App Templates: Lead Generation

Requirements

To start using the Lead Generation template, you need to integrate a basic SDK version 12 or higher.

Use Cases

To better understand how and when to use the lead generation, refer to Use Cases for App Lead Generation.

User engagement, regardless of the channel, is the primary driver of revenue. You may consider that having a mobile app will help you in engagement, as it makes everything easier and more convenient. But still, knowing your users and increasing your presence by creating different engagement channels is equally important. After all, apps can be deleted or notifications can be turned off easily.

You should complete the following steps to launch a campaign with the Lead Generation template:

1. Create a campaign

1. Navigate to Campaigns > Optimization > App Templates.

2. Click the Create to start creating your campaign. Choose Basic Templates.

3. Select the Lead Generation template.
App template store

This template consists of two pages: the Content page and the Thanks page.
4. To configure your Content page, select the elements that you want to have on your template.
Lead generation settings 5. Change the style of your template. These changes will apply to your entire template.
Lead generation style

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You can also toggle on the Use Full Screen option. This option extends your design to the status bar and the bottom of the screen on iOS devices with SDK version 12.1.0 or later, letting you use the entire screen.

6. Click each element to see and customize the style and text settings available for the respective element.

Placeholder text

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Each image type has its own image ratios. Follow the details on your panel to upload suitable images.

7. You can add a Policy element with a link to your policy page.

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It is strongly recommended to make the policy required.

8. You can customize the Submit button that user will use to submit their information.
Button settings

9. If you want to add more elements (e.g., input column, policy, etc.), you can choose them from Add Element.

With the Add Element option, you can add Header Text, Message Text, Input, and Policy elements.

Header Text

You can use this option to encourage users to read your content on the template.

Message Text

You can use this option to add your message.

Input

You can collect email addresses, phone numbers, or any other input as text from your users.

The Email Address input allows you to collect users' email opt-in information. Once you collect this information, you can communicate with your users via the Email channel.
The Phone Number input allows you to collect users' SMS and WhatsApp opt-in information. Once you collect this information, you can send SMS or WhatsApp messages to your users.

Policy

You can add policies that you want your users to agree.

10. If you have toggled on the Coupon element, click the Coupon Settings button to select a previously created coupon list. Follow the steps in Coupon Management to add coupon codes to your campaigns.

11. Lead Generation can have a second button, and this button can have different actions.

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You can configure different actions for the close button. The respective action will also be applicable by default to the close function on the screen overlay tap.

Dismiss: Closes the template.
Deep Link: Redirects users to another page. It works on both internal and external links.
Push Permission: Helps app owners ask for push permission (on iOS) with Insider's App Templates. If a push permission pops up once, it will never be shown again. This is due to the limitations of the operating system, to not bother the user too much.
Open Settings: Takes the user to the settings of the app at the OS level. If users previously disabled push notifications or location services, they can enable them from these settings.
Feedback: Opens the default app rating prompt on the application.

Push permission allows the app owner to trigger a native push permission popup on iOS. You can prompt each user only once with this popup. If a user clicks it multiple times, no popup will be prompted again. You can set the re-eligibility to Never to create a campaign a user will see only once, and redirect users to a page where you can ask them if they want to opt in for push notifications.
Open Settings option opens the settings page of the app. Unlike push permission, this can be triggered multiple times. If a user opens their app settings via this option, they can configure their app notification details and settings, consent for cameras, microphone etc. You can ask your users for permissions via an InApp and redirect them to the settings page.

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When you toggle on the Coupon Code, the Copy button copies the coupon code from the InApp text to the phone’s clipboard. They can then easily paste the code to a dedicated place.

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Apple allows applications to display the app rating prompt to their users up to 3 times in 365 days.
Google suggests against excessive usage of the app rating prompt.

12. Apart from the click behaviors, buttons have different capabilities.
Button actions

Tag Event: Allows you to tag (trigger) an event when the respective button is clicked. This event does not have to be predefined. These events can be used for segmentation later. When you’re entering the event name, you need to make sure the event name consists of English-only characters, is lowercase, and underscored instead of a space.
Set User Attribute: Allows you to set a specific attribute for the user who clicked on the respective button. You can either select from an existing attribute or create a new one. Either way, you need to enter a value for the attribute. This means that whenever the user taps on the button, this attribute will be set with the given value for that user.

2. Test your campaign

Refer to Test an app template to see how to test your campaign.

3. Choose a target segment

Refer to Choose a target segment to see the steps you should take to select your target audience.

You can exclude dynamic segments, get an exact audience, and select from Predefined Segments, Standard Segments, Predictive Segments, Integrated Segments, RFM Segments, and Saved Segments.

4. Edit campaign options

Refer to Edit campaign options to see the steps that you should configure before launching your campaign.

5. Review and launch

Refer to Review and Launch to confirm the details of your campaign.

6. See results

Go to the Results page to view the analytics of your campaign.