Manually Triggered forms, also known as lead forms, allow your existing lead capture forms to qualify leads immediately when the form is submitted. When your form is submitted and the lead information does not meet your qualification criteria, the information is submitted to your backend database (such as Salesforce or a marketing automation system) just like it normally does and the visitor is shown your default "thank you" message.
However, when your form is submitted and the lead information does meet your qualification criteria, the information goes to your backend database and a conversation is opened in real-time for the qualified lead and your sales rep to have an immediate meeting. Instantly talk to your qualified leads the moment they fill out your lead forms, no waiting, 0 minute response time. Instant conversations result in instant conversions for sales.
Your Existing Lead Forms
It all starts with understanding the basic anatomy of how your lead forms work. While there are many variants of lead forms, they all work in basically the same way. Let's look at a sample "contact sales" lead capture. This probably resembles a form on your website today:
The block of HTML behind that form usually resembles something like that below:
<form name=“lead-form” method=“post” action=“/submit”>
<input type=“text” name=“name” placeholder=“Name”/>
<input type=“email” name=“email” placeholder=“Email”/>
<input type=“text” name=“company” placeholder=“Company”/>
<select name=“company_size”>
<option value=“None”>Select Company Size…</option>
<option value=“0-100”>0-100 Employees</option>
<option value=“101-500”>101-500 Employees</option>
<option value=“501-1000”>501-1000 Employees</option>
<option value=“1000+”>1000+ Employees</option>
</select>
<input type=“submit” value=“SUBMIT”/>
</form>
Turn Your Lead Form into a Manually Triggered Form Experience
1) Define your Lead Fields in Qualified
First, you need to define your visitor and lead fields in Qualified. It's generally a best practice to have fields set up that include everything you currently capture in your lead forms today. Note that each visitor field you set up has what's called an API Name. We'll be using this API name in the second step of the setup process.
2) Tag Your Lead Form HTML with Qualified Attributes
Next, you'll need to alter your existing lead capture form by adding custom attributes to the form and the fields that you want Qualified to capture upon form submission. The name/value pair of the form attribute must be data-qualified-smart-form="true" and the name/value pair of each field attribute must be data-qualified-field="your_field_API_name" in Qualified. It should look something like this:
<form name=“lead-form” data-qualified-smart-form=“experience-ID” method=“post” action=“/submit”>
<input type=“text” name=“name” data-qualified-field=“name” placeholder=“Name”/>
<input type=“email” name=“email” data-qualified-field=“email” placeholder=“Email”/>
<input type=“text” name=“company” data-qualified-field=“company” placeholder=“Company”/>
<select name=“company_size” data-qualified-field=“company_size”>
<option value=“None”>Select Company Size…</option>
<option value=“0-100”>0-100 Employees</option>
<option value=“101-500”>101-500 Employees</option>
<option value=“501-1000”>501-1000 Employees</option>
<option value=“1000+”>1000+ Employees</option>
</select>
<input type=“submit” value=“SUBMIT”/>
</form>
3) Test Your Qualification Rules
Finally, you can configure qualification rules to fire in real-time based on any of the values submitted in your form. This will be specific to your company of course, but for the sake of simplicity, let's say that we want to qualify a lead if the company size is greater than 1,000 employees.
Now, when someone fills out a smart lead form with any valid business email and notes that their company size is 1,000+ employees, your website will immediately alert your reps, and present the qualified lead with an open door to chat with or talk to your sales team...instantly.
Summary
Manually Triggered Forms allow your existing lead capture forms to qualify leads on-the-fly, immediately when the form is submitted. When your smart form is submitted and the lead information meets your qualification criteria, the information goes to your backend database and a conversation is opened in real-time for the qualified lead and your sales rep to have an immediate meeting. Instantly talk to your qualified leads the moment they fill out your lead forms, no waiting, zero minute response time. Instant conversations result in instant conversions for sales.