3.12.3 Operational Details

• Usage Instructions:
  • Accessing the Lead Form Module:
    1. Navigate to Bot Space -> Bot Configuration -> Lead Form from the sidebar menu.
  • Enabling Lead Generation:
    1. Locate the Lead Generation toggle switch.
    2. Enable Lead Form: Toggle the switch to ON to activate lead generation.
    3. Disable Lead Form: Toggle the switch to OFF to deactivate lead generation.
  • Creating a Lead Generation Form:
    1. Click the “Create Lead Form” button.
    2. Add Fields:
       • Name, Email, Phone:
         • These fields are mandatory and can only be added once.
         • Click “Add Field” and select the desired field type.
         • Enter the label and validation message for each.
       • Custom Questions, Dropdown, Selection:
         • Click “Add Field” and select the desired field type.
         • Define the options, labels, and validation messages as required.
    3. Customize Fields:
       • Edit labels to match your branding.
       • Set custom validation messages to guide user input.
    4. Submit:
       • After configuring all fields, click the “Submit” button to finalize the lead form.
       • Note: Ensure all required fields are filled to avoid validation errors.
  • Editing an Existing Lead Form:
    1. Locate the desired lead form in the listing.
    2. Click the individual line item.
    3. Make necessary changes to fields, labels, or validation messages.
    4. Click “Submit” to apply updates.
  • Deleting a Lead Form:
    1. Locate the lead form you wish to delete.
    2. Click the “Delete” button next to the form.
    3. Confirm the deletion in the prompt.
    4. Note: Ensure that the form is not actively used or linked to ongoing campaigns before deletion.
  • Viewing Lead Data:
    1. Lead form data is visible in Reports section under Form Data.