Lead capture before recommendation

We define a lead as a phone number and/or and e-mail along with, possibly, a name. To capture this information, create a form-type slide and configure its fields based on the information you’d like to capture. You can do this by clicking the ‘settings’ icon next to each field. For example:

To edit a field, hover a field and click on its settings icon:

A popup will show up with settings for each type of field:

The captured information can be viewed from the Insight panel. You can also send a personalized email to each user that enters their email and/or send an email with the user information and answers to a list of emails configured.

Lead information captured on abandoned assistants (not completed by the user) will also be stored and viewed from the leads panel.

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