Collect leads and automate the lead nurturing process
In this series, you will learn how to collect leads using Sweet Forms, and automate tasks and processes to nurture your leads!
In this series you will learn how to:
- Create a digital form to collect leads from the website, or directly by using and scanning a QR code.
- Automatically fetch and store the leads in a structured and digital way, prepared for further automation.
- Present and use the collected information, for both analysis and further nurturing and automation.
- Set up an automated e-mail as part of an e-marketing flow, as s response of the incoming lead.
1. Design the lead form using Sweet Forms
Learn how to use Sweet Forms to effortlessly collect leads from your website! In this step-by-step tutorial, we’ll create a lead form to capture email addresses, consent, and optional newsletter sign-ups. Perfect for offering downloadable guides, this form can be shared on your website, social channels, or anywhere else you like. We call this form an inbound form from the web that is considered a lead.
5 min
2. Collect the leads and start build an automated flow
In this video you will learn how you can use Sweet Forms as an inbound channel for collecting leads, and use Sweet Automation to automate tasks or processes to manage it. In this example we have a form on our website where leads can download interesting guides and whitepaper’s by filling in their e-mail address. We call this form a sort of inbound channel from the web that is considered a lead.
4 min
3. Gather all leads to automate the following lead nurturing activities
In this video you will learn how you create a selection query to view a dataset based on Sweet Form answers. This is the second part of a series where we use Sweet Form answers to build and automate a set of tasks as part of an automated lead process. Do you wish to learn how to load form answers into Sweet Automation? Have a look at the first episode of this series.
5 min
4. Communicate with your leads using e-mail marketing
In this video you will learn how you can build a flow with the e-mail marketing action, this is an automated set of actions where we use Sweet Form answers to collect leads as the starting point. And later trigger an email to the lead with clear call to actions, more information and contact details. This is the third part of the series where we started off loading form answers into Sweet Automation, then created a selection query with the results we wanted and now we will look into how to automate tasks. More specifically using the e-mail marketing action.
10 min
Learn more about Sweet Forms
Send automatic email notifications
Learn how to easily set up an automatic e-mail when a form has been started or finished. It can be sent to static e-mail addresses or dynamically.
3 min
Use BankID to sign the form with Scrive
Learn how to configure a form ending with e-signing using the Swedish BankID with Scrive.
5 min
Prefill form with information provider
Learn how to use an information provider like Roaring to prefill a form with available information.
4 min
Add JavaScript for events and logic
Learn how you can use JavaScript to create form logic for calculations, prefill and copy and more!
3 min
