WhatsApp Inline Opt-in Template

Important Update for New Customers:

Please note that customers who have joined our platform after February 2024 will not have access to non-responsive Lead Collection Templates except for Web Push Opt-in templates and WhatsApp Sticky Opt-in template.

To collect leads for your SMS campaigns, you can use WhatsApp Inline Opt-in template. You can collect leads simply by adding templates to the product page or to the cart so that users can leave their numbers before completing their purchases. Also, you can enable collecting leads to both SMS and WhatsApp channels from one template.

How to create it

To create a campaign with the WhatsApp Business template, navigate to Experience > Optimize > Web Templates.

1. Click the Create button, name your campaign, and click the Next button.

2. You will land on the Template Library. You can search for the template or find it under Collect Leads.

3. When you click on the template, you will see the available platforms, its default preview, description, and its elements. Click Use For {Platform} to proceed.

4. Since it is an inline template, you need to append the template first to start customization. Click Navigate Mode to move on your website and select the element if you do not want to place it on your home page.

The template will appear with text, input box and proposal sentences by default. Switch to Design mode to start designing your template.

5. You can adjust the settings of your campaign in two pages:

• Subscriber Page: where you ask for the lead from the user.
• Thank You Page: where you display your appreciation.

Subscriber page

1. Page 1 is the page where you collect the lead.

Enabling the toggles under Settings, you can hide the template from already opted-in users, show the label and collect SMS leads at the same time. You can also customize its Style.

2. You can customize the Style and Text settings of the Input Box element. Under Action, you can make the country code come automatically based on the user's location. You can type something else in Placeholder area. When the users type an invalid number, you can show them an error message.

3. You can define an error message for Proposals element if the user does not give their consent by marking the respective checkbox. You can customize WhatsApp and SMS proposals separately and set their content, links to redirect your users for your privacy policy and checkboxes.

You can edit the Button element too. You can change its Text and Style, enable/disable it.

Thank you page

1. Page 2 is the page where you display your appreciation message. You can upload an image, and edit the text you want to show your users here.

8. When you finalize your design, Save it and proceed with the rest of your campaign.