1:35
From click to customer
See how people find your website and what they do next. Sales Intellect website funnels follow visitors from Google to a quote request or a call.
What this video answers
Can I have a different form for each kind of enquiry?
Yes. Acme Plumbing has one for quotes, emergency callouts, hot water, health check bookings and property managers. The forms list shows how many came in this week, and in total.
Watch this part (0:00)Where do form submissions go?
Each submission is saved to the person's contact record. Open one to see exactly what they told you, answer by answer, and jump straight to their record.
Watch this part (0:22)How do I build a form in Sales Intellect?
In the drag-and-drop designer. Layout pieces, question types and your own contact and company fields come from the left, and every answer saves straight onto the customer's record, so nobody retypes anything.
Watch this part (0:35)Can a form fill in the details of a returning customer?
Yes. Each field can be set up with its label, whether it is required and where it saves, and a returning customer can have their details filled in for them.
Watch this part (0:49)What happens after someone submits a form?
The form's settings decide: a thank-you message or a page to send them to, tags and lists to add, and who in the office to tell.
Watch this part (1:03)How do I put a form on my website?
Share it as its own page, or embed it on your website with one line of code.
Watch this part (1:19)Can a form submission start a follow-up automatically?
Yes. The moment a real submission arrives, workflows take over: the instant reply, the enquiry board and the follow-up calls.
Watch this part (1:32)Everything said in the video
0:00
Your forms
Forms are how new customers find their way in. Acme has one for each kind of enquiry: a quote, an emergency callout, hot water, health check bookings, and property managers. The list shows how many came in this week, and in total.
0:22
Submissions
Each submission is a person. Open one to see exactly what they told you, answer by answer, and jump straight to their contact record, where it's already saved.
0:35
The form designer
Forms are built in the designer. Fields come from the left: layout, question types, and Acme's own contact and company fields. Every answer saves straight onto the customer's record, so nobody retypes anything.
0:49
Field settings
Open any field to set it up: its label, whether it's required, and where it saves. Choice boxes like these make the important question quick to answer, and a returning customer can have their details filled in for them.
1:03
After someone submits
The form's settings decide what happens next: a thank you message or a page to send them to, tags and lists to add, and who in the office to tell.
1:19
The customer's view
Here's what a customer sees. Share it as its own page, or embed it on your website with one line of code. This is the preview, so nothing is sent.
1:32
Wrap-up
And the moment a real one arrives, workflows take over: the instant reply, the enquiry board, and the follow up calls.
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