LeadsWithDemos Documentation

Getting Started

How to Start Collecting Leads on LeadsWithDemos

To start collecting leads, you need to decide where you would like to collect them from—whether it’s from a LeadsWithDemos landing page or your email marketing services.

From a LeadsWithDemos Landing Page: You can create a LeadsWithDemos landing page using our drag-and-drop builder and add any custom form to request as much information as you need from the user.

From an Email Marketing Service: You can collect leads from your website and your own forms. Once a contact is part of your email marketing service’s audience list, you can connect that list to your LeadsWithDemos site to import each contact to LeadsWithDemos, and automatically assign a copy of the CMS product demo.

Here are the pros and cons of each method:

LeadsWithDemos Landing Page

Email Marketing Services

LeadsWithDemos Landing Page

Track visitors for retargeting

Quality email address validation

Direct access to the demo copy

Custom actions after form submission

Email Marketing Services

Not able to track visitors for retargeting

No quality email validation (for now)

No direct access to the demo copy

No custom actions after form submission

How to start collecting Leads using a LeadsWithDemos Landing Page

Here are 5 simple steps to start collecting leads from a LeadsWithDemos landing page:

  1. Create a LeadsWithDemos site (make sure you have an account).
  2. Create a CMS product demo.
  3. Create a LeadsWithDemos landing page with a form.
  4. Create a LeadsWithDemos transactional email using our templates.
  5. Create a LeadsWithDemos campaign using landing pages as the lead source, so you can share a copy of the CMS product demo, and start collecting leads.
  6. Test the process to make sure you are capturing leads.

How to start collecting Leads using your Email Marketing Service

Here are 5 simple steps to start collecting leads from email marketing services:

  1. Create a LeadsWithDemos site (make sure you have an account).
  2. Create a CMS product demo.
  3. Connect your email marketing service with LeadsWithDemos.
  4. Create a LeadsWithDemos transactional email using our templates.
  5. Create a LeadsWithDemos campaign using email marketing services as the lead source, so you can share a copy of the CMS product demo, and start collecting leads.
  6. Test the process to make sure you are capturing leads.