Lead generation is a business process that consists of looking for potential clients (also called prospects) who can become actual clients. It's a strategic step in the normal development process of any company that wishes to increase its market share. A form allows you to collect data on leads who take actions on your website (download or request for information, an estimate or a demo, etc.). This data can then be integrated into your DI project and be used to send communications to leads.
A lead generation process is configured by default in the Lead Generation module. You must personalize the process elements to fit your use case and goals. The process includes an entry point (a link you insert in a message, an interceptor or a website), the form itself, a thank you page and a confirmation email (optional).
Access path: Acquisitions → Lead Generation |
Step 1: Generate the Process
Follow the access path and click Create a form. Name the form, select a type and indicate the display languages for the form:The type is mainly used to categorize the forms if you have several.
Step 2: Edit the Form
Click the pen to edit the lead form:A form template is offered by default to help you with the editing. This template comes with predefined fields and texts. You must, however, adjust the template form to your goals. If you want to retrieve more information than the one presented in the template, you must do so from the Form configuration page (see step 3 for more details).
☑ Header and footer
You can add content to the header and footer (your logo, a description, a title, contact details). You must first add a Structure block into which you drag a Content block. Modifications will apply to all the pages of the workflow.
☑ Global configurations (global styles)
You can modify styles for all pages of the workflow. However, if styles are applied to a specific element, this style will prevail for that element and replace the global one.
Section | Description |
---|---|
Content | Styles for texts and links, such as font, size, color, weight, etc. |
Pages | Styles for the entire page, such as top and bottom spacing, background image and color. |
Advanced options | CSS and favicon. |
☑ Form styles
In the main section of the form, modify the colors, widths and fonts of the elements (fields, buttons, texts):
☑ Adding content
The form template comes with only one column that includes predefined sections for the header, the form and the footer. You can add a zone by dragging a structure block (columns) in which you drag content blocks. Editing works the same way as the email editor. The available content elements can be inserted in any section except the section for the form itself (the inputs). In the next step, we will see how to edit or add new fields.
Step 3: Configure the Fields
☑ Profile update method
In Form configuration, under Profile update, select the profile update method for the contacts. As the information provided in the lead form can be different from the information already in Dialog Insight when the contact already exists in your contact list, it is important to specify how you want them to be processed. When the person who fills the lead form already exists as a contact in your project, you have to specify how the provided data will be processed.
☑ Default fields
In the Form configuration section, you can modify the fields from the default template. First, check if these default fields fit your needs. You can add new fields depending on the data you want to collect. You can remove fields you don't need. Note that it is impossible to delete fields that are part of the primary key, as this information identifies contacts in the application. Data entered in one of the form inputs will be added to a project field.If you modify a field from a published form, you must update the process to apply these changes.
Field | Description |
---|---|
Section | The form has only one section by default. If you created another section, you will then have the option here. |
Field | Name of the selected field. It can be a field from the project or a field specific to the form. |
Label | Name of the field as it should display on the form. If multiple languages are offered, you will need to specify a label for each language. **Warning - If a label is not provided for each available language, the default language label will be used. |
Source | Indicates where the field comes from. There are 3 possibilities:
|
Type | Available only when the field value comes from the form. Field used to define the type of value can be inserted in the field. Any data entered in the field that does not correspond to the indicated type will trigger an error. The available field types are:
|
Options | Available only when the field value comes from the form.
|
Maximum length | Available only when the field value comes from the form. The length of the value in number of characters, only for text fields. |
Default value | Available only when the field value comes from the form. Default value to assign to a REQUIRED field if no value is provided. If a default value is provided for a required field, the contact will be added even if no value was provided. |
☑ Field labeld layout
Under the Form options tab, define how you want field labels to display, either on the left, right or inside of the input area.
☑ Authentication process
If you want to be sure that the person who fills the form is a real person, it is recommended that you enable the reCAPTCHA option so that a validation question is added to the form.
If the registration form is displayed under a domain name other than ofsys.com, you will first need to register the domain used on reCAPTCHA to get your private and public keys. To register your site or domain with reCAPTCHA, go to https://www.google.com/recaptcha/admin#list and follow the instructions provided. Once saved, reCAPTCHA will give you private and public keys that you'll need to enter in Dialog Insight.
To enable the authentication option:
- Check the Use Google Recaptcha option.
- Click Manage keys.
- Choose your domain, if already configured. If not, click Add a key to register your domain name or the page to display the registration form, and specify the public and private keys that were assigned by reCAPTCHA when opening an account.
Step 4: Edit the Thank You Page
When the lead submits the form, there is a redirection to a thank you page. Edit the text and the visual of this page to adapt it to your brand and your use case:
Step 5: Add a Confirmation Email (Optional)
The lead generation workflow offers two confirmation options, one to the person who has filled the form and the other for the person responsible for the administrator. Note that only the text of the confirmation message sent to the contact can be edited. The message for the administrator is predefined and cannot be changed.
Message | Description | Do not forget |
---|---|---|
Message to contact | Message sent to the person who filled out the lead generation form. This message could contain a link for a file to download if it was the goal of the form. It is a great opportunity to establish a first contact with the lead. You could ask the lead to subscribe to your communications. | To do for each registration language:
|
Message to administrator | Message sent to the administrator to notify that contact information had been either added or edited in the database. You must specify all administrators to whom you want to send notifications by clicking on the person icon. |
|
Step 6: Publish the Form
Before publishing, verify the rendering by clicking Preview in the upper right of the form edition. After the validation, you can publish the form.
Step 7: Integrate the Form
Once all the lead generation process is configured as you need and want it, all that is left to do is to insert the link to the form in your website where is offered the action needing to complete the form (download, demo request). You could also include the link in a message or an interceptor.