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Lead Form Workflows

V
Written by VipeCloud Developer
Updated over 10 months ago

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

0:01

hello vipers in today's what's the flow

0:04

I'm going to show you how you can use a

0:06

sign up form to collect information

0:09

collect leads for you and do cool things

0:14

based on the different responses that

0:16

people are going to give in that silent

0:18

form itself

0:19

so in this signup form here

0:21

it's going to have a field that's asking

0:23

about what the annual revenue is for the

0:26

person who's filling this out and based

0:29

on their answer for how much revenue

0:32

they produce

0:33

we're going to Route these leads

0:34

differently to both different sales

0:37

teams and also it's going to give them

0:39

different

0:40

email autoresponders

0:43

right out of the gate as well so

0:46

in this example here let me just show

0:48

you what the sign up form looks like a

0:50

very basic one but under annual revenue

0:53

here we have under a million one to five

0:56

million and over 5 million

0:59

so let's go over here to autoresponders

1:04

and in this case I made two separate

1:06

autoresponders

1:08

they each send an email template except

1:12

they give different email templates

1:13

based on

1:15

uh on how much revenue they produce

1:18

and then here it's under conditions

1:20

where we're able to set that this

1:23

autoresponder is only going to fire if

1:26

their annual revenue response is not

1:29

under 1 million therefore it's over a

1:33

million

1:35

and then for this one annual revenue is

1:38

under 1 million

1:41

and then also here under sign up owner

1:45

here you can set again like if if the

1:48

this particular condition is met

1:51

then there's going to be a particular

1:52

owner for this this could either be an

1:54

individual user in your account or in

1:58

this case we've got a round robin here

2:00

for the team of senior sales Executives

2:04

so we're able to set this here choosing

2:07

round robin and then you can choose your

2:10

various teams here

2:13

and then again here we've got

2:16

oh that's actually not correct should be

2:18

a junior sales Executives let's go over

2:20

here let's change that there we go

2:21

junior sales executives

2:23

for the under 1 million

2:26

so this is just uh one example of a cool

2:29

thing that you can do to just make it so

2:32

that Vibe Cloud uh helps you better

2:34

capture leads and uh and strike the iron

2:37

while it is hot so I hope this is

2:40

helpful

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