Popup and Forms Source

Popups and Forms Source

When you want to capture high-quality emails with LeadsWithDemos, you can choose from a variety of popups and form options directly within your LeadsWithDemos site.

Our popups and forms are specifically designed to give access to unique gated content or lead magnets, such as our custom-trained AI Assistant, newsletter signup, “Save Recipe for Later” feature, and more. These elements help you turn casual visitors into engaged subscribers by offering real value in exchange for their email addresses.

Please note that the available settings and components may vary based on the type of lead magnet or gated content you choose. This flexibility allows you to tailor the experience to best fit your campaign goals and the interests of your audience.

After adding your campaign name, selecting the lead capturing source, and providing the campaign description—for example, choosing Popups and Forms—you can proceed by clicking the “Continue” button.

Next, you’ll enter a guided process that walks you through each step required to set up your email capture campaign. During this process, you’ll have the opportunity to define and customize each component needed to begin collecting emails. These guided steps include:

Lead Caputing

In this step, you will select the email capture form or popup that you would like your users to interact with. In the dropdown list, you will only see the popups and forms that are available within your LeadsWithDemos site, are not part of or linked to another LeadsWithDemos campaign, and, most importantly, are marked as “Lead Gen Form” under Site > Popups & Forms.

Once you have selected the popup or form that you want your users to interact with, you can click on “Next,” which will take you to the next step.

After Capturing

The “After Capturing” step allows you to define what happens after a subscriber submits the form. These actions can vary based on the specific lead magnet or gated content you offer within LeadsWithDemos.

Below, we’ll outline the unique lead magnets (your gated content options) available in LeadsWithDemos, along with the corresponding actions you can configure for each one.

Lead Magnet

LeadsWithDemos is an email marketing platform designed to help you attract and capture emails through engaging and interactive lead magnets or gated content. These offerings go beyond traditional static downloads, allowing you to deliver content and value in real time. Current options include custom-trained AI Assistants, newsletters, or features like “Save Recipe for Later.” This empowers you to enhance your marketing strategy and connect more effectively with your audience.

The current unique lead magnets available in LeadsWithDemos are:

AI Assistant Answers

With LeadsWithDemos, you can train a custom AI assistant such as the “Other AI Assistant”, using your own knowledge base. This assistant can serve as a powerful lead magnet or gated content, instantly providing personalized answers to your subscribers’ questions after they submit your form.

Think of the “AI Assistant Answers” lead magnet as a smarter alternative to traditional content like eBooks, white papers, recipe finders, or written courses. Instead of asking users to read through lengthy documents or browse your site, your custom-trained AI delivers instant, conversational responses tailored to each user’s needs. This interactive experience helps keep your audience engaged, guides them in real time, and offers immediate value at the moment their interest is highest.

You have full control over the knowledge you provide to the AI assistant, and you can update or expand its expertise at any time, ensuring accurate, relevant, and evolving support for your subscribers.

AI Assistant

This dropdown list allows you to choose the specific AI assistant you want your subscribers to engage with. The selected assistant will leverage the custom knowledge you’ve trained it with to provide relevant information and instant answers after your visitors submit the form.

Please note that the only type of LeadsWithDemos AI Assistant displayed in this section is the “Other AI Assistant” type.

Thank You Message

This text box allows you to customize the message displayed to the subscriber after they have submitted the form. The thank you message presents an opportunity to express appreciation, reinforce brand engagement, and guide the subscriber on what to expect next, thereby enhancing their overall experience.

AI Assistant Feedback

When you use a custom-trained AI assistant as a unique lead magnet or gated content in LeadsWithDemos, there may be times when the assistant cannot provide a correct or complete answer. To address this, you can enable the “AI Assistant Feedback” option during campaign setup to collect feedback directly from your subscribers via the chat interface.

After the assistant provides an instant answer, you can display a feedback prompt in the chat, asking subscribers whether their question was resolved. If they respond negatively, this action triggers your campaign to collect additional feedback—such as their name, email address, and any details you wish to gather.

This approach not only helps you collect valuable insights to improve your AI assistant, but also gives you the opportunity to follow up with subscribers and provide them with the correct answer, strengthening engagement and trust.

AI Assistant

This dropdown list allows you to choose the specific AI assistant you want your leads to engage with.

Please note that the only type of LeadsWithDemos AI Assistant displayed in this section is the “Other AI Assistant” type.

Thank You Message

This text box allows you to customize the message displayed to the subscribe after they have submitted the form.

Thank You Code

This section allows you to add custom JavaScript that runs after a form has been submitted. Typically, this JavaScript is used to integrate with external systems for example, to trigger data layers for Google Tag Manager, track conversion events, or connect with analytics tools.

By adding your own code here, you can extend your form’s functionality and gain deeper insights into user actions. This feature is ideal for tracking form events.

Once you have selected your desired lead magnet, you can proceed to the next step by clicking the “Next” button.

Lead Quality

In this step, you will define and implement strategies to verify the validity of the email addresses provided by your subscribers. This process is crucial for ensuring the quality of the captured email addresses. The strategies include:

Transactional Email to Leads

You can choose to toggle this feature on or off, depending on your campaign needs. For example, if you enable it for the “AI Assistant Answers” lead magnet, the system will automatically send the active automated email from the “Autoresponder” category.

It’s important to ensure that the correct automated email is toggled on within this category, as only one email per category can be sent at any given time. This helps avoid duplicates and ensures that only the intended message reaches your subscribers.

This feature is especially useful if you want to confirm the authenticity of your subscribers’ email addresses. After someone provides their email and subscribes, you can send them an autoresponder email containing the gated content you offered as a lead magnet. This not only delivers value instantly but also helps verify that users receive messages at a valid address, improving the quality of your email list and your follow-up opportunities.

Reject Disposable Emails

This toggle option allows you to automatically reject email addresses from temporary email providers.

Correct Typos in Email Address

Enabling this option helps in automatically correcting common typos in email addresses, thus enhancing data accuracy.

Reject Emails from Free Services

Toggle this option to decline email addresses from free email services, if needed for your campaign’s strategy.

Reject Role-Based Emails

This feature, when toggled on, prevents the acceptance of emails associated with generic roles (like admin@, support@) rather than individual users.

Fields Mapping

This step allows you to map your popup and form fields with LeadsWithDemos Internal Fields. This process is essential for ensuring that the data from your form aligns correctly with LeadsWithDemos’ internal fields, thereby enhancing the accuracy of subscriber data.

The mapping table is organized into columns:

Field Name

Lists the names of your form fields from your form.

Mapped

Shows the mapping status of each field.

LeadsWithDemos Fields

This section displays the available LeadsWithDemos fields to help you map your form fields accurately. For each form field, select the corresponding LeadsWithDemos field to ensure all data is transferred correctly to your subscriber or lead profile within your LeadsWithDemos site.

This mapping process is essential for keeping your lead database accurate and up-to-date. It also allows you to take full advantage of LeadsWithDemos features such as segmentation and audience targeting by ensuring every piece of data is correctly aligned. If your form includes unique fields not already in LeadsWithDemos, you can easily add custom fields and include them in your mapping. This flexibility gives you granular control over the information you collect and how it’s managed.

Overwrite if exists

Provides an option to overwrite existing subscriber data with new submissions, keeping your lead information current.

Action

This column provides the option to add additional configurations for each field. When you click the pencil icon, a popup window will appear offering the following options:

Basic

Overwrite if exists: This toggle allows you to decide whether you would like to overwrite the field if it already exists. If toggled on, it means that the data will be overwritten when the form is submitted.

Advanced

Always display even if previously completed: This toggle enables the field to always be displayed on the form, even if the subscriber has already completed it in a prior submission. If toggled on, the field will be displayed.

Do not prefill: If this option is enabled, the field will not be prefilled with any previously entered information, allowing the subscriber to input their data from scratch. If toggled off, the system will display the data entered previously.

Progressive

Show this field only if the subscriber already has data in the following field(s): This toggle allows you to specify conditions under which this field will be displayed. You can select one or more fields, such as “Email” or “First Name,” and the designated field will only appear if the subscriber has previously populated data in those selected fields.

This is a powerful configuration option because it allows you to collect data progressively each time your subscribers interact with your forms. This approach removes the barriers of asking many questions at once.

Adding Custom Fields

If your form includes unique fields not present with your LeadsWithDemos site, you can create new custom fields directly from the “Map Your Fields” section or via ‘Leads’ > ‘Settings’ > ‘Custom Fields’ > ‘Add Custom Fields‘. This ensures you capture all necessary subscriber data.

Once you have completed the field mapping, you can proceed to the next step by clicking the “Next” button.

Publish This Campaign

In this step, you will publish your LeadsWithDemos email capture campaign. Once you toggle the option to publish, the campaign will become active. After clicking the “Finish” button, you, as the LeadsWithDemos user, will be redirected to the campaign dashboard.

If the campaign is not yet active, a notification will indicate its status. Ensure that all previous steps are completed to guarantee a successful launch.