How to generate and collect leads

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Sometimes you want to keep your project public and not password protected. At the same time, you may want to know who is accessing and viewing your presentations, infographics, or any other types of content you have created. You can easily do that with Visme’s contact form tool.

Collecting contact information from your viewers is a fantastic way to increase future engagement and to generate prospects that can overtime be converted to leads and in turn to customers.

By collecting few pieces of key information such as the person’s name, email and company name, you can increase your engagement with these valuable data. The form is very simple. For the people who are interested, they will take a few moments to provide you with such information.

What can you do with the data you’ve collected?

Track and find out who is accessing your content each time they access it.
Download the data anytime via Excel friendly format and use it to:

Contact via phone/email to follow-up on your valuable proposition.
Import to your favorite Newsletter program (including MailChimp, ConstantContact, VerticalResponse) to target via newsletter.
Import data to your CRM system such as SalesForce.com or your own internal program for future prospecting.

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How can you start collecting contact information?

Create a project or edit existing project.

Once you are in the Visme editor, click Share button on top right of your screen and make sure your project is published.

Click on Advance Settings on the top right of the Share Online page.

First click on the Privacy tab, you can then turn on/off the Requires registration feature. When it’s on, this will turn on the insights for the project.

Your project is now ready to collect potential leads! Each time it is accessed it will require user to fill out the contact form.

Requires Registration Form

Once you are in the Visme editor, you can also go to Menu on the top left of your screen and select Publish Settings from the drop down. When you do, you can skip step 3 & 4 and get to step 5.

Where can I see the results?

All results will be collected and available to access at anytime under your Dashboard > Form Results. This is located on the bottom left panel.

form results

You can filter your data via Date range:

You can also filter your results by Project:
All project results are stored in one area, but you can filter by checking and un-checking available project boxes to hide or show project results. In the example below, 2 project results are showing as only two are checked.

Check boxes will only show for projects that contain form results.

visme insights

Additionally you can download your results
The data will be download as a standard .csv file (comma delimited format) which can be imported to virtually any third party program that allows import of data.

download form results

Lead generation

What can you do with the data you’ve collected?

How can you start collecting contact information?

Where can I see the results?

Video: Watch how leads are generated using Visme