SMS: Lead Collection Templates

With Insider's lead collection templates, you can collect leads and consent from your users to send them text messages.

Navigate to Experience > Optimize > Web Templates > Lead Collection to use the following templates for this purpose:

• Pick a Gift
• Lead Generation
• Two-Step SMS and Email Opt-in
• WhatsApp Sticky Opt-in
• WhatsApp Inline Opt-in
• SMS Opt-in

Pick a Gift

You can increase your WhatsApp and SMS opt-in rates with our interactive and gamified mobile lead collection template. With the help of this template, you can incentivize your users when you let them select a gift box, provide their phone number, and win a lucky gift while they opt in to receive messages on WhatsApp and SMS. You can present coupon codes as gifts to easily nudge your users to opt in.

Coupon screen becomes visible with a confetti animation to increase user interaction. You can select the channel for collecting subscribers as WhatsApp, SMS, or both of them. You can also use a coupon assistant when creating your coupons. For further information, read Coupon Settings.

Lead Generation

Thanks to Lead Generation app template, you can collect users' SMS opt-in information. Once you collect this information, you can send SMS to your users.

Two-Step SMS and Email Opt-in

Thanks to this template, it is possible to collect both email and phone numbers together. It is a very effective way to incentivize website visitors to give you consent for both email and SMS. Advantages of this lead collection template are as follows:

• It is possible to collect leads simultaneously both for SMS and Email.
• There is no risk of end-users entering their phone number incorrectly.
• It is possible to incentivize end-users to give consent with coupons.
• It serves as a Welcome campaign where end-users can use coupon codes to buy products in their first visit to the website.

WhatsApp Sticky Opt-in

With Sticky Opt-in template, you can collect leads without cluttering your website and provide a seamless experience to your users. You can easily locate your template to the edges of your website and open/close it via a white arrow near the WhatsApp icon.

You can also enable lead collection for SMS. It enables you to send messages to your users via their preferred and reachable channels after collecting consent for both of the channels.

WhatsApp Inline Opt-in

You can add this template to the product pages on your website and collect leads from your users before they complete their purchases. With only one template, you can collect leads for both channels.

SMS Opt-in

Adding this template to the product or cart page, you can collect leads easily so that users can leave their numbers before completing their purchases.