Forms

Updated 2 weeks ago by Jason OHare

You've discovered the Form Widget! (Pro Feature)

Scroll to bottom for video

Use the form widget for instant Lead generation.

You can create Forms for anything from appointment setting to event registration to a quote request.

Simply enter a few fields your user should fill out. You can even set one-click Facebook validations for email and phone number.

Then track your Form conversion rates in Form Reports and optimize.

Lead capture has never been easier for you or your clients!

Select the Forms Widget from the widget menu in the Bot Builder.

Forms send out a sequential series of questions to visitors to collect Lead data. 

Question Types

The type of question dictates the way the question will be output. The types are:

  • Text: Users can respond with free form text
  • Multi: Multiple choice
  • Email: Provides the user's email for them to confirm
  • Phone: Provides the user's phone number for them to confirm
  • Location: Provides the user's location for them to confirm

Validation

The validation dictates what type of answer will be acceptable. The validations are:

  • None: Requires no validation
  • Number: Requires a valid number
  • Phone: Requires a valid phone number
  • Email: Requires a valid email address


Conversion radio button

The Conversion option dictates the point in the form that you consider your Lead converted.

For example, this could be the last question on the Form Widget but it doesn't need to be. You decide.

You can then check the Form Reports to view conversion rates of users who Users who encounter your Forms during chat sessions.

Form Reports tab


View Conversion rates of your Forms and optimize.

Check out the video below to learn more about forms!



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