How to collect leads with Omniconvert’s Survey Lead Collector

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Step 1. Go to Surveys

omniconvert survey menu

Step 2. Enter a title for the survey (this will be visible only in the platform/dashboard and it will help you differentiate the experiments / find them easily)

survey name

Step 3. Select “Pop-up survey” option

choose survey type

Step 4. Leave the “Questions” tab blank (do not add any questions )

survey questions tab

Step 5. Go to “Lead collector” tab and enable it.

survey lead collector tab

Step 6. Once it is enabled, add a header to it into the “Message (optional)”. You can add an image or a banner to attract the attention of your visitors, so they will leave their information. 

survey banner picture

Step 7. Scroll down and select the “Fields requested ” that you want the viewer to complete.

You can choose to receive the leads by email. In this case, we wanted to receive the leads to our own email inbox, so we entered two email addresses separated by commas.

 Above the “Send each new lead to email” field you will find the “Don’t keep the leads…” checkbox that will set the platform to delete each lead after it has been sent to you. 

survey lead information

Step 8. You can also choose to send leads to your email service provider. For now, we offer integration with Mailchimp, CampaignMonitor and Freshmail.

survey mailing list

The next step is designing the survey.

Step 9. Go to the “Design” tab and select as a “Triggering method” the “on exit” one.

survey trigger method

Then, you can change anything you want in the design of the survey. For our experiment, we’ve only changed the background color of the call-to-action button.

survey design

Step 10. Once the design is finished go to “Texts” tab to erase the “Intro message” the “ Thank you” message and to change the text of the default call to action button (Submit) which in this example is “Schedule a demo”.

survey texts

Step 11. Go to the “Audience” tab and enter the pages where you want the experiment to run/appear.

survey audience url

In the second part of the page, you must “Segment the visitors” by selecting a segment, choosing the number of visitors and the frequency of the survey.

survey-segmentation

Step 12. Go to the “Scheduling” tab and set the period of availability. Also, set the days and hours when you want the experiment to be inactive.

a b test schedule

Step 13. Click on “Preview” to see how it looks before setting it live.

survey preview

Ta daaa!!! This is how our experiment looked like:

survey final look

Step 14. If everything looks good, hit “Publish”. If not, click on “Save Draft” to save your work and continue to edit the experiment.

DON’T FORGET: After each time you publish or update an experiment, you have to wait 3-4 minutes until it will be visible on your website. If you want to see the changes live instantly, install the OmniTool extension that helps bypass the cache system which generates the delay. You can download OmniTool here.

If you prefer the video version of this text article, visit this page.

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