Collect Leads with NPS

The Collect Leads with NPS is an on-site element designed to capture user feedback through a brief survey that measures user loyalty and satisfaction. This popup is ideal for collecting leads while engaging visitors with a quick NPS survey.

Creating Collect Leads with NPS

Preview on Desktop or Mobile:

After selecting the Collect Leads with NPS template, users will see a preview on the left side of the screen, displaying how the popup will appear on both desktop and mobile devices.

General Section

As with other on-site elements, the General Section is where users input the Name and Folder details to ensure the Collect Leads with NPS content is well-organized and easy to manage.

Content Section

• Change Template:

Users can switch between different templates by clicking the Change Template button, allowing flexibility.

• Layout Position:

In the Layout Position dropdown, users can choose from various placement options, such as middle center, top right, and others, depending on the desired positioning on the page.

• Pop-up Max Width:

Set the desired width of the popup to ensure it fits seamlessly within the page’s design.

• Dismiss on Click Outside:

Enable this option to allow users to close the popup by clicking anywhere outside of it.

• Keep This Message in Place on Scroll:

Toggle this option on to ensure the Collect Leads with NPS remains visible as users scroll down the page.

Settings

Form Page

Media:

Once users click the Add New button, additional media customization options become available.

• Position: Users can choose the position of the media within the form, such as left, top, or right of the content.
• Media Type: Users can select the type of media to display, either an image or video.
• Source: Users need to provide the media source, with customization available using the Customization Selector for dynamic and personalized content.

Texts:

• Title: The title text, such as "Rate you experience" can be edited by clicking the pencil icon.
• Message: Users can edit the message, like "How easy or difficult was it to use our website?" The Customization Selector allows for personalized content.

Rating

• Size:
  Select the size of the rating element to fit your design preferences.
• Primary (Color):
  Choose the primary color for the rating element to align with your brand or design theme.
• Secondary (Color):
  Set the secondary color for the rating element for contrast and visual appeal.
• Tag:
  Select a tag to save the rating. Tags help categorize or identify users based on their rating behavior.
  • Add Tag:
    • Tag Name: Enter a name for the tag.
    • Tag Type (Key Value): Define the tag type based on a key-value structure, where the tag identifies the key, and its value provides further details.
    • Value Type: Choose the Value Type as either TEXT or INTEGER, depending on whether the value needs to be treated as a text or a numeric value.
    • Description: Provide a description to clarify the tag's role or usage.
    • Audience Type: Specify if the tag applies to Contact Specific (individual user profiles) or Device Specific (applied to a specific device).

Fields:

• Email:
  The primary field for collecting the respondent’s email address for future communication and follow-ups.
• GSM:
  Collect the respondent’s mobile phone number (GSM) for SMS communication and personalized outreach.
• Name:
  Users can gather the respondent’s first name to personalize any follow-ups or future communications.
• Surname:
  This field captures the respondent’s last name, allowing for more personalized and professional communication.

Validation Language:

• In the Validation Language section, users can choose the language for validation messages that appear when subscribers interact with the form. The available language options are: Turkish or English

Checkbox Type:

• Merged Permission Checkbox:
  When both the Email and GSM fields are selected, this feature will merge the permission checkboxes into one. This single checkbox will allow users to opt-in for both email and SMS communications simultaneously.

Checkboxes:

• If the Merged Permission Checkbox is enabled, users will see a combined opt-in for both SMS and email messages. If it’s not enabled, separate checkboxes will be displayed for each communication method, allowing subscribers to opt in individually.

Button:

• Text:
  Users can edit the Send Button text to align with their campaign, such as "Send Feedback" or any other action-oriented text that fits the context of the survey or form.
• Customization:
  Apply dynamic content using the Customization Selector to personalize the button text.

Success Page:

Successful Content:

• Close Automatically: Users can enable or disable the option to automatically close the success message. If enabled, they can specify the time in seconds before the message closes.
• Message: The default success message, such as “The form is submitted successfully,” can be customized. Users can modify the text, add emojis, or use personalized content for enhanced engagement.
• Icon: An icon can be added to the success page to enhance visual appeal. If no custom icon is selected, a default one will be used.
• Image: The form image will automatically be displayed on the success page.

After making changes, users must click the Save & Back button to return to the previous screen.

Styles:

General:

Users can select a font family, input a Font URL, and adjust the card's radius and padding for optimal spacing. Background and close button color customization options are available to ensure a cohesive design.

Title:

Customize the title's color, font size, alignment, and font weight to make the text eye-catching and engaging.

Message:

Adjust the message's color, font size, alignment, and font weight to ensure clarity and readability.

Inputs:

Users can modify the input fields' padding, background color, and font size, ensuring the form fields are easily readable and aligned with the popup design.

Checkboxes:

Customization options for checkboxes include styling the tick mark, checked background, font size, and borders, enhancing user clarity.

Submit Button:

Users can modify the submit button's text, alignment, font size, background color, and border radius to create a modern and interactive design.

Successful Content:

Style the success message by adjusting its color, font size, text alignment, and padding to provide a visually appealing confirmation message for the user.

After adding your content successfully, save it as a draft for future use or publish it to make it ready for your campaigns.