---
title: "SMS: Lead Collection Templates"
slug: "lead-collection-templates-for-sms"
description: "Learn how to use lead collection templates for SMS in InOne to capture contacts, gather subscriber data, and grow your audience effectively."
tags: ["collect leads for sms", "sms lead collection templates"]
updated: 2026-01-07T06:45:51Z
published: 2026-01-07T06:45:51Z
canonical: "academy.insiderone.com/lead-collection-templates-for-sms"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://academy.insiderone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# SMS: Lead Collection Templates

With [Insider One's lead collection templates](/v1/docs/web-templates-to-collect-leads), you can collect user leads and consent to send them text messages. ![](https://cdn.document360.io/c6df4583-da94-4cb2-bb8a-be0cbdd11109/Images/Documentation/Screen%20Shot%202022-10-17%20at%2016.20.21.png)

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

- [Pick a Gift](/v1/docs/lead-collection-templates-for-sms#pick-a-gift-for-whatsapp)
- [Lead Generation](/v1/docs/lead-collection-templates-for-sms#lead-generation)
- [Two-Step SMS and Email Opt-in](/v1/docs/lead-collection-templates-for-sms#twostep-sms-and-email-optin)
- [SMS Opt-in](/v1/docs/lead-collection-templates-for-sms#sms-optin)

## Pick a Gift

Insider One's interactive and gamified mobile [Pick a Gift](/docs/pick-a-gift-template) template can increase your SMS opt-in rates. This template allows you to incentivize your users by letting them select a gift box, provide their phone number, and win a lucky gift while they opt in to receive SMS messages. You can also present coupon codes as gifts to easily nudge your users to opt in.

![](https://cdn.document360.io/c6df4583-da94-4cb2-bb8a-be0cbdd11109/Images/Documentation/Screen%20Shot%202021-12-09%20at%2017.16.21.png)

The coupon screen becomes visible with a confetti animation to increase user interaction. You can select the channel for collecting subscribers as SMS. You can also use a coupon assistant when creating your coupons. For further information, read [Coupon Settings](/v1/docs/user-guides-experiences-optimize-coupon-settings).

![](https://cdn.document360.io/c6df4583-da94-4cb2-bb8a-be0cbdd11109/Images/Documentation/wa.gif)

This template is available only for mobile web.

## Lead Generation

Thanks to the [Lead Generation app template](/v1/docs/app-template-store-lead-collection), you can collect users' SMS opt-in information and send an SMS to them.

![](https://cdn.document360.io/c6df4583-da94-4cb2-bb8a-be0cbdd11109/Images/Documentation/image-1682511609910.png)

## Two-Step SMS and Email Opt-in

Thanks to the [Two-Step SMS and Email Opt-in](/docs/lead-collection-templates-for-sms#twostep-sms-and-email-optin) template, it is possible to collect both email and phone numbers. It is a very effective way to incentivize website visitors to give you consent for both email and SMS. The advantages of this lead collection template are as follows:

- It is possible to collect leads simultaneously for both 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 on their first visit to the website.

![](https://cdn.document360.io/c6df4583-da94-4cb2-bb8a-be0cbdd11109/Images/Documentation/Screen%20Shot%202022-06-13%20at%2015.57.16.png)

## SMS Opt-in

Adding an [SMS Opt-in](/docs/sms-opt-in-template) template to the product or cart page, you can collect leads easily so that users can leave their numbers before completing their purchases.

![](https://cdn.document360.io/c6df4583-da94-4cb2-bb8a-be0cbdd11109/Images/Documentation/image-1682511358544.png)

## Related

- [Single SMS Message](/create-a-single-sms-message.md)
- [Cart Reminder SMS](/create-a-cart-reminder-sms.md)
- [SMS: CSV Upload via Saved Segments](/csv-upload-via-saved-segments-for-sms.md)
- [FAQ about SMS](/faq-about-sms.md)