still engaged.

Encourages Fast Action – Follow-up messages with direct links make it easy to click and convert immediately.

Casual Tone – Using conversational language helps the messages feel more personal and less like sales pitches.

💡 What Could Be Improved:
More Personalization – Using the customer’s first name or mentioning their selected category (Drinkware, Coolers, or Both) could make the messages feel more tailored.

Clearer Opt-Out Option – Adding “Reply STOP to opt-out” within the initial text message could help meet compliance regulations while reassuring users that they’re in control.

📦 The Upsell Play: Mystery BrüMate Pop-Up

Just when you think you’re done, BrüMate slides in one last "Oh, but wait!"

Once an item is added to the cart, a mystery item pop-up appears:

$15 for a limited-edition, discontinued, or unavailable BrüMate item (worth $24-$40).

One lucky customer per month wins a $300 BrüTank.

No returns, exchanges, or discounts apply.

Why This Works:
Impulse Buy Opportunity – The low price point makes it an easy add-on decision.

FOMO (Fear of Missing Out) – The limited availability and chance to win a high-value item drive urgency.

Boosts Average Order Value (AOV) – This simple upsell increases revenue without significantly increasing marketing costs.

Clear Terms – No returns or exchanges minimize customer service issues.

💡 What Could Be Improved:
More Excitement in the CTA – Instead of “Add to Bag,” test CTAs like “Reveal Your Mystery Item!” to build curiosity.

Highlight the Value More Clearly – Reinforcing the item’s value ($24-$40) near the CTA could make the $15 price feel like an even better deal.

What BrüMate is Doing Right

🔥 Multi-Step Opt-In Strategy – Capturing both email and SMS instead of choosing one.

🔥 Follow-Up SMS Nudges – A single text can be ignored, but multiple follow-ups increase engagement.

🔥 Smart Segmentation – By asking what the user is shopping for, BrüMate can send hyper-targeted campaigns later.

🔥 Perfectly Timed Upsell – Presenting the mystery item after the cart has been started leverages the customer’s buying mindset to increase AOV.

🚀 What BrüMate Could Improve Across the Board

Balance Aggressiveness with User Experience – While the multi-step process works, it might feel like too much for some users. Testing a simplified version could improve conversions without frustrating potential customers.

Reduce Friction – Combining category selection, email capture, and SMS opt-in into fewer steps might prevent drop-offs.

Clearer Messaging on Incentives – Whether it’s “20% back” or a mystery item’s value, ensuring that users immediately understand the offer would minimize confusion.

Optimize for Mobile – Since most visitors will see the pop-ups on their phones, every step needs to be seamless, with large, easy-to-tap buttons and minimal typing.

💡 Final Takeaway: An Opt-In & Upsell Flow That Means Business

BrüMate isn’t messing around when it comes to capturing customer data and maximizing revenue per visit. Their opt-in flow is carefully layered to make sure they capture both email and SMS while segmenting users for better marketing.

Their upsell strategy is equally strong, using low-cost impulse buys and FOMO-driven tactics to boost AOV. With a few tweaks—like simplifying the opt-in process, clarifying their offers, and adding more social proof—they could take an already strong funnel and make it even more irresistible.

Key Lessons for Other Brands:

Segment early for better personalization.
Capture BOTH email and SMS for stronger retargeting.
Follow up quickly with automated nudges.
Use urgency and exclusivity to drive impulse buys.

If you’re not doing these things in your eCommerce funnel, you’re leaving serious money on the table.

🤖 AI Power-Up: ChatGPT Hacks for Writing High-Converting Copy

Struggling to write engaging, high-performing copy in minutes instead of hours? ChatGPT is your secret weapon—but only if you know how to use it right. Here are 4 pro hacks to make AI work harder (so you don’t have to):

1. Train AI on Your Brand’s Voice

💡 Hack: Start every session by pasting a few examples of your brand’s best-performing copy. Then ask:

“Rewrite this in the same tone and style.”

  Pro Tip: If your brand is fun and sassy, tell ChatGPT: “Write this in a bold, witty, and conversational tone.”

2. Use AI for Instant Headline & Hook Ideas

💡 Hack: Give ChatGPT the type of copy you’re writing + your audience + a desired action.

Example prompt:

“Give me 10 subject line ideas for an abandoned cart email targeting Gen Z shoppers.”

  Pro Tip: Ask for variations: “Make them punchier.” / “Add urgency.” / “Make them funny.”

3. Rapid-Fire A/B Testing Variations

💡 Hack: Instead of guessing what works, use ChatGPT to generate multiple variations of your copy.

Example prompt:

“Give me 3 versions of this CTA: ‘Get 20% off today!’—one friendly, one urgent, and one playful.”

  Pro Tip: Use AI to generate slightly different CTA variations and test them for better conversion rates.

4. Summarize & Repurpose Content in Seconds

💡 Hack: Feed AI a long blog post, sales page, or email and ask:

“Summarize this in 3 bullet points for an Instagram caption.”

  Pro Tip: Use this for fast repurposing across emails, social media, and ads—without rewriting from scratch.

AI doesn’t replace creativity—it optimizes your time to be more creative.

Annnnd that’s a wrap for this edition! 

Thanks for hanging with Chase and me—always a pleasure to have you here.

If you found this newsletter helpful (or even just a little fun), don’t keep it to yourself! Share ecomemailmarketer.com with your favorite DTC marketer. Let’s get them on board so they don’t miss next week’s drops.

Remember: Do shit you love.

🤘 Jimmy Kim & Chase Dimond

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