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Lead capture pages and forms
Lead capture pages and forms
Felix Rusby avatar
Written by Felix Rusby
Updated over a week ago

My Pages is a tool that allows you to create lead-capture forms that can turn your web traffic into paying customers.

My pages allows you to create forms that can either be embedded into your website or accessed via a link. My Pages will capture customer contact information and details about an enquiry, and create customer and project records in Payaca.

The project records can be set to automatically drop into a Pipeline of your choosing.

Combining this with our custom automations, you can set up automatic welcome communications, helping you provide a great experience and win more work.

How to access My pages?

My Pages are only accessible via the Payaca web app.

Click on the menu in the top right corner of the screen, and My Pages is the 4th option down.

Setting up a My pages form

Once you are on the My pages page, you will be presented with a customisable form that you can edit according to your spec.

Use the "Customise your page" section to edit the look and feel of your page.

With the colour editor, you can choose any shade you like and it will be shown on the preview to the right. If you have a particular brand colour you want to use, you can use the Hex colour code to find the exact shade you're after.

You can also use the draggable lines to change the look and dimensions of your form.

Adding questions to your form

You may wish to use your form to get some initial information about your customers as they fill it out. To do this, you can attach some initial questions which will be displayed on the form.

On the left, use the "Choose your questions" drop-down to tick the questions you want to include on the form. Currently, you can only add the questions displayed but we will be adding the ability to add custom questions in the future.

Those selected will appear as multiple-choice or editable fields at the bottom of your form. Choose as many or as few questions as you like.

Link page vs Code snippet

You will be given the option to create a link to a page or create a code snippet.

Linking to a landing page, this will create a link that can be posted on a social ad or used with automations to be emailed to customers. When a customer clicks on this link it will open a webpage displaying your form.

We have included an example of this here.

The code snippet will generate a piece of custom code that can be embedded on your site. For example, you might have a page on installations and customers will be able to fill out the form and contact you about a new installation or whatever it is you choose.

To set this up you will likely need your web developer to help you.

In both instances, use the "Copy to clipboard" button to copy the link or code you need.

Using a target pipeline

One of the features you can use with My pages is the target pipeline import feature. What this allows you to do is directly import customer data into a pipeline of your choice, from a My pages form.

To set this up, use the "Target pipeline" drop-down to select the pipeline you want the form to create a new deal in.

You can also use the "Add tags" button to automatically add tags to the new project when it is created. This allows you to set up tag-dependent automations that will run automatically once the customer has filled out the form.

Essentially the whole process from the customer filling out the form, to being added to your pipeline, to communications being sent, can all be automated.

You can also add as many tags as you like.

What happens when a customer fills out your form

A new project will be created in your chosen pipeline, complete with the customer's details and notes from the questions they asked in the notes section.

Any tag-dependent automations you had set up will also run as soon as the new project is created.

If a current customer fills out one of your forms, customer details won't be duplicated, the system will match it to your current customer record.

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