Lead capture forms
PremiumThis feature is available on our Premium and Enterprise plans. UpdatedUse the Lead Form component for in-app messages to gather the names and email addresses of people who see your messages.
How it works
The Lead Form component is a form containing Name and Email fields. When people submit the form, we’ll add the person to your workspace so you can send them messages and convert them to a customer or user. This component helps you capture leads from anonymous messages.
For example, you might send an anonymous message with a Lead Form that offers people coupons when they sign up with their email addresses. When they submit the form, we’ll add them to your workspace and you can send them an email or in-app message with their coupon code.
Note that when people submit your form, we’ll add them to your workspace, but we won’t automatically identify them in the browser. By default, people remain anonymous as they browse your website. Learn more.
The Lead Form component
When you drag a Lead Form component into your message, it adds two things to your message: a box containing form fields and a submit button.
You can customize both, but you’ll select them separately. For example, when you select the form, you can customize the names of the fields, text size, and so on. But, if you want to change the name of the button from Submit to something like Let’s go!, you’ll have to select the button itself.
Add a Tracked Name for the submit button!
The Tracked Name field helps you track when people submit your form. Make sure you select the submit button and add a tracked name to help you track the success of your lead capture form.
The Name field
People can provide their names along with their email addresses. This gives you a way to address people in follow-up messages.
If you use this field, we’ll add a name attributeA key-value pair that you associate with a person or an object—like a person’s name, the date they were created in your workspace, or a company’s billing date etc. Use attributes to target people and personalize messages. to people who submit your form. If you separate names into first and last name attributes, or use other attributes to store names, you may want to disable the Name field and capture names some other way.
Set a tracked name for the submit button
The Tracked Name is how we group responses to messages. Setting a tracked name helps us do things like count the number of responses to your form and generate metrics like the percentage of people who submit your form. It also helps you understand what button people click—whether they dismiss your message or submit your form.
Give your message a close button
Not everybody will respond to your form. If you set up an anonymous message, and you don’t set it inline, make sure that you add a Close Button to your message so there’s a clear and obvious way for your audience to dismiss it.
The lead form does not identify people in the browser session
When someone submits the form, we’ll add them to your workspace, but we won’t automatically identify them in the browser. We’ll capture their anonymous activity up to that point, but anything they do after they submit your form will remain anonymous.
in your workspace) a-->|Merge anonymous activity
with new person|c b-->d(Anonymous person
on your website)
Each form generates a new Form integration
Whenever you add a form component to your message, Customer.io creates a new Form integration on the Data & Integrations > Integrations page. This integration has the same name as your anonymous message.
Click the form integration to view submissions. From here you can:
- Trigger different campaigns for each independent form
- Track and troubleshoot form submissions separately from other integrations
