Capturing leads via the tawk.to Lead Capture Form

The instructions below are for desktops and laptops only.

The Lead Capture Form is an excellent tool for collecting valuable visitor information. You can prompt visitors to provide their information in chat conversations with the Lead Capture form, like this:

You can use the Lead Capture Form with shortcuts and triggers, and it’ll help you to:

• Capture valuable lead information and prioritize follow-ups based on customers’ needs

• Analyze the data to understand customers’ preferences and tailor your responses to improve their experience

In this guide, we’ll show you: 

• How to use the pre-built lead-capture-form shortcut

• How to create a shortcut with the Lead Capture Form

• How to add the Lead Capture Form to a trigger

• How to download your leads

You can use it in chat conversations by typing forward-slash (“/”) followed by the shortcut name, like this:

When a visitor starts a chat but no one can respond, the trigger kicks in, offering the Lead Capture Form.

Read on to learn how to create a shortcut with the Lead Capture Form.

Follow these steps to create a shortcut with the Lead Capture Form:

4. On the Administration menu, select Shortcuts under Settings.

5. Click Add Shortcut and select New Shortcut.

6. Enter the name of the shortcut. A descriptive name helps team members find the shortcut easily.

7. Click Add Element and select Lead Capture Form.

A preview of the form should appear on the right, like this:

8. Click + Action to either tag the chat or transfer it to other agents.

10. You can get Apollo AI to use this shortcut when customers ask related questions. Click Add Question to enter up to 5 examples of customers’ questions.

When customers ask similar questions, Apollo AI will understand the context and respond with the Lead Capture Form. For example:

11. Click Save.

Your agents can now use this shortcut in chat conversations by typing forward-slash (“/”) followed by the shortcut name, for example:

Read on to learn how to add this shortcut to a trigger.

Follow these steps to add the Lead Capture Form to a trigger:

2. On your dashboard, select the property for which you want to create a trigger. Hover over the property name to ensure you’ve selected the correct one.

3. On the Administration menu, select Triggers under Settings.

4. Select a trigger or click Add Trigger.

5. Under Trigger Message, select Use a predefined shortcut. Then, choose a shortcut that uses the Lead Capture Form.

6. Set the rest of the trigger settings and click Save.

When the trigger kicks in, visitors will be given the Lead Capture Form in the chat. Once they complete the form and submit their information, you can easily download it from your dashboard. Read on to find out how.

Follow these steps to download your lead information:

2. On your dashboard, select the property for which you want the lead report. Hover over the property name to ensure you’ve selected the correct one.

3. Click Reporting on the top menu.

4. Click Lead Capture on the menu on the left.

5. Select the date range.

Your lead information for the selected date range will appear.

6. Click the download icon. Your lead information will be downloaded in a CSV file.

With the Lead Capture Form, it’ll be easier for you and your team to capture valuable leads, prioritize follow-ups, and nurture them for conversion.

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