How to set up the Lead Gen Form

Obtain the contact details from your website visitors using our personalised pop-up

The Lead Gen Form is a functionality that we are very proud of. The form allows you to personally greet the companies that visit your website. The moment a company visits your website, you can welcome them with a personal message and allow them to leave their contact details.


The example below shows our Lead Gen Form. As you can see, the pop-up recognises the company name and telephone number. Enabling the visitor to leave their contact details within just 2 clicks! 

 

In this article we'll discuss:

 

 

How to set up the Lead Gen Form


You can set up your Lead Gen Form from the Leadinfo portal. If you have already installed several Lead Gen Form, you will find them in this overview.

 

 

You can drag and drop the forms to adjust the priority. If a website visitor matches multiple Lead Gen Form, the visitor will see the form with the highest priority.  

 

 

Click on "New Lead Gen Form" in the top right corner. The Lead Gen Form consists of four parts:

  • Targeting: Choose on what pages or types of pages the Lead Gen Form should appear
  • Conditions: Determine if you want to show the form to all recognised companies, specific companies or unrecognised visitors  
  • Settings: Decide on how the Lead Gen Form should look like, its behaviour and the position. 
  • Action: Set up the action that needs to be executed when someone submits the Lead Gen Form.

 

Set up the targeting


Choose on what pages or type of pages the Lead Gen Form should appear. From the dropdown you can select four different options:

  • Page URL: Provide the URL or a unique part of the URL that the Lead Gen Form should or should not appear on.
  • Query Parameter: Provide what query parameter should be in the URL in order to appear in the Lead Gen Form. E.g. "utm_campaign" is "summer-offer"
  • Browser Language: Determine what browser language the user needs to set up, in order to see the Lead Gen Form
  • Device Type: Select the device type the Lead Gen Form should or should not appear on.

Once you know on what pages and / or types of pages the Lead Gen Form needs to appear, you can start setting up the rules. Let's explain how targeting works using an example.

 

A quick example: For Leadinfo.com we want to launch a German Lead Gen Form. But the Lead Gen Form should only appear on the demo page and when the visitor has set up German as their browser language. Here's how to set it up:

 

 

Let's take it up a notch. Say we want to show the German Lead Gen Form on the demo page and when the visitor has set up the German browser language. In addition, the lead Gen Form should also pop up when the company visits German pages.


In this case we have a rule that must be true, page URL, in combination with rules that can be true, browser language or German page, you can use a Group. Within the group you'll need to set "When all of the follow rules apply" to "When any of the following rules apply"

 

 

 

 

Determine the conditions

With conditions, you determine who should see the form. You can choose from three different segments:

  • All recognised companies: Every company we identify will see the form
  • Specific recognised companies: Set up rules that the companies need to meet in order to see the Lead Gen Form.
  • Unrecognised visitors: All the website visitors that we cannot identify as a company. 
     

Set up rules for specific recognised companies

If you'd like to show the form only to people from a specific industry or country you need to select "Specific recognised companies" and set up the rules your website visitors need to meet! 

Rules are based on the characteristics of a company and on the behaviour that they showed on your website. Before you start setting up your rules, we recommend brainstorming on what you'd like to do. 

 

A quick example: Say you only want to show the form to people who have visited the website at least 1 time before and are active in the Accounting branch. Here's how to set it up:

 

 

Decide on the form settings

 

Display Behaviour

  1. Decide on what the default state of the Lead Gen Form should be 

    Only Show Minimized:

     

    Opened with Welcome Message:

     

    Opened with Form:

     

  2. Decide when the Lead Gen Form should appear
    You can create a delay in showing the form based on the time spend on the page and/or the percentage scrolled on the page.

  3. Determine the call to action of the form
    Decide whether your visitor can leave a call-back request or their e-mail!

  4. Show or hide the favicon in the form
    In the Lead Gen Form we also show the Favicon of the company visiting your website. Determine here whether you'd like to show or hide the favicon. 

 

Positioning

Select where on your website the form should appear. The most often used positions are bottom left or bottom right.

In addition, you can customise the position of the form by adding the pixels on the Y and X axis. 

 

Colour

The Lead Gen Form is automatically adjusted to the colour on your website. But you can adjust the primary colour of the Lead Gen Form, expand the menu for more advanced colour options.

 

Text

Fill out the text of the form! If you've selected "Recognised" or "Specific recognised companies" below the segment, you can personalise the text in the form.

Drag and drop the parameters in the text to personalise the message for your website visitors. 

 

Branding

Below every Lead Gen Form, you'll spot "Powered by Leadinfo". This branding can be turned off.

Please note: removing the Leadinfo branding will increase the costs of your subscription. Take a look at the Subscription page to see the costs for your account. 

 

 

Choose an action


Get notified on Lead Gen Form Submissions! Receive a notification email, or send the submissions to Slack via Zapier. 

 

 

How can I view the submissions? 

After you set up the Lead Gen Form, the submissions will start popping in. Besides the e-mail notification, you will also see a list of all the submission in the portal. Navigate to Lead Gen Form, and open "Submissions".