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Add lead engagement to your existing webforms with SubmitOnce

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SubmitOnce allows you to add smart lead qualification and instant engagement options to your existing webforms. Visitors complete your form as normal and then you decide if or how you want to engage with them.

Comparing a basic weform flow to a webform flow enhanced by SubmitOnce

Two user flows, shown side by side.

Flow 1, Visitor did not meet qualification rules: A "Contact us" webform with the following completed fields: Name: Jon Appleseed; Email: jon@appleseed.com; Company (a dropdown): Appleseed, Inc.; Team size: Less than 10 people; and Product (a dropdown): Standard 500.

The mouse cursor is positioned over the Send button, and a success message below the button reads: "Thank you for your interest. Our team will contact you by email in the next few days."

Flow 2, Visitor met qualification rules: A webform similar to that in Flow 1 (but with the "Team size" dropdown set to "50 to 100 people", and the "Product" dropdown set to "Enterprise 2000") is overlapped by a smart chatbot conversation in a dialog box.

The chatbot conversation reads:

Chatbot: "Hi Jon, I see that you're interested in our Enterprise 2000 product. How would you like to connect with our team?"

3 choices are presented to the user: "Join a live chat right now" (which is selected), and "Start an instant video call", and "Schedule a meeting".

To learn more about SubmitOnce, check out our blog article on how to supercharge your existing webforms with SubmitOnce.

Use SubmitOnce to offer a choice of lead engagement options

Sometimes, you're not sure whether to offer qualified leads an instant live chat conversation or a scheduled meeting at a later date. You simply don't know what they're doing at the moment they completed your form and whether they're ready to connect right away.

Fortunately, there's an easy answer to this problem: just customize your SubmitOnce bot to give them a choice!

A webform flow enhanced by SubmitOnce and allowing for live chat

A "Contact us" webform with the following completed fields: Name: Jon Appleseed; Email: jon@appleseed.com; Company: Appleseed, Inc.; Team size (a dropdown): 50 to 100 people; and Product (a dropdown): Enterprise 2000, is overlapped by a smart chatbot conversation in a dialog box.

The chatbot conversation reads:

Chatbot: "Hi Jon, I see that you're interested in our Enterprise 2000 product. How would you like to connect with our team?"

3 choices are presented to the user: "Join a live chat right now" (which is selected), and "Start an instant video call", and "Schedule a meeting".

You can also customize your SubmitOnce bot to check if live chat agents are available online. If they are, the bot can automatically offer them a choice of lead engagement options. If they're not, the bot can seamlessly offer a scheduled meeting instead.

A flowchart depicting the flow to check if live chat agents are available online.

Flowchart: Check if live chat agents are available online

Option 1 of 2: Yes

If yes, then the chatbot reads "How would you like to connect with our team?"

3 choices are presented to the user: "Join a live chat right now" (which is selected), and "Start an instant video call", and "Schedule a meeting".

Option 2 of 2: No

If no, then the chatbot reads "Let's schedule a meeting with our team"

A booking dialog is displayed within the chat conversation, prompting the user to schedule a time. This results in a second dialog stating "Your meeting is confirmed".

To learn more about live chat, check out our blog article on adding live chat conversations to your existing webforms with SubmitOnce.

To learn more about scheduled meetings, check out our blog article on adding scheduled meetings to your existing webforms with SubmitOnce.

How do I get started with SubmitOnce?

If you're interested in getting started with SubmitOnce, please contact our Sales team for more information.

And remember, research shows that 78% of customers buy from the company that responds first1. So don't keep your leads waiting!

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1 Source: LeadConnect