Enterprise user flows

There are a number of ways the Insites inbound lead generation feature can help you collect new leads. Here are some examples:

1. Collect up-front

Example 1 – Collect up-front

Visitor flow

1. Prompt user to provide their details (you can choose what fields to collect)
2. We run the report
3. Visitor sees their report
4. You receive an email with the customer’s details

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2. Obscured report

Example 2 – Obscured report

Visitor flow

1. Prompt user to provide only their website URL
2. We run the report
3. Visitor sees their report, obscured by a banner that prompts for their details
4. Full report is revealed only when details have been provided
5. You receive an email with customer’s details

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3. In-line prompts

Example 3 – In-line prompts

Visitor flow

1. Prompt user to provide only their website URL
2. We run the report
3. Visitor sees their report, which contains large call-to-actions (CTA’s) prompting visitor to receive a callback
4. Engaging with CTA allows visitor to enter their details and request a callback
5. You receive an email with customer’s details

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4. Summary report

Example 4 – Summary report

Visitor flow

1. Prompt user to provide only their website URL
2. We run the report
3. Visitor sees a summary of their report and a form to complete to request their full report
4. You receive an email with customer’s details

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Inbound widget with Google Maps search

1. Provide your Google maps API key in the Lead generation settings.
2. Add a new widget from the form widgets section of the settings and tick the box to enable Google autocomplete.
3. Select which fields should be collected. If any custom fields for your account are selected the user will be asked to enter them after the business details are confirmed.
4. Once the widget is saved, you can click “Get code” and copy the generated HTML into your page where the widget should appear.

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