Capturing Leads with Custom Forms

Creating Custom Forms for Lead Capture

Custom forms in Revwit are a powerful way to capture leads and gather the information you need to nurture them effectively. Here’s how to create a custom form from scratch: Access the Forms Section - Navigate to the Forms tab from the sidebar menu. Create a New Form - Click on the (+) button. Add Fields - Add a form name, associate the form to an entity, associate the form to a pipeline (optional), and add a description. Customise Form Settings - Set mandatory fields to ensure you collect essential information using ‘’Add question’’. - Add placeholder text or field descriptions for clarity. Design the Form - Use the submit label button to customise your submit button according to your preference. - Add a customisable success message for your leads to see after completing the form. Save and Publish - Review your form and click Save - Publish the form and generate a shareable link or embed code. Your custom form is now ready to capture leads efficiently! You can share it on your website, social media, or email campaigns to start collecting valuable contact information. https://www.loom.com/share/471cad7acf464bbe80285d953e15afad?sid=37d28264-6098-477d-a61c-6a930dbf4af6

Last updated on Nov 15, 2024

Sharing Form Links For Lead Collection

Once you’ve created your custom form in Revwit, sharing it with your audience is the next step to capture leads instantly. Here’s how to generate and share form links Access the Form - Navigate to the Forms tab in your sidebar. - Select the form you want to share from the list. Generate a Link - Click on the Action button and click on Share. - A unique, shareable link will be generated for your form. Share the Link Copy the link and share it via: - Email Campaigns: Include it in newsletters or email blasts. - Social Media: Post the link on LinkedIn, Twitter, or Facebook. - Web Pages: Embed the link on your website or landing pages. - Direct Messaging: Share it in one-on-one communications or group chats. Monitor Submissions - As leads fill out the form, their details will automatically populate in your Revwit database, keeping everything organised and ready for follow-up. Sharing your form link is a simple and effective way to collect leads wherever your audience engages with you. https://www.loom.com/share/ed379caba39147e8bac1018532564568?sid=f0a2c5bc-b5ea-4882-92ac-13d680a43137

Last updated on Nov 15, 2024

Automating Lead Addition to Tables and Pipelines

Revwit lets you streamline your lead management process by automatically adding leads from submitted forms directly into your contact tables and pipelines. Here’s how to set it up: Access Form - Navigate to the Entity section in the sidebar to see a list of all leads entered through the form. - In the Pipeline section, navigate to the Pipeline associated with the form, e.g., the Person Form, to see all leads in the first pipeline stage. Automating lead addition eliminates manual data entry, ensures timely follow-ups, and keeps your sales process running smoothly. This feature saves you time and ensures every lead is tracked correctly from the moment they connect with your business. https://www.loom.com/share/baf3d7ec1da44ffeab4597bf775ce9be?sid=e2b6f5d8-34d8-4bc8-bc8a-fabe3286ca9f

Last updated on Nov 15, 2024