Simple and Effective Lead Capture and Notification

Asking customers to fill out online survey or lead forms provides great value to you. If you stop there however, you miss a great opportunity to influence your customer's experience.

As important to capturing information - I might argue more important - is what happens after the form is completed.

Many business have sophisticated workflow engines that auto-enroll people in e-mail campaigns, ship materials, or route them to a sales representative. Such enterprise systems can cost anywhere from tens to hundreds to thousands of dollars to license and implement.

Using Smartsheet and its Smartform functionality, anyone can setup a lead capture and alert system in less than 1 hour.

The 3 Steps to Effective Lead Capture and Notification:

1. Create a Smartsheet. The sheet should contain the fields (columns) you want to have displayed on your web form as well as fields for internal use only.
2. Activate the sheet's Smartform. On the sharing tab, click Smartform Options. Using the links on the setup form, you can control display options, required fields, helper text, logo and colors, and even enable customers to upload a file.
3. Set your notification rules. On your sheet's Alerts tab, add or adjust an existing notification rule. If you want blazingly fast response, change the default 'Once a day' frequency to 'Right away'. You or those you designate receive an e-mail directly after someone completes the form (which adds a new row to your sheet).  One tip to keep in mind when configuring your alerts.  Have 'Right away' key only off of the main field in your sheet.  That way, when internal people make updates to other columns in the sheet - as they are following up with people - false notifications don't get triggered.

Smartforms can be launched from a URL or embedded in any web page.

Give it a try...and blow the socks of your customers for a total subscription cost of less than $30 a month.  Creating sheets, smartforms, and alerts are available to all trial and advanced plan subscribers.

Related Links: 

Track your Sales Pipeline in Smartsheet

Smartform Overview Video