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This guide will help you set up Email Capture within preezie, including setting up an automated Results Email and a way to receive Lead Data by email or API integration.

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Step 1: Set Up the Lead Form

In the “Workflows” “Journeys” 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 “Signup Lead Form” tab. You will need to check these boxes:

• Show lead form before results (as in modal popup)

  • This creates launches a popup modal that shows the lead form above the Results when the user gets to 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 personal details and close the modal.

  Show lead form at bottom of

  • If you leave this unchecked then you can enter some user facing text in the “No lead header text” field, this is use for custom messages to explain you need an email address to show results.

• Show No thanks to close

  • This is an optional feature that adds ‘No thanks’ underneath the submit button, this just closes the modal.

• Show underneath 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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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”the “Styling Editor” of that journey.

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Step 2: Receive Leads Data

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If you would like to receive each lead to your own company email inbox, you will need to upload a Lead Email Template. This is the template that will show how you receive the information. There are two three templates below you can use , one for Lead Forms with a comment field, and one without a comment field.to get you started, you can customise each template to match the lead form fields you are using, note make sure any custom variables match the custom field names being used.

Full field list of variables to use:

• Date: {LeadDate}

• Name: {LeadName}

• Phone: {LeadPhone}

• Email: {LeadEmail}

• Postcode: {postcode}

• Comment: {LeadComment}

• Date of birth: {dob}

• Free text: {Favourite colour} (i.e. the name of custom field including spaces)

• Checkbox: {are you over 18?} (i.e. the name of custom checkbox including spaces)

• Trigger: {LeadSource}

• Journey: {LeadSourceName}

Standard Lead Email template without comment field:

Standard Lead email template with comment field:

Full Lead email template with custom fields:

You will need to download one of the files above. Then, select the “Actions” cog next to the and select “Email template for leads”

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In the “Workflows” “Journeys” tab of your preezie portal, click the Actions cog to the left of the journey you wish to edit.

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This template has one column of results, with product information below the image. Without editing, it will look like this:

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With all of this set up, users of your preezie Guided Journey can now receive their results by email, and you can capture their lead data into your own marketing systems!