Leads Form (PRO)
Overview
The leads form is the perfect activity to use when collecting information from prospective clients or attendees of your event. This is a part of the PRO offering within the V1CE app reserved for our paying members. This leads form enables you to create a form that will be saved within itself when completed. You can then, at the end of an event, export all of the leads into a CSV file to use.
- GDPR compliance
- Included business card scanner
- Redirect on submit
- Incoming leads notifications & Auto-reply
Get Started
The setting up of the Leads form has a number of different elements which, when used allow you to create the perfect lead form for you or your business.
- Navigating to and creating a Leads Form Action
- Adding a profile picture and choosing what fields to ask for
- Consent & Data notice section
- Attach the business card scanner
- Redirect after submitting.
- Lead notification & auto-reply
- The Appearance of your leads form
- From the dashboard, you must navigate to the product section and choose the product you want to add to the action.
- Once inside the product, click the Create action button. Navigate to the Gather Leads section, once there find Leads Form and click Create.
- Once open, it is always good practice to rename the leads form to an appropriate name in case you make more in the future or to know who the leads form is for.
- Now, you can design your leads form using the pre-defined options. Beginning with if you would like an image at the top of the leads form.
- The next section is all about what type of information you want to collect. You can choose which fields are shown or hidden from your leads from some being pre-selected as being shown.
The pre-shown fields are First Name, Last Name, Phone No and Email.
- Turning on email marketing consent
- Adding a data notice to your leads form
The feature you can use within the leads form is the ability to turn on the business card scanner. This means a user can take a picture of their current business card, and it will collect the information from it.
- Enabling the business card scanner
This is where you can choose the wording of your submit button and choose what happens after the submit button has been clicked. You have the option to direct someone to another action within your account.
- You can change the wording on the submit button to a word that better suits yourself set by default is the word "Submit"
- You can create a redirection once a lead form has been completed, allowing you to direct someone to one of your other actions.
Within the notifications section of the leads form, you can choose whether to receive a notification on submission to let you know someone new has left their information. You can automatically use the information they have submitted to reply to the person with a predefined response.
- Turning on the notification section to alert you when a new lead comes in. You have two options: an Email or a WhatsApp message to alert you of this. If using Email, simply enter the email you wish to be notified on or your number if you want to be notified on whats app.
- Now, you can turn on the Auto-reply feature of the lead form. This will respond to the person who filled in the lead form. This is providing the Email or Number options enabled.
- You can now select a pre-defined colour option for your lead form. You can also customise the colour settings of your lead form to your brand colours.
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