When you share your HiHello card with someone, it's important to be able to collect their contact information so that you can follow up with your new contact. Our HiHello Business and HiHello Enterprise subscribers can customize the lead capture forms for their whole team. This helps you ensure that everyone on your team is collecting the information you need as you gather contacts and leads in HiHello.
To create or edit a custom lead capture form:
- Log into your account on the HiHello web app.
- Go to your Admin profile.
- Click the gear icon to go to your Settings page:
- Within the Settings page, navigate to the Customer Lead Capture tab:
- On the Customer Lead Capture tab, you'll see a dashboard where you can see your existing custom forms, a preview of your form, and the option to create a new form:
- To create a new form, click + New form.
- In the window that opens you can name your form and add the fields you want to include on your form:
- You can click + Add new to add new fields. You'll see a drop-down menu where you can select from the existing fields of Company, Title, Department, or Custom:
Please note that the preview of your form on the left will update as you add elements to your form.
- Custom fields allow you to enter fields with custom labels. You can choose between an open text field, a checkbox or a dropdown menu:
- If you would like to make a field required, simply hover over it and click the * toggle:
- To change the order of the items on your form, you can click and hold the dots on the left of an item then drag it up or down:
- If you need to delete a field, hover over it and click the small red trash can icon on the right.
- When you are finished editing your form, click Save in the lower right.
Now that your form is ready, you can see it on your Custom Lead Capture tab. If you need to edit or delete the form, simply hover over it and select the "Edit" button or the trash can icon:
If you click the Preview button above your card image on the left, you can walk through a full preview of the contact exchange process and see what your form will look like to a new contact:
You can switch back to the default lead capture form at any time by selecting it on your Custom Lead Capture tab.
You can also change the kind of information that your new contacts share or add a consent form to your contact exchange. To read more, please view this guide:
Custom Contact Exchange and Consent Forms
After you have added new contacts to your account, you can sync the information with your CRM of choice: