WhatsApp: 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 to use the following templates for this purpose:

Pick a Gift for WhatsApp

Thanks to the Pick a Gift template, you can increase your WhatsApp opt-in rates with our interactive and gamified mobile lead collection template. It incentivizes users through selecting a gift box, entering their phone number, and winning a lucky gift while opting in to receive messages on WhatsApp. You can present coupon codes as gifts to encourage users to opt in easily.

The 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.

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This template is available only for mobile devices.

You can also use a coupon assistant when creating your coupons. For further information, read Coupon Settings.

WhatsApp Sticky Opt-in

With the 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 at the edges of your website and open or close it via a white arrow near the WhatsApp icon.

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This template is available for both desktop and mobile devices.

WhatsApp Inline Opt-in

You can add these templates 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.

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To collect leads via your mobile app, refer to Lead Generation.

Tap & Join: No-Phone Opt-in

With this template, you can collect WhatsApp subscribers without asking them to enter their phone number. Instead, users can tap a widget on your website to join, making the opt-in process even faster and more seamless.

To use this feature:

Search for “WhatsApp” in the Template Store and select the WhatsApp Trigger template.
Customize the widget’s layout and message as needed.
In the Settings tab, go to WhatsApp Settings and enter your previously created subscription keyword.

When a user clicks the widget, their WhatsApp app will open with the keyword pre-filled. Once they send the message, they are subscribed and will start receiving messages, all without needing to manually enter a phone number.