Lead Generation
Lead Generation Feature
π‘ Purpose
The Lead Generation Feature helps you collect valuable customer information (such as email, phone number, address, birthdate, Quick message, button, text) directly through automated forms. You can use Lead Generation Forms in Posts, Stories, Upcoming Posts, Conditional Trigger, Global Triggers, Flow Automation, Smart Menus, and Welcome Openers via Message.
β¨ Key Benefits
β’ Qualify potential customers using custom questions.
β’ lead information with your marketing and sales process.
β’ Improve conversion rates through instant engagement.
β’ Reuse saved Lead Generation Forms across multiple automation.
Shruti Navadiya [11:01AM]
π οΈ How to Use Lead Generation Feature
1. Open the Sidebar to Lead Generation.
2. Click ****Create New Form**** or choose an existing form.
3. Add the fields you want to collect:
β’ Address
β’ Email
β’ Phone Number
β’ Birth Date
β’ Custom Questions
β’ Standard Fields
*custom Question Fields
5. Save the form.
6. Open the module setup (Post/Reels, Story, Upcoming post,Conditional Trigger, Global Trigger, Flow Automation, Smart Menu, or Welcome Opener).
7. Select the form to your automation.
8. Save the module.
π How It Works After Setup
β’ The selected Lead Generation Form is automatically sent when the automation is triggered.
β’ User responses are captured and saved instantly.
β’ No additional setup is required once the form is connected.
β FAQs**
Can I use the same Lead Generation Form in multiple automation?
Yes. Saved forms can be reused across posts, stories, triggers, and automation flows.
What information can I collect?
You can collect standard fields like Email, Phone Number, Address, BirthDate along with custom questions.
Can I edit a form after creating it?
Yes. You can update existing forms and use the latest version in future automation.
Does the form work with all automation types?
Yes. Lead Generation Forms can be used with Posts, Stories, Upcoming Posts, Global Triggers, Flow Automation, Smart Menus, and Welcome Openers.
β
Best Practices**
β’ Keep forms short and easy to complete.
β’ Only ask for information you truly need.
β’ Use custom questions to qualify leads.
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