Lead Capture

Introduction

Lead capture is a powerful feature within EveryAnswer that allows you to gather valuable information from users interacting with your Experts. This guide provides detailed instructions on enabling and configuring lead capture, customizing lead capture forms, viewing and managing leads, and utilizing webhooks to send leads to external systems.

Enabling and Configuring Lead Capture

Step-by-Step Instructions

1. Navigate to Settings:
   • In the left navigation panel, click on Settings.
2. Select Experts:
   • Under Settings, click on Experts.
3. Choose an Expert:
   • From the list of Experts, click the pencil icon next to the Expert you want to enable or modify lead capture for.
4. Access Lead Capture Settings:
   • Click on the Share & Embed tab.
   • Click on the Lead Capture sub-tab.

Lead Capture Options

• Disabled (default): Lead capture is turned off.
• Before Chat Begins: Users are presented with a form when they access the chat.
• After First Message: Users send a message and the Expert responds with a form.

Customizing the Lead Capture Form

Default Form Fields

The auto-generated lead capture form includes the following fields:

• FIRST NAME* (required)
• LAST NAME* (required)
• EMAIL ADDRESS* (required)
• PHONE NUMBER* (required)

Form Customization Options

When lead capture is enabled, a default form is automatically created. You can customize this form to fit your specific needs by modifying the form fields, pre-submission text, and post-submission text.

1. Navigate to Form Settings:
   • In the left navigation panel, click on Settings.
   • Under Settings, click on Experts.
   • From the list of Experts, click the pencil icon next to the Expert you want to modify.
   • Click on the Forms tab.
   • Click on the Edit Forms sub-tab.
2. Edit the Lead Capture Form:
   • Click the pencil icon beside the lead capture form.
3. General Settings:
   • Form Name: Enter a name for the form.
   • Submit Button Text: Customize the text on the submit button.
   • Pre-Submission Text: Add text that appears before the form submission (up to 1000 characters).
   • Post-Submission Text: Add text that appears after the form submission (up to 1000 characters).
4. Field Configuration:
   • Field Table: Displays fields with columns for Field Name, Type, Required Status, and Enabled Status.
   • Add New Field: Click the New Field button to add a new field to the form.
   • Field Properties:
     • Name: Specify the name of the field (e.g., First Name).
     • Type: Select the field type (Text, Phone Number, Email).
     • Required Status: Check the box to make the field required.
     • Enabled/Disabled: Toggle to enable or disable the field.

Automating Lead Distribution with Webhooks

You can configure webhooks to send lead data to external systems automatically. This ensures that your lead information is integrated with your existing CRM, email marketing, or other systems seamlessly.

Configuring Webhooks

1. Navigate to Settings:
   • In the left navigation panel, click on Settings.
2. Select Experts:
   • Under Settings, click on Experts.
3. Choose an Expert:
   • From the list of Experts, click the pencil icon next to the Expert you want to configure.
4. Access Form Settings:
   • Click on the Forms tab.
   • Click on the Edit Forms sub-tab.
5. Edit Form:
   • Click the pencil icon beside the form you want to edit.
6. Configure Webhook URL:
   • In the Submit Actions section, add the Webhook URL where you want the lead data to be sent.

Viewing Leads

Leads collected via the lead capture form are visible on the form submission page.

Step-by-Step Instructions to View Leads

1. Navigate to Settings:
   • In the left navigation panel, click on Settings.
2. Select Experts:
   • Under Settings, click on Experts.
3. Choose an Expert:
   • From the list of Experts, click the pencil icon next to the Expert you want to view submissions for.
4. Access Submission Data:
   • Click on the Forms tab.
   • Click on the Submissions sub-tab.
5. Filter Submissions:
   • Use the filter fields at the top of the table to filter by Form, Date Range, and key form fields.
6. View Submission Details:
   • Click the eye icon beside the submission to view all details.
7. Delete Submission:
   • Click the trash can icon beside the submission to delete it (useful for spam).
8. Download Submissions:
   • Click the Download button in the top right corner of the table to download a CSV file of the submissions.

Related Documentation

• Forms
• Experts