Subscriber Collection for SMS

You can leverage alternative marketing channels to boost your SMS subscription base. You can employ email marketing, social media, or your website to encourage users to join your SMS service. By incorporating these supplementary steps, you'll formulate a well-rounded Subscriber Growth strategy for your SMS campaigns. 

To initiate SMS messages to a user, they should give your brand consent for you to reach out to them. In addition, you should mention the type and the purpose (transactional or promotional) of the SMS to the user when collecting the consent.

You can create your subscriber base for SMS messaging with the following methods:

• CSV upload via Saved Segments
• Lead collection templates
• Insider Object integration
• Upserting user data
• Shopify Integration

CSV Upload via Saved Segments

To upload your leads in a CSV file to InOne, make sure that you collect the leads and consent from the users.

1. Navigate to Audience > Segments > Saved Segments > Static Segments to upload your subscribers via a CSV file. 

2. You can use your uploaded subscriber list in the Segment step of your campaign via Static Segments.

Lead Collection Templates

You can use Insider's Lead Collection templates to directly collect subscribers. The subscriber collected via lead collection templates will come as default user base in the segmentation step when creating an SMS campaign.

You can directly collect the consent for SMS within the Lead Collection templates.

We provide different types of templates based on use cases.

SMS Opt-in template

You can add the template to the product page or cart page so that users can leave their numbers before completing their purchases. Therefore, you can collect leads with ease.

Two-step Sms Opt-in

You can use this template to collect your users' email addresses and phone numbers, and offer them latest announcements or discounts in return.

Pick a Gift for WhatsApp

You can grow your subscriber base thanks to this interactive and gamified lead collection template.

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.

WhatsApp Sticky Opt-in

Thanks to easily located WhatsApp Sticky Opt-in template, you can collect leads via providing a seamless experience to your users.

WhatsApp Inline Opt-in

You can collect leads with the WhatsApp Inline Opt-in template you add to the product or cart page so that users can leave their numbers before completing their purchases.

Insider Object Integration

To collect subscribers within your website via native forms, sign-in, etc., you can use the Insider Object integration.

Since Insider Object integration directly shares users' phone number with Insider to be used as an SMS subscriber, you should collect the consent of the users within your website with a clear consent message. For further details, refer to SMS Integration.

The subscriber collected via the Insider Object will come as a default user base in the Segments step when you start creating your SMS campaigns.

Upserting User Data

You can send the user data that you collect via your CRM, online, and offline channels to Insider. For further details, refer to Upsert User Data. You also should collect consent from the users before sending their data to Insider.

Shopify Integration

If you are using Shopify, you can collect leads with native forms and sign-ups via Shopify Insider integration. When Shopify Integration is completed, all your users will be synced to Insider automatically. Make sure to add SMS consent message to your forms and sing-ups if you are going to send marketing SMS to your leads.

The checklist for Subscriber Collection

Subscriber Collection via Lead Collection Templates

You can collect leads within your website. To help you collect subscribers, Insider provides you with ready-to-use templates.

• Lead collection templates work on the pages where the Insider Tag is integrated. First, following this guideline, check Insider Tag integration on your website. Lead collection templates need to be implemented on desktop, mobile, and tablet separately. Check whether you cover all devices to collect SMS opt-in.
• You can embed Lead collection templates inside the page or as overlay. If you embed your lead collection template, check if the element is present on your website as you have positioned on the page.

If you have checked all of these above and still could not solve the problem, reach out to Insider team.

Subscriber Collection via Insider Object Integration 

A user object is required to collect and process users’ phone numbers and SMS opt-ins. Since Insider does not store any personal data on cookies or local storage, you must integrate a user object using Insider Object to gather the necessary information to send SMS messages to your customers. 

If you want to collect leads directly from your website, you should implement Insider Object integration to pass the opt-in information to Insider. Instead, you can use Insider's lead collection templates.

• Insider Tag should be integrated properly on the pages you collect leads directly. First, following this guideline, check Insider Tag integration on your website. SMS user object should be integrated according to the instructions. Once the user object is integrated into your website, you can provide Insider with the required SMS fields (phone_number, sms_optin, gdpr_optin) whenever a user logs in.
 We highly suggest you to double-check integration with the related team on your side if there is any missing information.
• sms_optin must be true for Insider to send SMS messages to your customers. We highly suggest you to double-check integration with the related team on your side according to the instructions. 

If your company obtains your users' consent in compliance with the local regulations, make sure to pass the GDPR opt-in field to Insider. If you want to stop collecting and processing the data of an identified user, GDPR opt-in field should have the false value. Insider cannot be held liable if these obligations are not fulfilled and reserves the right to seek compensation from your company.

If you have checked all of these above and still could not solve the problem, reach out to Insider team.

Subscriber Collection via CSV Upload through Saved Segments

To use CSV upload, you should collect the leads beforehand. Thus, you can upload the pre-collected leads to Insider. Make sure you collect users' consent before uploading the CSV to Insider's InOne panel.

• CSV upload requires manual work on your side. First, check the latest upload time to the Insider's InOne panel. 
• You must define the language of the targeted users in your CSV file. Language attribute value should be in the “en_US” format. Check whether the language attribute is defined. 
• Phone number should be in the “+101234567890” E.164 format starting with the country code (e.g. +65). SMS opt-in should be true as a value. Check whether phone numbers are defined according to the instructions. 

If you have checked all of these above and still could not solve the problem, reach out to Insider team.

Subscriber Collection via Upsert API

You can directly send user data that you collected by your CRM via Upsert API. You should receive your users' consent before sending the data to Insider.

• User-based data such as SMS opt-in should always be transferred with an identifier (email or phone number). We highly suggest you to double-check the integration with the related team on your end according to the instructions.
• Each user object must have at least one attribute object or one event object. We highly suggest that you double-check the integration with the related team on your end according to the instructions. 
• Users you have uploaded via Upsert API should be listed on the User Profile page. We highly suggest that you double-check the SMS Opt-in users that you use for tests on the Unified Customer Profile Page. 

If you have checked all of these above and still could not solve the problem, reach out to Insider team.