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In the “Workflows” tab of your preezie portal, click the Actions cog to the left of the journey you wish to edit.
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Then select the first option, “Edit”
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“Journey Settings”
Then navigate to the “Lead Form” tab. You will need to check these boxes:
Show lead form before results (as modal popup)
This creates a popup that shows the lead form above the Results page.
Show results if lead is not entered
This allows users to see their results even if they choose to not enter their details.
Show lead form at bottom of results
This allows users to enter their details on the results page if they close the popup without entering them
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There are two columns of identical input fields. The fields on the left are for the lead form on the popup, and the fields on the right are for the lead form underneath the results page. These can have different copy if you wish.
The input fields are:
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You can then add your copy into the following fields:
Title: This is the title at the top of the lead form
Lead form textText: this is a subheading beneath the title
Lead form Submitted button text: This is the text on the submit button
Submit Submitted lead thank you title: This will show beneath the results once they submit the form
Submit Submitted lead thank you text: This will show beneath the results once they submit the form
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You will then need to tick activate which fields you want to appear on the form, and tick which of these fields are required. We recommend setting Name and Email as required fields.
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You also need to tick whether you want add a consent checkbox. You can add the text for that checkbox underneathin “Field Name (Displayed)”. This input field can include basic HTML, which you can use if you want to add a link to a Terms and Conditions or Privacy Policy page.
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A marketing consent checkbox is a legal requirement if you will be feeding lead data into a mailing list |
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If you would like each lead to manually be sent to you via email, enter the email address and subject line. You can also set a restriction on duplicate leads being sent to you via email within a certain number of hours. This is set to 24 by default.
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Now, press the save button at the bottom of the Edit popup.
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With all this filled out, the Lead Form will appear as a popup before the Results page, and will be embedded below the results page. The styling can be edited in “Test Guide Widget”.
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