How to Setup the Lead Collection Form

Navigate to https://app.fastbots.ai/

Open your Chatbot and Click on "Appearance" under the Deployment section in the menu.

Scroll down on the "Appearance" page and turn on the "Lead Collection" button. Just click on the button as shown below.

You can add a "Lead Form Title" and also set the number of messages after which you want to show the lead collection form.

You can set the number of messages after which you want the lead form to show. This will help your users to have a conversation with the chatbot before the chatbot asks for their information.

You can also make the lead collection form mandatory for all users by asking them to fill out the form at the start of the conversation. If you select this checkbox, users won't be able to have a conversation with the bot until they complete the lead collection form. Once they submit the form, they can start asking questions to the bot.

You can also add the placeholders to be shown in each form input. You can add any text here according to your requirements.

You can also choose if a placeholder is "Required" to fill the lead collection form or if is it optional. If it's optional, you can keep the "Required" button off, otherwise turn it on.

You can also change the submit button name. For example, if you want it to be, "Send Message", you can just type it in the "Submit Button Text" area.

Submit Button color can also be customized by clicking on this icon.

Thank you message title and Thank you message body text can also be changed. You can add a text of your choice or just keep it as it is.

After making all the adjustments, scroll down and click on "Save"

Once you have saved the changes, click on "Leads" on the left-hand side menu to go to the leads page.

Now the next step is the configure your email where you can receive the leads. So, click on "Configure Lead Emails"

Add your email here. If you want to receive the leads to multiple emails, just separate your emails with a comma.

Once you have added the email(s), click on "Save" button.

Click on the "close" button. Now, you have successfully configured the lead collection form of the Chatbot.

To test the form, click on "Overview" on the left-hand side menu and go to the overview page.

Start a conversation with the bot so it can show you the lead collection form.

Enter your details in the form and click on "Submit"

Click on "Leads"

You should be able to see the information of the lead that you have just submitted on the leads page. Click on the Checkbox to select the lead.

After selecting the lead, click on "Export" and it will export the lead in a pdf.

This is the pdf format. You can see all the details of the lead. Below the lead information, you will find the chat history.

Click on "Chat History" to see the complete chat this user had with the bot.

Chat history

As soon as you submit the lead, the lead information will also be sent to the email that you have configured. This is what the email looks like.

If you want to resend this lead to your email again, just click on the "Resend" button.

Congratulations!! You have successfully setup your lead collection form and configured it with your email 🚀