The first step is to map the lead fields, that is, what they fill out on the form will also be registered in Sprinthub.
At minimum the name field is required to register and find the lead in Sprinthub. If the fields are not properly configured, you may lose the chance to contact that lead.
Another important step is tracking through UTMs tags and the destination URL of a Sprinthub-tracked page.
If your form redirects the lead to a site tracked by SprintHub, configure the redirect URL here and also the UTMs set in the form so we can link the visit to the lead.
This is important for custom reports and dashboards; you can filter by UTM campaign, source, term and medium to know where more leads are coming from. Below there is more information about these reports.
The last part is additional actions, where the option Add tag to lead with the ad campaign name will create a tag using the created campaign name as parameters. Add the new leads to a segment and which actions the form will take after the lead enters Sprinthub.
Tag and segment are important for reports, but still within the segment you can trigger an automation flow that will take actions with that lead as soon as they enter. Whether triggering a chatbot, sending an email, performing other actions, etc. To learn more about automation flows and how they are started, click below:
"If the submitted form contains information of a lead that already exists in the system (based on your unique identification field settings) what should we do?"
Create a new Lead: A new Lead is created, and the duplicate can be merged later;
Update existing Lead: Updates the data in the existing Lead, overwriting the information;
Do not update the Lead: It will be added to the Lead's history that the form was submitted again.
After making the configurations click on Save changes:
Example of a form submission
In the case of the example we prepared, we used a standard form created directly by the Instagram app. In it, we added the 'Learn more' button to the profile, and when clicked, the customer is directed to the form.
Use the Instagram app for this function.
After submission we will validate if the registration landed in SprintHub, for that we will first analyze the segment "Instagram Form";
We can validate that we already have a registered lead;
By clicking on the segment we can validate the lead creation date:
And by clicking on the lead we can see in the lead's history that it indeed came from filling out the "Instagram Form", was added to the respective segment and was also created in the CRM automatically:
Choose the page, the form and then click on Create Entry:
Facebook will send a test entry, to create a new test just delete what was created at that moment:
We can see that in the segment "Facebook Form" we already have a registered lead;
By clicking on the segment we can validate the lead creation date.
Note that the lead's data are different, this is normal, as it is only a test registration:
And by clicking on the lead we can see in the lead's history that it indeed came from filling out the "Facebook Form", was added to the respective segment and was also created in the CRM automatically:
