We are excited to unveil another powerful new feature for Conversica Chat that will have a significant impact on your experience—Custom Lead Capture Forms. This highly requested update allows you to tailor the lead capture process to meet your business's unique needs, ensuring you collect all the necessary information for effective follow-up and legal compliance.

Understanding the Need for Custom Lead Capture

Many of our customers have highlighted the need to gather more than just a lead's name and email address. Whether it’s for legal compliance, workflow optimization, or improving follow-up strategies, capturing additional data is crucial. This new feature enables Marketing Ops teams to specify exactly which fields to include in the lead capture form within the chat interface, providing a customizable solution that fits diverse requirements.

Custom Lead Capture Forms offer a familiar and user-friendly method of capturing leads, aligning with standard marketing practices. This feature not only streamlines the lead capture process but also ensures that your team can promptly and effectively follow up with leads, reducing the reliance on email outreach.

How Custom Lead Capture Forms Work

If you're already using web form lead capture, this enhancement is designed specifically for you. Here’s how you can start utilizing this new functionality:

1. Customization at Your Fingertips: Collaborate with your Technical Account Manager (TAM) to request additional fields beyond the default name and email. You can specify the exact field names as they appear in your CRM (e.g., HubSpot) and set any necessary validations.
2. Seamless User Interaction: When a lead qualifies for capture during a chat session, the lead capture form will be presented. You can choose whether the form auto-opens or appears as a clickable button, providing flexibility in how you engage with your leads.
3. Efficient Data Handling: Only new information will be added to the CRM if the lead already exists. Optional fields can be ignored if not filled out by the lead, ensuring that only relevant data is captured.

Key Use Cases

Here are some practical scenarios where Custom Lead Capture Forms can make a significant impact:

• Collecting Additional Details: Gather more comprehensive information like phone numbers to enhance your follow-up process.
• Lead Qualification: Determine the lead’s interest timeline, such as whether they are interested in a product now or later (e.g., Fall or Spring admissions).
• Legal Compliance: Ensure GDPR and other regulatory compliance by identifying users from Europe or applicable regions and obtaining explicit approval for data collection through marketing disclaimers.

Availability and Pricing

This feature is available at no additional cost and is live for HubSpot users now. Need your CRM added? Let us know in the comments or by contacting your CSM!

We are confident that this enhancement will significantly improve your lead capture process and the quality of your data collection. Should you have any questions or need assistance, our support team is here to help.

Join the conversation by sharing your experiences in the comments below, and let us know how Custom Lead Capture Forms is working for you. Together, we can continue to innovate and improve our offerings to meet your needs.