Use VipeCloud Forms to capture leads and route them to your teams and send them different automatic emails based on the fields your lead submissions choose.
Transcript
Transcript
0:01
hello vipers in today's what's the flow
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I'm going to show you how you can use a
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sign up form to collect information
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collect leads for you and do cool things
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based on the different responses that
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people are going to give in that silent
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form itself
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so in this signup form here
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it's going to have a field that's asking
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about what the annual revenue is for the
0:26
person who's filling this out and based
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on their answer for how much revenue
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they produce
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we're going to Route these leads
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differently to both different sales
0:37
teams and also it's going to give them
0:39
different
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email autoresponders
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right out of the gate as well so
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in this example here let me just show
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you what the sign up form looks like a
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very basic one but under annual revenue
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here we have under a million one to five
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million and over 5 million
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so let's go over here to autoresponders
1:04
and in this case I made two separate
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autoresponders
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they each send an email template except
1:12
they give different email templates
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based on
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uh on how much revenue they produce
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and then here it's under conditions
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where we're able to set that this
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autoresponder is only going to fire if
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their annual revenue response is not
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under 1 million therefore it's over a
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million
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and then for this one annual revenue is
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under 1 million
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and then also here under sign up owner
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here you can set again like if if the
1:48
this particular condition is met
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then there's going to be a particular
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owner for this this could either be an
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individual user in your account or in
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this case we've got a round robin here
2:00
for the team of senior sales Executives
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so we're able to set this here choosing
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round robin and then you can choose your
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various teams here
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and then again here we've got
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oh that's actually not correct should be
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a junior sales Executives let's go over
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here let's change that there we go
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junior sales executives
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for the under 1 million
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so this is just uh one example of a cool
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thing that you can do to just make it so
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that Vibe Cloud uh helps you better
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capture leads and uh and strike the iron
2:37
while it is hot so I hope this is
2:40
helpful