Lead Generation Form

The Lead Generation Form Solution streamlines the process of capturing leads from a website and storing their data in a structured format. It features a customizable web form for collecting essential details like name, email, company, and more. This solution is ideal for businesses aiming to manage their lead generation process efficiently.

This flow is useful for automatically collecting and organizing lead information for marketing, sales, and partnership initiatives.

This template can be found in the Services Catalog under the following categories: AI, Contextual Basics

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What's Included

• 1 Flow

  • Lead Generation Web Form

• 1 Object Type

  • Lead Generation Web Form Data

• 1 Agent

  • HTTP Agent

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Ideas for Using the Lead Generation Web Form

Automated Lead Capture

Use the form to capture potential leads directly from your website, ensuring all relevant information is collected in a consistent format.

Enhanced Marketing Campaigns

Filter leads based on their interests or how they discovered your company. Tailor campaigns to specific audiences for better engagement.

Streamlined Sales Outreach

Provide your sales team with detailed lead information, including company, role, and primary interests, to enhance follow-up strategies.

Customer Relationship Building

Use the lead information to personalize interactions, strengthen customer relationships, and build trust.

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Flow Overview

Lead Generation Web Form Flow

• Flow Start: The flow begins when a user accesses the web form via a browser.

• Display Web Form: The form is dynamically loaded with fields for name, email, company, role, and more.

• Submit and Store Lead Data: Upon form submission, the data is validated and stored in the Lead Generation Web Form Data object.

• Error Handling: Any errors during form submission or data storage are captured and logged.

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Flow Details

Lead Generation Web Form

1. Display Web Form

   • Node: Lead Generation Web Form

   • Purpose: Serves an HTML-based web form for collecting lead information. Example HTML:

   <form id="leadGenForm">
       <input type="text" name="fullName" placeholder="Full Name" required>
       <input type="email" name="email" placeholder="Email Address" required>
       <input type="text" name="company" placeholder="Company Name" required>
       <input type="text" name="role" placeholder="Job Title" required>
       <select name="source" required>
           <option value="">How did you hear about us?</option>
           <option value="Search Engine">Search Engine</option>
           <option value="Social Media">Social Media</option>
       </select>
       <button type="submit">Submit</button>
   </form>

2. Submit Form Data

   • Node: Submit Lead Generation Form

   • Purpose: Accepts the submitted form data via a POST request.

3. Validate and Store Data

   • Node: Create Lead Generation Record

   • Purpose: Validates the form input and saves it to the Lead Generation Web Form Data object. Example Schema:

   {
       "fullName": "string",
       "email": "string",
       "phone": "string",
       "company": "string",
       "role": "string",
       "source": "string",
       "interest": "string",
       "message": "string",
       "marketing": "boolean"
   }

4. Send Response

   • Node: HTTP Response

   • Purpose: Returns a success message to the user upon successful data submission.

5. Error Handling

   • Nodes: Catch, Error Log, HTTP Error

   • Purpose: Captures any errors during form submission or data storage and logs them for troubleshooting.

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Summary of Flow

• Flow Start: Users access the lead generation form from the web.

• Data Capture: Form input is validated and stored in the Lead Generation Web Form Data object.

• Error Handling: Errors are logged and returned with meaningful messages to maintain a smooth user experience.